Stern and Stern Inc.
Plan context: Stern and Stern Inc. 401(K) Profit Sharing Plan
EIN 45-3762782 • 14 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$374,238
2024 Contributions
$60,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $374,238 | $0 | - |
| Stern and Stern Inc. 401(K) Profit Sharing Plan | - | 7 | $374,238 | - | - |
| 2023 | 1 | 5 | $269,427 | $0 | - |
| Stern and Stern Inc. 401(K) Profit Sharing Plan | - | 5 | $269,427 | - | - |
| 2022 | 1 | 8 | $205,506 | $0 | - |
| Stern and Stern Inc. 401(K) Profit Sharing Plan | - | 8 | $205,506 | - | - |
| 2021 | 1 | 8 | $311,048 | $0 | - |
| Stern and Stern Inc. 401(K) Profit Sharing Plan | - | 8 | $311,048 | - | - |
| 2020 | 1 | 4 | $156,208 | $0 | - |
| Stern and Stern Inc. 401(K) Profit Sharing Plan | - | 4 | $156,208 | - | - |
| 2019 | 1 | 5 | $96,245 | $0 | - |
| Stern and Stern Inc. 401(K) Profit Sharing Plan | - | 5 | $96,245 | - | - |
| 2018 | 1 | 3 | $154,325 | $0 | - |
| Stern and Stern Inc. 401(K) Profit Sharing Plan | - | 3 | $154,325 | - | - |
| 2017 | 1 | 2 | $313,471 | $0 | - |
| Stern and Stern Inc. 401(K) Profit Sharing Plan | - | 2 | $313,471 | - | - |
| 2016 | 1 | 2 | $327,551 | $0 | - |
| Stern and Stern Inc. 401(K) Profit Sharing Plan | - | 2 | $327,551 | - | - |
| 2015 | 1 | 2 | $264,376 | $0 | - |
| Stern and Stern Inc. 401(K) Profit Sharing Plan | - | 2 | $264,376 | - | - |
| 2014 | 1 | 2 | $194,243 | $0 | - |
| Stern and Stern Inc. 401(K) Profit Sharing Plan | - | 2 | $194,243 | - | - |
| 2013 | 1 | 2 | $114,933 | $0 | - |
| Stern and Stern Inc. 401(K) Profit Sharing Plan | - | 2 | $114,933 | - | - |
| 2012 | 1 | 2 | $177,870 | $60,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Stern and Stern Inc. 401(K) Profit Sharing Plan | - | 2 | $177,870 | $60,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2011 | 1 | 2 | $152,000 | $152,000 | $76,000iApproximate average salary by contribution assumption: employee only about $1,900,000 at 4% or $1,266,667 at 6%; with 50% employer match about $1,266,667 at 4% or $844,444 at 6%; with 100% employer match about $950,000 at 4% or $633,333 at 6%. |
| Stern and Stern Inc. 401(K) Profit Sharing Plan | - | 2 | $152,000 | $152,000 | $76,000iApproximate average salary by contribution assumption: employee only about $1,900,000 at 4% or $1,266,667 at 6%; with 50% employer match about $1,266,667 at 4% or $844,444 at 6%; with 100% employer match about $950,000 at 4% or $633,333 at 6%. |