Stearns, Roberts & Guttentag LLC
Plan context: Stearns, Roberts & Guttentag LLC 401(K) Plan
EIN 46-1580704 • Deerfield Beach, FL • 13 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
26
2024 Assets
$1,428,739
2024 Contributions
$52,121
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 | 26 | $1,428,739 | $52,121 | $2,005iApproximate average salary by contribution assumption: employee only about $50,116 at 4% or $33,411 at 6%; with 50% employer match about $33,411 at 4% or $22,274 at 6%; with 100% employer match about $25,058 at 4% or $16,705 at 6%. |
| Stearns, Roberts & Guttentag LLC 401(K) Plan | - | 26 | $1,428,739 | $52,121 | $2,005iApproximate average salary by contribution assumption: employee only about $50,116 at 4% or $33,411 at 6%; with 50% employer match about $33,411 at 4% or $22,274 at 6%; with 100% employer match about $25,058 at 4% or $16,705 at 6%. |
| 2023 | 1 | 25 | $1,201,473 | $53,254 | $2,130iApproximate average salary by contribution assumption: employee only about $53,254 at 4% or $35,503 at 6%; with 50% employer match about $35,503 at 4% or $23,668 at 6%; with 100% employer match about $26,627 at 4% or $17,751 at 6%. |
| Stearns, Roberts & Guttentag LLC 401(K) Plan | - | 25 | $1,201,473 | $53,254 | $2,130iApproximate average salary by contribution assumption: employee only about $53,254 at 4% or $35,503 at 6%; with 50% employer match about $35,503 at 4% or $23,668 at 6%; with 100% employer match about $26,627 at 4% or $17,751 at 6%. |
| 2022 | 1 | 24 | $1,142,457 | $93,239 | $3,885iApproximate average salary by contribution assumption: employee only about $97,124 at 4% or $64,749 at 6%; with 50% employer match about $64,749 at 4% or $43,166 at 6%; with 100% employer match about $48,562 at 4% or $32,375 at 6%. |
| Stearns, Roberts & Guttentag LLC 401(K) Plan | - | 24 | $1,142,457 | $93,239 | $3,885iApproximate average salary by contribution assumption: employee only about $97,124 at 4% or $64,749 at 6%; with 50% employer match about $64,749 at 4% or $43,166 at 6%; with 100% employer match about $48,562 at 4% or $32,375 at 6%. |
| 2021 | 1 | 24 | $1,373,164 | $137,202 | $5,717iApproximate average salary by contribution assumption: employee only about $142,919 at 4% or $95,279 at 6%; with 50% employer match about $95,279 at 4% or $63,519 at 6%; with 100% employer match about $71,459 at 4% or $47,640 at 6%. |
| Stearns, Roberts & Guttentag LLC 401(K) Plan | - | 24 | $1,373,164 | $137,202 | $5,717iApproximate average salary by contribution assumption: employee only about $142,919 at 4% or $95,279 at 6%; with 50% employer match about $95,279 at 4% or $63,519 at 6%; with 100% employer match about $71,459 at 4% or $47,640 at 6%. |
| 2020 | 1 | 25 | $1,197,980 | $73,349 | $2,934iApproximate average salary by contribution assumption: employee only about $73,349 at 4% or $48,899 at 6%; with 50% employer match about $48,899 at 4% or $32,600 at 6%; with 100% employer match about $36,675 at 4% or $24,450 at 6%. |
| Stearns, Roberts & Guttentag LLC 401(K) Plan | - | 25 | $1,197,980 | $73,349 | $2,934iApproximate average salary by contribution assumption: employee only about $73,349 at 4% or $48,899 at 6%; with 50% employer match about $48,899 at 4% or $32,600 at 6%; with 100% employer match about $36,675 at 4% or $24,450 at 6%. |
| 2019 | 1 | 27 | $1,067,795 | $71,610 | $2,652iApproximate average salary by contribution assumption: employee only about $66,306 at 4% or $44,204 at 6%; with 50% employer match about $44,204 at 4% or $29,469 at 6%; with 100% employer match about $33,153 at 4% or $22,102 at 6%. |
| Stearns, Roberts & Guttentag LLC 401(K) Plan | - | 27 | $1,067,795 | $71,610 | $2,652iApproximate average salary by contribution assumption: employee only about $66,306 at 4% or $44,204 at 6%; with 50% employer match about $44,204 at 4% or $29,469 at 6%; with 100% employer match about $33,153 at 4% or $22,102 at 6%. |
| 2018 | 1 | 29 | $1,047,134 | $85,042 | $2,932iApproximate average salary by contribution assumption: employee only about $73,312 at 4% or $48,875 at 6%; with 50% employer match about $48,875 at 4% or $32,583 at 6%; with 100% employer match about $36,656 at 4% or $24,437 at 6%. |
| Stearns, Roberts & Guttentag LLC 401(K) Plan | - | 29 | $1,047,134 | $85,042 | $2,932iApproximate average salary by contribution assumption: employee only about $73,312 at 4% or $48,875 at 6%; with 50% employer match about $48,875 at 4% or $32,583 at 6%; with 100% employer match about $36,656 at 4% or $24,437 at 6%. |
| 2017 | 1 | 29 | $1,050,757 | $85,142 | $2,936iApproximate average salary by contribution assumption: employee only about $73,398 at 4% or $48,932 at 6%; with 50% employer match about $48,932 at 4% or $32,621 at 6%; with 100% employer match about $36,699 at 4% or $24,466 at 6%. |
| Stearns, Roberts & Guttentag LLC 401(K) Plan | - | 29 | $1,050,757 | $85,142 | $2,936iApproximate average salary by contribution assumption: employee only about $73,398 at 4% or $48,932 at 6%; with 50% employer match about $48,932 at 4% or $32,621 at 6%; with 100% employer match about $36,699 at 4% or $24,466 at 6%. |
| 2016 | 1 | 29 | $838,893 | $73,578 | $2,537iApproximate average salary by contribution assumption: employee only about $63,429 at 4% or $42,286 at 6%; with 50% employer match about $42,286 at 4% or $28,191 at 6%; with 100% employer match about $31,715 at 4% or $21,143 at 6%. |
| Stearns, Roberts & Guttentag LLC 401(K) Plan | - | 29 | $838,893 | $73,578 | $2,537iApproximate average salary by contribution assumption: employee only about $63,429 at 4% or $42,286 at 6%; with 50% employer match about $42,286 at 4% or $28,191 at 6%; with 100% employer match about $31,715 at 4% or $21,143 at 6%. |
| 2015 | 1 | 28 | $720,469 | $40,526 | $1,447iApproximate average salary by contribution assumption: employee only about $36,184 at 4% or $24,123 at 6%; with 50% employer match about $24,123 at 4% or $16,082 at 6%; with 100% employer match about $18,092 at 4% or $12,061 at 6%. |
| Stearns, Roberts & Guttentag LLC 401(K) Plan | - | 28 | $720,469 | $40,526 | $1,447iApproximate average salary by contribution assumption: employee only about $36,184 at 4% or $24,123 at 6%; with 50% employer match about $24,123 at 4% or $16,082 at 6%; with 100% employer match about $18,092 at 4% or $12,061 at 6%. |
| 2014 | 2 | 22 | $1,380,758 | $75,170 | $3,417iApproximate average salary by contribution assumption: employee only about $85,420 at 4% or $56,947 at 6%; with 50% employer match about $56,947 at 4% or $37,965 at 6%; with 100% employer match about $42,710 at 4% or $28,473 at 6%. |
| STEARNS, ROBERTS & GUTTENTAG, LLC 401(K) PLAN | - | 22 | $690,379 | $37,585 | $1,708iApproximate average salary by contribution assumption: employee only about $42,710 at 4% or $28,473 at 6%; with 50% employer match about $28,473 at 4% or $18,982 at 6%; with 100% employer match about $21,355 at 4% or $14,237 at 6%. |
| Stearns, Roberts & Guttentag LLC 401(K) Plan | - | 22 | $690,379 | $37,585 | $1,708iApproximate average salary by contribution assumption: employee only about $42,710 at 4% or $28,473 at 6%; with 50% employer match about $28,473 at 4% or $18,982 at 6%; with 100% employer match about $21,355 at 4% or $14,237 at 6%. |
| 2013 | 1 | 19 | $633,632 | $52,508 | $2,764iApproximate average salary by contribution assumption: employee only about $69,089 at 4% or $46,060 at 6%; with 50% employer match about $46,060 at 4% or $30,706 at 6%; with 100% employer match about $34,545 at 4% or $23,030 at 6%. |
| Stearns, Roberts & Guttentag LLC 401(K) Plan | - | 19 | $633,632 | $52,508 | $2,764iApproximate average salary by contribution assumption: employee only about $69,089 at 4% or $46,060 at 6%; with 50% employer match about $46,060 at 4% or $30,706 at 6%; with 100% employer match about $34,545 at 4% or $23,030 at 6%. |