Civic Intelligence

The Stern Group Inc.

Plan context: The Stern Group Inc. Profit Sharing Plan

EIN 52-1607670 • Washington, DC • 23 filings • 5 plans

3314 Ross Place NWWashington, DC 20008-3332
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$2,127,157

2018 Contributions

$130,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,174,031$1,087,016$0199920112017YearValue
$2,127,157Latest year 2017

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420199920072017YearValue
4Latest year 2017

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201810$0$0-
The Stern Group Inc. Profit Sharing Plan-0$0$0-
201714$2,127,157$0-
The Stern Group Inc. Profit Sharing Plan-4$2,127,157$0-
201614$2,090,399$0-
The Stern Group Inc. Profit Sharing Plan-4$2,090,399$0-
201512$2,166,201$0-
The Stern Group Inc. Profit Sharing Plan-2$2,166,201$0-
201412$2,174,031$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
The Stern Group Inc. Profit Sharing Plan-2$2,174,031$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
201312$1,933,390$208,000$104,000iApproximate average salary by contribution assumption: employee only about $2,600,000 at 4% or $1,733,333 at 6%; with 50% employer match about $1,733,333 at 4% or $1,155,556 at 6%; with 100% employer match about $1,300,000 at 4% or $866,667 at 6%.
The Stern Group Inc. Profit Sharing Plan-2$1,933,390$208,000$104,000iApproximate average salary by contribution assumption: employee only about $2,600,000 at 4% or $1,733,333 at 6%; with 50% employer match about $1,733,333 at 4% or $1,155,556 at 6%; with 100% employer match about $1,300,000 at 4% or $866,667 at 6%.
201211$1,591,307$200,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
The Stern Group Inc. Profit Sharing Plan-1$1,591,307$200,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
201112$1,273,867$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
The Stern Group Inc. Profit Sharing Plan-2$1,273,867$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
201011$985,680$202,775$202,775iApproximate average salary by contribution assumption: employee only about $5,069,375 at 4% or $3,379,583 at 6%; with 50% employer match about $3,379,583 at 4% or $2,253,056 at 6%; with 100% employer match about $2,534,688 at 4% or $1,689,792 at 6%.
The Stern Group Inc. Profit Sharing Plan-1$985,680$202,775$202,775iApproximate average salary by contribution assumption: employee only about $5,069,375 at 4% or $3,379,583 at 6%; with 50% employer match about $3,379,583 at 4% or $2,253,056 at 6%; with 100% employer match about $2,534,688 at 4% or $1,689,792 at 6%.
200711$0$0-
The Stern Group Inc. Profit Sharing Plan-1---
200612$0$0-
The Stern Group Inc. Profit Sharing Plan-2---
200522$0$0-
The Stern Group Inc. Profit Sharing Plan-0---
The Stern Group Inc. Profit Sharing Plan-2---
200411$766,764$37,312$37,312iApproximate average salary by contribution assumption: employee only about $932,800 at 4% or $621,867 at 6%; with 50% employer match about $621,867 at 4% or $414,578 at 6%; with 100% employer match about $466,400 at 4% or $310,933 at 6%.
The Stern Group Inc. Profit Sharing Plan-1$766,764$37,312$37,312iApproximate average salary by contribution assumption: employee only about $932,800 at 4% or $621,867 at 6%; with 50% employer match about $621,867 at 4% or $414,578 at 6%; with 100% employer match about $466,400 at 4% or $310,933 at 6%.
200312$714,821$48,575$24,288iApproximate average salary by contribution assumption: employee only about $607,188 at 4% or $404,792 at 6%; with 50% employer match about $404,792 at 4% or $269,861 at 6%; with 100% employer match about $303,594 at 4% or $202,396 at 6%.
The Stern Group Inc. Profit Sharing Plan-2$714,821$48,575$24,288iApproximate average salary by contribution assumption: employee only about $607,188 at 4% or $404,792 at 6%; with 50% employer match about $404,792 at 4% or $269,861 at 6%; with 100% employer match about $303,594 at 4% or $202,396 at 6%.
200222$623,307$44,020$22,010iApproximate average salary by contribution assumption: employee only about $550,250 at 4% or $366,833 at 6%; with 50% employer match about $366,833 at 4% or $244,556 at 6%; with 100% employer match about $275,125 at 4% or $183,417 at 6%.
The Stern Group Inc. Profit Sharing Plan-2$623,307$44,020$22,010iApproximate average salary by contribution assumption: employee only about $550,250 at 4% or $366,833 at 6%; with 50% employer match about $366,833 at 4% or $244,556 at 6%; with 100% employer match about $275,125 at 4% or $183,417 at 6%.
The Stern Group Inc. Money Purchase Pension Plan-0---
200121$597,199$18,240$18,240iApproximate average salary by contribution assumption: employee only about $456,000 at 4% or $304,000 at 6%; with 50% employer match about $304,000 at 4% or $202,667 at 6%; with 100% employer match about $228,000 at 4% or $152,000 at 6%.
The Stern Group Inc. Profit Sharing Plan-1$314,265$14,400$14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%.
The Stern Group Inc. Money Purchase Pension Plan-1$282,934$3,840$3,840iApproximate average salary by contribution assumption: employee only about $96,000 at 4% or $64,000 at 6%; with 50% employer match about $64,000 at 4% or $42,667 at 6%; with 100% employer match about $48,000 at 4% or $32,000 at 6%.
200022$295,026$25,035$12,518iApproximate average salary by contribution assumption: employee only about $312,938 at 4% or $208,625 at 6%; with 50% employer match about $208,625 at 4% or $139,083 at 6%; with 100% employer match about $156,469 at 4% or $104,313 at 6%.
The Stern Group Inc. Profit Sharing Plan-2$295,026$25,035$12,518iApproximate average salary by contribution assumption: employee only about $312,938 at 4% or $208,625 at 6%; with 50% employer match about $208,625 at 4% or $139,083 at 6%; with 100% employer match about $156,469 at 4% or $104,313 at 6%.
The Stern Group Inc. Money Purchase Pension Plan-2---
199922$535,264$38,011$19,006iApproximate average salary by contribution assumption: employee only about $475,138 at 4% or $316,758 at 6%; with 50% employer match about $316,758 at 4% or $211,172 at 6%; with 100% employer match about $237,569 at 4% or $158,379 at 6%.
The Stern Group Inc. Profit Sharing Plan-2$294,672$29,600$14,800iApproximate average salary by contribution assumption: employee only about $370,000 at 4% or $246,667 at 6%; with 50% employer match about $246,667 at 4% or $164,444 at 6%; with 100% employer match about $185,000 at 4% or $123,333 at 6%.
The Stern Group Inc. Money Purchase Pension Plan-0$240,592$8,411-