Civic Intelligence

The Stern Agency Inc.

Plan context: The Stern Agency Inc. 401K Profit Sharing Plan & Trust

EIN 52-1731299 • Churchville, MD • 17 filings • 4 plans

2828 E. Medical Hall RdChurchville, MD 21028
Current Snapshot

Latest Year

2015

2015 Participants

16

2015 Assets

$604,285

2015 Contributions

$1,374

Historical Graphs

Total Assets Over Time

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

$942,083$471,042$0199920072014YearValue
$604,285Latest year 2014

Participants Over Time

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

26130199920072014YearValue
16Latest year 2014

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
201510$0$1,374-
The Stern Agency Inc. 401K Profit Sharing Plan & Trust-0$0$1,374-
2014116$604,285$254,123$15,883iApproximate average salary by contribution assumption: employee only about $397,067 at 4% or $264,711 at 6%; with 50% employer match about $264,711 at 4% or $176,474 at 6%; with 100% employer match about $198,534 at 4% or $132,356 at 6%.
The Stern Agency Inc. 401K Profit Sharing Plan & Trust-16$604,285$254,123$15,883iApproximate average salary by contribution assumption: employee only about $397,067 at 4% or $264,711 at 6%; with 50% employer match about $264,711 at 4% or $176,474 at 6%; with 100% employer match about $198,534 at 4% or $132,356 at 6%.
2013117$527,492$39,128$2,302iApproximate average salary by contribution assumption: employee only about $57,541 at 4% or $38,361 at 6%; with 50% employer match about $38,361 at 4% or $25,574 at 6%; with 100% employer match about $28,771 at 4% or $19,180 at 6%.
The Stern Agency Inc. 401K Profit Sharing Plan & Trust-17$527,492$39,128$2,302iApproximate average salary by contribution assumption: employee only about $57,541 at 4% or $38,361 at 6%; with 50% employer match about $38,361 at 4% or $25,574 at 6%; with 100% employer match about $28,771 at 4% or $19,180 at 6%.
2012124$734,061$54,757$2,282iApproximate average salary by contribution assumption: employee only about $57,039 at 4% or $38,026 at 6%; with 50% employer match about $38,026 at 4% or $25,350 at 6%; with 100% employer match about $28,519 at 4% or $19,013 at 6%.
The Stern Agency Inc. 401K Profit Sharing Plan & Trust-24$734,061$54,757$2,282iApproximate average salary by contribution assumption: employee only about $57,039 at 4% or $38,026 at 6%; with 50% employer match about $38,026 at 4% or $25,350 at 6%; with 100% employer match about $28,519 at 4% or $19,013 at 6%.
2011126$942,083$76,308$2,935iApproximate average salary by contribution assumption: employee only about $73,373 at 4% or $48,915 at 6%; with 50% employer match about $48,915 at 4% or $32,610 at 6%; with 100% employer match about $36,687 at 4% or $24,458 at 6%.
The Stern Agency Inc. 401K Profit Sharing Plan & Trust-26$942,083$76,308$2,935iApproximate average salary by contribution assumption: employee only about $73,373 at 4% or $48,915 at 6%; with 50% employer match about $48,915 at 4% or $32,610 at 6%; with 100% employer match about $36,687 at 4% or $24,458 at 6%.
2010123$902,952$72,117$3,136iApproximate average salary by contribution assumption: employee only about $78,388 at 4% or $52,259 at 6%; with 50% employer match about $52,259 at 4% or $34,839 at 6%; with 100% employer match about $39,194 at 4% or $26,129 at 6%.
The Stern Agency Inc. 401K Profit Sharing Plan & Trust-23$902,952$72,117$3,136iApproximate average salary by contribution assumption: employee only about $78,388 at 4% or $52,259 at 6%; with 50% employer match about $52,259 at 4% or $34,839 at 6%; with 100% employer match about $39,194 at 4% or $26,129 at 6%.
2009123$794,922$117,328$5,101iApproximate average salary by contribution assumption: employee only about $127,530 at 4% or $85,020 at 6%; with 50% employer match about $85,020 at 4% or $56,680 at 6%; with 100% employer match about $63,765 at 4% or $42,510 at 6%.
The Stern Agency Inc. 401K Profit Sharing Plan & Trust-23$794,922$117,328$5,101iApproximate average salary by contribution assumption: employee only about $127,530 at 4% or $85,020 at 6%; with 50% employer match about $85,020 at 4% or $56,680 at 6%; with 100% employer match about $63,765 at 4% or $42,510 at 6%.
2008118$541,802$118,518$6,584iApproximate average salary by contribution assumption: employee only about $164,608 at 4% or $109,739 at 6%; with 50% employer match about $109,739 at 4% or $73,159 at 6%; with 100% employer match about $82,304 at 4% or $54,869 at 6%.
The Stern Agency Inc. 401K Profit Sharing Plan & Trust-18$541,802$118,518$6,584iApproximate average salary by contribution assumption: employee only about $164,608 at 4% or $109,739 at 6%; with 50% employer match about $109,739 at 4% or $73,159 at 6%; with 100% employer match about $82,304 at 4% or $54,869 at 6%.
2007117$629,662$118,260$6,956iApproximate average salary by contribution assumption: employee only about $173,912 at 4% or $115,941 at 6%; with 50% employer match about $115,941 at 4% or $77,294 at 6%; with 100% employer match about $86,956 at 4% or $57,971 at 6%.
The Stern Agency Inc. 401K Profit Sharing Plan & Trust-17$629,662$118,260$6,956iApproximate average salary by contribution assumption: employee only about $173,912 at 4% or $115,941 at 6%; with 50% employer match about $115,941 at 4% or $77,294 at 6%; with 100% employer match about $86,956 at 4% or $57,971 at 6%.
2006113$506,675$76,087$5,853iApproximate average salary by contribution assumption: employee only about $146,321 at 4% or $97,547 at 6%; with 50% employer match about $97,547 at 4% or $65,032 at 6%; with 100% employer match about $73,161 at 4% or $48,774 at 6%.
The Stern Agency Inc. 401K Profit Sharing Plan & Trust-13$506,675$76,087$5,853iApproximate average salary by contribution assumption: employee only about $146,321 at 4% or $97,547 at 6%; with 50% employer match about $97,547 at 4% or $65,032 at 6%; with 100% employer match about $73,161 at 4% or $48,774 at 6%.
200518$429,775$68,178$8,522iApproximate average salary by contribution assumption: employee only about $213,056 at 4% or $142,038 at 6%; with 50% employer match about $142,038 at 4% or $94,692 at 6%; with 100% employer match about $106,528 at 4% or $71,019 at 6%.
The Stern Agency Inc. 401K Profit Sharing Plan & Trust-8$429,775$68,178$8,522iApproximate average salary by contribution assumption: employee only about $213,056 at 4% or $142,038 at 6%; with 50% employer match about $142,038 at 4% or $94,692 at 6%; with 100% employer match about $106,528 at 4% or $71,019 at 6%.
200419$355,856$44,400$4,933iApproximate average salary by contribution assumption: employee only about $123,333 at 4% or $82,222 at 6%; with 50% employer match about $82,222 at 4% or $54,815 at 6%; with 100% employer match about $61,667 at 4% or $41,111 at 6%.
The Stern Agency Inc. 401K Profit Sharing Plan & Trust-9$355,856$44,400$4,933iApproximate average salary by contribution assumption: employee only about $123,333 at 4% or $82,222 at 6%; with 50% employer match about $82,222 at 4% or $54,815 at 6%; with 100% employer match about $61,667 at 4% or $41,111 at 6%.
200317$371,560$42,754$6,108iApproximate average salary by contribution assumption: employee only about $152,693 at 4% or $101,795 at 6%; with 50% employer match about $101,795 at 4% or $67,863 at 6%; with 100% employer match about $76,346 at 4% or $50,898 at 6%.
The Stern Agency Inc. 401K Profit Sharing Plan & Trust-7$371,560$42,754$6,108iApproximate average salary by contribution assumption: employee only about $152,693 at 4% or $101,795 at 6%; with 50% employer match about $101,795 at 4% or $67,863 at 6%; with 100% employer match about $76,346 at 4% or $50,898 at 6%.
200219$270,679$55,865$6,207iApproximate average salary by contribution assumption: employee only about $155,181 at 4% or $103,454 at 6%; with 50% employer match about $103,454 at 4% or $68,969 at 6%; with 100% employer match about $77,590 at 4% or $51,727 at 6%.
The Stern Agency Inc. 401K Profit Sharing Plan & Trust-9$270,679$55,865$6,207iApproximate average salary by contribution assumption: employee only about $155,181 at 4% or $103,454 at 6%; with 50% employer match about $103,454 at 4% or $68,969 at 6%; with 100% employer match about $77,590 at 4% or $51,727 at 6%.
2001110$0$0-
The Stern Agency Inc. 401K Profit Sharing Plan & Trust-10---
2000112$271,910$63,492$5,291iApproximate average salary by contribution assumption: employee only about $132,275 at 4% or $88,183 at 6%; with 50% employer match about $88,183 at 4% or $58,789 at 6%; with 100% employer match about $66,138 at 4% or $44,092 at 6%.
The Stern Agency Inc. 401K Profit Sharing Plan & Trust-12$271,910$63,492$5,291iApproximate average salary by contribution assumption: employee only about $132,275 at 4% or $88,183 at 6%; with 50% employer match about $88,183 at 4% or $58,789 at 6%; with 100% employer match about $66,138 at 4% or $44,092 at 6%.
199918$312,193$47,111$5,889iApproximate average salary by contribution assumption: employee only about $147,222 at 4% or $98,148 at 6%; with 50% employer match about $98,148 at 4% or $65,432 at 6%; with 100% employer match about $73,611 at 4% or $49,074 at 6%.
The Stern Agency Inc. 401K Profit Sharing Plan & Trust-8$312,193$47,111$5,889iApproximate average salary by contribution assumption: employee only about $147,222 at 4% or $98,148 at 6%; with 50% employer match about $98,148 at 4% or $65,432 at 6%; with 100% employer match about $73,611 at 4% or $49,074 at 6%.