I. Stern & Co. Inc.
Plan context: I. Stern & Co. Inc. Profit Sharing Plan & Trust
EIN 52-2058343 • Clark, NJ • 18 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
11
2018 Assets
$3,208,759
2018 Contributions
$196,000
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| I. Stern & Co. Inc. Profit Sharing Plan & Trust | - | 0 | $0 | $0 | - |
| 2017 | 1 | 11 | $3,208,759 | $196,000 | $17,818iApproximate average salary by contribution assumption: employee only about $445,455 at 4% or $296,970 at 6%; with 50% employer match about $296,970 at 4% or $197,980 at 6%; with 100% employer match about $222,727 at 4% or $148,485 at 6%. |
| I. Stern & Co. Inc. Profit Sharing Plan & Trust | - | 11 | $3,208,759 | $196,000 | $17,818iApproximate average salary by contribution assumption: employee only about $445,455 at 4% or $296,970 at 6%; with 50% employer match about $296,970 at 4% or $197,980 at 6%; with 100% employer match about $222,727 at 4% or $148,485 at 6%. |
| 2016 | 1 | 10 | $2,721,366 | $190,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| I. Stern & Co. Inc. Profit Sharing Plan & Trust | - | 10 | $2,721,366 | $190,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| 2015 | 1 | 8 | $2,409,206 | $174,000 | $21,750iApproximate average salary by contribution assumption: employee only about $543,750 at 4% or $362,500 at 6%; with 50% employer match about $362,500 at 4% or $241,667 at 6%; with 100% employer match about $271,875 at 4% or $181,250 at 6%. |
| I. Stern & Co. Inc. Profit Sharing Plan & Trust | - | 8 | $2,409,206 | $174,000 | $21,750iApproximate average salary by contribution assumption: employee only about $543,750 at 4% or $362,500 at 6%; with 50% employer match about $362,500 at 4% or $241,667 at 6%; with 100% employer match about $271,875 at 4% or $181,250 at 6%. |
| 2014 | 1 | 8 | $2,251,233 | $170,025 | $21,253iApproximate average salary by contribution assumption: employee only about $531,328 at 4% or $354,219 at 6%; with 50% employer match about $354,219 at 4% or $236,146 at 6%; with 100% employer match about $265,664 at 4% or $177,109 at 6%. |
| I. Stern & Co. Inc. Profit Sharing Plan & Trust | - | 8 | $2,251,233 | $170,025 | $21,253iApproximate average salary by contribution assumption: employee only about $531,328 at 4% or $354,219 at 6%; with 50% employer match about $354,219 at 4% or $236,146 at 6%; with 100% employer match about $265,664 at 4% or $177,109 at 6%. |
| 2013 | 1 | 8 | $2,003,066 | $168,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| I. Stern & Co. Inc. Profit Sharing Plan & Trust | - | 8 | $2,003,066 | $168,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| 2012 | 1 | 8 | $1,919,387 | $168,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| I. Stern & Co. Inc. Profit Sharing Plan & Trust | - | 8 | $1,919,387 | $168,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| 2011 | 1 | 8 | $1,583,870 | $174,140 | $21,768iApproximate average salary by contribution assumption: employee only about $544,188 at 4% or $362,792 at 6%; with 50% employer match about $362,792 at 4% or $241,861 at 6%; with 100% employer match about $272,094 at 4% or $181,396 at 6%. |
| I. Stern & Co. Inc. Profit Sharing Plan & Trust | - | 8 | $1,583,870 | $174,140 | $21,768iApproximate average salary by contribution assumption: employee only about $544,188 at 4% or $362,792 at 6%; with 50% employer match about $362,792 at 4% or $241,861 at 6%; with 100% employer match about $272,094 at 4% or $181,396 at 6%. |
| 2010 | 1 | 8 | $1,413,434 | $163,447 | $20,431iApproximate average salary by contribution assumption: employee only about $510,772 at 4% or $340,515 at 6%; with 50% employer match about $340,515 at 4% or $227,010 at 6%; with 100% employer match about $255,386 at 4% or $170,257 at 6%. |
| I. Stern & Co. Inc. Profit Sharing Plan & Trust | - | 8 | $1,413,434 | $163,447 | $20,431iApproximate average salary by contribution assumption: employee only about $510,772 at 4% or $340,515 at 6%; with 50% employer match about $340,515 at 4% or $227,010 at 6%; with 100% employer match about $255,386 at 4% or $170,257 at 6%. |
| 2009 | 1 | 8 | $1,141,413 | $161,620 | $20,203iApproximate average salary by contribution assumption: employee only about $505,063 at 4% or $336,708 at 6%; with 50% employer match about $336,708 at 4% or $224,472 at 6%; with 100% employer match about $252,531 at 4% or $168,354 at 6%. |
| I. Stern & Co. Inc. Profit Sharing Plan & Trust | - | 8 | $1,141,413 | $161,620 | $20,203iApproximate average salary by contribution assumption: employee only about $505,063 at 4% or $336,708 at 6%; with 50% employer match about $336,708 at 4% or $224,472 at 6%; with 100% employer match about $252,531 at 4% or $168,354 at 6%. |
| 2008 | 1 | 8 | $836,754 | $154,103 | $19,263iApproximate average salary by contribution assumption: employee only about $481,572 at 4% or $321,048 at 6%; with 50% employer match about $321,048 at 4% or $214,032 at 6%; with 100% employer match about $240,786 at 4% or $160,524 at 6%. |
| I. Stern & Co. Inc. Profit Sharing Plan & Trust | - | 8 | $836,754 | $154,103 | $19,263iApproximate average salary by contribution assumption: employee only about $481,572 at 4% or $321,048 at 6%; with 50% employer match about $321,048 at 4% or $214,032 at 6%; with 100% employer match about $240,786 at 4% or $160,524 at 6%. |
| 2007 | 1 | 7 | $947,941 | $147,598 | $21,085iApproximate average salary by contribution assumption: employee only about $527,136 at 4% or $351,424 at 6%; with 50% employer match about $351,424 at 4% or $234,283 at 6%; with 100% employer match about $263,568 at 4% or $175,712 at 6%. |
| I. Stern & Co. Inc. Profit Sharing Plan & Trust | - | 7 | $947,941 | $147,598 | $21,085iApproximate average salary by contribution assumption: employee only about $527,136 at 4% or $351,424 at 6%; with 50% employer match about $351,424 at 4% or $234,283 at 6%; with 100% employer match about $263,568 at 4% or $175,712 at 6%. |
| 2006 | 1 | 6 | $738,931 | $124,689 | $20,782iApproximate average salary by contribution assumption: employee only about $519,538 at 4% or $346,358 at 6%; with 50% employer match about $346,358 at 4% or $230,906 at 6%; with 100% employer match about $259,769 at 4% or $173,179 at 6%. |
| I. Stern & Co. Inc. Profit Sharing Plan & Trust | - | 6 | $738,931 | $124,689 | $20,782iApproximate average salary by contribution assumption: employee only about $519,538 at 4% or $346,358 at 6%; with 50% employer match about $346,358 at 4% or $230,906 at 6%; with 100% employer match about $259,769 at 4% or $173,179 at 6%. |
| 2005 | 1 | 6 | $554,115 | $117,798 | $19,633iApproximate average salary by contribution assumption: employee only about $490,825 at 4% or $327,217 at 6%; with 50% employer match about $327,217 at 4% or $218,144 at 6%; with 100% employer match about $245,413 at 4% or $163,608 at 6%. |
| I. Stern & Co. Inc. Profit Sharing Plan & Trust | - | 6 | $554,115 | $117,798 | $19,633iApproximate average salary by contribution assumption: employee only about $490,825 at 4% or $327,217 at 6%; with 50% employer match about $327,217 at 4% or $218,144 at 6%; with 100% employer match about $245,413 at 4% or $163,608 at 6%. |
| 2004 | 1 | 5 | $549,291 | $94,337 | $18,867iApproximate average salary by contribution assumption: employee only about $471,685 at 4% or $314,457 at 6%; with 50% employer match about $314,457 at 4% or $209,638 at 6%; with 100% employer match about $235,843 at 4% or $157,228 at 6%. |
| I. Stern & Co. Inc. Profit Sharing Plan & Trust | - | 5 | $549,291 | $94,337 | $18,867iApproximate average salary by contribution assumption: employee only about $471,685 at 4% or $314,457 at 6%; with 50% employer match about $314,457 at 4% or $209,638 at 6%; with 100% employer match about $235,843 at 4% or $157,228 at 6%. |
| 2003 | 1 | 6 | $406,875 | $128,968 | $21,495iApproximate average salary by contribution assumption: employee only about $537,367 at 4% or $358,244 at 6%; with 50% employer match about $358,244 at 4% or $238,830 at 6%; with 100% employer match about $268,683 at 4% or $179,122 at 6%. |
| I. Stern & Co. Inc. Profit Sharing Plan & Trust | - | 6 | $406,875 | $128,968 | $21,495iApproximate average salary by contribution assumption: employee only about $537,367 at 4% or $358,244 at 6%; with 50% employer match about $358,244 at 4% or $238,830 at 6%; with 100% employer match about $268,683 at 4% or $179,122 at 6%. |
| 2002 | 1 | 5 | $257,325 | $128,730 | $25,746iApproximate average salary by contribution assumption: employee only about $643,650 at 4% or $429,100 at 6%; with 50% employer match about $429,100 at 4% or $286,067 at 6%; with 100% employer match about $321,825 at 4% or $214,550 at 6%. |
| I. Stern & Co. Inc. Profit Sharing Plan & Trust | - | 5 | $257,325 | $128,730 | $25,746iApproximate average salary by contribution assumption: employee only about $643,650 at 4% or $429,100 at 6%; with 50% employer match about $429,100 at 4% or $286,067 at 6%; with 100% employer match about $321,825 at 4% or $214,550 at 6%. |
| 2001 | 1 | 5 | $120,269 | $113,028 | $22,606iApproximate average salary by contribution assumption: employee only about $565,140 at 4% or $376,760 at 6%; with 50% employer match about $376,760 at 4% or $251,173 at 6%; with 100% employer match about $282,570 at 4% or $188,380 at 6%. |
| I. Stern & Co. Inc. Profit Sharing Plan & Trust | - | 5 | $120,269 | $113,028 | $22,606iApproximate average salary by contribution assumption: employee only about $565,140 at 4% or $376,760 at 6%; with 50% employer match about $376,760 at 4% or $251,173 at 6%; with 100% employer match about $282,570 at 4% or $188,380 at 6%. |