Brad Sterl & Associates
Plan context: BRAD STERL & ASSOCIATES 401K PROFIT SHARING PLAN
EIN 54-1952367 • Wilton Manors, FL • 10 filings • 2 plans
Current Snapshot
Latest Year
2014
2014 Participants
2
2014 Assets
$1,210,404
2014 Contributions
$67,000
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 2 | $1,210,404 | $67,000 | $33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%. |
| BRAD STERL & ASSOCIATES 401K PROFIT SHARING PLAN | - | 2 | $1,210,404 | $67,000 | $33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%. |
| 2013 | 1 | 2 | $1,071,217 | $113,000 | $56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%. |
| BRAD STERL & ASSOCIATES 401K PROFIT SHARING PLAN | - | 2 | $1,071,217 | $113,000 | $56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%. |
| 2012 | 1 | 2 | $793,606 | $109,000 | $54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%. |
| BRAD STERL & ASSOCIATES 401K PROFIT SHARING PLAN | - | 2 | $793,606 | $109,000 | $54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%. |
| 2011 | 1 | 2 | $605,942 | $90,333 | $45,167iApproximate average salary by contribution assumption: employee only about $1,129,163 at 4% or $752,775 at 6%; with 50% employer match about $752,775 at 4% or $501,850 at 6%; with 100% employer match about $564,581 at 4% or $376,388 at 6%. |
| BRAD STERL & ASSOCIATES 401K PROFIT SHARING PLAN | - | 2 | $605,942 | $90,333 | $45,167iApproximate average salary by contribution assumption: employee only about $1,129,163 at 4% or $752,775 at 6%; with 50% employer match about $752,775 at 4% or $501,850 at 6%; with 100% employer match about $564,581 at 4% or $376,388 at 6%. |
| 2010 | 2 | 2 | $1,042,816 | $218,000 | $109,000iApproximate average salary by contribution assumption: employee only about $2,725,000 at 4% or $1,816,667 at 6%; with 50% employer match about $1,816,667 at 4% or $1,211,111 at 6%; with 100% employer match about $1,362,500 at 4% or $908,333 at 6%. |
| Brad Sterl & Associates 401K Profit Sharing Plan | - | 2 | $521,408 | $109,000 | $54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%. |
| BRAD STERL & ASSOCIATES 401K PROFIT SHARING PLAN | - | 2 | $521,408 | $109,000 | $54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%. |
| 2009 | 2 | 2 | $739,970 | $217,426 | $108,713iApproximate average salary by contribution assumption: employee only about $2,717,825 at 4% or $1,811,883 at 6%; with 50% employer match about $1,811,883 at 4% or $1,207,922 at 6%; with 100% employer match about $1,358,913 at 4% or $905,942 at 6%. |
| Brad Sterl & Associates 401K Profit Sharing Plan | - | 2 | $369,985 | $108,713 | $54,357iApproximate average salary by contribution assumption: employee only about $1,358,913 at 4% or $905,942 at 6%; with 50% employer match about $905,942 at 4% or $603,961 at 6%; with 100% employer match about $679,456 at 4% or $452,971 at 6%. |
| BRAD STERL & ASSOCIATES 401K PROFIT SHARING PLAN | - | 2 | $369,985 | $108,713 | $54,357iApproximate average salary by contribution assumption: employee only about $1,358,913 at 4% or $905,942 at 6%; with 50% employer match about $905,942 at 4% or $603,961 at 6%; with 100% employer match about $679,456 at 4% or $452,971 at 6%. |
| 2008 | 1 | 2 | $205,341 | $110,754 | $55,377iApproximate average salary by contribution assumption: employee only about $1,384,425 at 4% or $922,950 at 6%; with 50% employer match about $922,950 at 4% or $615,300 at 6%; with 100% employer match about $692,213 at 4% or $461,475 at 6%. |
| Brad Sterl & Associates 401K Profit Sharing Plan | - | 2 | $205,341 | $110,754 | $55,377iApproximate average salary by contribution assumption: employee only about $1,384,425 at 4% or $922,950 at 6%; with 50% employer match about $922,950 at 4% or $615,300 at 6%; with 100% employer match about $692,213 at 4% or $461,475 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Brad Sterl & Associates 401K Profit Sharing Plan | - | 2 | - | - | - |