Civic Intelligence

Sterne, Agee & Leach Inc.

Plan context: Sterne, Agee & Leach Inc. Revised Employees Profit Sharing Plan

EIN 63-0463600 • Birmingham, AL • 36 filings • 12 plans

800 Shades Creek Parkway, Suite 70Birmingham, AL 35209
Current Snapshot

Latest Year

2015

2015 Participants

624

2015 Assets

$60,762,079

2015 Contributions

$320,238

Historical Graphs

Total Assets Over Time

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

$83,378,593$41,689,297$0199920112014YearValue
$60,762,079Latest year 2014

Participants Over Time

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

1,0855430199920072014YearValue
624Latest 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
201520$0$320,238-
Sterne Agee Group Inc. Health Care Plan-0---
Sterne, Agee & Leach Inc. Revised Employees Profit Sharing Plan-0-$320,238-
20142624$60,762,079$7,546,753$12,094iApproximate average salary by contribution assumption: employee only about $302,354 at 4% or $201,569 at 6%; with 50% employer match about $201,569 at 4% or $134,380 at 6%; with 100% employer match about $151,177 at 4% or $100,785 at 6%.
Sterne, Agee & Leach Inc. Revised Employees Profit Sharing Plan-618$60,762,079$7,546,753$12,212iApproximate average salary by contribution assumption: employee only about $305,289 at 4% or $203,526 at 6%; with 50% employer match about $203,526 at 4% or $135,684 at 6%; with 100% employer match about $152,645 at 4% or $101,763 at 6%.
Sterne Agee Group Inc. Health Care Plan-624---
201321,069$83,378,593$12,108,889$11,327iApproximate average salary by contribution assumption: employee only about $283,183 at 4% or $188,788 at 6%; with 50% employer match about $188,788 at 4% or $125,859 at 6%; with 100% employer match about $141,591 at 4% or $94,394 at 6%.
Sterne, Agee & Leach Inc. Revised Employees Profit Sharing Plan-1,069$83,378,593$12,108,889$11,327iApproximate average salary by contribution assumption: employee only about $283,183 at 4% or $188,788 at 6%; with 50% employer match about $188,788 at 4% or $125,859 at 6%; with 100% employer match about $141,591 at 4% or $94,394 at 6%.
Sterne Agee Group Inc. Health Care Plan-1,042---
201231,061$77,431,707$11,579,875$10,914iApproximate average salary by contribution assumption: employee only about $272,853 at 4% or $181,902 at 6%; with 50% employer match about $181,902 at 4% or $121,268 at 6%; with 100% employer match about $136,426 at 4% or $90,951 at 6%.
Sterne, Agee & Leach Inc. Revised Employees Profit Sharing Plan-1,061$77,431,707$11,579,875$10,914iApproximate average salary by contribution assumption: employee only about $272,853 at 4% or $181,902 at 6%; with 50% employer match about $181,902 at 4% or $121,268 at 6%; with 100% employer match about $136,426 at 4% or $90,951 at 6%.
NOLLENBERGER CAPITAL PARTNERS 401(K) PLAN-0$0--
Sterne Agee Group Inc. Health Care Plan-1,054---
201131,085$65,800,469$11,103,189$10,233iApproximate average salary by contribution assumption: employee only about $255,834 at 4% or $170,556 at 6%; with 50% employer match about $170,556 at 4% or $113,704 at 6%; with 100% employer match about $127,917 at 4% or $85,278 at 6%.
Sterne, Agee & Leach Inc. Revised Employees Profit Sharing Plan-1,085$64,832,556$11,046,342$10,181iApproximate average salary by contribution assumption: employee only about $254,524 at 4% or $169,683 at 6%; with 50% employer match about $169,683 at 4% or $113,122 at 6%; with 100% employer match about $127,262 at 4% or $84,841 at 6%.
NOLLENBERGER CAPITAL PARTNERS 401(K) PLAN-31$967,913$56,847$1,834iApproximate average salary by contribution assumption: employee only about $45,844 at 4% or $30,563 at 6%; with 50% employer match about $30,563 at 4% or $20,375 at 6%; with 100% employer match about $22,922 at 4% or $15,281 at 6%.
Sterne Agee Group Inc. Health Care Plan-960---
20103947$53,081,097$9,752,848$10,299iApproximate average salary by contribution assumption: employee only about $257,467 at 4% or $171,645 at 6%; with 50% employer match about $171,645 at 4% or $114,430 at 6%; with 100% employer match about $128,733 at 4% or $85,822 at 6%.
Sterne, Agee & Leach Inc. Revised Employees Profit Sharing Plan-691$50,995,475$9,429,679$13,646iApproximate average salary by contribution assumption: employee only about $341,161 at 4% or $227,440 at 6%; with 50% employer match about $227,440 at 4% or $151,627 at 6%; with 100% employer match about $170,580 at 4% or $113,720 at 6%.
NOLLENBERGER CAPITAL PARTNERS 401(K) PLAN-54$2,085,622$323,169$5,985iApproximate average salary by contribution assumption: employee only about $149,615 at 4% or $99,744 at 6%; with 50% employer match about $99,744 at 4% or $66,496 at 6%; with 100% employer match about $74,808 at 4% or $49,872 at 6%.
Sterne Agee Group Inc. Health Care Plan-947---
20093865$47,566,614$9,438,533$10,912iApproximate average salary by contribution assumption: employee only about $272,790 at 4% or $181,860 at 6%; with 50% employer match about $181,860 at 4% or $121,240 at 6%; with 100% employer match about $136,395 at 4% or $90,930 at 6%.
Sterne, Agee & Leach Inc. Revised Employees Profit Sharing Plan-845$47,566,614$9,438,533$11,170iApproximate average salary by contribution assumption: employee only about $279,247 at 4% or $186,164 at 6%; with 50% employer match about $186,164 at 4% or $124,110 at 6%; with 100% employer match about $139,623 at 4% or $93,082 at 6%.
Sterne, Agee & Leach Inc. Revised Employees Profit Sharing Plan-----
Sterne Agee Group Inc. Health Care Plan-865---
20081868$0$0-
Sterne Agee Group Inc. Health Care Plan-868---
20072587$0$0-
Sterne Agee Group Inc. Health Care Plan-515---
Sterne, Agee & Leach Inc. Revised Employees Profit Sharing Plan-587---
20063536$0$0-
Sterne Agee Group Inc. Health Care Plan-442---
Sterne Agee Group Inc. Health Care Plan-292---
Sterne, Agee & Leach Inc. Revised Employees Profit Sharing Plan-536---
20052544$0$0-
Sterne Agee Group Inc. Health Care Plan-544---
Sterne, Agee & Leach Inc. Revised Employees Profit Sharing Plan-476---
20042488$0$0-
Sterne Agee Group Inc. Health Care Plan-488---
Sterne, Agee & Leach Inc. Revised Employees Profit Sharing Plan-476---
20032494$0$0-
Sterne Agee Group Inc. Health Care Plan-494---
Sterne, Agee & Leach Inc. Revised Employees Profit Sharing Plan-434---
20022442$0$0-
Sterne Agee Group Inc. Health Care Plan-442---
Sterne, Agee & Leach Inc. Revised Employees Profit Sharing Plan-399---
20012386$13,960,681$1,794,239$4,648iApproximate average salary by contribution assumption: employee only about $116,207 at 4% or $77,471 at 6%; with 50% employer match about $77,471 at 4% or $51,648 at 6%; with 100% employer match about $58,104 at 4% or $38,736 at 6%.
Sterne, Agee & Leach Inc. Revised Employees Profit Sharing Plan-386$13,960,681$1,794,239$4,648iApproximate average salary by contribution assumption: employee only about $116,207 at 4% or $77,471 at 6%; with 50% employer match about $77,471 at 4% or $51,648 at 6%; with 100% employer match about $58,104 at 4% or $38,736 at 6%.
Sterne Agee Group Inc. Health Care Plan-382---
20001459$0$0-
Sterne, Agee & Leach Inc. Revised Employees Profit Sharing Plan-459---
19991337$16,688,578$1,727,448$5,126iApproximate average salary by contribution assumption: employee only about $128,149 at 4% or $85,433 at 6%; with 50% employer match about $85,433 at 4% or $56,955 at 6%; with 100% employer match about $64,074 at 4% or $42,716 at 6%.
Sterne, Agee & Leach Inc. Revised Employees Profit Sharing Plan-337$16,688,578$1,727,448$5,126iApproximate average salary by contribution assumption: employee only about $128,149 at 4% or $85,433 at 6%; with 50% employer match about $85,433 at 4% or $56,955 at 6%; with 100% employer match about $64,074 at 4% or $42,716 at 6%.
Sterne, Agee & Leach Inc. | EIN 63-0463600 | 2015 Form 5500 Company Profile