Civic Intelligence

Sterling Asset Management, Inc.

Plan context: Sterling Asset Management Inc. Flexible 401K Plan

EIN 74-3073168 • Klamath Falls, OR • 17 filings • 7 plans

3000 Pershing WayKlamath Falls, OR 97603-4627
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$209,253

2018 Contributions

$19,769

Historical Graphs

Total Assets Over Time

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

$817,625$408,813$0200420122018YearValue
$209,253Latest year 2018

Participants Over Time

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

1370200320112018YearValue
1Latest year 2018

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
201811$209,253$19,769$19,769iApproximate average salary by contribution assumption: employee only about $494,225 at 4% or $329,483 at 6%; with 50% employer match about $329,483 at 4% or $219,656 at 6%; with 100% employer match about $247,113 at 4% or $164,742 at 6%.
Sterling Asset Management Inc. Flexible 401K Plan-1$209,253$19,769$19,769iApproximate average salary by contribution assumption: employee only about $494,225 at 4% or $329,483 at 6%; with 50% employer match about $329,483 at 4% or $219,656 at 6%; with 100% employer match about $247,113 at 4% or $164,742 at 6%.
201715$554,321$45,948$9,190iApproximate average salary by contribution assumption: employee only about $229,740 at 4% or $153,160 at 6%; with 50% employer match about $153,160 at 4% or $102,107 at 6%; with 100% employer match about $114,870 at 4% or $76,580 at 6%.
Sterling Asset Management Inc. Flexible 401K Plan-5$554,321$45,948$9,190iApproximate average salary by contribution assumption: employee only about $229,740 at 4% or $153,160 at 6%; with 50% employer match about $153,160 at 4% or $102,107 at 6%; with 100% employer match about $114,870 at 4% or $76,580 at 6%.
201615$502,563$34,978$6,996iApproximate average salary by contribution assumption: employee only about $174,890 at 4% or $116,593 at 6%; with 50% employer match about $116,593 at 4% or $77,729 at 6%; with 100% employer match about $87,445 at 4% or $58,297 at 6%.
Sterling Asset Management Inc. Flexible 401K Plan-5$502,563$34,978$6,996iApproximate average salary by contribution assumption: employee only about $174,890 at 4% or $116,593 at 6%; with 50% employer match about $116,593 at 4% or $77,729 at 6%; with 100% employer match about $87,445 at 4% or $58,297 at 6%.
201515$373,027$24,114$4,823iApproximate average salary by contribution assumption: employee only about $120,570 at 4% or $80,380 at 6%; with 50% employer match about $80,380 at 4% or $53,587 at 6%; with 100% employer match about $60,285 at 4% or $40,190 at 6%.
Sterling Asset Management Inc. Flexible 401K Plan-5$373,027$24,114$4,823iApproximate average salary by contribution assumption: employee only about $120,570 at 4% or $80,380 at 6%; with 50% employer match about $80,380 at 4% or $53,587 at 6%; with 100% employer match about $60,285 at 4% or $40,190 at 6%.
201415$693,141$101,406$20,281iApproximate average salary by contribution assumption: employee only about $507,030 at 4% or $338,020 at 6%; with 50% employer match about $338,020 at 4% or $225,347 at 6%; with 100% employer match about $253,515 at 4% or $169,010 at 6%.
Sterling Asset Management Inc. Flexible 401K Plan-5$693,141$101,406$20,281iApproximate average salary by contribution assumption: employee only about $507,030 at 4% or $338,020 at 6%; with 50% employer match about $338,020 at 4% or $225,347 at 6%; with 100% employer match about $253,515 at 4% or $169,010 at 6%.
201314$817,625$101,681$25,420iApproximate average salary by contribution assumption: employee only about $635,506 at 4% or $423,671 at 6%; with 50% employer match about $423,671 at 4% or $282,447 at 6%; with 100% employer match about $317,753 at 4% or $211,835 at 6%.
Sterling Asset Management Inc. Flexible 401K Plan-4$817,625$101,681$25,420iApproximate average salary by contribution assumption: employee only about $635,506 at 4% or $423,671 at 6%; with 50% employer match about $423,671 at 4% or $282,447 at 6%; with 100% employer match about $317,753 at 4% or $211,835 at 6%.
201213$469,939$84,700$28,233iApproximate average salary by contribution assumption: employee only about $705,833 at 4% or $470,556 at 6%; with 50% employer match about $470,556 at 4% or $313,704 at 6%; with 100% employer match about $352,917 at 4% or $235,278 at 6%.
Sterling Asset Management Inc. Flexible 401K Plan-3$469,939$84,700$28,233iApproximate average salary by contribution assumption: employee only about $705,833 at 4% or $470,556 at 6%; with 50% employer match about $470,556 at 4% or $313,704 at 6%; with 100% employer match about $352,917 at 4% or $235,278 at 6%.
2011213$288,643$101,303$7,793iApproximate average salary by contribution assumption: employee only about $194,813 at 4% or $129,876 at 6%; with 50% employer match about $129,876 at 4% or $86,584 at 6%; with 100% employer match about $97,407 at 4% or $64,938 at 6%.
Sterling Asset Management Inc. Flexible 401K Plan-13$288,643$22,586$1,737iApproximate average salary by contribution assumption: employee only about $43,435 at 4% or $28,956 at 6%; with 50% employer match about $28,956 at 4% or $19,304 at 6%; with 100% employer match about $21,717 at 4% or $14,478 at 6%.
Sterling Asset Management Inc. Flexible 401K Plan-3-$78,717$26,239iApproximate average salary by contribution assumption: employee only about $655,975 at 4% or $437,317 at 6%; with 50% employer match about $437,317 at 4% or $291,544 at 6%; with 100% employer match about $327,988 at 4% or $218,658 at 6%.
201013$220,714$78,908$26,303iApproximate average salary by contribution assumption: employee only about $657,567 at 4% or $438,378 at 6%; with 50% employer match about $438,378 at 4% or $292,252 at 6%; with 100% employer match about $328,783 at 4% or $219,189 at 6%.
Sterling Asset Management Inc. Flexible 401K Plan-3$220,714$78,908$26,303iApproximate average salary by contribution assumption: employee only about $657,567 at 4% or $438,378 at 6%; with 50% employer match about $438,378 at 4% or $292,252 at 6%; with 100% employer match about $328,783 at 4% or $219,189 at 6%.
200913$167,412$61,025$20,342iApproximate average salary by contribution assumption: employee only about $508,542 at 4% or $339,028 at 6%; with 50% employer match about $339,028 at 4% or $226,019 at 6%; with 100% employer match about $254,271 at 4% or $169,514 at 6%.
Sterling Asset Management Inc. Flexible 401K Plan-3$167,412$61,025$20,342iApproximate average salary by contribution assumption: employee only about $508,542 at 4% or $339,028 at 6%; with 50% employer match about $339,028 at 4% or $226,019 at 6%; with 100% employer match about $254,271 at 4% or $169,514 at 6%.
200813$96,654$47,903$15,968iApproximate average salary by contribution assumption: employee only about $399,192 at 4% or $266,128 at 6%; with 50% employer match about $266,128 at 4% or $177,419 at 6%; with 100% employer match about $199,596 at 4% or $133,064 at 6%.
Sterling Asset Management Inc. Flexible 401K Plan-3$96,654$47,903$15,968iApproximate average salary by contribution assumption: employee only about $399,192 at 4% or $266,128 at 6%; with 50% employer match about $266,128 at 4% or $177,419 at 6%; with 100% employer match about $199,596 at 4% or $133,064 at 6%.
200713$0$0-
Sterling Asset Management Inc. Flexible 401K Plan-3---
200612$164,208$54,649$27,325iApproximate average salary by contribution assumption: employee only about $683,113 at 4% or $455,408 at 6%; with 50% employer match about $455,408 at 4% or $303,606 at 6%; with 100% employer match about $341,556 at 4% or $227,704 at 6%.
Sterling Asset Management Inc. Flexible 401K Plan-2$164,208$54,649$27,325iApproximate average salary by contribution assumption: employee only about $683,113 at 4% or $455,408 at 6%; with 50% employer match about $455,408 at 4% or $303,606 at 6%; with 100% employer match about $341,556 at 4% or $227,704 at 6%.
200512$292,031$205,715$102,858iApproximate average salary by contribution assumption: employee only about $2,571,438 at 4% or $1,714,292 at 6%; with 50% employer match about $1,714,292 at 4% or $1,142,861 at 6%; with 100% employer match about $1,285,719 at 4% or $857,146 at 6%.
Sterling Asset Management Inc. Flexible 401K Plan-2$292,031$205,715$102,858iApproximate average salary by contribution assumption: employee only about $2,571,438 at 4% or $1,714,292 at 6%; with 50% employer match about $1,714,292 at 4% or $1,142,861 at 6%; with 100% employer match about $1,285,719 at 4% or $857,146 at 6%.
200413$96,288$66,196$22,065iApproximate average salary by contribution assumption: employee only about $551,633 at 4% or $367,756 at 6%; with 50% employer match about $367,756 at 4% or $245,170 at 6%; with 100% employer match about $275,817 at 4% or $183,878 at 6%.
Sterling Asset Management Inc. Flexible 401K Plan-3$96,288$66,196$22,065iApproximate average salary by contribution assumption: employee only about $551,633 at 4% or $367,756 at 6%; with 50% employer match about $367,756 at 4% or $245,170 at 6%; with 100% employer match about $275,817 at 4% or $183,878 at 6%.
200313$0$0-
Sterling Asset Management Inc. Flexible 401K Plan-3---