Civic Intelligence

Kimberly J Sterling

Plan context: Kimberly J Sterling 401K Profit Sharing Plan & Trust

EIN 76-0619285 • Houston, TX • 13 filings • 2 plans

55 Waugh DriveSuite 601Houston, TX 77007
Current Snapshot

Latest Year

2015

2015 Participants

9

2015 Assets

$1,915,934

2015 Contributions

$438,499

Historical Graphs

Total Assets Over Time

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

$1,915,934$957,967$0200520112015YearValue
$1,915,934Latest year 2015

Participants Over Time

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

1260200520112015YearValue
9Latest year 2015

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
201529$1,915,934$438,499$48,722iApproximate average salary by contribution assumption: employee only about $1,218,053 at 4% or $812,035 at 6%; with 50% employer match about $812,035 at 4% or $541,357 at 6%; with 100% employer match about $609,026 at 4% or $406,018 at 6%.
Kimberly J Sterling 401K Profit Sharing Plan & Trust-9$1,510,798$248,944$27,660iApproximate average salary by contribution assumption: employee only about $691,511 at 4% or $461,007 at 6%; with 50% employer match about $461,007 at 4% or $307,338 at 6%; with 100% employer match about $345,756 at 4% or $230,504 at 6%.
STERLING ASSOCIATES CASH BALANCE PLAN-9$405,136$189,555$21,062iApproximate average salary by contribution assumption: employee only about $526,542 at 4% or $351,028 at 6%; with 50% employer match about $351,028 at 4% or $234,019 at 6%; with 100% employer match about $263,271 at 4% or $175,514 at 6%.
2014210$1,507,325$347,663$34,766iApproximate average salary by contribution assumption: employee only about $869,158 at 4% or $579,438 at 6%; with 50% employer match about $579,438 at 4% or $386,292 at 6%; with 100% employer match about $434,579 at 4% or $289,719 at 6%.
Kimberly J Sterling 401K Profit Sharing Plan & Trust-8$1,283,556$177,142$22,143iApproximate average salary by contribution assumption: employee only about $553,569 at 4% or $369,046 at 6%; with 50% employer match about $369,046 at 4% or $246,031 at 6%; with 100% employer match about $276,784 at 4% or $184,523 at 6%.
STERLING ASSOCIATES CASH BALANCE PLAN-10$223,769$170,521$17,052iApproximate average salary by contribution assumption: employee only about $426,302 at 4% or $284,202 at 6%; with 50% employer match about $284,202 at 4% or $189,468 at 6%; with 100% employer match about $213,151 at 4% or $142,101 at 6%.
201329$1,091,104$209,764$23,307iApproximate average salary by contribution assumption: employee only about $582,678 at 4% or $388,452 at 6%; with 50% employer match about $388,452 at 4% or $258,968 at 6%; with 100% employer match about $291,339 at 4% or $194,226 at 6%.
Kimberly J Sterling 401K Profit Sharing Plan & Trust-9$1,036,860$155,520$17,280iApproximate average salary by contribution assumption: employee only about $432,000 at 4% or $288,000 at 6%; with 50% employer match about $288,000 at 4% or $192,000 at 6%; with 100% employer match about $216,000 at 4% or $144,000 at 6%.
STERLING ASSOCIATES CASH BALANCE PLAN-9$54,244$54,244$6,027iApproximate average salary by contribution assumption: employee only about $150,678 at 4% or $100,452 at 6%; with 50% employer match about $100,452 at 4% or $66,968 at 6%; with 100% employer match about $75,339 at 4% or $50,226 at 6%.
201218$682,517$102,606$12,826iApproximate average salary by contribution assumption: employee only about $320,644 at 4% or $213,763 at 6%; with 50% employer match about $213,763 at 4% or $142,508 at 6%; with 100% employer match about $160,322 at 4% or $106,881 at 6%.
Kimberly J Sterling 401K Profit Sharing Plan & Trust-8$682,517$102,606$12,826iApproximate average salary by contribution assumption: employee only about $320,644 at 4% or $213,763 at 6%; with 50% employer match about $213,763 at 4% or $142,508 at 6%; with 100% employer match about $160,322 at 4% or $106,881 at 6%.
2011111$494,231$116,762$10,615iApproximate average salary by contribution assumption: employee only about $265,368 at 4% or $176,912 at 6%; with 50% employer match about $176,912 at 4% or $117,941 at 6%; with 100% employer match about $132,684 at 4% or $88,456 at 6%.
Kimberly J Sterling 401K Profit Sharing Plan & Trust-11$494,231$116,762$10,615iApproximate average salary by contribution assumption: employee only about $265,368 at 4% or $176,912 at 6%; with 50% employer match about $176,912 at 4% or $117,941 at 6%; with 100% employer match about $132,684 at 4% or $88,456 at 6%.
201019$409,677$97,035$10,782iApproximate average salary by contribution assumption: employee only about $269,542 at 4% or $179,694 at 6%; with 50% employer match about $179,694 at 4% or $119,796 at 6%; with 100% employer match about $134,771 at 4% or $89,847 at 6%.
Kimberly J Sterling 401K Profit Sharing Plan & Trust-9$409,677$97,035$10,782iApproximate average salary by contribution assumption: employee only about $269,542 at 4% or $179,694 at 6%; with 50% employer match about $179,694 at 4% or $119,796 at 6%; with 100% employer match about $134,771 at 4% or $89,847 at 6%.
2009110$275,025$84,009$8,401iApproximate average salary by contribution assumption: employee only about $210,023 at 4% or $140,015 at 6%; with 50% employer match about $140,015 at 4% or $93,343 at 6%; with 100% employer match about $105,011 at 4% or $70,008 at 6%.
Kimberly J Sterling 401K Profit Sharing Plan & Trust-10$275,025$84,009$8,401iApproximate average salary by contribution assumption: employee only about $210,023 at 4% or $140,015 at 6%; with 50% employer match about $140,015 at 4% or $93,343 at 6%; with 100% employer match about $105,011 at 4% or $70,008 at 6%.
2007112$164,934$64,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.
Kimberly J Sterling 401K Profit Sharing Plan & Trust-12$164,934$64,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.
2006111$87,028$79,194$7,199iApproximate average salary by contribution assumption: employee only about $179,986 at 4% or $119,991 at 6%; with 50% employer match about $119,991 at 4% or $79,994 at 6%; with 100% employer match about $89,993 at 4% or $59,995 at 6%.
Kimberly J Sterling 401K Profit Sharing Plan & Trust-11$87,028$79,194$7,199iApproximate average salary by contribution assumption: employee only about $179,986 at 4% or $119,991 at 6%; with 50% employer match about $119,991 at 4% or $79,994 at 6%; with 100% employer match about $89,993 at 4% or $59,995 at 6%.
2005110$3,409$3,400$340iApproximate average salary by contribution assumption: employee only about $8,500 at 4% or $5,667 at 6%; with 50% employer match about $5,667 at 4% or $3,778 at 6%; with 100% employer match about $4,250 at 4% or $2,833 at 6%.
Kimberly J Sterling 401K Profit Sharing Plan & Trust-10$3,409$3,400$340iApproximate average salary by contribution assumption: employee only about $8,500 at 4% or $5,667 at 6%; with 50% employer match about $5,667 at 4% or $3,778 at 6%; with 100% employer match about $4,250 at 4% or $2,833 at 6%.