STERLING WEALTH MANAGEMENT
Plan context: STERLING WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN
EIN 87-4429461 • Montrose, PA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$299,887
2025 Contributions
$115,477
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $299,887 | $115,477 | $38,492iApproximate average salary by contribution assumption: employee only about $962,308 at 4% or $641,539 at 6%; with 50% employer match about $641,539 at 4% or $427,693 at 6%; with 100% employer match about $481,154 at 4% or $320,769 at 6%. |
| STERLING WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 3 | $299,887 | $115,477 | $38,492iApproximate average salary by contribution assumption: employee only about $962,308 at 4% or $641,539 at 6%; with 50% employer match about $641,539 at 4% or $427,693 at 6%; with 100% employer match about $481,154 at 4% or $320,769 at 6%. |
| 2024 | 1 | 3 | $650,428 | $126,872 | $42,291iApproximate average salary by contribution assumption: employee only about $1,057,267 at 4% or $704,844 at 6%; with 50% employer match about $704,844 at 4% or $469,896 at 6%; with 100% employer match about $528,633 at 4% or $352,422 at 6%. |
| STERLING WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 3 | $650,428 | $126,872 | $42,291iApproximate average salary by contribution assumption: employee only about $1,057,267 at 4% or $704,844 at 6%; with 50% employer match about $704,844 at 4% or $469,896 at 6%; with 100% employer match about $528,633 at 4% or $352,422 at 6%. |
| 2023 | 1 | 3 | $446,716 | $52,175 | $17,392iApproximate average salary by contribution assumption: employee only about $434,792 at 4% or $289,861 at 6%; with 50% employer match about $289,861 at 4% or $193,241 at 6%; with 100% employer match about $217,396 at 4% or $144,931 at 6%. |
| STERLING WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 3 | $446,716 | $52,175 | $17,392iApproximate average salary by contribution assumption: employee only about $434,792 at 4% or $289,861 at 6%; with 50% employer match about $289,861 at 4% or $193,241 at 6%; with 100% employer match about $217,396 at 4% or $144,931 at 6%. |
| 2022 | 1 | 3 | $320,010 | $128,867 | $42,956iApproximate average salary by contribution assumption: employee only about $1,073,892 at 4% or $715,928 at 6%; with 50% employer match about $715,928 at 4% or $477,285 at 6%; with 100% employer match about $536,946 at 4% or $357,964 at 6%. |
| STERLING WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 3 | $320,010 | $128,867 | $42,956iApproximate average salary by contribution assumption: employee only about $1,073,892 at 4% or $715,928 at 6%; with 50% employer match about $715,928 at 4% or $477,285 at 6%; with 100% employer match about $536,946 at 4% or $357,964 at 6%. |