Civic Intelligence

Stern & Company LLC

Plan context: Stern & Company LLC

EIN 90-0919040 • Cleveland, OH • 11 filings • 2 plans

17830 Englewood Dr.Unit 2Cleveland, OH 44130
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,394,844

2024 Contributions

$123,256

Historical Graphs

Total Assets Over Time

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

$2,927,745$1,463,873$0201420192024YearValue
$2,394,844Latest year 2024

Participants Over Time

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

630201420192024YearValue
6Latest year 2024

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
202416$2,394,844$123,256$20,543iApproximate average salary by contribution assumption: employee only about $513,567 at 4% or $342,378 at 6%; with 50% employer match about $342,378 at 4% or $228,252 at 6%; with 100% employer match about $256,783 at 4% or $171,189 at 6%.
Stern & Company LLC-6$2,394,844$123,256$20,543iApproximate average salary by contribution assumption: employee only about $513,567 at 4% or $342,378 at 6%; with 50% employer match about $342,378 at 4% or $228,252 at 6%; with 100% employer match about $256,783 at 4% or $171,189 at 6%.
202314$2,548,757$101,134$25,284iApproximate average salary by contribution assumption: employee only about $632,088 at 4% or $421,392 at 6%; with 50% employer match about $421,392 at 4% or $280,928 at 6%; with 100% employer match about $316,044 at 4% or $210,696 at 6%.
Stern & Company LLC-4$2,548,757$101,134$25,284iApproximate average salary by contribution assumption: employee only about $632,088 at 4% or $421,392 at 6%; with 50% employer match about $421,392 at 4% or $280,928 at 6%; with 100% employer match about $316,044 at 4% or $210,696 at 6%.
202215$2,371,681$95,500$19,100iApproximate average salary by contribution assumption: employee only about $477,500 at 4% or $318,333 at 6%; with 50% employer match about $318,333 at 4% or $212,222 at 6%; with 100% employer match about $238,750 at 4% or $159,167 at 6%.
Stern & Company LLC-5$2,371,681$95,500$19,100iApproximate average salary by contribution assumption: employee only about $477,500 at 4% or $318,333 at 6%; with 50% employer match about $318,333 at 4% or $212,222 at 6%; with 100% employer match about $238,750 at 4% or $159,167 at 6%.
202115$2,370,351$88,661$17,732iApproximate average salary by contribution assumption: employee only about $443,305 at 4% or $295,537 at 6%; with 50% employer match about $295,537 at 4% or $197,024 at 6%; with 100% employer match about $221,653 at 4% or $147,768 at 6%.
Stern & Company LLC-5$2,370,351$88,661$17,732iApproximate average salary by contribution assumption: employee only about $443,305 at 4% or $295,537 at 6%; with 50% employer match about $295,537 at 4% or $197,024 at 6%; with 100% employer match about $221,653 at 4% or $147,768 at 6%.
202015$2,165,780$79,739$15,948iApproximate average salary by contribution assumption: employee only about $398,695 at 4% or $265,797 at 6%; with 50% employer match about $265,797 at 4% or $177,198 at 6%; with 100% employer match about $199,348 at 4% or $132,898 at 6%.
Stern & Company LLC-5$2,165,780$79,739$15,948iApproximate average salary by contribution assumption: employee only about $398,695 at 4% or $265,797 at 6%; with 50% employer match about $265,797 at 4% or $177,198 at 6%; with 100% employer match about $199,348 at 4% or $132,898 at 6%.
201915$2,927,745$89,331$17,866iApproximate average salary by contribution assumption: employee only about $446,655 at 4% or $297,770 at 6%; with 50% employer match about $297,770 at 4% or $198,513 at 6%; with 100% employer match about $223,328 at 4% or $148,885 at 6%.
Stern & Company LLC-5$2,927,745$89,331$17,866iApproximate average salary by contribution assumption: employee only about $446,655 at 4% or $297,770 at 6%; with 50% employer match about $297,770 at 4% or $198,513 at 6%; with 100% employer match about $223,328 at 4% or $148,885 at 6%.
201815$2,430,527$80,430$16,086iApproximate average salary by contribution assumption: employee only about $402,150 at 4% or $268,100 at 6%; with 50% employer match about $268,100 at 4% or $178,733 at 6%; with 100% employer match about $201,075 at 4% or $134,050 at 6%.
Stern & Company LLC-5$2,430,527$80,430$16,086iApproximate average salary by contribution assumption: employee only about $402,150 at 4% or $268,100 at 6%; with 50% employer match about $268,100 at 4% or $178,733 at 6%; with 100% employer match about $201,075 at 4% or $134,050 at 6%.
201715$2,498,949$81,727$16,345iApproximate average salary by contribution assumption: employee only about $408,635 at 4% or $272,423 at 6%; with 50% employer match about $272,423 at 4% or $181,616 at 6%; with 100% employer match about $204,318 at 4% or $136,212 at 6%.
Stern & Company LLC-5$2,498,949$81,727$16,345iApproximate average salary by contribution assumption: employee only about $408,635 at 4% or $272,423 at 6%; with 50% employer match about $272,423 at 4% or $181,616 at 6%; with 100% employer match about $204,318 at 4% or $136,212 at 6%.
201614$2,146,987$75,689$18,922iApproximate average salary by contribution assumption: employee only about $473,056 at 4% or $315,371 at 6%; with 50% employer match about $315,371 at 4% or $210,247 at 6%; with 100% employer match about $236,528 at 4% or $157,685 at 6%.
Stern & Company LLC-4$2,146,987$75,689$18,922iApproximate average salary by contribution assumption: employee only about $473,056 at 4% or $315,371 at 6%; with 50% employer match about $315,371 at 4% or $210,247 at 6%; with 100% employer match about $236,528 at 4% or $157,685 at 6%.
201514$1,953,833$75,857$18,964iApproximate average salary by contribution assumption: employee only about $474,106 at 4% or $316,071 at 6%; with 50% employer match about $316,071 at 4% or $210,714 at 6%; with 100% employer match about $237,053 at 4% or $158,035 at 6%.
Stern & Company LLC-4$1,953,833$75,857$18,964iApproximate average salary by contribution assumption: employee only about $474,106 at 4% or $316,071 at 6%; with 50% employer match about $316,071 at 4% or $210,714 at 6%; with 100% employer match about $237,053 at 4% or $158,035 at 6%.
201414$1,921,137$60,459$15,115iApproximate average salary by contribution assumption: employee only about $377,869 at 4% or $251,913 at 6%; with 50% employer match about $251,913 at 4% or $167,942 at 6%; with 100% employer match about $188,934 at 4% or $125,956 at 6%.
Stern & Company LLC-4$1,921,137$60,459$15,115iApproximate average salary by contribution assumption: employee only about $377,869 at 4% or $251,913 at 6%; with 50% employer match about $251,913 at 4% or $167,942 at 6%; with 100% employer match about $188,934 at 4% or $125,956 at 6%.