M.L. Stern & Co. LLC
Plan context: M.L. Stern & Co. LLC 401K Plan
EIN 95-3504791 • 7 filings • 2 plans
Current Snapshot
Latest Year
2004
2004 Participants
137
2004 Assets
$17,558,052
2004 Contributions
$1,208,161
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 137 | $17,558,052 | $1,208,161 | $8,819iApproximate average salary by contribution assumption: employee only about $220,467 at 4% or $146,978 at 6%; with 50% employer match about $146,978 at 4% or $97,985 at 6%; with 100% employer match about $110,234 at 4% or $73,489 at 6%. |
| M.L. Stern & Co. LLC 401K Plan | - | 137 | $17,558,052 | $1,208,161 | $8,819iApproximate average salary by contribution assumption: employee only about $220,467 at 4% or $146,978 at 6%; with 50% employer match about $146,978 at 4% or $97,985 at 6%; with 100% employer match about $110,234 at 4% or $73,489 at 6%. |
| 2001 | 2 | 129 | $16,245,086 | $784,900 | $6,084iApproximate average salary by contribution assumption: employee only about $152,112 at 4% or $101,408 at 6%; with 50% employer match about $101,408 at 4% or $67,606 at 6%; with 100% employer match about $76,056 at 4% or $50,704 at 6%. |
| M.L. Stern & Co. LLC 401K Plan | - | 129 | $10,961,674 | $784,900 | $6,084iApproximate average salary by contribution assumption: employee only about $152,112 at 4% or $101,408 at 6%; with 50% employer match about $101,408 at 4% or $67,606 at 6%; with 100% employer match about $76,056 at 4% or $50,704 at 6%. |
| M.L. Stern & Co. LLC Profit Sharing Plan | - | 97 | $5,283,412 | - | - |
| 2000 | 2 | 132 | $18,882,404 | $885,903 | $6,711iApproximate average salary by contribution assumption: employee only about $167,785 at 4% or $111,856 at 6%; with 50% employer match about $111,856 at 4% or $74,571 at 6%; with 100% employer match about $83,892 at 4% or $55,928 at 6%. |
| M.L. Stern & Co. LLC 401K Plan | - | 132 | $13,132,576 | $885,903 | $6,711iApproximate average salary by contribution assumption: employee only about $167,785 at 4% or $111,856 at 6%; with 50% employer match about $111,856 at 4% or $74,571 at 6%; with 100% employer match about $83,892 at 4% or $55,928 at 6%. |
| M.L. Stern & Co. LLC Profit Sharing Plan | - | 88 | $5,749,828 | - | - |
| 1999 | 2 | 164 | $23,655,358 | $1,071,698 | $6,535iApproximate average salary by contribution assumption: employee only about $163,369 at 4% or $108,912 at 6%; with 50% employer match about $108,912 at 4% or $72,608 at 6%; with 100% employer match about $81,684 at 4% or $54,456 at 6%. |
| M.L. Stern & Co. LLC 401K Plan | - | 164 | $16,540,345 | $1,021,698 | $6,230iApproximate average salary by contribution assumption: employee only about $155,747 at 4% or $103,831 at 6%; with 50% employer match about $103,831 at 4% or $69,221 at 6%; with 100% employer match about $77,873 at 4% or $51,916 at 6%. |
| M.L. Stern & Co. LLC Profit Sharing Plan | - | 162 | $7,115,013 | $50,000 | $309iApproximate average salary by contribution assumption: employee only about $7,716 at 4% or $5,144 at 6%; with 50% employer match about $5,144 at 4% or $3,429 at 6%; with 100% employer match about $3,858 at 4% or $2,572 at 6%. |