Civic Intelligence

Stern & Goldberg

Plan context: Stern & Goldberg 401(K) Profit Sharing Plan

EIN 95-4299550 • Encino, CA • 17 filings • 2 plans

6345 Balboa Blvd. #200Encino, CA 91316
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,519,734

2024 Contributions

$171,417

Historical Graphs

Total Assets Over Time

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

$1,519,734$759,867$0201320182023YearValue
$1,519,734Latest year 2023

Participants Over Time

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

740201320182023YearValue
6Latest year 2023

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
202410$0$0-
Stern & Goldberg 401(K) Profit Sharing Plan-0$0--
202316$1,519,734$171,417$28,570iApproximate average salary by contribution assumption: employee only about $714,238 at 4% or $476,158 at 6%; with 50% employer match about $476,158 at 4% or $317,439 at 6%; with 100% employer match about $357,119 at 4% or $238,079 at 6%.
Stern & Goldberg 401(K) Profit Sharing Plan-6$1,519,734$171,417$28,570iApproximate average salary by contribution assumption: employee only about $714,238 at 4% or $476,158 at 6%; with 50% employer match about $476,158 at 4% or $317,439 at 6%; with 100% employer match about $357,119 at 4% or $238,079 at 6%.
202216$1,237,154$159,030$26,505iApproximate average salary by contribution assumption: employee only about $662,625 at 4% or $441,750 at 6%; with 50% employer match about $441,750 at 4% or $294,500 at 6%; with 100% employer match about $331,313 at 4% or $220,875 at 6%.
Stern & Goldberg 401(K) Profit Sharing Plan-6$1,237,154$159,030$26,505iApproximate average salary by contribution assumption: employee only about $662,625 at 4% or $441,750 at 6%; with 50% employer match about $441,750 at 4% or $294,500 at 6%; with 100% employer match about $331,313 at 4% or $220,875 at 6%.
202116$1,293,049$151,165$25,194iApproximate average salary by contribution assumption: employee only about $629,854 at 4% or $419,903 at 6%; with 50% employer match about $419,903 at 4% or $279,935 at 6%; with 100% employer match about $314,927 at 4% or $209,951 at 6%.
Stern & Goldberg 401(K) Profit Sharing Plan-6$1,293,049$151,165$25,194iApproximate average salary by contribution assumption: employee only about $629,854 at 4% or $419,903 at 6%; with 50% employer match about $419,903 at 4% or $279,935 at 6%; with 100% employer match about $314,927 at 4% or $209,951 at 6%.
202016$1,050,239$141,081$23,514iApproximate average salary by contribution assumption: employee only about $587,838 at 4% or $391,892 at 6%; with 50% employer match about $391,892 at 4% or $261,261 at 6%; with 100% employer match about $293,919 at 4% or $195,946 at 6%.
Stern & Goldberg 401(K) Profit Sharing Plan-6$1,050,239$141,081$23,514iApproximate average salary by contribution assumption: employee only about $587,838 at 4% or $391,892 at 6%; with 50% employer match about $391,892 at 4% or $261,261 at 6%; with 100% employer match about $293,919 at 4% or $195,946 at 6%.
201915$827,487$144,350$28,870iApproximate average salary by contribution assumption: employee only about $721,750 at 4% or $481,167 at 6%; with 50% employer match about $481,167 at 4% or $320,778 at 6%; with 100% employer match about $360,875 at 4% or $240,583 at 6%.
Stern & Goldberg 401(K) Profit Sharing Plan-5$827,487$144,350$28,870iApproximate average salary by contribution assumption: employee only about $721,750 at 4% or $481,167 at 6%; with 50% employer match about $481,167 at 4% or $320,778 at 6%; with 100% employer match about $360,875 at 4% or $240,583 at 6%.
201816$600,211$132,278$22,046iApproximate average salary by contribution assumption: employee only about $551,158 at 4% or $367,439 at 6%; with 50% employer match about $367,439 at 4% or $244,959 at 6%; with 100% employer match about $275,579 at 4% or $183,719 at 6%.
Stern & Goldberg 401(K) Profit Sharing Plan-6$600,211$132,278$22,046iApproximate average salary by contribution assumption: employee only about $551,158 at 4% or $367,439 at 6%; with 50% employer match about $367,439 at 4% or $244,959 at 6%; with 100% employer match about $275,579 at 4% or $183,719 at 6%.
201727$508,765$100,498$14,357iApproximate average salary by contribution assumption: employee only about $358,921 at 4% or $239,281 at 6%; with 50% employer match about $239,281 at 4% or $159,521 at 6%; with 100% employer match about $179,461 at 4% or $119,640 at 6%.
Stern & Goldberg 401(K) Profit Sharing Plan-7$508,765$100,498$14,357iApproximate average salary by contribution assumption: employee only about $358,921 at 4% or $239,281 at 6%; with 50% employer match about $239,281 at 4% or $159,521 at 6%; with 100% employer match about $179,461 at 4% or $119,640 at 6%.
Stern & Goldberg Retirement Plan-0$0$0-
201626$1,294,459$281,288$46,881iApproximate average salary by contribution assumption: employee only about $1,172,033 at 4% or $781,356 at 6%; with 50% employer match about $781,356 at 4% or $520,904 at 6%; with 100% employer match about $586,017 at 4% or $390,678 at 6%.
Stern & Goldberg Retirement Plan-6$924,164$239,668$39,945iApproximate average salary by contribution assumption: employee only about $998,617 at 4% or $665,744 at 6%; with 50% employer match about $665,744 at 4% or $443,830 at 6%; with 100% employer match about $499,308 at 4% or $332,872 at 6%.
Stern & Goldberg 401(K) Profit Sharing Plan-6$370,295$41,620$6,937iApproximate average salary by contribution assumption: employee only about $173,417 at 4% or $115,611 at 6%; with 50% employer match about $115,611 at 4% or $77,074 at 6%; with 100% employer match about $86,708 at 4% or $57,806 at 6%.
201526$914,027$322,078$53,680iApproximate average salary by contribution assumption: employee only about $1,341,992 at 4% or $894,661 at 6%; with 50% employer match about $894,661 at 4% or $596,441 at 6%; with 100% employer match about $670,996 at 4% or $447,331 at 6%.
Stern & Goldberg Retirement Plan-6$639,361$228,524$38,087iApproximate average salary by contribution assumption: employee only about $952,183 at 4% or $634,789 at 6%; with 50% employer match about $634,789 at 4% or $423,193 at 6%; with 100% employer match about $476,092 at 4% or $317,394 at 6%.
Stern & Goldberg 401(K) Profit Sharing Plan-6$274,666$93,554$15,592iApproximate average salary by contribution assumption: employee only about $389,808 at 4% or $259,872 at 6%; with 50% employer match about $259,872 at 4% or $173,248 at 6%; with 100% employer match about $194,904 at 4% or $129,936 at 6%.
201426$603,204$307,444$51,241iApproximate average salary by contribution assumption: employee only about $1,281,017 at 4% or $854,011 at 6%; with 50% employer match about $854,011 at 4% or $569,341 at 6%; with 100% employer match about $640,508 at 4% or $427,006 at 6%.
Stern & Goldberg Retirement Plan-6$417,863$214,383$35,731iApproximate average salary by contribution assumption: employee only about $893,263 at 4% or $595,508 at 6%; with 50% employer match about $595,508 at 4% or $397,006 at 6%; with 100% employer match about $446,631 at 4% or $297,754 at 6%.
Stern & Goldberg 401(K) Profit Sharing Plan-6$185,341$93,061$15,510iApproximate average salary by contribution assumption: employee only about $387,754 at 4% or $258,503 at 6%; with 50% employer match about $258,503 at 4% or $172,335 at 6%; with 100% employer match about $193,877 at 4% or $129,251 at 6%.
201326$296,932$294,698$49,116iApproximate average salary by contribution assumption: employee only about $1,227,908 at 4% or $818,606 at 6%; with 50% employer match about $818,606 at 4% or $545,737 at 6%; with 100% employer match about $613,954 at 4% or $409,303 at 6%.
Stern & Goldberg Retirement Plan-6$209,944$209,944$34,991iApproximate average salary by contribution assumption: employee only about $874,767 at 4% or $583,178 at 6%; with 50% employer match about $583,178 at 4% or $388,785 at 6%; with 100% employer match about $437,383 at 4% or $291,589 at 6%.
Stern & Goldberg 401(K) Profit Sharing Plan-6$86,988$84,754$14,126iApproximate average salary by contribution assumption: employee only about $353,142 at 4% or $235,428 at 6%; with 50% employer match about $235,428 at 4% or $156,952 at 6%; with 100% employer match about $176,571 at 4% or $117,714 at 6%.