Civic Intelligence

Stern, Kory, Sreden & Morgan,

Plan context: Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan

EIN 95-4509583 • Stevenson Ranch, CA • 41 filings • 5 plans

24961 The Old Road, 2nd FloorStevenson Ranch, CA 91381-1718
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$13,112,806

2024 Contributions

$461,447

Historical Graphs

Total Assets Over Time

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

$14,558,479$7,279,240$0200120132024YearValue
$13,112,806Latest year 2024

Participants Over Time

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

26130200020122024YearValue
23Latest 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
2024123$13,112,806$461,447$20,063iApproximate average salary by contribution assumption: employee only about $501,573 at 4% or $334,382 at 6%; with 50% employer match about $334,382 at 4% or $222,921 at 6%; with 100% employer match about $250,786 at 4% or $167,191 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-23$13,112,806$461,447$20,063iApproximate average salary by contribution assumption: employee only about $501,573 at 4% or $334,382 at 6%; with 50% employer match about $334,382 at 4% or $222,921 at 6%; with 100% employer match about $250,786 at 4% or $167,191 at 6%.
2023122$11,134,629$465,478$21,158iApproximate average salary by contribution assumption: employee only about $528,952 at 4% or $352,635 at 6%; with 50% employer match about $352,635 at 4% or $235,090 at 6%; with 100% employer match about $264,476 at 4% or $176,317 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-22$11,134,629$465,478$21,158iApproximate average salary by contribution assumption: employee only about $528,952 at 4% or $352,635 at 6%; with 50% employer match about $352,635 at 4% or $235,090 at 6%; with 100% employer match about $264,476 at 4% or $176,317 at 6%.
2022124$12,395,528$482,160$20,090iApproximate average salary by contribution assumption: employee only about $502,250 at 4% or $334,833 at 6%; with 50% employer match about $334,833 at 4% or $223,222 at 6%; with 100% employer match about $251,125 at 4% or $167,417 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-24$12,395,528$482,160$20,090iApproximate average salary by contribution assumption: employee only about $502,250 at 4% or $334,833 at 6%; with 50% employer match about $334,833 at 4% or $223,222 at 6%; with 100% employer match about $251,125 at 4% or $167,417 at 6%.
2021125$14,558,479$498,644$19,946iApproximate average salary by contribution assumption: employee only about $498,644 at 4% or $332,429 at 6%; with 50% employer match about $332,429 at 4% or $221,620 at 6%; with 100% employer match about $249,322 at 4% or $166,215 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-25$14,558,479$498,644$19,946iApproximate average salary by contribution assumption: employee only about $498,644 at 4% or $332,429 at 6%; with 50% employer match about $332,429 at 4% or $221,620 at 6%; with 100% employer match about $249,322 at 4% or $166,215 at 6%.
2020124$13,117,511$1,011,819$42,159iApproximate average salary by contribution assumption: employee only about $1,053,978 at 4% or $702,652 at 6%; with 50% employer match about $702,652 at 4% or $468,435 at 6%; with 100% employer match about $526,989 at 4% or $351,326 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-24$13,117,511$1,011,819$42,159iApproximate average salary by contribution assumption: employee only about $1,053,978 at 4% or $702,652 at 6%; with 50% employer match about $702,652 at 4% or $468,435 at 6%; with 100% employer match about $526,989 at 4% or $351,326 at 6%.
2019122$10,659,987$431,920$19,633iApproximate average salary by contribution assumption: employee only about $490,818 at 4% or $327,212 at 6%; with 50% employer match about $327,212 at 4% or $218,141 at 6%; with 100% employer match about $245,409 at 4% or $163,606 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-22$10,659,987$431,920$19,633iApproximate average salary by contribution assumption: employee only about $490,818 at 4% or $327,212 at 6%; with 50% employer match about $327,212 at 4% or $218,141 at 6%; with 100% employer match about $245,409 at 4% or $163,606 at 6%.
2018123$8,505,776$773,033$33,610iApproximate average salary by contribution assumption: employee only about $840,253 at 4% or $560,169 at 6%; with 50% employer match about $560,169 at 4% or $373,446 at 6%; with 100% employer match about $420,127 at 4% or $280,084 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-23$8,505,776$773,033$33,610iApproximate average salary by contribution assumption: employee only about $840,253 at 4% or $560,169 at 6%; with 50% employer match about $560,169 at 4% or $373,446 at 6%; with 100% employer match about $420,127 at 4% or $280,084 at 6%.
2017221$8,216,878$1,744,492$83,071iApproximate average salary by contribution assumption: employee only about $2,076,776 at 4% or $1,384,517 at 6%; with 50% employer match about $1,384,517 at 4% or $923,012 at 6%; with 100% employer match about $1,038,388 at 4% or $692,259 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-21$8,216,878$1,744,492$83,071iApproximate average salary by contribution assumption: employee only about $2,076,776 at 4% or $1,384,517 at 6%; with 50% employer match about $1,384,517 at 4% or $923,012 at 6%; with 100% employer match about $1,038,388 at 4% or $692,259 at 6%.
STERN, KORY, SREDEN & MORGAN CASH BALANCE PENSION PLAN-0$0--
2016226$7,506,065$445,794$17,146iApproximate average salary by contribution assumption: employee only about $428,648 at 4% or $285,765 at 6%; with 50% employer match about $285,765 at 4% or $190,510 at 6%; with 100% employer match about $214,324 at 4% or $142,883 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-18$5,420,308$445,794$24,766iApproximate average salary by contribution assumption: employee only about $619,158 at 4% or $412,772 at 6%; with 50% employer match about $412,772 at 4% or $275,181 at 6%; with 100% employer match about $309,579 at 4% or $206,386 at 6%.
STERN, KORY, SREDEN & MORGAN CASH BALANCE PENSION PLAN-26$2,085,757--
2015224$7,941,941$519,266$21,636iApproximate average salary by contribution assumption: employee only about $540,902 at 4% or $360,601 at 6%; with 50% employer match about $360,601 at 4% or $240,401 at 6%; with 100% employer match about $270,451 at 4% or $180,301 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-19$5,934,131$331,651$17,455iApproximate average salary by contribution assumption: employee only about $436,383 at 4% or $290,922 at 6%; with 50% employer match about $290,922 at 4% or $193,948 at 6%; with 100% employer match about $218,191 at 4% or $145,461 at 6%.
STERN, KORY, SREDEN & MORGAN CASH BALANCE PENSION PLAN-24$2,007,810$187,615$7,817iApproximate average salary by contribution assumption: employee only about $195,432 at 4% or $130,288 at 6%; with 50% employer match about $130,288 at 4% or $86,859 at 6%; with 100% employer match about $97,716 at 4% or $65,144 at 6%.
2014224$7,569,360$510,294$21,262iApproximate average salary by contribution assumption: employee only about $531,556 at 4% or $354,371 at 6%; with 50% employer match about $354,371 at 4% or $236,247 at 6%; with 100% employer match about $265,778 at 4% or $177,185 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-22$5,717,213$317,903$14,450iApproximate average salary by contribution assumption: employee only about $361,253 at 4% or $240,836 at 6%; with 50% employer match about $240,836 at 4% or $160,557 at 6%; with 100% employer match about $180,627 at 4% or $120,418 at 6%.
STERN, KORY, SREDEN & MORGAN CASH BALANCE PENSION PLAN-24$1,852,147$192,391$8,016iApproximate average salary by contribution assumption: employee only about $200,407 at 4% or $133,605 at 6%; with 50% employer match about $133,605 at 4% or $89,070 at 6%; with 100% employer match about $100,204 at 4% or $66,802 at 6%.
2013220$6,662,701$531,635$26,582iApproximate average salary by contribution assumption: employee only about $664,544 at 4% or $443,029 at 6%; with 50% employer match about $443,029 at 4% or $295,353 at 6%; with 100% employer match about $332,272 at 4% or $221,515 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-20$5,063,667$303,046$15,152iApproximate average salary by contribution assumption: employee only about $378,808 at 4% or $252,538 at 6%; with 50% employer match about $252,538 at 4% or $168,359 at 6%; with 100% employer match about $189,404 at 4% or $126,269 at 6%.
STERN, KORY, SREDEN & MORGAN CASH BALANCE PENSION PLAN-19$1,599,034$228,589$12,031iApproximate average salary by contribution assumption: employee only about $300,775 at 4% or $200,517 at 6%; with 50% employer match about $200,517 at 4% or $133,678 at 6%; with 100% employer match about $150,388 at 4% or $100,258 at 6%.
2012220$5,061,232$437,958$21,898iApproximate average salary by contribution assumption: employee only about $547,448 at 4% or $364,965 at 6%; with 50% employer match about $364,965 at 4% or $243,310 at 6%; with 100% employer match about $273,724 at 4% or $182,483 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-20$3,897,629$291,002$14,550iApproximate average salary by contribution assumption: employee only about $363,753 at 4% or $242,502 at 6%; with 50% employer match about $242,502 at 4% or $161,668 at 6%; with 100% employer match about $181,876 at 4% or $121,251 at 6%.
STERN, KORY, SREDEN & MORGAN CASH BALANCE PENSION PLAN-20$1,163,603$146,956$7,348iApproximate average salary by contribution assumption: employee only about $183,695 at 4% or $122,463 at 6%; with 50% employer match about $122,463 at 4% or $81,642 at 6%; with 100% employer match about $91,848 at 4% or $61,232 at 6%.
2011221$4,111,625$438,209$20,867iApproximate average salary by contribution assumption: employee only about $521,677 at 4% or $347,785 at 6%; with 50% employer match about $347,785 at 4% or $231,857 at 6%; with 100% employer match about $260,839 at 4% or $173,892 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-21$3,193,213$286,090$13,623iApproximate average salary by contribution assumption: employee only about $340,583 at 4% or $227,056 at 6%; with 50% employer match about $227,056 at 4% or $151,370 at 6%; with 100% employer match about $170,292 at 4% or $113,528 at 6%.
STERN, KORY, SREDEN & MORGAN CASH BALANCE PENSION PLAN-18$918,412$152,119$8,451iApproximate average salary by contribution assumption: employee only about $211,276 at 4% or $140,851 at 6%; with 50% employer match about $140,851 at 4% or $93,901 at 6%; with 100% employer match about $105,638 at 4% or $70,425 at 6%.
2010224$3,840,778$430,720$17,947iApproximate average salary by contribution assumption: employee only about $448,667 at 4% or $299,111 at 6%; with 50% employer match about $299,111 at 4% or $199,407 at 6%; with 100% employer match about $224,333 at 4% or $149,556 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-24$3,040,151$285,719$11,905iApproximate average salary by contribution assumption: employee only about $297,624 at 4% or $198,416 at 6%; with 50% employer match about $198,416 at 4% or $132,277 at 6%; with 100% employer match about $148,812 at 4% or $99,208 at 6%.
STERN, KORY, SREDEN & MORGAN CASH BALANCE PENSION PLAN-19$800,627$145,001$7,632iApproximate average salary by contribution assumption: employee only about $190,791 at 4% or $127,194 at 6%; with 50% employer match about $127,194 at 4% or $84,796 at 6%; with 100% employer match about $95,395 at 4% or $63,597 at 6%.
2009222$3,251,492$467,521$21,251iApproximate average salary by contribution assumption: employee only about $531,274 at 4% or $354,183 at 6%; with 50% employer match about $354,183 at 4% or $236,122 at 6%; with 100% employer match about $265,637 at 4% or $177,091 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-22$2,663,654$307,190$13,963iApproximate average salary by contribution assumption: employee only about $349,080 at 4% or $232,720 at 6%; with 50% employer match about $232,720 at 4% or $155,146 at 6%; with 100% employer match about $174,540 at 4% or $116,360 at 6%.
STERN, KORY, SREDEN & MORGAN CASH BALANCE PENSION PLAN-17$587,838$160,331$9,431iApproximate average salary by contribution assumption: employee only about $235,781 at 4% or $157,187 at 6%; with 50% employer match about $157,187 at 4% or $104,792 at 6%; with 100% employer match about $117,890 at 4% or $78,594 at 6%.
2008319$2,089,605$398,537$20,976iApproximate average salary by contribution assumption: employee only about $524,391 at 4% or $349,594 at 6%; with 50% employer match about $349,594 at 4% or $233,063 at 6%; with 100% employer match about $262,195 at 4% or $174,797 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-19$1,767,159$250,305$13,174iApproximate average salary by contribution assumption: employee only about $329,349 at 4% or $219,566 at 6%; with 50% employer match about $219,566 at 4% or $146,377 at 6%; with 100% employer match about $164,674 at 4% or $109,783 at 6%.
STERN, KORY, SREDEN & MORGAN CASH BALANCE PENSION PLAN-13$322,446$140,863$10,836iApproximate average salary by contribution assumption: employee only about $270,890 at 4% or $180,594 at 6%; with 50% employer match about $180,594 at 4% or $120,396 at 6%; with 100% employer match about $135,445 at 4% or $90,297 at 6%.
Stern Kory Sreden Advantageplus Health Plan-0-$7,369-
2007319$10,776$24,831$1,307iApproximate average salary by contribution assumption: employee only about $32,672 at 4% or $21,782 at 6%; with 50% employer match about $21,782 at 4% or $14,521 at 6%; with 100% employer match about $16,336 at 4% or $10,891 at 6%.
Stern Kory Sreden Advantageplus Health Plan-9$10,776$24,831$2,759iApproximate average salary by contribution assumption: employee only about $68,975 at 4% or $45,983 at 6%; with 50% employer match about $45,983 at 4% or $30,656 at 6%; with 100% employer match about $34,488 at 4% or $22,992 at 6%.
STERN, KORY, SREDEN & MORGAN CASH BALANCE PENSION PLAN-12---
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-19---
2006318$2,305,249$359,079$19,949iApproximate average salary by contribution assumption: employee only about $498,721 at 4% or $332,481 at 6%; with 50% employer match about $332,481 at 4% or $221,654 at 6%; with 100% employer match about $249,360 at 4% or $166,240 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-18$2,168,204$203,319$11,296iApproximate average salary by contribution assumption: employee only about $282,388 at 4% or $188,258 at 6%; with 50% employer match about $188,258 at 4% or $125,506 at 6%; with 100% employer match about $141,194 at 4% or $94,129 at 6%.
STERN, KORY, SREDEN & MORGAN CASH BALANCE PENSION PLAN-13$133,170$133,170$10,244iApproximate average salary by contribution assumption: employee only about $256,096 at 4% or $170,731 at 6%; with 50% employer match about $170,731 at 4% or $113,821 at 6%; with 100% employer match about $128,048 at 4% or $85,365 at 6%.
Stern Kory Sreden Advantageplus Health Plan-7$3,875$22,590$3,227iApproximate average salary by contribution assumption: employee only about $80,679 at 4% or $53,786 at 6%; with 50% employer match about $53,786 at 4% or $35,857 at 6%; with 100% employer match about $40,339 at 4% or $26,893 at 6%.
2005218$1,684,534$144,869$8,048iApproximate average salary by contribution assumption: employee only about $201,207 at 4% or $134,138 at 6%; with 50% employer match about $134,138 at 4% or $89,425 at 6%; with 100% employer match about $100,603 at 4% or $67,069 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-18$1,684,532$133,365$7,409iApproximate average salary by contribution assumption: employee only about $185,229 at 4% or $123,486 at 6%; with 50% employer match about $123,486 at 4% or $82,324 at 6%; with 100% employer match about $92,615 at 4% or $61,743 at 6%.
Stern Kory Sreden Advantageplus Health Plan-7$2$11,504$1,643iApproximate average salary by contribution assumption: employee only about $41,086 at 4% or $27,390 at 6%; with 50% employer match about $27,390 at 4% or $18,260 at 6%; with 100% employer match about $20,543 at 4% or $13,695 at 6%.
2004116$1,442,230$112,850$7,053iApproximate average salary by contribution assumption: employee only about $176,328 at 4% or $117,552 at 6%; with 50% employer match about $117,552 at 4% or $78,368 at 6%; with 100% employer match about $88,164 at 4% or $58,776 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-16$1,442,230$112,850$7,053iApproximate average salary by contribution assumption: employee only about $176,328 at 4% or $117,552 at 6%; with 50% employer match about $117,552 at 4% or $78,368 at 6%; with 100% employer match about $88,164 at 4% or $58,776 at 6%.
2003116$1,349,143$116,382$7,274iApproximate average salary by contribution assumption: employee only about $181,847 at 4% or $121,231 at 6%; with 50% employer match about $121,231 at 4% or $80,821 at 6%; with 100% employer match about $90,923 at 4% or $60,616 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-16$1,349,143$116,382$7,274iApproximate average salary by contribution assumption: employee only about $181,847 at 4% or $121,231 at 6%; with 50% employer match about $121,231 at 4% or $80,821 at 6%; with 100% employer match about $90,923 at 4% or $60,616 at 6%.
2002117$989,843$112,435$6,614iApproximate average salary by contribution assumption: employee only about $165,346 at 4% or $110,230 at 6%; with 50% employer match about $110,230 at 4% or $73,487 at 6%; with 100% employer match about $82,673 at 4% or $55,115 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-17$989,843$112,435$6,614iApproximate average salary by contribution assumption: employee only about $165,346 at 4% or $110,230 at 6%; with 50% employer match about $110,230 at 4% or $73,487 at 6%; with 100% employer match about $82,673 at 4% or $55,115 at 6%.
2001117$1,062,870$107,596$6,329iApproximate average salary by contribution assumption: employee only about $158,229 at 4% or $105,486 at 6%; with 50% employer match about $105,486 at 4% or $70,324 at 6%; with 100% employer match about $79,115 at 4% or $52,743 at 6%.
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-17$1,062,870$107,596$6,329iApproximate average salary by contribution assumption: employee only about $158,229 at 4% or $105,486 at 6%; with 50% employer match about $105,486 at 4% or $70,324 at 6%; with 100% employer match about $79,115 at 4% or $52,743 at 6%.
2000115$0$0-
Stern, Kory, Sreden & Morgan 401K Profit Sharing Plan-15---