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| Company Name: | STERN, KORY, SREDEN & MORGAN, |
| Employer identification number (EIN): | 954509583 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-01-01 | |||||
| Date last seen: 2023-12-31 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2011-06-20 | |||||
| Date last seen: 2018-09-21 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2010-08-06 | |||||
| Date last seen: 2010-08-06 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | STERN, KORY, SREDEN & MORGAN 401K PROFIT SHARING PLAN | 2015-01-01 | 1991-10-01 |
| 002 | STERN, KORY, SREDEN & MORGAN CASH BALANCE PENSION PLAN | 2011-01-01 | 2006-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2016-06-29 | Employer Contributions | $ 67,500 | 18 | $ 3,750 | |
| 2016-06-29 | Employee Contributions | $ 67,500 | 18 | $ 3,750 | |
| 2016-06-20 | Employer Contributions | $ 15,115 | 18 | $ 840 | |
| 2016-06-20 | Employee Contributions | $ 15,115 | 18 | $ 840 | |
| 2016-05-20 | Employer Contributions | $ 30,000 | 18 | $ 1,667 | |
| 2016-05-20 | Employee Contributions | $ 30,000 | 18 | $ 1,667 | |
| 2016-04-28 | Employer Contributions | $ 75,000 | 18 | $ 4,167 | |
| 2016-04-28 | Employee Contributions | $ 75,000 | 18 | $ 4,167 | |
| 2015-06-12 | Employer Contributions | $ 12,391 | 19 | $ 652 | |
| 2015-06-12 | Employee Contributions | $ 12,391 | 19 | $ 652 | |
| 2015-04-23 | Employer Contributions | $ 60,000 | 19 | $ 3,158 | |
| 2015-04-23 | Employee Contributions | $ 60,000 | 19 | $ 3,158 | |
| 2015-04-10 | Employer Contributions | $ 60,000 | 19 | $ 3,158 | |
| 2015-04-10 | Employee Contributions | $ 60,000 | 19 | $ 3,158 | |
| 2015-04-02 | Employer Contributions | $ 30,000 | 19 | $ 1,579 | |
| 2015-04-02 | Employee Contributions | $ 30,000 | 19 | $ 1,579 | |
| 2015-03-30 | Employer Contributions | $ 30,000 | 19 | $ 1,579 | |
| 2015-03-30 | Employee Contributions | $ 30,000 | 19 | $ 1,579 | |
| 2014-08-13 | Employer Contributions | $ 21,000 | 22 | $ 955 | |
| 2014-08-13 | Employee Contributions | $ 21,000 | 22 | $ 955 | |
| 2014-07-07 | Employer Contributions | $ 30,000 | 22 | $ 1,364 | |
| 2014-07-07 | Employee Contributions | $ 30,000 | 22 | $ 1,364 | |
| 2014-05-27 | Employer Contributions | $ 42,589 | 22 | $ 1,936 | |
| 2014-05-27 | Employee Contributions | $ 42,589 | 22 | $ 1,936 | |
| 2014-05-13 | Employer Contributions | $ 45,000 | 22 | $ 2,045 | |
| 2014-05-13 | Employee Contributions | $ 45,000 | 22 | $ 2,045 | |
| 2014-05-06 | Employer Contributions | $ 30,000 | 22 | $ 1,364 | |
| 2014-05-06 | Employee Contributions | $ 30,000 | 22 | $ 1,364 | |
| 2014-05-05 | Employer Contributions | $ 60,000 | 22 | $ 2,727 | |
| 2014-05-05 | Employee Contributions | $ 60,000 | 22 | $ 2,727 | |
| 2013-05-13 | Employer Contributions | $ 30,038 | 20 | $ 1,502 | |
| 2013-05-13 | Employee Contributions | $ 30,038 | 20 | $ 1,502 | |
| 2013-05-01 | Employer Contributions | $ 30,000 | 20 | $ 1,500 | |
| 2013-05-01 | Employee Contributions | $ 30,000 | 20 | $ 1,500 | |
| 2013-04-23 | Employer Contributions | $ 86,918 | 20 | $ 4,346 | |
| 2013-04-23 | Employee Contributions | $ 86,918 | 20 | $ 4,346 | |
| 2012-04-26 | Employer Contributions | $ 40,000 | 20 | $ 2,000 | |
| 2012-04-26 | Employee Contributions | $ 40,000 | 20 | $ 2,000 | |
| 2012-04-18 | Employer Contributions | $ 40,000 | 20 | $ 2,000 | |
| 2012-04-18 | Employee Contributions | $ 40,000 | 20 | $ 2,000 | |
| 2012-04-12 | Employer Contributions | $ 40,000 | 20 | $ 2,000 | |
| 2012-04-12 | Employee Contributions | $ 40,000 | 20 | $ 2,000 | |
| 2012-04-10 | Employer Contributions | $ 32,119 | 20 | $ 1,606 | |
| 2012-04-10 | Employee Contributions | $ 32,119 | 20 | $ 1,606 | |
| 2011-05-20 | Employer Contributions | $ 44,637 | 21 | $ 2,126 | |
| 2011-05-20 | Employee Contributions | $ 44,637 | 21 | $ 2,126 | |
| 2011-05-10 | Employer Contributions | $ 48,000 | 21 | $ 2,286 | |
| 2011-05-10 | Employee Contributions | $ 48,000 | 21 | $ 2,286 | |
| 2011-03-18 | Employer Contributions | $ 52,364 | 21 | $ 2,494 | |
| 2011-03-18 | Employee Contributions | $ 52,364 | 21 | $ 2,494 | |
| 2010-07-13 | Employer Contributions | $ 9,146 | |||
| 2010-07-13 | Employee Contributions | $ 9,146 | |||
| 2010-05-27 | Employer Contributions | $ 45,685 | |||
| 2010-05-27 | Employee Contributions | $ 45,685 | |||
| 2010-05-13 | Employer Contributions | $ 30,500 | |||
| 2010-05-13 | Employee Contributions | $ 30,500 | |||
| 2010-04-30 | Employer Contributions | $ 75,000 | |||
| 2010-04-30 | Employee Contributions | $ 75,000 |
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