STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN

Plan Contact

  • Address: 111 GREAT NECK ROAD,,GREAT NECK,NY
  • Contact person: ANNE PAWELCZAK
  • Phone: (516) 504-2189

Plan General Information

STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN is $36,407,858.00.This plan was established in 1997.

STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN is 187

STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN is $194,694.00

STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN is $10,456.00.

STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN is approximately $2,171.00
Investing in this additonal $2,171.00 for 20 years would give you extra $138,995.00, assuming a 10% annual return.

STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN allocates $406,128.00 to match its employees' contributions, providing an employer match rate of 19.97% of their contributions

STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN is 15.77%.

STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN is 14.81%. This measures the effectiveness of the plan participants' investments in the year.

STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of STERLING EQUITIES ASSOCIATES EMPLOYEES RETIREMENT PLAN is -0.07%.

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