Civic Intelligence

Robert R Serpe PC

Plan context: Robert R Serpe PC Profit Sharing Plan

EIN 11-2504448 • 6 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$163,798

2024 Contributions

$28,850

Historical Graphs

Total Assets Over Time

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

$2,423,131$1,211,566$0199920222024YearValue
$163,798Latest year 2024

Participants Over Time

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

210199920222024YearValue
1Latest 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
202411$163,798$0-
Robert R Serpe PC Profit Sharing Plan-1$163,798--
202321$2,423,131$0-
Robert R Serpe PC Profit Sharing Plan-1$1,494,348--
Robert R Serpe PC Profit Sharing Plan--$928,783--
202211$698,945$0-
Robert R Serpe PC Profit Sharing Plan-1$698,945--
202111$710,507$0-
Robert R Serpe PC Profit Sharing Plan-1$710,507--
199912$1,129,086$28,850$14,425iApproximate average salary by contribution assumption: employee only about $360,625 at 4% or $240,417 at 6%; with 50% employer match about $240,417 at 4% or $160,278 at 6%; with 100% employer match about $180,313 at 4% or $120,208 at 6%.
Robert R Serpe PC Profit Sharing Plan-2$1,129,086$28,850$14,425iApproximate average salary by contribution assumption: employee only about $360,625 at 4% or $240,417 at 6%; with 50% employer match about $240,417 at 4% or $160,278 at 6%; with 100% employer match about $180,313 at 4% or $120,208 at 6%.