Serbinski & Associates Inc.
Plan context: Serbinski & Associates Inc. 401(K) Plan
EIN 16-1354113 • Bonita Springs, FL • 9 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$1,355,847
2025 Contributions
$62,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $1,355,847 | $62,000 | - |
| Serbinski & Associates Inc. 401(K) Plan | - | - | $1,355,847 | $62,000 | - |
| 2024 | 1 | 0 | $1,593,842 | $0 | - |
| Serbinski & Associates Inc. 401(K) Plan | - | - | $1,593,842 | - | - |
| 2023 | 1 | 0 | $1,448,453 | $85,750 | - |
| Serbinski & Associates Inc. 401(K) Plan | - | - | $1,448,453 | $85,750 | - |
| 2022 | 1 | 0 | $1,400,107 | $147,000 | - |
| Serbinski & Associates Inc. 401(K) Plan | - | - | $1,400,107 | $147,000 | - |
| 2021 | 1 | 0 | $1,517,190 | $129,000 | - |
| Serbinski & Associates Inc. 401(K) Plan | - | - | $1,517,190 | $129,000 | - |
| 2020 | 1 | 2 | $1,735,661 | $127,000 | $63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%. |
| Serbinski & Associates Inc. 401(K) Plan | - | 2 | $1,735,661 | $127,000 | $63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%. |
| 2013 | 1 | 2 | $1,034,943 | $93,000 | $46,500iApproximate average salary by contribution assumption: employee only about $1,162,500 at 4% or $775,000 at 6%; with 50% employer match about $775,000 at 4% or $516,667 at 6%; with 100% employer match about $581,250 at 4% or $387,500 at 6%. |
| Serbinski & Associates Inc. 401(K) Plan | - | 2 | $1,034,943 | $93,000 | $46,500iApproximate average salary by contribution assumption: employee only about $1,162,500 at 4% or $775,000 at 6%; with 50% employer match about $775,000 at 4% or $516,667 at 6%; with 100% employer match about $581,250 at 4% or $387,500 at 6%. |
| 2012 | 1 | 2 | $946,845 | $64,000 | $32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%. |
| Serbinski & Associates Inc. 401(K) Plan | - | 2 | $946,845 | $64,000 | $32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%. |
| 2011 | 1 | 2 | $968,395 | $109,000 | $54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%. |
| Serbinski & Associates Inc. 401(K) Plan | - | 2 | $968,395 | $109,000 | $54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%. |