Civic Intelligence

Sercu & Sercu LLP

Plan context: Marilee G. Sercu Profit Sharing Plan

EIN 16-1571567 • Rochester, NY • 21 filings • 1 plans

3350 Monroe Ave.Rochester, NY 14618
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,559,718

2024 Contributions

$63,176

Historical Graphs

Total Assets Over Time

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

$2,559,718$1,279,859$0200320152024YearValue
$2,559,718Latest year 2024

Participants Over Time

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

530200320142024YearValue
3Latest 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
202413$2,559,718$63,176$21,059iApproximate average salary by contribution assumption: employee only about $526,467 at 4% or $350,978 at 6%; with 50% employer match about $350,978 at 4% or $233,985 at 6%; with 100% employer match about $263,233 at 4% or $175,489 at 6%.
Marilee G. Sercu Profit Sharing Plan-3$2,559,718$63,176$21,059iApproximate average salary by contribution assumption: employee only about $526,467 at 4% or $350,978 at 6%; with 50% employer match about $350,978 at 4% or $233,985 at 6%; with 100% employer match about $263,233 at 4% or $175,489 at 6%.
202314$2,316,562$44,165$11,041iApproximate average salary by contribution assumption: employee only about $276,031 at 4% or $184,021 at 6%; with 50% employer match about $184,021 at 4% or $122,681 at 6%; with 100% employer match about $138,016 at 4% or $92,010 at 6%.
Marilee G. Sercu Profit Sharing Plan-4$2,316,562$44,165$11,041iApproximate average salary by contribution assumption: employee only about $276,031 at 4% or $184,021 at 6%; with 50% employer match about $184,021 at 4% or $122,681 at 6%; with 100% employer match about $138,016 at 4% or $92,010 at 6%.
202213$2,082,280$20,028$6,676iApproximate average salary by contribution assumption: employee only about $166,900 at 4% or $111,267 at 6%; with 50% employer match about $111,267 at 4% or $74,178 at 6%; with 100% employer match about $83,450 at 4% or $55,633 at 6%.
Marilee G. Sercu Profit Sharing Plan-3$2,082,280$20,028$6,676iApproximate average salary by contribution assumption: employee only about $166,900 at 4% or $111,267 at 6%; with 50% employer match about $111,267 at 4% or $74,178 at 6%; with 100% employer match about $83,450 at 4% or $55,633 at 6%.
202115$2,202,583$64,000$12,800iApproximate average salary by contribution assumption: employee only about $320,000 at 4% or $213,333 at 6%; with 50% employer match about $213,333 at 4% or $142,222 at 6%; with 100% employer match about $160,000 at 4% or $106,667 at 6%.
Marilee G. Sercu Profit Sharing Plan-5$2,202,583$64,000$12,800iApproximate average salary by contribution assumption: employee only about $320,000 at 4% or $213,333 at 6%; with 50% employer match about $213,333 at 4% or $142,222 at 6%; with 100% employer match about $160,000 at 4% or $106,667 at 6%.
202015$2,045,624$59,578$11,916iApproximate average salary by contribution assumption: employee only about $297,890 at 4% or $198,593 at 6%; with 50% employer match about $198,593 at 4% or $132,396 at 6%; with 100% employer match about $148,945 at 4% or $99,297 at 6%.
Marilee G. Sercu Profit Sharing Plan-5$2,045,624$59,578$11,916iApproximate average salary by contribution assumption: employee only about $297,890 at 4% or $198,593 at 6%; with 50% employer match about $198,593 at 4% or $132,396 at 6%; with 100% employer match about $148,945 at 4% or $99,297 at 6%.
201913$1,885,749$122,970$40,990iApproximate average salary by contribution assumption: employee only about $1,024,750 at 4% or $683,167 at 6%; with 50% employer match about $683,167 at 4% or $455,444 at 6%; with 100% employer match about $512,375 at 4% or $341,583 at 6%.
Marilee G. Sercu Profit Sharing Plan-3$1,885,749$122,970$40,990iApproximate average salary by contribution assumption: employee only about $1,024,750 at 4% or $683,167 at 6%; with 50% employer match about $683,167 at 4% or $455,444 at 6%; with 100% employer match about $512,375 at 4% or $341,583 at 6%.
201814$1,475,851$122,962$30,741iApproximate average salary by contribution assumption: employee only about $768,513 at 4% or $512,342 at 6%; with 50% employer match about $512,342 at 4% or $341,561 at 6%; with 100% employer match about $384,256 at 4% or $256,171 at 6%.
Marilee G. Sercu Profit Sharing Plan-4$1,475,851$122,962$30,741iApproximate average salary by contribution assumption: employee only about $768,513 at 4% or $512,342 at 6%; with 50% employer match about $512,342 at 4% or $341,561 at 6%; with 100% employer match about $384,256 at 4% or $256,171 at 6%.
201713$1,462,440$118,700$39,567iApproximate average salary by contribution assumption: employee only about $989,167 at 4% or $659,444 at 6%; with 50% employer match about $659,444 at 4% or $439,630 at 6%; with 100% employer match about $494,583 at 4% or $329,722 at 6%.
Marilee G. Sercu Profit Sharing Plan-3$1,462,440$118,700$39,567iApproximate average salary by contribution assumption: employee only about $989,167 at 4% or $659,444 at 6%; with 50% employer match about $659,444 at 4% or $439,630 at 6%; with 100% employer match about $494,583 at 4% or $329,722 at 6%.
201614$1,162,569$110,700$27,675iApproximate average salary by contribution assumption: employee only about $691,875 at 4% or $461,250 at 6%; with 50% employer match about $461,250 at 4% or $307,500 at 6%; with 100% employer match about $345,938 at 4% or $230,625 at 6%.
Marilee G. Sercu Profit Sharing Plan-4$1,162,569$110,700$27,675iApproximate average salary by contribution assumption: employee only about $691,875 at 4% or $461,250 at 6%; with 50% employer match about $461,250 at 4% or $307,500 at 6%; with 100% employer match about $345,938 at 4% or $230,625 at 6%.
201513$976,441$78,501$26,167iApproximate average salary by contribution assumption: employee only about $654,175 at 4% or $436,117 at 6%; with 50% employer match about $436,117 at 4% or $290,744 at 6%; with 100% employer match about $327,088 at 4% or $218,058 at 6%.
Marilee G. Sercu Profit Sharing Plan-3$976,441$78,501$26,167iApproximate average salary by contribution assumption: employee only about $654,175 at 4% or $436,117 at 6%; with 50% employer match about $436,117 at 4% or $290,744 at 6%; with 100% employer match about $327,088 at 4% or $218,058 at 6%.
201414$957,270$108,350$27,088iApproximate average salary by contribution assumption: employee only about $677,188 at 4% or $451,458 at 6%; with 50% employer match about $451,458 at 4% or $300,972 at 6%; with 100% employer match about $338,594 at 4% or $225,729 at 6%.
Marilee G. Sercu Profit Sharing Plan-4$957,270$108,350$27,088iApproximate average salary by contribution assumption: employee only about $677,188 at 4% or $451,458 at 6%; with 50% employer match about $451,458 at 4% or $300,972 at 6%; with 100% employer match about $338,594 at 4% or $225,729 at 6%.
201314$812,807$75,138$18,785iApproximate average salary by contribution assumption: employee only about $469,613 at 4% or $313,075 at 6%; with 50% employer match about $313,075 at 4% or $208,717 at 6%; with 100% employer match about $234,806 at 4% or $156,538 at 6%.
Marilee G. Sercu Profit Sharing Plan-4$812,807$75,138$18,785iApproximate average salary by contribution assumption: employee only about $469,613 at 4% or $313,075 at 6%; with 50% employer match about $313,075 at 4% or $208,717 at 6%; with 100% employer match about $234,806 at 4% or $156,538 at 6%.
201215$637,551$75,098$15,020iApproximate average salary by contribution assumption: employee only about $375,490 at 4% or $250,327 at 6%; with 50% employer match about $250,327 at 4% or $166,884 at 6%; with 100% employer match about $187,745 at 4% or $125,163 at 6%.
Marilee G. Sercu Profit Sharing Plan-5$637,551$75,098$15,020iApproximate average salary by contribution assumption: employee only about $375,490 at 4% or $250,327 at 6%; with 50% employer match about $250,327 at 4% or $166,884 at 6%; with 100% employer match about $187,745 at 4% or $125,163 at 6%.
201115$505,740$76,929$15,386iApproximate average salary by contribution assumption: employee only about $384,645 at 4% or $256,430 at 6%; with 50% employer match about $256,430 at 4% or $170,953 at 6%; with 100% employer match about $192,323 at 4% or $128,215 at 6%.
Marilee G. Sercu Profit Sharing Plan-5$505,740$76,929$15,386iApproximate average salary by contribution assumption: employee only about $384,645 at 4% or $256,430 at 6%; with 50% employer match about $256,430 at 4% or $170,953 at 6%; with 100% employer match about $192,323 at 4% or $128,215 at 6%.
201014$439,281$71,959$17,990iApproximate average salary by contribution assumption: employee only about $449,744 at 4% or $299,829 at 6%; with 50% employer match about $299,829 at 4% or $199,886 at 6%; with 100% employer match about $224,872 at 4% or $149,915 at 6%.
Marilee G. Sercu Profit Sharing Plan-4$439,281$71,959$17,990iApproximate average salary by contribution assumption: employee only about $449,744 at 4% or $299,829 at 6%; with 50% employer match about $299,829 at 4% or $199,886 at 6%; with 100% employer match about $224,872 at 4% or $149,915 at 6%.
200914$335,396$71,657$17,914iApproximate average salary by contribution assumption: employee only about $447,856 at 4% or $298,571 at 6%; with 50% employer match about $298,571 at 4% or $199,047 at 6%; with 100% employer match about $223,928 at 4% or $149,285 at 6%.
Marilee G. Sercu Profit Sharing Plan-4$335,396$71,657$17,914iApproximate average salary by contribution assumption: employee only about $447,856 at 4% or $298,571 at 6%; with 50% employer match about $298,571 at 4% or $199,047 at 6%; with 100% employer match about $223,928 at 4% or $149,285 at 6%.
200814$0$0-
Marilee G. Sercu Profit Sharing Plan-4---
200714$0$0-
Marilee G. Sercu Profit Sharing Plan-4---
200614$167,323$82,481$20,620iApproximate average salary by contribution assumption: employee only about $515,506 at 4% or $343,671 at 6%; with 50% employer match about $343,671 at 4% or $229,114 at 6%; with 100% employer match about $257,753 at 4% or $171,835 at 6%.
Marilee G. Sercu Profit Sharing Plan-4$167,323$82,481$20,620iApproximate average salary by contribution assumption: employee only about $515,506 at 4% or $343,671 at 6%; with 50% employer match about $343,671 at 4% or $229,114 at 6%; with 100% employer match about $257,753 at 4% or $171,835 at 6%.
200412$39,026$17,412$8,706iApproximate average salary by contribution assumption: employee only about $217,650 at 4% or $145,100 at 6%; with 50% employer match about $145,100 at 4% or $96,733 at 6%; with 100% employer match about $108,825 at 4% or $72,550 at 6%.
Marilee G. Sercu Profit Sharing Plan-2$39,026$17,412$8,706iApproximate average salary by contribution assumption: employee only about $217,650 at 4% or $145,100 at 6%; with 50% employer match about $145,100 at 4% or $96,733 at 6%; with 100% employer match about $108,825 at 4% or $72,550 at 6%.
200312$19,252$19,252$9,626iApproximate average salary by contribution assumption: employee only about $240,650 at 4% or $160,433 at 6%; with 50% employer match about $160,433 at 4% or $106,956 at 6%; with 100% employer match about $120,325 at 4% or $80,217 at 6%.
Marilee G. Sercu Profit Sharing Plan-2$19,252$19,252$9,626iApproximate average salary by contribution assumption: employee only about $240,650 at 4% or $160,433 at 6%; with 50% employer match about $160,433 at 4% or $106,956 at 6%; with 100% employer match about $120,325 at 4% or $80,217 at 6%.