David K. Sergi & Associates PC
Plan context: DAVID K. SERGI & ASSOCIATES, PC 401(K) PLAN
EIN 20-3455613 • San Marcos, TX • 8 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$54,045
2024 Contributions
$61,737
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $54,045 | $61,737 | $6,860iApproximate average salary by contribution assumption: employee only about $171,492 at 4% or $114,328 at 6%; with 50% employer match about $114,328 at 4% or $76,219 at 6%; with 100% employer match about $85,746 at 4% or $57,164 at 6%. |
| DAVID K. SERGI & ASSOCIATES, PC 401(K) PLAN | - | 9 | $54,045 | $61,737 | $6,860iApproximate average salary by contribution assumption: employee only about $171,492 at 4% or $114,328 at 6%; with 50% employer match about $114,328 at 4% or $76,219 at 6%; with 100% employer match about $85,746 at 4% or $57,164 at 6%. |
| 2015 | 1 | 0 | $0 | $3,477 | - |
| David K. Sergi & Associates PC 401(K) Plan | - | 0 | $0 | $3,477 | - |
| 2014 | 1 | 9 | $43,763 | $0 | - |
| David K. Sergi & Associates PC 401(K) Plan | - | 9 | $43,763 | - | - |
| 2013 | 1 | 10 | $50,691 | $10,185 | $1,019iApproximate average salary by contribution assumption: employee only about $25,463 at 4% or $16,975 at 6%; with 50% employer match about $16,975 at 4% or $11,317 at 6%; with 100% employer match about $12,731 at 4% or $8,488 at 6%. |
| David K. Sergi & Associates PC 401(K) Plan | - | 10 | $50,691 | $10,185 | $1,019iApproximate average salary by contribution assumption: employee only about $25,463 at 4% or $16,975 at 6%; with 50% employer match about $16,975 at 4% or $11,317 at 6%; with 100% employer match about $12,731 at 4% or $8,488 at 6%. |
| 2012 | 1 | 12 | $39,185 | $0 | - |
| David K. Sergi & Associates PC 401(K) Plan | - | 12 | $39,185 | - | - |
| 2011 | 1 | 10 | $37,283 | $0 | - |
| David K. Sergi & Associates PC 401(K) Plan | - | 10 | $37,283 | - | - |
| 2010 | 1 | 11 | $40,353 | $4,644 | $422iApproximate average salary by contribution assumption: employee only about $10,555 at 4% or $7,036 at 6%; with 50% employer match about $7,036 at 4% or $4,691 at 6%; with 100% employer match about $5,277 at 4% or $3,518 at 6%. |
| David K. Sergi & Associates PC 401(K) Plan | - | 11 | $40,353 | $4,644 | $422iApproximate average salary by contribution assumption: employee only about $10,555 at 4% or $7,036 at 6%; with 50% employer match about $7,036 at 4% or $4,691 at 6%; with 100% employer match about $5,277 at 4% or $3,518 at 6%. |
| 2009 | 1 | 12 | $33,018 | $11,902 | $992iApproximate average salary by contribution assumption: employee only about $24,796 at 4% or $16,531 at 6%; with 50% employer match about $16,531 at 4% or $11,020 at 6%; with 100% employer match about $12,398 at 4% or $8,265 at 6%. |
| David K. Sergi & Associates PC 401(K) Plan | - | 12 | $33,018 | $11,902 | $992iApproximate average salary by contribution assumption: employee only about $24,796 at 4% or $16,531 at 6%; with 50% employer match about $16,531 at 4% or $11,020 at 6%; with 100% employer match about $12,398 at 4% or $8,265 at 6%. |