Civic Intelligence

Leah Frederick Inc.

Plan context: Serrano & Associates 401(K) Plan

EIN 20-5056427 • San Diego, CA • 4 filings • 1 plans

3655 Nobel Drive, Suite 510San Diego, CA 92122
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$103,375

2016 Contributions

$16,610

Historical Graphs

Total Assets Over Time

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

$103,375$51,688$0201320142015YearValue
$103,375Latest year 2015

Participants Over Time

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

420201320142015YearValue
4Latest year 2015

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
201610$0$0-
Serrano & Associates 401(K) Plan-0$0$0-
201514$103,375$16,610$4,153iApproximate average salary by contribution assumption: employee only about $103,813 at 4% or $69,208 at 6%; with 50% employer match about $69,208 at 4% or $46,139 at 6%; with 100% employer match about $51,906 at 4% or $34,604 at 6%.
Serrano & Associates 401(K) Plan-4$103,375$16,610$4,153iApproximate average salary by contribution assumption: employee only about $103,813 at 4% or $69,208 at 6%; with 50% employer match about $69,208 at 4% or $46,139 at 6%; with 100% employer match about $51,906 at 4% or $34,604 at 6%.
201414$89,710$89,844$22,461iApproximate average salary by contribution assumption: employee only about $561,525 at 4% or $374,350 at 6%; with 50% employer match about $374,350 at 4% or $249,567 at 6%; with 100% employer match about $280,763 at 4% or $187,175 at 6%.
Serrano & Associates 401(K) Plan-4$89,710$89,844$22,461iApproximate average salary by contribution assumption: employee only about $561,525 at 4% or $374,350 at 6%; with 50% employer match about $374,350 at 4% or $249,567 at 6%; with 100% employer match about $280,763 at 4% or $187,175 at 6%.
201311$202$202$202iApproximate average salary by contribution assumption: employee only about $5,050 at 4% or $3,367 at 6%; with 50% employer match about $3,367 at 4% or $2,244 at 6%; with 100% employer match about $2,525 at 4% or $1,683 at 6%.
Serrano & Associates 401(K) Plan-1$202$202$202iApproximate average salary by contribution assumption: employee only about $5,050 at 4% or $3,367 at 6%; with 50% employer match about $3,367 at 4% or $2,244 at 6%; with 100% employer match about $2,525 at 4% or $1,683 at 6%.