Civic Intelligence

Edward J Serra CPA PLLC

Plan context: Edward J Serra CPA 401K Plan

EIN 20-5395756 • 2 filings • 1 plans

Current Snapshot

Latest Year

2009

2009 Participants

3

2009 Assets

$345,900

2009 Contributions

$1,798

Historical Graphs

Total Assets Over Time

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

$345,900$172,950$02008YearValue
$345,900Latest year 2008

Participants Over Time

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

3202008YearValue
3Latest year 2008

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
200910$0$0-
Edward J Serra CPA 401K Plan-----
200813$345,900$1,798$599iApproximate average salary by contribution assumption: employee only about $14,983 at 4% or $9,989 at 6%; with 50% employer match about $9,989 at 4% or $6,659 at 6%; with 100% employer match about $7,492 at 4% or $4,994 at 6%.
Edward J Serra CPA 401K Plan-3$345,900$1,798$599iApproximate average salary by contribution assumption: employee only about $14,983 at 4% or $9,989 at 6%; with 50% employer match about $9,989 at 4% or $6,659 at 6%; with 100% employer match about $7,492 at 4% or $4,994 at 6%.