Civic Intelligence

Serena & Lily Inc.

Plan context: Serena & Lily Inc. 401(K) Plan

EIN 20-5856840 • Sausalito, CA • 24 filings • 5 plans

10 Liberty Ship Way #350Sausalito, CA 94965
Current Snapshot

Latest Year

2024

2024 Participants

457

2024 Assets

$12,274,909

2024 Contributions

$2,719,659

Historical Graphs

Total Assets Over Time

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

$12,274,909$6,137,455$0201020172024YearValue
$12,274,909Latest year 2024

Participants Over Time

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

5632820201020172024YearValue
457Latest 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
20242457$12,274,909$2,719,659$5,951iApproximate average salary by contribution assumption: employee only about $148,778 at 4% or $99,185 at 6%; with 50% employer match about $99,185 at 4% or $66,123 at 6%; with 100% employer match about $74,389 at 4% or $49,593 at 6%.
Serena & Lily Inc. 401(K) Plan-457$12,274,909$2,719,659$5,951iApproximate average salary by contribution assumption: employee only about $148,778 at 4% or $99,185 at 6%; with 50% employer match about $99,185 at 4% or $66,123 at 6%; with 100% employer match about $74,389 at 4% or $49,593 at 6%.
Serena & Lily Inc. Employee'S Welfare Benefit Plan-420---
20232519$10,575,789$2,055,874$3,961iApproximate average salary by contribution assumption: employee only about $99,031 at 4% or $66,020 at 6%; with 50% employer match about $66,020 at 4% or $44,014 at 6%; with 100% employer match about $49,515 at 4% or $33,010 at 6%.
Serena & Lily Inc. 401(K) Plan-519$10,575,789$2,055,874$3,961iApproximate average salary by contribution assumption: employee only about $99,031 at 4% or $66,020 at 6%; with 50% employer match about $66,020 at 4% or $44,014 at 6%; with 100% employer match about $49,515 at 4% or $33,010 at 6%.
Serena & Lily Inc. Employee'S Welfare Benefit Plan-469---
20222563$7,936,279$2,152,706$3,824iApproximate average salary by contribution assumption: employee only about $95,591 at 4% or $63,727 at 6%; with 50% employer match about $63,727 at 4% or $42,485 at 6%; with 100% employer match about $47,795 at 4% or $31,864 at 6%.
Serena & Lily Inc. 401(K) Plan-563$7,936,279$2,152,706$3,824iApproximate average salary by contribution assumption: employee only about $95,591 at 4% or $63,727 at 6%; with 50% employer match about $63,727 at 4% or $42,485 at 6%; with 100% employer match about $47,795 at 4% or $31,864 at 6%.
Serena & Lily Inc. Employee'S Welfare Benefit Plan-549---
20212448$7,486,370$1,561,181$3,485iApproximate average salary by contribution assumption: employee only about $87,119 at 4% or $58,080 at 6%; with 50% employer match about $58,080 at 4% or $38,720 at 6%; with 100% employer match about $43,560 at 4% or $29,040 at 6%.
Serena & Lily Inc. 401(K) Plan-448$7,486,370$1,561,181$3,485iApproximate average salary by contribution assumption: employee only about $87,119 at 4% or $58,080 at 6%; with 50% employer match about $58,080 at 4% or $38,720 at 6%; with 100% employer match about $43,560 at 4% or $29,040 at 6%.
Serena & Lily Inc. Employee'S Welfare Benefit Plan-411---
20202378$5,628,470$1,223,586$3,237iApproximate average salary by contribution assumption: employee only about $80,925 at 4% or $53,950 at 6%; with 50% employer match about $53,950 at 4% or $35,967 at 6%; with 100% employer match about $40,463 at 4% or $26,975 at 6%.
Serena & Lily Inc. 401(K) Plan-378$5,628,470$1,223,586$3,237iApproximate average salary by contribution assumption: employee only about $80,925 at 4% or $53,950 at 6%; with 50% employer match about $53,950 at 4% or $35,967 at 6%; with 100% employer match about $40,463 at 4% or $26,975 at 6%.
Serena & Lily Inc. Employee'S Welfare Benefit Plan-336---
20192337$4,110,040$981,679$2,913iApproximate average salary by contribution assumption: employee only about $72,825 at 4% or $48,550 at 6%; with 50% employer match about $48,550 at 4% or $32,367 at 6%; with 100% employer match about $36,412 at 4% or $24,275 at 6%.
Serena & Lily Inc. 401(K) Plan-337$4,110,040$981,679$2,913iApproximate average salary by contribution assumption: employee only about $72,825 at 4% or $48,550 at 6%; with 50% employer match about $48,550 at 4% or $32,367 at 6%; with 100% employer match about $36,412 at 4% or $24,275 at 6%.
Serena & Lily Inc. Employee'S Welfare Benefit Plan-309---
20182241$2,772,313$730,698$3,032iApproximate average salary by contribution assumption: employee only about $75,799 at 4% or $50,532 at 6%; with 50% employer match about $50,532 at 4% or $33,688 at 6%; with 100% employer match about $37,899 at 4% or $25,266 at 6%.
Serena & Lily Inc. 401(K) Plan-241$2,772,313$730,698$3,032iApproximate average salary by contribution assumption: employee only about $75,799 at 4% or $50,532 at 6%; with 50% employer match about $50,532 at 4% or $33,688 at 6%; with 100% employer match about $37,899 at 4% or $25,266 at 6%.
Serena & Lily Inc. Employee'S Welfare Benefit Plan-213---
20172165$2,759,771$618,671$3,750iApproximate average salary by contribution assumption: employee only about $93,738 at 4% or $62,492 at 6%; with 50% employer match about $62,492 at 4% or $41,661 at 6%; with 100% employer match about $46,869 at 4% or $31,246 at 6%.
Serena & Lily Inc. 401(K) Plan-165$2,759,771$618,671$3,750iApproximate average salary by contribution assumption: employee only about $93,738 at 4% or $62,492 at 6%; with 50% employer match about $62,492 at 4% or $41,661 at 6%; with 100% employer match about $46,869 at 4% or $31,246 at 6%.
Serena & Lily Inc. Employee'S Welfare Benefit Plan-162---
20162147$2,042,121$540,490$3,677iApproximate average salary by contribution assumption: employee only about $91,920 at 4% or $61,280 at 6%; with 50% employer match about $61,280 at 4% or $40,853 at 6%; with 100% employer match about $45,960 at 4% or $30,640 at 6%.
Serena & Lily Inc. 401(K) Plan-147$2,042,121$540,490$3,677iApproximate average salary by contribution assumption: employee only about $91,920 at 4% or $61,280 at 6%; with 50% employer match about $61,280 at 4% or $40,853 at 6%; with 100% employer match about $45,960 at 4% or $30,640 at 6%.
Serena & Lily Inc. Employee'S Welfare Benefit Plan-130---
20151100$1,440,267$378,840$3,788iApproximate average salary by contribution assumption: employee only about $94,710 at 4% or $63,140 at 6%; with 50% employer match about $63,140 at 4% or $42,093 at 6%; with 100% employer match about $47,355 at 4% or $31,570 at 6%.
Serena & Lily Inc. 401(K) Plan-100$1,440,267$378,840$3,788iApproximate average salary by contribution assumption: employee only about $94,710 at 4% or $63,140 at 6%; with 50% employer match about $63,140 at 4% or $42,093 at 6%; with 100% employer match about $47,355 at 4% or $31,570 at 6%.
20141120$1,347,468$330,131$2,751iApproximate average salary by contribution assumption: employee only about $68,777 at 4% or $45,852 at 6%; with 50% employer match about $45,852 at 4% or $30,568 at 6%; with 100% employer match about $34,389 at 4% or $22,926 at 6%.
Serena & Lily Inc. 401(K) Plan-120$1,347,468$330,131$2,751iApproximate average salary by contribution assumption: employee only about $68,777 at 4% or $45,852 at 6%; with 50% employer match about $45,852 at 4% or $30,568 at 6%; with 100% employer match about $34,389 at 4% or $22,926 at 6%.
2013160$1,005,848$395,622$6,594iApproximate average salary by contribution assumption: employee only about $164,843 at 4% or $109,895 at 6%; with 50% employer match about $109,895 at 4% or $73,263 at 6%; with 100% employer match about $82,421 at 4% or $54,948 at 6%.
Serena & Lily Inc. 401(K) Plan-60$1,005,848$395,622$6,594iApproximate average salary by contribution assumption: employee only about $164,843 at 4% or $109,895 at 6%; with 50% employer match about $109,895 at 4% or $73,263 at 6%; with 100% employer match about $82,421 at 4% or $54,948 at 6%.
2012123$479,174$300,342$13,058iApproximate average salary by contribution assumption: employee only about $326,459 at 4% or $217,639 at 6%; with 50% employer match about $217,639 at 4% or $145,093 at 6%; with 100% employer match about $163,229 at 4% or $108,820 at 6%.
Serena & Lily Inc. 401(K) Plan-23$479,174$300,342$13,058iApproximate average salary by contribution assumption: employee only about $326,459 at 4% or $217,639 at 6%; with 50% employer match about $217,639 at 4% or $145,093 at 6%; with 100% employer match about $163,229 at 4% or $108,820 at 6%.
2011117$183,805$98,038$5,767iApproximate average salary by contribution assumption: employee only about $144,174 at 4% or $96,116 at 6%; with 50% employer match about $96,116 at 4% or $64,077 at 6%; with 100% employer match about $72,087 at 4% or $48,058 at 6%.
Serena & Lily Inc. 401(K) Plan-17$183,805$98,038$5,767iApproximate average salary by contribution assumption: employee only about $144,174 at 4% or $96,116 at 6%; with 50% employer match about $96,116 at 4% or $64,077 at 6%; with 100% employer match about $72,087 at 4% or $48,058 at 6%.
2010114$95,571$94,810$6,772iApproximate average salary by contribution assumption: employee only about $169,304 at 4% or $112,869 at 6%; with 50% employer match about $112,869 at 4% or $75,246 at 6%; with 100% employer match about $84,652 at 4% or $56,435 at 6%.
Serena & Lily Inc. 401(K) Plan-14$95,571$94,810$6,772iApproximate average salary by contribution assumption: employee only about $169,304 at 4% or $112,869 at 6%; with 50% employer match about $112,869 at 4% or $75,246 at 6%; with 100% employer match about $84,652 at 4% or $56,435 at 6%.