Civic Intelligence

Seravalli Financial Group Inc.

Plan context: Seravalli Financial Group Inc. Profit Sharing Plan

EIN 23-2527474 • 26 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

250

2024 Assets

$13,454,423

2024 Contributions

$854,664

Historical Graphs

Total Assets Over Time

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

$13,454,423$6,727,212$0199920122024YearValue
$13,454,423Latest year 2024

Participants Over Time

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

3311660199920122024YearValue
250Latest 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
20241250$13,454,423$854,664$3,419iApproximate average salary by contribution assumption: employee only about $85,466 at 4% or $56,978 at 6%; with 50% employer match about $56,978 at 4% or $37,985 at 6%; with 100% employer match about $42,733 at 4% or $28,489 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-250$13,454,423$854,664$3,419iApproximate average salary by contribution assumption: employee only about $85,466 at 4% or $56,978 at 6%; with 50% employer match about $56,978 at 4% or $37,985 at 6%; with 100% employer match about $42,733 at 4% or $28,489 at 6%.
20231248$11,509,652$792,901$3,197iApproximate average salary by contribution assumption: employee only about $79,930 at 4% or $53,286 at 6%; with 50% employer match about $53,286 at 4% or $35,524 at 6%; with 100% employer match about $39,965 at 4% or $26,643 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-248$11,509,652$792,901$3,197iApproximate average salary by contribution assumption: employee only about $79,930 at 4% or $53,286 at 6%; with 50% employer match about $53,286 at 4% or $35,524 at 6%; with 100% employer match about $39,965 at 4% or $26,643 at 6%.
20221331$9,434,521$847,090$2,559iApproximate average salary by contribution assumption: employee only about $63,980 at 4% or $42,653 at 6%; with 50% employer match about $42,653 at 4% or $28,435 at 6%; with 100% employer match about $31,990 at 4% or $21,327 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-331$9,434,521$847,090$2,559iApproximate average salary by contribution assumption: employee only about $63,980 at 4% or $42,653 at 6%; with 50% employer match about $42,653 at 4% or $28,435 at 6%; with 100% employer match about $31,990 at 4% or $21,327 at 6%.
20211298$10,664,160$1,212,015$4,067iApproximate average salary by contribution assumption: employee only about $101,679 at 4% or $67,786 at 6%; with 50% employer match about $67,786 at 4% or $45,191 at 6%; with 100% employer match about $50,840 at 4% or $33,893 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-298$10,664,160$1,212,015$4,067iApproximate average salary by contribution assumption: employee only about $101,679 at 4% or $67,786 at 6%; with 50% employer match about $67,786 at 4% or $45,191 at 6%; with 100% employer match about $50,840 at 4% or $33,893 at 6%.
20201296$8,686,915$691,296$2,335iApproximate average salary by contribution assumption: employee only about $58,386 at 4% or $38,924 at 6%; with 50% employer match about $38,924 at 4% or $25,950 at 6%; with 100% employer match about $29,193 at 4% or $19,462 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-296$8,686,915$691,296$2,335iApproximate average salary by contribution assumption: employee only about $58,386 at 4% or $38,924 at 6%; with 50% employer match about $38,924 at 4% or $25,950 at 6%; with 100% employer match about $29,193 at 4% or $19,462 at 6%.
20191163$7,560,088$700,166$4,295iApproximate average salary by contribution assumption: employee only about $107,387 at 4% or $71,592 at 6%; with 50% employer match about $71,592 at 4% or $47,728 at 6%; with 100% employer match about $53,694 at 4% or $35,796 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-163$7,560,088$700,166$4,295iApproximate average salary by contribution assumption: employee only about $107,387 at 4% or $71,592 at 6%; with 50% employer match about $71,592 at 4% or $47,728 at 6%; with 100% employer match about $53,694 at 4% or $35,796 at 6%.
20181165$5,831,096$650,844$3,945iApproximate average salary by contribution assumption: employee only about $98,613 at 4% or $65,742 at 6%; with 50% employer match about $65,742 at 4% or $43,828 at 6%; with 100% employer match about $49,306 at 4% or $32,871 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-165$5,831,096$650,844$3,945iApproximate average salary by contribution assumption: employee only about $98,613 at 4% or $65,742 at 6%; with 50% employer match about $65,742 at 4% or $43,828 at 6%; with 100% employer match about $49,306 at 4% or $32,871 at 6%.
20171169$5,705,843$664,650$3,933iApproximate average salary by contribution assumption: employee only about $98,321 at 4% or $65,547 at 6%; with 50% employer match about $65,547 at 4% or $43,698 at 6%; with 100% employer match about $49,161 at 4% or $32,774 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-169$5,705,843$664,650$3,933iApproximate average salary by contribution assumption: employee only about $98,321 at 4% or $65,547 at 6%; with 50% employer match about $65,547 at 4% or $43,698 at 6%; with 100% employer match about $49,161 at 4% or $32,774 at 6%.
20161196$4,859,600$648,762$3,310iApproximate average salary by contribution assumption: employee only about $82,750 at 4% or $55,167 at 6%; with 50% employer match about $55,167 at 4% or $36,778 at 6%; with 100% employer match about $41,375 at 4% or $27,583 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-196$4,859,600$648,762$3,310iApproximate average salary by contribution assumption: employee only about $82,750 at 4% or $55,167 at 6%; with 50% employer match about $55,167 at 4% or $36,778 at 6%; with 100% employer match about $41,375 at 4% or $27,583 at 6%.
20151184$4,162,867$451,225$2,452iApproximate average salary by contribution assumption: employee only about $61,308 at 4% or $40,872 at 6%; with 50% employer match about $40,872 at 4% or $27,248 at 6%; with 100% employer match about $30,654 at 4% or $20,436 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-184$4,162,867$451,225$2,452iApproximate average salary by contribution assumption: employee only about $61,308 at 4% or $40,872 at 6%; with 50% employer match about $40,872 at 4% or $27,248 at 6%; with 100% employer match about $30,654 at 4% or $20,436 at 6%.
20141157$3,780,947$316,662$2,017iApproximate average salary by contribution assumption: employee only about $50,424 at 4% or $33,616 at 6%; with 50% employer match about $33,616 at 4% or $22,411 at 6%; with 100% employer match about $25,212 at 4% or $16,808 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-157$3,780,947$316,662$2,017iApproximate average salary by contribution assumption: employee only about $50,424 at 4% or $33,616 at 6%; with 50% employer match about $33,616 at 4% or $22,411 at 6%; with 100% employer match about $25,212 at 4% or $16,808 at 6%.
20131147$3,482,183$259,504$1,765iApproximate average salary by contribution assumption: employee only about $44,133 at 4% or $29,422 at 6%; with 50% employer match about $29,422 at 4% or $19,615 at 6%; with 100% employer match about $22,067 at 4% or $14,711 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-147$3,482,183$259,504$1,765iApproximate average salary by contribution assumption: employee only about $44,133 at 4% or $29,422 at 6%; with 50% employer match about $29,422 at 4% or $19,615 at 6%; with 100% employer match about $22,067 at 4% or $14,711 at 6%.
20121149$3,038,793$272,013$1,826iApproximate average salary by contribution assumption: employee only about $45,640 at 4% or $30,427 at 6%; with 50% employer match about $30,427 at 4% or $20,284 at 6%; with 100% employer match about $22,820 at 4% or $15,213 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-149$3,038,793$272,013$1,826iApproximate average salary by contribution assumption: employee only about $45,640 at 4% or $30,427 at 6%; with 50% employer match about $30,427 at 4% or $20,284 at 6%; with 100% employer match about $22,820 at 4% or $15,213 at 6%.
20111150$2,757,908$228,517$1,523iApproximate average salary by contribution assumption: employee only about $38,086 at 4% or $25,391 at 6%; with 50% employer match about $25,391 at 4% or $16,927 at 6%; with 100% employer match about $19,043 at 4% or $12,695 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-150$2,757,908$228,517$1,523iApproximate average salary by contribution assumption: employee only about $38,086 at 4% or $25,391 at 6%; with 50% employer match about $25,391 at 4% or $16,927 at 6%; with 100% employer match about $19,043 at 4% or $12,695 at 6%.
20101147$2,740,531$199,972$1,360iApproximate average salary by contribution assumption: employee only about $34,009 at 4% or $22,673 at 6%; with 50% employer match about $22,673 at 4% or $15,115 at 6%; with 100% employer match about $17,004 at 4% or $11,336 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-147$2,740,531$199,972$1,360iApproximate average salary by contribution assumption: employee only about $34,009 at 4% or $22,673 at 6%; with 50% employer match about $22,673 at 4% or $15,115 at 6%; with 100% employer match about $17,004 at 4% or $11,336 at 6%.
20091154$2,595,690$284,117$1,845iApproximate average salary by contribution assumption: employee only about $46,123 at 4% or $30,749 at 6%; with 50% employer match about $30,749 at 4% or $20,499 at 6%; with 100% employer match about $23,061 at 4% or $15,374 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-154$2,595,690$284,117$1,845iApproximate average salary by contribution assumption: employee only about $46,123 at 4% or $30,749 at 6%; with 50% employer match about $30,749 at 4% or $20,499 at 6%; with 100% employer match about $23,061 at 4% or $15,374 at 6%.
20081128$2,309,681$269,691$2,107iApproximate average salary by contribution assumption: employee only about $52,674 at 4% or $35,116 at 6%; with 50% employer match about $35,116 at 4% or $23,411 at 6%; with 100% employer match about $26,337 at 4% or $17,558 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-128$2,309,681$269,691$2,107iApproximate average salary by contribution assumption: employee only about $52,674 at 4% or $35,116 at 6%; with 50% employer match about $35,116 at 4% or $23,411 at 6%; with 100% employer match about $26,337 at 4% or $17,558 at 6%.
20071127$2,728,683$260,017$2,047iApproximate average salary by contribution assumption: employee only about $51,184 at 4% or $34,123 at 6%; with 50% employer match about $34,123 at 4% or $22,749 at 6%; with 100% employer match about $25,592 at 4% or $17,061 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-127$2,728,683$260,017$2,047iApproximate average salary by contribution assumption: employee only about $51,184 at 4% or $34,123 at 6%; with 50% employer match about $34,123 at 4% or $22,749 at 6%; with 100% employer match about $25,592 at 4% or $17,061 at 6%.
20061131$2,292,422$259,828$1,983iApproximate average salary by contribution assumption: employee only about $49,585 at 4% or $33,057 at 6%; with 50% employer match about $33,057 at 4% or $22,038 at 6%; with 100% employer match about $24,793 at 4% or $16,528 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-131$2,292,422$259,828$1,983iApproximate average salary by contribution assumption: employee only about $49,585 at 4% or $33,057 at 6%; with 50% employer match about $33,057 at 4% or $22,038 at 6%; with 100% employer match about $24,793 at 4% or $16,528 at 6%.
20051127$1,867,736$229,364$1,806iApproximate average salary by contribution assumption: employee only about $45,150 at 4% or $30,100 at 6%; with 50% employer match about $30,100 at 4% or $20,067 at 6%; with 100% employer match about $22,575 at 4% or $15,050 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-127$1,867,736$229,364$1,806iApproximate average salary by contribution assumption: employee only about $45,150 at 4% or $30,100 at 6%; with 50% employer match about $30,100 at 4% or $20,067 at 6%; with 100% employer match about $22,575 at 4% or $15,050 at 6%.
20041132$1,579,687$194,991$1,477iApproximate average salary by contribution assumption: employee only about $36,930 at 4% or $24,620 at 6%; with 50% employer match about $24,620 at 4% or $16,413 at 6%; with 100% employer match about $18,465 at 4% or $12,310 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-132$1,579,687$194,991$1,477iApproximate average salary by contribution assumption: employee only about $36,930 at 4% or $24,620 at 6%; with 50% employer match about $24,620 at 4% or $16,413 at 6%; with 100% employer match about $18,465 at 4% or $12,310 at 6%.
20031120$1,265,815$186,695$1,556iApproximate average salary by contribution assumption: employee only about $38,895 at 4% or $25,930 at 6%; with 50% employer match about $25,930 at 4% or $17,287 at 6%; with 100% employer match about $19,447 at 4% or $12,965 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-120$1,265,815$186,695$1,556iApproximate average salary by contribution assumption: employee only about $38,895 at 4% or $25,930 at 6%; with 50% employer match about $25,930 at 4% or $17,287 at 6%; with 100% employer match about $19,447 at 4% or $12,965 at 6%.
20021143$961,405$160,690$1,124iApproximate average salary by contribution assumption: employee only about $28,093 at 4% or $18,728 at 6%; with 50% employer match about $18,728 at 4% or $12,486 at 6%; with 100% employer match about $14,046 at 4% or $9,364 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-143$961,405$160,690$1,124iApproximate average salary by contribution assumption: employee only about $28,093 at 4% or $18,728 at 6%; with 50% employer match about $18,728 at 4% or $12,486 at 6%; with 100% employer match about $14,046 at 4% or $9,364 at 6%.
20011130$928,119$170,572$1,312iApproximate average salary by contribution assumption: employee only about $32,802 at 4% or $21,868 at 6%; with 50% employer match about $21,868 at 4% or $14,579 at 6%; with 100% employer match about $16,401 at 4% or $10,934 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-130$928,119$170,572$1,312iApproximate average salary by contribution assumption: employee only about $32,802 at 4% or $21,868 at 6%; with 50% employer match about $21,868 at 4% or $14,579 at 6%; with 100% employer match about $16,401 at 4% or $10,934 at 6%.
20001128$914,516$151,826$1,186iApproximate average salary by contribution assumption: employee only about $29,654 at 4% or $19,769 at 6%; with 50% employer match about $19,769 at 4% or $13,179 at 6%; with 100% employer match about $14,827 at 4% or $9,885 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-128$914,516$151,826$1,186iApproximate average salary by contribution assumption: employee only about $29,654 at 4% or $19,769 at 6%; with 50% employer match about $19,769 at 4% or $13,179 at 6%; with 100% employer match about $14,827 at 4% or $9,885 at 6%.
19991117$1,023,019$138,642$1,185iApproximate average salary by contribution assumption: employee only about $29,624 at 4% or $19,750 at 6%; with 50% employer match about $19,750 at 4% or $13,166 at 6%; with 100% employer match about $14,812 at 4% or $9,875 at 6%.
Seravalli Financial Group Inc. Profit Sharing Plan-117$1,023,019$138,642$1,185iApproximate average salary by contribution assumption: employee only about $29,624 at 4% or $19,750 at 6%; with 50% employer match about $19,750 at 4% or $13,166 at 6%; with 100% employer match about $14,812 at 4% or $9,875 at 6%.