Civic Intelligence

Joel E. Serfass CPA

Plan context: Joel E. Serfass, CPA Profit Sharing Plan

EIN 23-2820921 • 9 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

6

2007 Assets

$1,150,653

2007 Contributions

$102,410

Historical Graphs

Total Assets Over Time

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

$1,150,653$575,327$0199920032007YearValue
$1,150,653Latest year 2007

Participants Over Time

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

630199920032007YearValue
6Latest year 2007

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
200716$1,150,653$102,410$17,068iApproximate average salary by contribution assumption: employee only about $426,708 at 4% or $284,472 at 6%; with 50% employer match about $284,472 at 4% or $189,648 at 6%; with 100% employer match about $213,354 at 4% or $142,236 at 6%.
Joel E. Serfass, CPA Profit Sharing Plan-6$1,150,653$102,410$17,068iApproximate average salary by contribution assumption: employee only about $426,708 at 4% or $284,472 at 6%; with 50% employer match about $284,472 at 4% or $189,648 at 6%; with 100% employer match about $213,354 at 4% or $142,236 at 6%.
200616$981,181$133,760$22,293iApproximate average salary by contribution assumption: employee only about $557,333 at 4% or $371,556 at 6%; with 50% employer match about $371,556 at 4% or $247,704 at 6%; with 100% employer match about $278,667 at 4% or $185,778 at 6%.
Joel E. Serfass, CPA Profit Sharing Plan-6$981,181$133,760$22,293iApproximate average salary by contribution assumption: employee only about $557,333 at 4% or $371,556 at 6%; with 50% employer match about $371,556 at 4% or $247,704 at 6%; with 100% employer match about $278,667 at 4% or $185,778 at 6%.
200515$751,796$111,128$22,226iApproximate average salary by contribution assumption: employee only about $555,640 at 4% or $370,427 at 6%; with 50% employer match about $370,427 at 4% or $246,951 at 6%; with 100% employer match about $277,820 at 4% or $185,213 at 6%.
Joel E. Serfass, CPA Profit Sharing Plan-5$751,796$111,128$22,226iApproximate average salary by contribution assumption: employee only about $555,640 at 4% or $370,427 at 6%; with 50% employer match about $370,427 at 4% or $246,951 at 6%; with 100% employer match about $277,820 at 4% or $185,213 at 6%.
200416$623,072$87,269$14,545iApproximate average salary by contribution assumption: employee only about $363,621 at 4% or $242,414 at 6%; with 50% employer match about $242,414 at 4% or $161,609 at 6%; with 100% employer match about $181,810 at 4% or $121,207 at 6%.
Joel E. Serfass, CPA Profit Sharing Plan-6$623,072$87,269$14,545iApproximate average salary by contribution assumption: employee only about $363,621 at 4% or $242,414 at 6%; with 50% employer match about $242,414 at 4% or $161,609 at 6%; with 100% employer match about $181,810 at 4% or $121,207 at 6%.
200316$471,660$78,069$13,012iApproximate average salary by contribution assumption: employee only about $325,288 at 4% or $216,858 at 6%; with 50% employer match about $216,858 at 4% or $144,572 at 6%; with 100% employer match about $162,644 at 4% or $108,429 at 6%.
Joel E. Serfass, CPA Profit Sharing Plan-6$471,660$78,069$13,012iApproximate average salary by contribution assumption: employee only about $325,288 at 4% or $216,858 at 6%; with 50% employer match about $216,858 at 4% or $144,572 at 6%; with 100% employer match about $162,644 at 4% or $108,429 at 6%.
200216$311,987$64,627$10,771iApproximate average salary by contribution assumption: employee only about $269,279 at 4% or $179,519 at 6%; with 50% employer match about $179,519 at 4% or $119,680 at 6%; with 100% employer match about $134,640 at 4% or $89,760 at 6%.
Joel E. Serfass, CPA Profit Sharing Plan-6$311,987$64,627$10,771iApproximate average salary by contribution assumption: employee only about $269,279 at 4% or $179,519 at 6%; with 50% employer match about $179,519 at 4% or $119,680 at 6%; with 100% employer match about $134,640 at 4% or $89,760 at 6%.
200115$308,052$53,018$10,604iApproximate average salary by contribution assumption: employee only about $265,090 at 4% or $176,727 at 6%; with 50% employer match about $176,727 at 4% or $117,818 at 6%; with 100% employer match about $132,545 at 4% or $88,363 at 6%.
Joel E. Serfass, CPA Profit Sharing Plan-5$308,052$53,018$10,604iApproximate average salary by contribution assumption: employee only about $265,090 at 4% or $176,727 at 6%; with 50% employer match about $176,727 at 4% or $117,818 at 6%; with 100% employer match about $132,545 at 4% or $88,363 at 6%.
200015$296,859$56,418$11,284iApproximate average salary by contribution assumption: employee only about $282,090 at 4% or $188,060 at 6%; with 50% employer match about $188,060 at 4% or $125,373 at 6%; with 100% employer match about $141,045 at 4% or $94,030 at 6%.
Joel E. Serfass, CPA Profit Sharing Plan-5$296,859$56,418$11,284iApproximate average salary by contribution assumption: employee only about $282,090 at 4% or $188,060 at 6%; with 50% employer match about $188,060 at 4% or $125,373 at 6%; with 100% employer match about $141,045 at 4% or $94,030 at 6%.
199916$242,485$96,870$16,145iApproximate average salary by contribution assumption: employee only about $403,625 at 4% or $269,083 at 6%; with 50% employer match about $269,083 at 4% or $179,389 at 6%; with 100% employer match about $201,813 at 4% or $134,542 at 6%.
Joel E. Serfass, CPA Profit Sharing Plan-6$242,485$96,870$16,145iApproximate average salary by contribution assumption: employee only about $403,625 at 4% or $269,083 at 6%; with 50% employer match about $269,083 at 4% or $179,389 at 6%; with 100% employer match about $201,813 at 4% or $134,542 at 6%.