SERENE SOFTWARE SERVICES
Plan context: SERENE SOFTWARE SERVICES, INDIVIDUAL 401(K) PLAN
EIN 26-0567148 • Santa Clara, CA • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$2,005,261
2025 Contributions
$92,754
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $2,005,261 | $92,754 | $46,377iApproximate average salary by contribution assumption: employee only about $1,159,425 at 4% or $772,950 at 6%; with 50% employer match about $772,950 at 4% or $515,300 at 6%; with 100% employer match about $579,713 at 4% or $386,475 at 6%. |
| SERENE SOFTWARE SERVICES, INDIVIDUAL 401(K) PLAN | - | 2 | $2,005,261 | $92,754 | $46,377iApproximate average salary by contribution assumption: employee only about $1,159,425 at 4% or $772,950 at 6%; with 50% employer match about $772,950 at 4% or $515,300 at 6%; with 100% employer match about $579,713 at 4% or $386,475 at 6%. |
| 2024 | 1 | 2 | $1,530,812 | $57,500 | $28,750iApproximate average salary by contribution assumption: employee only about $718,750 at 4% or $479,167 at 6%; with 50% employer match about $479,167 at 4% or $319,444 at 6%; with 100% employer match about $359,375 at 4% or $239,583 at 6%. |
| SERENE SOFTWARE SERVICES, INDIVIDUAL 401(K) PLAN | - | 2 | $1,530,812 | $57,500 | $28,750iApproximate average salary by contribution assumption: employee only about $718,750 at 4% or $479,167 at 6%; with 50% employer match about $479,167 at 4% or $319,444 at 6%; with 100% employer match about $359,375 at 4% or $239,583 at 6%. |
| 2023 | 1 | 2 | $931,698 | $74,200 | $37,100iApproximate average salary by contribution assumption: employee only about $927,500 at 4% or $618,333 at 6%; with 50% employer match about $618,333 at 4% or $412,222 at 6%; with 100% employer match about $463,750 at 4% or $309,167 at 6%. |
| SERENE SOFTWARE SERVICES, INDIVIDUAL 401(K) PLAN | - | 2 | $931,698 | $74,200 | $37,100iApproximate average salary by contribution assumption: employee only about $927,500 at 4% or $618,333 at 6%; with 50% employer match about $618,333 at 4% or $412,222 at 6%; with 100% employer match about $463,750 at 4% or $309,167 at 6%. |
| 2021 | 1 | 2 | $698,764 | $77,140 | $38,570iApproximate average salary by contribution assumption: employee only about $964,250 at 4% or $642,833 at 6%; with 50% employer match about $642,833 at 4% or $428,556 at 6%; with 100% employer match about $482,125 at 4% or $321,417 at 6%. |
| SERENE SOFTWARE SERVICES, INDIVIDUAL 401(K) PLAN | - | 2 | $698,764 | $77,140 | $38,570iApproximate average salary by contribution assumption: employee only about $964,250 at 4% or $642,833 at 6%; with 50% employer match about $642,833 at 4% or $428,556 at 6%; with 100% employer match about $482,125 at 4% or $321,417 at 6%. |
| 2020 | 1 | 2 | $551,094 | $53,979 | $26,990iApproximate average salary by contribution assumption: employee only about $674,738 at 4% or $449,825 at 6%; with 50% employer match about $449,825 at 4% or $299,883 at 6%; with 100% employer match about $337,369 at 4% or $224,913 at 6%. |
| INDIVIDUAL 401K - PROFIT SHARING PLAN | - | 2 | $551,094 | $53,979 | $26,990iApproximate average salary by contribution assumption: employee only about $674,738 at 4% or $449,825 at 6%; with 50% employer match about $449,825 at 4% or $299,883 at 6%; with 100% employer match about $337,369 at 4% or $224,913 at 6%. |