Civic Intelligence

Mitchell I. Serota & Associates Inc.

Plan context: Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T

EIN 36-3266002 • Glenview, IL • 51 filings • 8 plans

1005 Barton CTGlenview, IL 60025-4425
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,130,150

2024 Contributions

$120,369

Historical Graphs

Total Assets Over Time

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

$5,410,728$2,705,364$0199920132023YearValue
$3,130,150Latest year 2023

Participants Over Time

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

320199920112023YearValue
3Latest year 2023

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
202410$0$120,369-
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-0$0$120,369-
202323$3,130,150$143,235$47,745iApproximate average salary by contribution assumption: employee only about $1,193,625 at 4% or $795,750 at 6%; with 50% employer match about $795,750 at 4% or $530,500 at 6%; with 100% employer match about $596,813 at 4% or $397,875 at 6%.
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-3$1,876,162$143,235$47,745iApproximate average salary by contribution assumption: employee only about $1,193,625 at 4% or $795,750 at 6%; with 50% employer match about $795,750 at 4% or $530,500 at 6%; with 100% employer match about $596,813 at 4% or $397,875 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-1$1,253,988--
202223$4,643,978$51,900$17,300iApproximate average salary by contribution assumption: employee only about $432,500 at 4% or $288,333 at 6%; with 50% employer match about $288,333 at 4% or $192,222 at 6%; with 100% employer match about $216,250 at 4% or $144,167 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-3$2,990,212--
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-3$1,653,766$51,900$17,300iApproximate average salary by contribution assumption: employee only about $432,500 at 4% or $288,333 at 6%; with 50% employer match about $288,333 at 4% or $192,222 at 6%; with 100% employer match about $216,250 at 4% or $144,167 at 6%.
202123$5,410,728$291,000$97,000iApproximate average salary by contribution assumption: employee only about $2,425,000 at 4% or $1,616,667 at 6%; with 50% employer match about $1,616,667 at 4% or $1,077,778 at 6%; with 100% employer match about $1,212,500 at 4% or $808,333 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-3$3,491,343$78,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-3$1,919,385$213,000$71,000iApproximate average salary by contribution assumption: employee only about $1,775,000 at 4% or $1,183,333 at 6%; with 50% employer match about $1,183,333 at 4% or $788,889 at 6%; with 100% employer match about $887,500 at 4% or $591,667 at 6%.
202023$4,098,197$345,039$115,013iApproximate average salary by contribution assumption: employee only about $2,875,325 at 4% or $1,916,883 at 6%; with 50% employer match about $1,916,883 at 4% or $1,277,922 at 6%; with 100% employer match about $1,437,663 at 4% or $958,442 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-3$2,674,690$183,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-3$1,423,507$162,039$54,013iApproximate average salary by contribution assumption: employee only about $1,350,325 at 4% or $900,217 at 6%; with 50% employer match about $900,217 at 4% or $600,144 at 6%; with 100% employer match about $675,163 at 4% or $450,108 at 6%.
201923$3,413,348$292,276$97,425iApproximate average salary by contribution assumption: employee only about $2,435,633 at 4% or $1,623,756 at 6%; with 50% employer match about $1,623,756 at 4% or $1,082,504 at 6%; with 100% employer match about $1,217,817 at 4% or $811,878 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-3$2,196,826$122,276$40,759iApproximate average salary by contribution assumption: employee only about $1,018,967 at 4% or $679,311 at 6%; with 50% employer match about $679,311 at 4% or $452,874 at 6%; with 100% employer match about $509,483 at 4% or $339,656 at 6%.
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-3$1,216,522$170,000$56,667iApproximate average salary by contribution assumption: employee only about $1,416,667 at 4% or $944,444 at 6%; with 50% employer match about $944,444 at 4% or $629,630 at 6%; with 100% employer match about $708,333 at 4% or $472,222 at 6%.
201823$2,541,133$99,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-2$1,638,870$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-3$902,263$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201723$2,670,863$108,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-2$1,714,379$58,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-3$956,484$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201623$2,154,798$127,000$42,333iApproximate average salary by contribution assumption: employee only about $1,058,333 at 4% or $705,556 at 6%; with 50% employer match about $705,556 at 4% or $470,370 at 6%; with 100% employer match about $529,167 at 4% or $352,778 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-2$1,364,332$57,000$28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%.
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-3$790,466$70,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
201523$1,777,463$64,500$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-2$1,153,036$39,500$19,750iApproximate average salary by contribution assumption: employee only about $493,750 at 4% or $329,167 at 6%; with 50% employer match about $329,167 at 4% or $219,444 at 6%; with 100% employer match about $246,875 at 4% or $164,583 at 6%.
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-3$624,427$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201423$1,752,296$42,005$14,002iApproximate average salary by contribution assumption: employee only about $350,042 at 4% or $233,361 at 6%; with 50% employer match about $233,361 at 4% or $155,574 at 6%; with 100% employer match about $175,021 at 4% or $116,681 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-2$1,118,542$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-3$633,754$15,005$5,002iApproximate average salary by contribution assumption: employee only about $125,042 at 4% or $83,361 at 6%; with 50% employer match about $83,361 at 4% or $55,574 at 6%; with 100% employer match about $62,521 at 4% or $41,681 at 6%.
201322$1,609,369$48,120$24,060iApproximate average salary by contribution assumption: employee only about $601,500 at 4% or $401,000 at 6%; with 50% employer match about $401,000 at 4% or $267,333 at 6%; with 100% employer match about $300,750 at 4% or $200,500 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-2$964,046$23,120$11,560iApproximate average salary by contribution assumption: employee only about $289,000 at 4% or $192,667 at 6%; with 50% employer match about $192,667 at 4% or $128,444 at 6%; with 100% employer match about $144,500 at 4% or $96,333 at 6%.
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-2$645,323$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201222$1,224,109$57,052$28,526iApproximate average salary by contribution assumption: employee only about $713,150 at 4% or $475,433 at 6%; with 50% employer match about $475,433 at 4% or $316,956 at 6%; with 100% employer match about $356,575 at 4% or $237,717 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-2$733,200$23,852$11,926iApproximate average salary by contribution assumption: employee only about $298,150 at 4% or $198,767 at 6%; with 50% employer match about $198,767 at 4% or $132,511 at 6%; with 100% employer match about $149,075 at 4% or $99,383 at 6%.
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-2$490,909$33,200$16,600iApproximate average salary by contribution assumption: employee only about $415,000 at 4% or $276,667 at 6%; with 50% employer match about $276,667 at 4% or $184,444 at 6%; with 100% employer match about $207,500 at 4% or $138,333 at 6%.
201122$1,055,589$74,356$37,178iApproximate average salary by contribution assumption: employee only about $929,450 at 4% or $619,633 at 6%; with 50% employer match about $619,633 at 4% or $413,089 at 6%; with 100% employer match about $464,725 at 4% or $309,817 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-2$618,827$36,036$18,018iApproximate average salary by contribution assumption: employee only about $450,450 at 4% or $300,300 at 6%; with 50% employer match about $300,300 at 4% or $200,200 at 6%; with 100% employer match about $225,225 at 4% or $150,150 at 6%.
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-2$436,762$38,320$19,160iApproximate average salary by contribution assumption: employee only about $479,000 at 4% or $319,333 at 6%; with 50% employer match about $319,333 at 4% or $212,889 at 6%; with 100% employer match about $239,500 at 4% or $159,667 at 6%.
201022$968,956$60,125$30,063iApproximate average salary by contribution assumption: employee only about $751,563 at 4% or $501,042 at 6%; with 50% employer match about $501,042 at 4% or $334,028 at 6%; with 100% employer match about $375,781 at 4% or $250,521 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-2$567,916$34,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-2$401,040$26,125$13,063iApproximate average salary by contribution assumption: employee only about $326,563 at 4% or $217,708 at 6%; with 50% employer match about $217,708 at 4% or $145,139 at 6%; with 100% employer match about $163,281 at 4% or $108,854 at 6%.
200922$790,346$51,500$25,750iApproximate average salary by contribution assumption: employee only about $643,750 at 4% or $429,167 at 6%; with 50% employer match about $429,167 at 4% or $286,111 at 6%; with 100% employer match about $321,875 at 4% or $214,583 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-2$475,067$32,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-2$315,279$19,500$9,750iApproximate average salary by contribution assumption: employee only about $243,750 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,333 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%.
200822$561,924$41,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-2$336,877$41,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-2$225,047--
200722$0$0-
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-0---
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-2---
200622$733,417$65,179$32,590iApproximate average salary by contribution assumption: employee only about $814,738 at 4% or $543,158 at 6%; with 50% employer match about $543,158 at 4% or $362,106 at 6%; with 100% employer match about $407,369 at 4% or $271,579 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-2$385,977$44,179$22,090iApproximate average salary by contribution assumption: employee only about $552,238 at 4% or $368,158 at 6%; with 50% employer match about $368,158 at 4% or $245,439 at 6%; with 100% employer match about $276,119 at 4% or $184,079 at 6%.
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-2$347,440$21,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
200522$578,323$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-2$317,940$32,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-2$260,383$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
200422$503,573$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-2$265,895$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-2$237,678$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
200322$408,143$43,000$21,500iApproximate average salary by contribution assumption: employee only about $537,500 at 4% or $358,333 at 6%; with 50% employer match about $358,333 at 4% or $238,889 at 6%; with 100% employer match about $268,750 at 4% or $179,167 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-2$221,059$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-2$187,084$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
200222$0$0-
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-2---
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-2---
200122$0$0-
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-2---
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-2---
200022$0$0-
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-2---
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-2---
199923$445,077$38,205$12,735iApproximate average salary by contribution assumption: employee only about $318,375 at 4% or $212,250 at 6%; with 50% employer match about $212,250 at 4% or $141,500 at 6%; with 100% employer match about $159,188 at 4% or $106,125 at 6%.
Mitchell I. Serota & Associates Inc., Profit Sharing Plan-3$326,175$16,205$5,402iApproximate average salary by contribution assumption: employee only about $135,042 at 4% or $90,028 at 6%; with 50% employer match about $90,028 at 4% or $60,019 at 6%; with 100% employer match about $67,521 at 4% or $45,014 at 6%.
Mitchell I. Serota & Associates Inc. Defined Benefit Pp&T-3$118,902$22,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.