Serafin & Associates Inc.
Plan context: SERAFIN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
EIN 36-3657486 • Chicago, IL • 33 filings • 8 plans
Current Snapshot
Latest Year
2023
2023 Participants
17
2023 Assets
$1,783,632
2023 Contributions
$167,861
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 17 | $1,783,632 | $167,861 | $9,874iApproximate average salary by contribution assumption: employee only about $246,854 at 4% or $164,570 at 6%; with 50% employer match about $164,570 at 4% or $109,713 at 6%; with 100% employer match about $123,427 at 4% or $82,285 at 6%. |
| SERAFIN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | - | 17 | $1,783,632 | $167,861 | $9,874iApproximate average salary by contribution assumption: employee only about $246,854 at 4% or $164,570 at 6%; with 50% employer match about $164,570 at 4% or $109,713 at 6%; with 100% employer match about $123,427 at 4% or $82,285 at 6%. |
| 2022 | 1 | 15 | $1,678,330 | $231,569 | $15,438iApproximate average salary by contribution assumption: employee only about $385,948 at 4% or $257,299 at 6%; with 50% employer match about $257,299 at 4% or $171,533 at 6%; with 100% employer match about $192,974 at 4% or $128,649 at 6%. |
| SERAFIN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | - | 15 | $1,678,330 | $231,569 | $15,438iApproximate average salary by contribution assumption: employee only about $385,948 at 4% or $257,299 at 6%; with 50% employer match about $257,299 at 4% or $171,533 at 6%; with 100% employer match about $192,974 at 4% or $128,649 at 6%. |
| 2021 | 1 | 13 | $2,366,330 | $229,021 | $17,617iApproximate average salary by contribution assumption: employee only about $440,425 at 4% or $293,617 at 6%; with 50% employer match about $293,617 at 4% or $195,744 at 6%; with 100% employer match about $220,213 at 4% or $146,808 at 6%. |
| SERAFIN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | - | 13 | $2,366,330 | $229,021 | $17,617iApproximate average salary by contribution assumption: employee only about $440,425 at 4% or $293,617 at 6%; with 50% employer match about $293,617 at 4% or $195,744 at 6%; with 100% employer match about $220,213 at 4% or $146,808 at 6%. |
| 2020 | 1 | 15 | $2,613,812 | $254,348 | $16,957iApproximate average salary by contribution assumption: employee only about $423,913 at 4% or $282,609 at 6%; with 50% employer match about $282,609 at 4% or $188,406 at 6%; with 100% employer match about $211,957 at 4% or $141,304 at 6%. |
| SERAFIN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | - | 15 | $2,613,812 | $254,348 | $16,957iApproximate average salary by contribution assumption: employee only about $423,913 at 4% or $282,609 at 6%; with 50% employer match about $282,609 at 4% or $188,406 at 6%; with 100% employer match about $211,957 at 4% or $141,304 at 6%. |
| 2019 | 1 | 17 | $2,353,222 | $216,823 | $12,754iApproximate average salary by contribution assumption: employee only about $318,857 at 4% or $212,572 at 6%; with 50% employer match about $212,572 at 4% or $141,714 at 6%; with 100% employer match about $159,429 at 4% or $106,286 at 6%. |
| SERAFIN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | - | 17 | $2,353,222 | $216,823 | $12,754iApproximate average salary by contribution assumption: employee only about $318,857 at 4% or $212,572 at 6%; with 50% employer match about $212,572 at 4% or $141,714 at 6%; with 100% employer match about $159,429 at 4% or $106,286 at 6%. |
| 2018 | 1 | 17 | $2,043,347 | $300,449 | $17,673iApproximate average salary by contribution assumption: employee only about $441,837 at 4% or $294,558 at 6%; with 50% employer match about $294,558 at 4% or $196,372 at 6%; with 100% employer match about $220,918 at 4% or $147,279 at 6%. |
| SERAFIN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | - | 17 | $2,043,347 | $300,449 | $17,673iApproximate average salary by contribution assumption: employee only about $441,837 at 4% or $294,558 at 6%; with 50% employer match about $294,558 at 4% or $196,372 at 6%; with 100% employer match about $220,918 at 4% or $147,279 at 6%. |
| 2017 | 1 | 15 | $2,568,324 | $273,178 | $18,212iApproximate average salary by contribution assumption: employee only about $455,297 at 4% or $303,531 at 6%; with 50% employer match about $303,531 at 4% or $202,354 at 6%; with 100% employer match about $227,648 at 4% or $151,766 at 6%. |
| SERAFIN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | - | 15 | $2,568,324 | $273,178 | $18,212iApproximate average salary by contribution assumption: employee only about $455,297 at 4% or $303,531 at 6%; with 50% employer match about $303,531 at 4% or $202,354 at 6%; with 100% employer match about $227,648 at 4% or $151,766 at 6%. |
| 2016 | 1 | 14 | $2,789,055 | $295,514 | $21,108iApproximate average salary by contribution assumption: employee only about $527,704 at 4% or $351,802 at 6%; with 50% employer match about $351,802 at 4% or $234,535 at 6%; with 100% employer match about $263,852 at 4% or $175,901 at 6%. |
| SERAFIN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | - | 14 | $2,789,055 | $295,514 | $21,108iApproximate average salary by contribution assumption: employee only about $527,704 at 4% or $351,802 at 6%; with 50% employer match about $351,802 at 4% or $234,535 at 6%; with 100% employer match about $263,852 at 4% or $175,901 at 6%. |
| 2015 | 1 | 10 | $2,208,118 | $263,232 | $26,323iApproximate average salary by contribution assumption: employee only about $658,080 at 4% or $438,720 at 6%; with 50% employer match about $438,720 at 4% or $292,480 at 6%; with 100% employer match about $329,040 at 4% or $219,360 at 6%. |
| SERAFIN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | - | 10 | $2,208,118 | $263,232 | $26,323iApproximate average salary by contribution assumption: employee only about $658,080 at 4% or $438,720 at 6%; with 50% employer match about $438,720 at 4% or $292,480 at 6%; with 100% employer match about $329,040 at 4% or $219,360 at 6%. |
| 2014 | 3 | 12 | $4,805,306 | $4,887,804 | $407,317iApproximate average salary by contribution assumption: employee only about $10,182,925 at 4% or $6,788,617 at 6%; with 50% employer match about $6,788,617 at 4% or $4,525,744 at 6%; with 100% employer match about $5,091,463 at 4% or $3,394,308 at 6%. |
| Serafin & Associates Inc. Money Purchase Plan and Trust | - | 12 | $2,402,653 | $2,443,902 | $203,659iApproximate average salary by contribution assumption: employee only about $5,091,463 at 4% or $3,394,308 at 6%; with 50% employer match about $3,394,308 at 4% or $2,262,872 at 6%; with 100% employer match about $2,545,731 at 4% or $1,697,154 at 6%. |
| SERAFIN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | - | 12 | $2,402,653 | $2,443,902 | $203,659iApproximate average salary by contribution assumption: employee only about $5,091,463 at 4% or $3,394,308 at 6%; with 50% employer match about $3,394,308 at 4% or $2,262,872 at 6%; with 100% employer match about $2,545,731 at 4% or $1,697,154 at 6%. |
| SERAFIN & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 0 | $0 | $0 | - |
| 2013 | 1 | 9 | $2,446,730 | $350,000 | $38,889iApproximate average salary by contribution assumption: employee only about $972,222 at 4% or $648,148 at 6%; with 50% employer match about $648,148 at 4% or $432,099 at 6%; with 100% employer match about $486,111 at 4% or $324,074 at 6%. |
| SERAFIN & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 9 | $2,446,730 | $350,000 | $38,889iApproximate average salary by contribution assumption: employee only about $972,222 at 4% or $648,148 at 6%; with 50% employer match about $648,148 at 4% or $432,099 at 6%; with 100% employer match about $486,111 at 4% or $324,074 at 6%. |
| 2012 | 1 | 8 | $1,851,390 | $350,000 | $43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%. |
| SERAFIN & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 8 | $1,851,390 | $350,000 | $43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%. |
| 2011 | 1 | 8 | $1,232,140 | $325,000 | $40,625iApproximate average salary by contribution assumption: employee only about $1,015,625 at 4% or $677,083 at 6%; with 50% employer match about $677,083 at 4% or $451,389 at 6%; with 100% employer match about $507,813 at 4% or $338,542 at 6%. |
| SERAFIN & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 8 | $1,232,140 | $325,000 | $40,625iApproximate average salary by contribution assumption: employee only about $1,015,625 at 4% or $677,083 at 6%; with 50% employer match about $677,083 at 4% or $451,389 at 6%; with 100% employer match about $507,813 at 4% or $338,542 at 6%. |
| 2010 | 1 | 6 | $883,147 | $235,000 | $39,167iApproximate average salary by contribution assumption: employee only about $979,167 at 4% or $652,778 at 6%; with 50% employer match about $652,778 at 4% or $435,185 at 6%; with 100% employer match about $489,583 at 4% or $326,389 at 6%. |
| SERAFIN & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 6 | $883,147 | $235,000 | $39,167iApproximate average salary by contribution assumption: employee only about $979,167 at 4% or $652,778 at 6%; with 50% employer match about $652,778 at 4% or $435,185 at 6%; with 100% employer match about $489,583 at 4% or $326,389 at 6%. |
| 2009 | 2 | 8 | $591,556 | $200,000 | $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%. |
| SERAFIN & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 8 | $591,556 | $200,000 | $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%. |
| SERAFIN & ASSOCIATES, INC. EMPLOYEES RETIREMENT PLAN | - | 0 | $0 | $0 | - |
| 2008 | 2 | 7 | $0 | $0 | - |
| SERAFIN & ASSOCIATES, INC. EMPLOYEES RETIREMENT PLAN | - | 6 | - | - | - |
| SERAFIN & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 7 | - | - | - |
| 2007 | 2 | 5 | $0 | $0 | - |
| SERAFIN & ASSOCIATES, INC. EMPLOYEES RETIREMENT PLAN | - | 5 | - | - | - |
| SERAFIN & ASSOCIATES, INC. DEFINED BENEFIT PLAN | - | 5 | - | - | - |
| 2006 | 1 | 5 | $332,781 | $108,678 | $21,736iApproximate average salary by contribution assumption: employee only about $543,390 at 4% or $362,260 at 6%; with 50% employer match about $362,260 at 4% or $241,507 at 6%; with 100% employer match about $271,695 at 4% or $181,130 at 6%. |
| SERAFIN & ASSOCIATES, INC. EMPLOYEES RETIREMENT PLAN | - | 5 | $332,781 | $108,678 | $21,736iApproximate average salary by contribution assumption: employee only about $543,390 at 4% or $362,260 at 6%; with 50% employer match about $362,260 at 4% or $241,507 at 6%; with 100% employer match about $271,695 at 4% or $181,130 at 6%. |
| 2005 | 1 | 3 | $187,633 | $98,941 | $32,980iApproximate average salary by contribution assumption: employee only about $824,508 at 4% or $549,672 at 6%; with 50% employer match about $549,672 at 4% or $366,448 at 6%; with 100% employer match about $412,254 at 4% or $274,836 at 6%. |
| SERAFIN & ASSOCIATES, INC. EMPLOYEES RETIREMENT PLAN | - | 3 | $187,633 | $98,941 | $32,980iApproximate average salary by contribution assumption: employee only about $824,508 at 4% or $549,672 at 6%; with 50% employer match about $549,672 at 4% or $366,448 at 6%; with 100% employer match about $412,254 at 4% or $274,836 at 6%. |
| 2004 | 3 | 5 | $92,196 | $92,196 | $18,439iApproximate average salary by contribution assumption: employee only about $460,980 at 4% or $307,320 at 6%; with 50% employer match about $307,320 at 4% or $204,880 at 6%; with 100% employer match about $230,490 at 4% or $153,660 at 6%. |
| SERAFIN & ASSOCIATES, INC. EMPLOYEES RETIREMENT PLAN | - | 5 | $92,196 | $92,196 | $18,439iApproximate average salary by contribution assumption: employee only about $460,980 at 4% or $307,320 at 6%; with 50% employer match about $307,320 at 4% or $204,880 at 6%; with 100% employer match about $230,490 at 4% or $153,660 at 6%. |
| SERAFIN & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST | - | 0 | - | - | - |
| Serafin & Associates Inc. Money Purchase Plan and Trust | - | 0 | - | - | - |
| 2003 | 2 | 6 | $133,853 | $0 | - |
| SERAFIN & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST | - | 6 | $94,106 | - | - |
| Serafin & Associates Inc. Money Purchase Plan and Trust | - | 2 | $39,747 | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| SERAFIN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST | - | 4 | - | - | - |
| Serafin & Associates Inc. Money Purchase Plan and Trust | - | 2 | - | - | - |
| 2000 | 2 | 4 | $0 | $0 | - |
| SERAFIN & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST | - | 4 | - | - | - |
| Serafin & Associates Inc. Money Purchase Plan and Trust | - | 2 | - | - | - |