Serra and Isopi PC.
Plan context: Profit Sharing Plan and Trust of Law Offices of Sam Serra PC.
EIN 38-3218222 • Sterling Heights, MI • 24 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
2
2023 Assets
$1,033,437
2023 Contributions
$9,000
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 | 2 | $1,033,437 | $0 | - |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 2 | $1,033,437 | - | - |
| 2022 | 1 | 3 | $1,001,122 | $9,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 3 | $1,001,122 | $9,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 2021 | 1 | 3 | $1,236,319 | $0 | - |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 3 | $1,236,319 | - | - |
| 2020 | 1 | 3 | $1,123,024 | $0 | - |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 3 | $1,123,024 | - | - |
| 2019 | 1 | 3 | $1,009,482 | $0 | - |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 3 | $1,009,482 | - | - |
| 2018 | 1 | 3 | $871,401 | $0 | - |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 3 | $871,401 | - | - |
| 2017 | 1 | 3 | $955,299 | $0 | - |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 3 | $955,299 | - | - |
| 2016 | 1 | 3 | $817,812 | $0 | - |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 3 | $817,812 | - | - |
| 2015 | 1 | 3 | $723,423 | $0 | - |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 3 | $723,423 | - | - |
| 2014 | 1 | 3 | $704,674 | $0 | - |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 3 | $704,674 | - | - |
| 2013 | 1 | 3 | $664,349 | $0 | - |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 3 | $664,349 | - | - |
| 2012 | 1 | 3 | $537,552 | $0 | - |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 3 | $537,552 | - | - |
| 2011 | 1 | 3 | $472,925 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 3 | $472,925 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2010 | 1 | 3 | $463,355 | $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%. |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 3 | $463,355 | $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%. |
| 2009 | 1 | 4 | $383,381 | $0 | - |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 4 | $383,381 | - | - |
| 2008 | 1 | 4 | $308,038 | $0 | - |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 4 | $308,038 | - | - |
| 2007 | 1 | 4 | $426,443 | $0 | - |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 4 | $426,443 | - | - |
| 2006 | 1 | 4 | $406,949 | $14,447 | $3,612iApproximate average salary by contribution assumption: employee only about $90,294 at 4% or $60,196 at 6%; with 50% employer match about $60,196 at 4% or $40,131 at 6%; with 100% employer match about $45,147 at 4% or $30,098 at 6%. |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 4 | $406,949 | $14,447 | $3,612iApproximate average salary by contribution assumption: employee only about $90,294 at 4% or $60,196 at 6%; with 50% employer match about $60,196 at 4% or $40,131 at 6%; with 100% employer match about $45,147 at 4% or $30,098 at 6%. |
| 2005 | 1 | 4 | $341,846 | $48,082 | $12,021iApproximate average salary by contribution assumption: employee only about $300,513 at 4% or $200,342 at 6%; with 50% employer match about $200,342 at 4% or $133,561 at 6%; with 100% employer match about $150,256 at 4% or $100,171 at 6%. |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 4 | $341,846 | $48,082 | $12,021iApproximate average salary by contribution assumption: employee only about $300,513 at 4% or $200,342 at 6%; with 50% employer match about $200,342 at 4% or $133,561 at 6%; with 100% employer match about $150,256 at 4% or $100,171 at 6%. |
| 2004 | 1 | 3 | $274,735 | $0 | - |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 3 | $274,735 | - | - |
| 2003 | 1 | 3 | $0 | $0 | - |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 3 | - | - | - |
| 2002 | 1 | 2 | $154,484 | $0 | - |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 2 | $154,484 | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Profit Sharing Plan and Trust of Law Offices of Sam Serra PC. | - | 2 | - | - | - |