Civic Intelligence

State Education Resource Center (Serc)

Plan context: State Education Resource Center Tax Sheltered Annuity Plan

EIN 47-2462116 • Waterbury, CT • 10 filings • 1 plans

175 Union StreetWaterbury, CT 06706
Current Snapshot

Latest Year

2024

2024 Participants

67

2024 Assets

$7,887,966

2024 Contributions

$676,468

Historical Graphs

Total Assets Over Time

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

$7,887,966$3,943,983$0201520202024YearValue
$7,887,966Latest year 2024

Participants Over Time

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

88440201520202024YearValue
67Latest year 2024

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
2024167$7,887,966$676,468$10,097iApproximate average salary by contribution assumption: employee only about $252,413 at 4% or $168,276 at 6%; with 50% employer match about $168,276 at 4% or $112,184 at 6%; with 100% employer match about $126,207 at 4% or $84,138 at 6%.
State Education Resource Center Tax Sheltered Annuity Plan-67$7,887,966$676,468$10,097iApproximate average salary by contribution assumption: employee only about $252,413 at 4% or $168,276 at 6%; with 50% employer match about $168,276 at 4% or $112,184 at 6%; with 100% employer match about $126,207 at 4% or $84,138 at 6%.
2023157$7,709,585$296,645$5,204iApproximate average salary by contribution assumption: employee only about $130,107 at 4% or $86,738 at 6%; with 50% employer match about $86,738 at 4% or $57,826 at 6%; with 100% employer match about $65,054 at 4% or $43,369 at 6%.
State Education Resource Center Tax Sheltered Annuity Plan-57$7,709,585$296,645$5,204iApproximate average salary by contribution assumption: employee only about $130,107 at 4% or $86,738 at 6%; with 50% employer match about $86,738 at 4% or $57,826 at 6%; with 100% employer match about $65,054 at 4% or $43,369 at 6%.
2022163$6,610,285$236,672$3,757iApproximate average salary by contribution assumption: employee only about $93,917 at 4% or $62,612 at 6%; with 50% employer match about $62,612 at 4% or $41,741 at 6%; with 100% employer match about $46,959 at 4% or $31,306 at 6%.
State Education Resource Center Tax Sheltered Annuity Plan-63$6,610,285$236,672$3,757iApproximate average salary by contribution assumption: employee only about $93,917 at 4% or $62,612 at 6%; with 50% employer match about $62,612 at 4% or $41,741 at 6%; with 100% employer match about $46,959 at 4% or $31,306 at 6%.
2021162$7,426,365$182,428$2,942iApproximate average salary by contribution assumption: employee only about $73,560 at 4% or $49,040 at 6%; with 50% employer match about $49,040 at 4% or $32,693 at 6%; with 100% employer match about $36,780 at 4% or $24,520 at 6%.
State Education Resource Center Tax Sheltered Annuity Plan-62$7,426,365$182,428$2,942iApproximate average salary by contribution assumption: employee only about $73,560 at 4% or $49,040 at 6%; with 50% employer match about $49,040 at 4% or $32,693 at 6%; with 100% employer match about $36,780 at 4% or $24,520 at 6%.
2020158$6,835,504$166,696$2,874iApproximate average salary by contribution assumption: employee only about $71,852 at 4% or $47,901 at 6%; with 50% employer match about $47,901 at 4% or $31,934 at 6%; with 100% employer match about $35,926 at 4% or $23,951 at 6%.
State Education Resource Center Tax Sheltered Annuity Plan-58$6,835,504$166,696$2,874iApproximate average salary by contribution assumption: employee only about $71,852 at 4% or $47,901 at 6%; with 50% employer match about $47,901 at 4% or $31,934 at 6%; with 100% employer match about $35,926 at 4% or $23,951 at 6%.
2019158$5,912,226$171,371$2,955iApproximate average salary by contribution assumption: employee only about $73,867 at 4% or $49,245 at 6%; with 50% employer match about $49,245 at 4% or $32,830 at 6%; with 100% employer match about $36,933 at 4% or $24,622 at 6%.
State Education Resource Center Tax Sheltered Annuity Plan-58$5,912,226$171,371$2,955iApproximate average salary by contribution assumption: employee only about $73,867 at 4% or $49,245 at 6%; with 50% employer match about $49,245 at 4% or $32,830 at 6%; with 100% employer match about $36,933 at 4% or $24,622 at 6%.
2018159$5,101,930$199,973$3,389iApproximate average salary by contribution assumption: employee only about $84,734 at 4% or $56,490 at 6%; with 50% employer match about $56,490 at 4% or $37,660 at 6%; with 100% employer match about $42,367 at 4% or $28,245 at 6%.
State Education Resource Center Tax Sheltered Annuity Plan-59$5,101,930$199,973$3,389iApproximate average salary by contribution assumption: employee only about $84,734 at 4% or $56,490 at 6%; with 50% employer match about $56,490 at 4% or $37,660 at 6%; with 100% employer match about $42,367 at 4% or $28,245 at 6%.
2017171$7,656,439$329,370$4,639iApproximate average salary by contribution assumption: employee only about $115,975 at 4% or $77,317 at 6%; with 50% employer match about $77,317 at 4% or $51,545 at 6%; with 100% employer match about $57,988 at 4% or $38,658 at 6%.
State Education Resource Center Tax Sheltered Annuity Plan-71$7,656,439$329,370$4,639iApproximate average salary by contribution assumption: employee only about $115,975 at 4% or $77,317 at 6%; with 50% employer match about $77,317 at 4% or $51,545 at 6%; with 100% employer match about $57,988 at 4% or $38,658 at 6%.
2016173$6,644,230$423,311$5,799iApproximate average salary by contribution assumption: employee only about $144,970 at 4% or $96,646 at 6%; with 50% employer match about $96,646 at 4% or $64,431 at 6%; with 100% employer match about $72,485 at 4% or $48,323 at 6%.
State Education Resource Center Tax Sheltered Annuity Plan-73$6,644,230$423,311$5,799iApproximate average salary by contribution assumption: employee only about $144,970 at 4% or $96,646 at 6%; with 50% employer match about $96,646 at 4% or $64,431 at 6%; with 100% employer match about $72,485 at 4% or $48,323 at 6%.
2015188$7,006,973$790,909$8,988iApproximate average salary by contribution assumption: employee only about $224,690 at 4% or $149,793 at 6%; with 50% employer match about $149,793 at 4% or $99,862 at 6%; with 100% employer match about $112,345 at 4% or $74,897 at 6%.
State Education Resource Center Tax Sheltered Annuity Plan-88$7,006,973$790,909$8,988iApproximate average salary by contribution assumption: employee only about $224,690 at 4% or $149,793 at 6%; with 50% employer match about $149,793 at 4% or $99,862 at 6%; with 100% employer match about $112,345 at 4% or $74,897 at 6%.