Civic Intelligence

Serafini Financial Services Inc.

Plan context: SERAFINI FINANCIAL SERVICES, INC. CASH BALANCE PLAN

EIN 52-1881225 • Hagerstown, MD • 29 filings • 3 plans

1110 Opal Ct., Suite 1Hagerstown, MD 21740-5942
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$2,294

2022 Contributions

$93,585

Historical Graphs

Total Assets Over Time

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

$5,745,672$2,872,836$0199920122022YearValue
$2,294Latest year 2022

Participants Over Time

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

1790199920112022YearValue
1Latest year 2022

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
202221$2,294$93,585$93,585iApproximate average salary by contribution assumption: employee only about $2,339,625 at 4% or $1,559,750 at 6%; with 50% employer match about $1,559,750 at 4% or $1,039,833 at 6%; with 100% employer match about $1,169,813 at 4% or $779,875 at 6%.
SERAFINI FINANCIAL SERVICES, INC. CASH BALANCE PLAN-1$2,294$0-
Serafini Financial Services Inc. Money Purchase Plan-0$0$93,585-
2021216$5,745,672$481,641$30,103iApproximate average salary by contribution assumption: employee only about $752,564 at 4% or $501,709 at 6%; with 50% employer match about $501,709 at 4% or $334,473 at 6%; with 100% employer match about $376,282 at 4% or $250,855 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-16$4,519,226$256,537$16,034iApproximate average salary by contribution assumption: employee only about $400,839 at 4% or $267,226 at 6%; with 50% employer match about $267,226 at 4% or $178,151 at 6%; with 100% employer match about $200,420 at 4% or $133,613 at 6%.
SERAFINI FINANCIAL SERVICES, INC. CASH BALANCE PLAN-10$1,226,446$225,104$22,510iApproximate average salary by contribution assumption: employee only about $562,760 at 4% or $375,173 at 6%; with 50% employer match about $375,173 at 4% or $250,116 at 6%; with 100% employer match about $281,380 at 4% or $187,587 at 6%.
2020217$4,966,474$630,631$37,096iApproximate average salary by contribution assumption: employee only about $927,399 at 4% or $618,266 at 6%; with 50% employer match about $618,266 at 4% or $412,177 at 6%; with 100% employer match about $463,699 at 4% or $309,133 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-17$4,052,917$281,055$16,533iApproximate average salary by contribution assumption: employee only about $413,316 at 4% or $275,544 at 6%; with 50% employer match about $275,544 at 4% or $183,696 at 6%; with 100% employer match about $206,658 at 4% or $137,772 at 6%.
SERAFINI FINANCIAL SERVICES, INC. CASH BALANCE PLAN-9$913,557$349,576$38,842iApproximate average salary by contribution assumption: employee only about $971,044 at 4% or $647,363 at 6%; with 50% employer match about $647,363 at 4% or $431,575 at 6%; with 100% employer match about $485,522 at 4% or $323,681 at 6%.
2019215$3,718,651$514,376$34,292iApproximate average salary by contribution assumption: employee only about $857,293 at 4% or $571,529 at 6%; with 50% employer match about $571,529 at 4% or $381,019 at 6%; with 100% employer match about $428,647 at 4% or $285,764 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-15$3,224,098$255,717$17,048iApproximate average salary by contribution assumption: employee only about $426,195 at 4% or $284,130 at 6%; with 50% employer match about $284,130 at 4% or $189,420 at 6%; with 100% employer match about $213,098 at 4% or $142,065 at 6%.
SERAFINI FINANCIAL SERVICES, INC. CASH BALANCE PLAN-9$494,553$258,659$28,740iApproximate average salary by contribution assumption: employee only about $718,497 at 4% or $478,998 at 6%; with 50% employer match about $478,998 at 4% or $319,332 at 6%; with 100% employer match about $359,249 at 4% or $239,499 at 6%.
2018213$2,687,902$490,963$37,766iApproximate average salary by contribution assumption: employee only about $944,160 at 4% or $629,440 at 6%; with 50% employer match about $629,440 at 4% or $419,626 at 6%; with 100% employer match about $472,080 at 4% or $314,720 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-13$2,475,277$278,338$21,411iApproximate average salary by contribution assumption: employee only about $535,265 at 4% or $356,844 at 6%; with 50% employer match about $356,844 at 4% or $237,896 at 6%; with 100% employer match about $267,633 at 4% or $178,422 at 6%.
SERAFINI FINANCIAL SERVICES, INC. CASH BALANCE PLAN-11$212,625$212,625$19,330iApproximate average salary by contribution assumption: employee only about $483,239 at 4% or $322,159 at 6%; with 50% employer match about $322,159 at 4% or $214,773 at 6%; with 100% employer match about $241,619 at 4% or $161,080 at 6%.
2017113$2,372,533$235,707$18,131iApproximate average salary by contribution assumption: employee only about $453,283 at 4% or $302,188 at 6%; with 50% employer match about $302,188 at 4% or $201,459 at 6%; with 100% employer match about $226,641 at 4% or $151,094 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-13$2,372,533$235,707$18,131iApproximate average salary by contribution assumption: employee only about $453,283 at 4% or $302,188 at 6%; with 50% employer match about $302,188 at 4% or $201,459 at 6%; with 100% employer match about $226,641 at 4% or $151,094 at 6%.
2016111$1,859,941$261,763$23,797iApproximate average salary by contribution assumption: employee only about $594,916 at 4% or $396,611 at 6%; with 50% employer match about $396,611 at 4% or $264,407 at 6%; with 100% employer match about $297,458 at 4% or $198,305 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-11$1,859,941$261,763$23,797iApproximate average salary by contribution assumption: employee only about $594,916 at 4% or $396,611 at 6%; with 50% employer match about $396,611 at 4% or $264,407 at 6%; with 100% employer match about $297,458 at 4% or $198,305 at 6%.
2015110$1,458,112$206,793$20,679iApproximate average salary by contribution assumption: employee only about $516,983 at 4% or $344,655 at 6%; with 50% employer match about $344,655 at 4% or $229,770 at 6%; with 100% employer match about $258,491 at 4% or $172,328 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-10$1,458,112$206,793$20,679iApproximate average salary by contribution assumption: employee only about $516,983 at 4% or $344,655 at 6%; with 50% employer match about $344,655 at 4% or $229,770 at 6%; with 100% employer match about $258,491 at 4% or $172,328 at 6%.
2014110$1,280,170$160,566$16,057iApproximate average salary by contribution assumption: employee only about $401,415 at 4% or $267,610 at 6%; with 50% employer match about $267,610 at 4% or $178,407 at 6%; with 100% employer match about $200,708 at 4% or $133,805 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-10$1,280,170$160,566$16,057iApproximate average salary by contribution assumption: employee only about $401,415 at 4% or $267,610 at 6%; with 50% employer match about $267,610 at 4% or $178,407 at 6%; with 100% employer match about $200,708 at 4% or $133,805 at 6%.
201319$1,069,752$100,970$11,219iApproximate average salary by contribution assumption: employee only about $280,472 at 4% or $186,981 at 6%; with 50% employer match about $186,981 at 4% or $124,654 at 6%; with 100% employer match about $140,236 at 4% or $93,491 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-9$1,069,752$100,970$11,219iApproximate average salary by contribution assumption: employee only about $280,472 at 4% or $186,981 at 6%; with 50% employer match about $186,981 at 4% or $124,654 at 6%; with 100% employer match about $140,236 at 4% or $93,491 at 6%.
201217$832,350$93,488$13,355iApproximate average salary by contribution assumption: employee only about $333,886 at 4% or $222,590 at 6%; with 50% employer match about $222,590 at 4% or $148,394 at 6%; with 100% employer match about $166,943 at 4% or $111,295 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-7$832,350$93,488$13,355iApproximate average salary by contribution assumption: employee only about $333,886 at 4% or $222,590 at 6%; with 50% employer match about $222,590 at 4% or $148,394 at 6%; with 100% employer match about $166,943 at 4% or $111,295 at 6%.
201117$645,807$74,851$10,693iApproximate average salary by contribution assumption: employee only about $267,325 at 4% or $178,217 at 6%; with 50% employer match about $178,217 at 4% or $118,811 at 6%; with 100% employer match about $133,663 at 4% or $89,108 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-7$645,807$74,851$10,693iApproximate average salary by contribution assumption: employee only about $267,325 at 4% or $178,217 at 6%; with 50% employer match about $178,217 at 4% or $118,811 at 6%; with 100% employer match about $133,663 at 4% or $89,108 at 6%.
201017$595,765$67,472$9,639iApproximate average salary by contribution assumption: employee only about $240,971 at 4% or $160,648 at 6%; with 50% employer match about $160,648 at 4% or $107,098 at 6%; with 100% employer match about $120,486 at 4% or $80,324 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-7$595,765$67,472$9,639iApproximate average salary by contribution assumption: employee only about $240,971 at 4% or $160,648 at 6%; with 50% employer match about $160,648 at 4% or $107,098 at 6%; with 100% employer match about $120,486 at 4% or $80,324 at 6%.
200917$478,418$79,621$11,374iApproximate average salary by contribution assumption: employee only about $284,361 at 4% or $189,574 at 6%; with 50% employer match about $189,574 at 4% or $126,383 at 6%; with 100% employer match about $142,180 at 4% or $94,787 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-7$478,418$79,621$11,374iApproximate average salary by contribution assumption: employee only about $284,361 at 4% or $189,574 at 6%; with 50% employer match about $189,574 at 4% or $126,383 at 6%; with 100% employer match about $142,180 at 4% or $94,787 at 6%.
200817$303,952$61,000$8,714iApproximate average salary by contribution assumption: employee only about $217,857 at 4% or $145,238 at 6%; with 50% employer match about $145,238 at 4% or $96,825 at 6%; with 100% employer match about $108,929 at 4% or $72,619 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-7$303,952$61,000$8,714iApproximate average salary by contribution assumption: employee only about $217,857 at 4% or $145,238 at 6%; with 50% employer match about $145,238 at 4% or $96,825 at 6%; with 100% employer match about $108,929 at 4% or $72,619 at 6%.
200717$0$0-
Serafini Financial Services Inc. Money Purchase Plan-7---
200617$325,603$46,999$6,714iApproximate average salary by contribution assumption: employee only about $167,854 at 4% or $111,902 at 6%; with 50% employer match about $111,902 at 4% or $74,602 at 6%; with 100% employer match about $83,927 at 4% or $55,951 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-7$325,603$46,999$6,714iApproximate average salary by contribution assumption: employee only about $167,854 at 4% or $111,902 at 6%; with 50% employer match about $111,902 at 4% or $74,602 at 6%; with 100% employer match about $83,927 at 4% or $55,951 at 6%.
200518$247,505$56,359$7,045iApproximate average salary by contribution assumption: employee only about $176,122 at 4% or $117,415 at 6%; with 50% employer match about $117,415 at 4% or $78,276 at 6%; with 100% employer match about $88,061 at 4% or $58,707 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-8$247,505$56,359$7,045iApproximate average salary by contribution assumption: employee only about $176,122 at 4% or $117,415 at 6%; with 50% employer match about $117,415 at 4% or $78,276 at 6%; with 100% employer match about $88,061 at 4% or $58,707 at 6%.
200416$187,102$47,394$7,899iApproximate average salary by contribution assumption: employee only about $197,475 at 4% or $131,650 at 6%; with 50% employer match about $131,650 at 4% or $87,767 at 6%; with 100% employer match about $98,738 at 4% or $65,825 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-6$187,102$47,394$7,899iApproximate average salary by contribution assumption: employee only about $197,475 at 4% or $131,650 at 6%; with 50% employer match about $131,650 at 4% or $87,767 at 6%; with 100% employer match about $98,738 at 4% or $65,825 at 6%.
200315$124,560$39,968$7,994iApproximate average salary by contribution assumption: employee only about $199,840 at 4% or $133,227 at 6%; with 50% employer match about $133,227 at 4% or $88,818 at 6%; with 100% employer match about $99,920 at 4% or $66,613 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-5$124,560$39,968$7,994iApproximate average salary by contribution assumption: employee only about $199,840 at 4% or $133,227 at 6%; with 50% employer match about $133,227 at 4% or $88,818 at 6%; with 100% employer match about $99,920 at 4% or $66,613 at 6%.
200215$60,357$20,739$4,148iApproximate average salary by contribution assumption: employee only about $103,695 at 4% or $69,130 at 6%; with 50% employer match about $69,130 at 4% or $46,087 at 6%; with 100% employer match about $51,848 at 4% or $34,565 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-5$60,357$20,739$4,148iApproximate average salary by contribution assumption: employee only about $103,695 at 4% or $69,130 at 6%; with 50% employer match about $69,130 at 4% or $46,087 at 6%; with 100% employer match about $51,848 at 4% or $34,565 at 6%.
200112$0$0-
Serafini Financial Services Inc. Money Purchase Plan-2---
200013$40,620$12,145$4,048iApproximate average salary by contribution assumption: employee only about $101,208 at 4% or $67,472 at 6%; with 50% employer match about $67,472 at 4% or $44,981 at 6%; with 100% employer match about $50,604 at 4% or $33,736 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-3$40,620$12,145$4,048iApproximate average salary by contribution assumption: employee only about $101,208 at 4% or $67,472 at 6%; with 50% employer match about $67,472 at 4% or $44,981 at 6%; with 100% employer match about $50,604 at 4% or $33,736 at 6%.
199913$27,690$13,572$4,524iApproximate average salary by contribution assumption: employee only about $113,100 at 4% or $75,400 at 6%; with 50% employer match about $75,400 at 4% or $50,267 at 6%; with 100% employer match about $56,550 at 4% or $37,700 at 6%.
Serafini Financial Services Inc. Money Purchase Plan-3$27,690$13,572$4,524iApproximate average salary by contribution assumption: employee only about $113,100 at 4% or $75,400 at 6%; with 50% employer match about $75,400 at 4% or $50,267 at 6%; with 100% employer match about $56,550 at 4% or $37,700 at 6%.