Civic Intelligence

Serotte, Rockman & Wescott, P.A.

Plan context: Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust

EIN 52-1962728 • Towson, MD • 25 filings • 3 plans

409 Washington Ave Ste 610Towson, MD 21204
Current Snapshot

Latest Year

2022

2022 Participants

7

2022 Assets

$2,601,870

2022 Contributions

$19,431

Historical Graphs

Total Assets Over Time

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

$3,101,345$1,550,673$0199920112022YearValue
$2,601,870Latest year 2022

Participants Over Time

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

840199920112022YearValue
7Latest 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
202217$2,601,870$19,431$2,776iApproximate average salary by contribution assumption: employee only about $69,396 at 4% or $46,264 at 6%; with 50% employer match about $46,264 at 4% or $30,843 at 6%; with 100% employer match about $34,698 at 4% or $23,132 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-7$2,601,870$19,431$2,776iApproximate average salary by contribution assumption: employee only about $69,396 at 4% or $46,264 at 6%; with 50% employer match about $46,264 at 4% or $30,843 at 6%; with 100% employer match about $34,698 at 4% or $23,132 at 6%.
202118$3,101,345$40,479$5,060iApproximate average salary by contribution assumption: employee only about $126,497 at 4% or $84,331 at 6%; with 50% employer match about $84,331 at 4% or $56,221 at 6%; with 100% employer match about $63,248 at 4% or $42,166 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-8$3,101,345$40,479$5,060iApproximate average salary by contribution assumption: employee only about $126,497 at 4% or $84,331 at 6%; with 50% employer match about $84,331 at 4% or $56,221 at 6%; with 100% employer match about $63,248 at 4% or $42,166 at 6%.
202017$2,865,087$42,162$6,023iApproximate average salary by contribution assumption: employee only about $150,579 at 4% or $100,386 at 6%; with 50% employer match about $100,386 at 4% or $66,924 at 6%; with 100% employer match about $75,289 at 4% or $50,193 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-7$2,865,087$42,162$6,023iApproximate average salary by contribution assumption: employee only about $150,579 at 4% or $100,386 at 6%; with 50% employer match about $100,386 at 4% or $66,924 at 6%; with 100% employer match about $75,289 at 4% or $50,193 at 6%.
201917$2,534,651$60,755$8,679iApproximate average salary by contribution assumption: employee only about $216,982 at 4% or $144,655 at 6%; with 50% employer match about $144,655 at 4% or $96,437 at 6%; with 100% employer match about $108,491 at 4% or $72,327 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-7$2,534,651$60,755$8,679iApproximate average salary by contribution assumption: employee only about $216,982 at 4% or $144,655 at 6%; with 50% employer match about $144,655 at 4% or $96,437 at 6%; with 100% employer match about $108,491 at 4% or $72,327 at 6%.
201817$2,179,971$35,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-7$2,179,971$35,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201717$2,290,655$68,434$9,776iApproximate average salary by contribution assumption: employee only about $244,407 at 4% or $162,938 at 6%; with 50% employer match about $162,938 at 4% or $108,625 at 6%; with 100% employer match about $122,204 at 4% or $81,469 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-7$2,290,655$68,434$9,776iApproximate average salary by contribution assumption: employee only about $244,407 at 4% or $162,938 at 6%; with 50% employer match about $162,938 at 4% or $108,625 at 6%; with 100% employer match about $122,204 at 4% or $81,469 at 6%.
201617$1,987,942$10,400$1,486iApproximate average salary by contribution assumption: employee only about $37,143 at 4% or $24,762 at 6%; with 50% employer match about $24,762 at 4% or $16,508 at 6%; with 100% employer match about $18,571 at 4% or $12,381 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-7$1,987,942$10,400$1,486iApproximate average salary by contribution assumption: employee only about $37,143 at 4% or $24,762 at 6%; with 50% employer match about $24,762 at 4% or $16,508 at 6%; with 100% employer match about $18,571 at 4% or $12,381 at 6%.
201517$1,837,987$25,250$3,607iApproximate average salary by contribution assumption: employee only about $90,179 at 4% or $60,119 at 6%; with 50% employer match about $60,119 at 4% or $40,079 at 6%; with 100% employer match about $45,089 at 4% or $30,060 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-7$1,837,987$25,250$3,607iApproximate average salary by contribution assumption: employee only about $90,179 at 4% or $60,119 at 6%; with 50% employer match about $60,119 at 4% or $40,079 at 6%; with 100% employer match about $45,089 at 4% or $30,060 at 6%.
201417$1,838,919$35,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-7$1,838,919$35,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201316$1,685,805$35,600$5,933iApproximate average salary by contribution assumption: employee only about $148,333 at 4% or $98,889 at 6%; with 50% employer match about $98,889 at 4% or $65,926 at 6%; with 100% employer match about $74,167 at 4% or $49,444 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-6$1,685,805$35,600$5,933iApproximate average salary by contribution assumption: employee only about $148,333 at 4% or $98,889 at 6%; with 50% employer match about $98,889 at 4% or $65,926 at 6%; with 100% employer match about $74,167 at 4% or $49,444 at 6%.
201218$1,442,078$36,100$4,513iApproximate average salary by contribution assumption: employee only about $112,813 at 4% or $75,208 at 6%; with 50% employer match about $75,208 at 4% or $50,139 at 6%; with 100% employer match about $56,406 at 4% or $37,604 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-8$1,442,078$36,100$4,513iApproximate average salary by contribution assumption: employee only about $112,813 at 4% or $75,208 at 6%; with 50% employer match about $75,208 at 4% or $50,139 at 6%; with 100% employer match about $56,406 at 4% or $37,604 at 6%.
201118$1,323,359$39,000$4,875iApproximate average salary by contribution assumption: employee only about $121,875 at 4% or $81,250 at 6%; with 50% employer match about $81,250 at 4% or $54,167 at 6%; with 100% employer match about $60,938 at 4% or $40,625 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-8$1,323,359$39,000$4,875iApproximate average salary by contribution assumption: employee only about $121,875 at 4% or $81,250 at 6%; with 50% employer match about $81,250 at 4% or $54,167 at 6%; with 100% employer match about $60,938 at 4% or $40,625 at 6%.
201018$1,295,694$35,000$4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-8$1,295,694$35,000$4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%.
200918$1,146,840$45,000$5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-8$1,146,840$45,000$5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%.
200817$928,768$55,000$7,857iApproximate average salary by contribution assumption: employee only about $196,429 at 4% or $130,952 at 6%; with 50% employer match about $130,952 at 4% or $87,302 at 6%; with 100% employer match about $98,214 at 4% or $65,476 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-7$928,768$55,000$7,857iApproximate average salary by contribution assumption: employee only about $196,429 at 4% or $130,952 at 6%; with 50% employer match about $130,952 at 4% or $87,302 at 6%; with 100% employer match about $98,214 at 4% or $65,476 at 6%.
200718$1,172,720$55,000$6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-8$1,172,720$55,000$6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%.
200618$1,058,361$45,000$5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-8$1,058,361$45,000$5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%.
200518$915,919$45,000$5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-8$915,919$45,000$5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%.
200418$825,326$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-8$825,326$30,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
200317$716,460$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-7$716,460$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
200225$577,975$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-5$577,975$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-0---
200116$589,491$24,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-6$589,491$24,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200018$0$0-
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-8---
199918$992,348$24,264$3,033iApproximate average salary by contribution assumption: employee only about $75,825 at 4% or $50,550 at 6%; with 50% employer match about $50,550 at 4% or $33,700 at 6%; with 100% employer match about $37,913 at 4% or $25,275 at 6%.
Serotte, Rockman & Wescott, P.A. Profit Sharing Plan and Trust-8$992,348$24,264$3,033iApproximate average salary by contribution assumption: employee only about $75,825 at 4% or $50,550 at 6%; with 50% employer match about $50,550 at 4% or $33,700 at 6%; with 100% employer match about $37,913 at 4% or $25,275 at 6%.