Serra Optimization Solutions in Logistics Inc.
Plan context: Serra Optimization Solutions Retirement Plan
EIN 66-0777605 • San Juan, PR • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$407,755
2024 Contributions
$12,844
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $407,755 | $12,844 | $2,141iApproximate average salary by contribution assumption: employee only about $53,517 at 4% or $35,678 at 6%; with 50% employer match about $35,678 at 4% or $23,785 at 6%; with 100% employer match about $26,758 at 4% or $17,839 at 6%. |
| Serra Optimization Solutions Retirement Plan | - | 6 | $407,755 | $12,844 | $2,141iApproximate average salary by contribution assumption: employee only about $53,517 at 4% or $35,678 at 6%; with 50% employer match about $35,678 at 4% or $23,785 at 6%; with 100% employer match about $26,758 at 4% or $17,839 at 6%. |
| 2023 | 1 | 6 | $377,124 | $16,097 | $2,683iApproximate average salary by contribution assumption: employee only about $67,071 at 4% or $44,714 at 6%; with 50% employer match about $44,714 at 4% or $29,809 at 6%; with 100% employer match about $33,535 at 4% or $22,357 at 6%. |
| Serra Optimization Solutions Retirement Plan | - | 6 | $377,124 | $16,097 | $2,683iApproximate average salary by contribution assumption: employee only about $67,071 at 4% or $44,714 at 6%; with 50% employer match about $44,714 at 4% or $29,809 at 6%; with 100% employer match about $33,535 at 4% or $22,357 at 6%. |
| 2022 | 1 | 6 | $319,784 | $20,266 | $3,378iApproximate average salary by contribution assumption: employee only about $84,442 at 4% or $56,294 at 6%; with 50% employer match about $56,294 at 4% or $37,530 at 6%; with 100% employer match about $42,221 at 4% or $28,147 at 6%. |
| Serra Optimization Solutions Retirement Plan | - | 6 | $319,784 | $20,266 | $3,378iApproximate average salary by contribution assumption: employee only about $84,442 at 4% or $56,294 at 6%; with 50% employer match about $56,294 at 4% or $37,530 at 6%; with 100% employer match about $42,221 at 4% or $28,147 at 6%. |
| 2021 | 1 | 3 | $360,827 | $9,833 | $3,278iApproximate average salary by contribution assumption: employee only about $81,942 at 4% or $54,628 at 6%; with 50% employer match about $54,628 at 4% or $36,419 at 6%; with 100% employer match about $40,971 at 4% or $27,314 at 6%. |
| Serra Optimization Solutions Retirement Plan | - | 3 | $360,827 | $9,833 | $3,278iApproximate average salary by contribution assumption: employee only about $81,942 at 4% or $54,628 at 6%; with 50% employer match about $54,628 at 4% or $36,419 at 6%; with 100% employer match about $40,971 at 4% or $27,314 at 6%. |
| 2020 | 1 | 3 | $320,623 | $10,244 | $3,415iApproximate average salary by contribution assumption: employee only about $85,367 at 4% or $56,911 at 6%; with 50% employer match about $56,911 at 4% or $37,941 at 6%; with 100% employer match about $42,683 at 4% or $28,456 at 6%. |
| Serra Optimization Solutions Retirement Plan | - | 3 | $320,623 | $10,244 | $3,415iApproximate average salary by contribution assumption: employee only about $85,367 at 4% or $56,911 at 6%; with 50% employer match about $56,911 at 4% or $37,941 at 6%; with 100% employer match about $42,683 at 4% or $28,456 at 6%. |
| 2019 | 1 | 3 | $295,776 | $9,666 | $3,222iApproximate average salary by contribution assumption: employee only about $80,550 at 4% or $53,700 at 6%; with 50% employer match about $53,700 at 4% or $35,800 at 6%; with 100% employer match about $40,275 at 4% or $26,850 at 6%. |
| Serra Optimization Solutions Retirement Plan | - | 3 | $295,776 | $9,666 | $3,222iApproximate average salary by contribution assumption: employee only about $80,550 at 4% or $53,700 at 6%; with 50% employer match about $53,700 at 4% or $35,800 at 6%; with 100% employer match about $40,275 at 4% or $26,850 at 6%. |
| 2018 | 1 | 3 | $241,224 | $9,582 | $3,194iApproximate average salary by contribution assumption: employee only about $79,850 at 4% or $53,233 at 6%; with 50% employer match about $53,233 at 4% or $35,489 at 6%; with 100% employer match about $39,925 at 4% or $26,617 at 6%. |
| Serra Optimization Solutions Retirement Plan | - | 3 | $241,224 | $9,582 | $3,194iApproximate average salary by contribution assumption: employee only about $79,850 at 4% or $53,233 at 6%; with 50% employer match about $53,233 at 4% or $35,489 at 6%; with 100% employer match about $39,925 at 4% or $26,617 at 6%. |
| 2017 | 1 | 3 | $352,725 | $10,938 | $3,646iApproximate average salary by contribution assumption: employee only about $91,150 at 4% or $60,767 at 6%; with 50% employer match about $60,767 at 4% or $40,511 at 6%; with 100% employer match about $45,575 at 4% or $30,383 at 6%. |
| Serra Optimization Solutions Retirement Plan | - | 3 | $352,725 | $10,938 | $3,646iApproximate average salary by contribution assumption: employee only about $91,150 at 4% or $60,767 at 6%; with 50% employer match about $60,767 at 4% or $40,511 at 6%; with 100% employer match about $45,575 at 4% or $30,383 at 6%. |
| 2016 | 1 | 3 | $302,308 | $179,075 | $59,692iApproximate average salary by contribution assumption: employee only about $1,492,292 at 4% or $994,861 at 6%; with 50% employer match about $994,861 at 4% or $663,241 at 6%; with 100% employer match about $746,146 at 4% or $497,431 at 6%. |
| Serra Optimization Solutions Retirement Plan | - | 3 | $302,308 | $179,075 | $59,692iApproximate average salary by contribution assumption: employee only about $1,492,292 at 4% or $994,861 at 6%; with 50% employer match about $994,861 at 4% or $663,241 at 6%; with 100% employer match about $746,146 at 4% or $497,431 at 6%. |
| 2015 | 1 | 3 | $105,202 | $107,148 | $35,716iApproximate average salary by contribution assumption: employee only about $892,900 at 4% or $595,267 at 6%; with 50% employer match about $595,267 at 4% or $396,844 at 6%; with 100% employer match about $446,450 at 4% or $297,633 at 6%. |
| Serra Optimization Solutions Retirement Plan | - | 3 | $105,202 | $107,148 | $35,716iApproximate average salary by contribution assumption: employee only about $892,900 at 4% or $595,267 at 6%; with 50% employer match about $595,267 at 4% or $396,844 at 6%; with 100% employer match about $446,450 at 4% or $297,633 at 6%. |