Civic Intelligence

Serna & Company PC

Plan context: Serna & Company PC 401(K) Profit Sharing Plan & Trust

EIN 75-2257849 • Arlington, TX • 19 filings • 3 plans

6031 W Ih-20 Suite 251Arlington, TX 76017
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$982,456

2018 Contributions

$24,920

Historical Graphs

Total Assets Over Time

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

$1,036,592$518,296$0200120102017YearValue
$982,456Latest year 2017

Participants Over Time

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

1160200020082017YearValue
2Latest year 2017

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
201810$0$0-
Serna & Company PC 401(K) Profit Sharing Plan & Trust-0---
201712$982,456$24,920$12,460iApproximate average salary by contribution assumption: employee only about $311,500 at 4% or $207,667 at 6%; with 50% employer match about $207,667 at 4% or $138,444 at 6%; with 100% employer match about $155,750 at 4% or $103,833 at 6%.
Serna & Company PC 401(K) Profit Sharing Plan & Trust-2$982,456$24,920$12,460iApproximate average salary by contribution assumption: employee only about $311,500 at 4% or $207,667 at 6%; with 50% employer match about $207,667 at 4% or $138,444 at 6%; with 100% employer match about $155,750 at 4% or $103,833 at 6%.
201613$1,036,592$20,880$6,960iApproximate average salary by contribution assumption: employee only about $174,000 at 4% or $116,000 at 6%; with 50% employer match about $116,000 at 4% or $77,333 at 6%; with 100% employer match about $87,000 at 4% or $58,000 at 6%.
Serna & Company PC 401(K) Profit Sharing Plan & Trust-3$1,036,592$20,880$6,960iApproximate average salary by contribution assumption: employee only about $174,000 at 4% or $116,000 at 6%; with 50% employer match about $116,000 at 4% or $77,333 at 6%; with 100% employer match about $87,000 at 4% or $58,000 at 6%.
201513$986,773$48,218$16,073iApproximate average salary by contribution assumption: employee only about $401,817 at 4% or $267,878 at 6%; with 50% employer match about $267,878 at 4% or $178,585 at 6%; with 100% employer match about $200,908 at 4% or $133,939 at 6%.
Serna & Company PC 401(K) Profit Sharing Plan & Trust-3$986,773$48,218$16,073iApproximate average salary by contribution assumption: employee only about $401,817 at 4% or $267,878 at 6%; with 50% employer match about $267,878 at 4% or $178,585 at 6%; with 100% employer match about $200,908 at 4% or $133,939 at 6%.
201415$963,005$75,527$15,105iApproximate average salary by contribution assumption: employee only about $377,635 at 4% or $251,757 at 6%; with 50% employer match about $251,757 at 4% or $167,838 at 6%; with 100% employer match about $188,818 at 4% or $125,878 at 6%.
Serna & Company PC 401(K) Profit Sharing Plan & Trust-5$963,005$75,527$15,105iApproximate average salary by contribution assumption: employee only about $377,635 at 4% or $251,757 at 6%; with 50% employer match about $251,757 at 4% or $167,838 at 6%; with 100% employer match about $188,818 at 4% or $125,878 at 6%.
201315$877,214$76,739$15,348iApproximate average salary by contribution assumption: employee only about $383,695 at 4% or $255,797 at 6%; with 50% employer match about $255,797 at 4% or $170,531 at 6%; with 100% employer match about $191,848 at 4% or $127,898 at 6%.
Serna & Company PC 401(K) Profit Sharing Plan & Trust-5$877,214$76,739$15,348iApproximate average salary by contribution assumption: employee only about $383,695 at 4% or $255,797 at 6%; with 50% employer match about $255,797 at 4% or $170,531 at 6%; with 100% employer match about $191,848 at 4% or $127,898 at 6%.
201215$724,363$75,417$15,083iApproximate average salary by contribution assumption: employee only about $377,085 at 4% or $251,390 at 6%; with 50% employer match about $251,390 at 4% or $167,593 at 6%; with 100% employer match about $188,543 at 4% or $125,695 at 6%.
Serna & Company PC 401(K) Profit Sharing Plan & Trust-5$724,363$75,417$15,083iApproximate average salary by contribution assumption: employee only about $377,085 at 4% or $251,390 at 6%; with 50% employer match about $251,390 at 4% or $167,593 at 6%; with 100% employer match about $188,543 at 4% or $125,695 at 6%.
201115$591,813$74,705$14,941iApproximate average salary by contribution assumption: employee only about $373,525 at 4% or $249,017 at 6%; with 50% employer match about $249,017 at 4% or $166,011 at 6%; with 100% employer match about $186,763 at 4% or $124,508 at 6%.
Serna & Company PC 401(K) Profit Sharing Plan & Trust-5$591,813$74,705$14,941iApproximate average salary by contribution assumption: employee only about $373,525 at 4% or $249,017 at 6%; with 50% employer match about $249,017 at 4% or $166,011 at 6%; with 100% employer match about $186,763 at 4% or $124,508 at 6%.
201015$545,654$45,302$9,060iApproximate average salary by contribution assumption: employee only about $226,510 at 4% or $151,007 at 6%; with 50% employer match about $151,007 at 4% or $100,671 at 6%; with 100% employer match about $113,255 at 4% or $75,503 at 6%.
Serna & Company PC 401(K) Profit Sharing Plan & Trust-5$545,654$45,302$9,060iApproximate average salary by contribution assumption: employee only about $226,510 at 4% or $151,007 at 6%; with 50% employer match about $151,007 at 4% or $100,671 at 6%; with 100% employer match about $113,255 at 4% or $75,503 at 6%.
200910$445,603$36,935-
Serna & Company PC 401(K) Profit Sharing Plan & Trust-0$445,603$36,935-
200814$308,292$41,224$10,306iApproximate average salary by contribution assumption: employee only about $257,650 at 4% or $171,767 at 6%; with 50% employer match about $171,767 at 4% or $114,511 at 6%; with 100% employer match about $128,825 at 4% or $85,883 at 6%.
Serna & Company PC 401(K) Profit Sharing Plan & Trust-4$308,292$41,224$10,306iApproximate average salary by contribution assumption: employee only about $257,650 at 4% or $171,767 at 6%; with 50% employer match about $171,767 at 4% or $114,511 at 6%; with 100% employer match about $128,825 at 4% or $85,883 at 6%.
200714$0$0-
Serna & Company PC 401(K) Profit Sharing Plan & Trust-4---
200614$355,019$42,521$10,630iApproximate average salary by contribution assumption: employee only about $265,756 at 4% or $177,171 at 6%; with 50% employer match about $177,171 at 4% or $118,114 at 6%; with 100% employer match about $132,878 at 4% or $88,585 at 6%.
Serna & Company PC 401(K) Profit Sharing Plan & Trust-4$355,019$42,521$10,630iApproximate average salary by contribution assumption: employee only about $265,756 at 4% or $177,171 at 6%; with 50% employer match about $177,171 at 4% or $118,114 at 6%; with 100% employer match about $132,878 at 4% or $88,585 at 6%.
200514$272,535$41,091$10,273iApproximate average salary by contribution assumption: employee only about $256,819 at 4% or $171,213 at 6%; with 50% employer match about $171,213 at 4% or $114,142 at 6%; with 100% employer match about $128,409 at 4% or $85,606 at 6%.
Serna & Company PC 401(K) Profit Sharing Plan & Trust-4$272,535$41,091$10,273iApproximate average salary by contribution assumption: employee only about $256,819 at 4% or $171,213 at 6%; with 50% employer match about $171,213 at 4% or $114,142 at 6%; with 100% employer match about $128,409 at 4% or $85,606 at 6%.
200415$234,535$40,060$8,012iApproximate average salary by contribution assumption: employee only about $200,300 at 4% or $133,533 at 6%; with 50% employer match about $133,533 at 4% or $89,022 at 6%; with 100% employer match about $100,150 at 4% or $66,767 at 6%.
Serna & Company PC 401(K) Profit Sharing Plan & Trust-5$234,535$40,060$8,012iApproximate average salary by contribution assumption: employee only about $200,300 at 4% or $133,533 at 6%; with 50% employer match about $133,533 at 4% or $89,022 at 6%; with 100% employer match about $100,150 at 4% or $66,767 at 6%.
2003111$206,311$40,595$3,690iApproximate average salary by contribution assumption: employee only about $92,261 at 4% or $61,508 at 6%; with 50% employer match about $61,508 at 4% or $41,005 at 6%; with 100% employer match about $46,131 at 4% or $30,754 at 6%.
Serna & Company PC 401(K) Profit Sharing Plan & Trust-11$206,311$40,595$3,690iApproximate average salary by contribution assumption: employee only about $92,261 at 4% or $61,508 at 6%; with 50% employer match about $61,508 at 4% or $41,005 at 6%; with 100% employer match about $46,131 at 4% or $30,754 at 6%.
2002110$127,259$45,880$4,588iApproximate average salary by contribution assumption: employee only about $114,700 at 4% or $76,467 at 6%; with 50% employer match about $76,467 at 4% or $50,978 at 6%; with 100% employer match about $57,350 at 4% or $38,233 at 6%.
Serna & Company PC 401(K) Profit Sharing Plan & Trust-10$127,259$45,880$4,588iApproximate average salary by contribution assumption: employee only about $114,700 at 4% or $76,467 at 6%; with 50% employer match about $76,467 at 4% or $50,978 at 6%; with 100% employer match about $57,350 at 4% or $38,233 at 6%.
2001110$105,499$40,560$4,056iApproximate average salary by contribution assumption: employee only about $101,400 at 4% or $67,600 at 6%; with 50% employer match about $67,600 at 4% or $45,067 at 6%; with 100% employer match about $50,700 at 4% or $33,800 at 6%.
Serna & Company PC 401(K) Profit Sharing Plan & Trust-10$105,499$40,560$4,056iApproximate average salary by contribution assumption: employee only about $101,400 at 4% or $67,600 at 6%; with 50% employer match about $67,600 at 4% or $45,067 at 6%; with 100% employer match about $50,700 at 4% or $33,800 at 6%.
200019$0$0-
Serna & Company PC 401(K) Profit Sharing Plan & Trust-9---