Dorothy C. Serna, MD
Plan context: Dr. Dorothy Serna Employee Benefit Keogh Profit Sharing Plan
EIN 76-0576971 • 6 filings • 4 plans
Current Snapshot
Latest Year
2001
2001 Participants
2
2001 Assets
$111,740
2001 Contributions
$40,829
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 |
|---|---|---|---|---|---|
| 2001 | 2 | 2 | $111,740 | $40,829 | $20,415iApproximate average salary by contribution assumption: employee only about $510,363 at 4% or $340,242 at 6%; with 50% employer match about $340,242 at 4% or $226,828 at 6%; with 100% employer match about $255,181 at 4% or $170,121 at 6%. |
| Dr. Dorothy Serna Employee Benefit Keogh Profit Sharing Plan | - | 2 | $73,289 | $27,760 | $13,880iApproximate average salary by contribution assumption: employee only about $347,000 at 4% or $231,333 at 6%; with 50% employer match about $231,333 at 4% or $154,222 at 6%; with 100% employer match about $173,500 at 4% or $115,667 at 6%. |
| Dr. Dorothy Serna Employee Benefit Keogh Money Purchase Plan | - | 2 | $38,451 | $13,069 | $6,535iApproximate average salary by contribution assumption: employee only about $163,363 at 4% or $108,908 at 6%; with 50% employer match about $108,908 at 4% or $72,606 at 6%; with 100% employer match about $81,681 at 4% or $54,454 at 6%. |
| 2000 | 2 | 3 | $72,006 | $35,973 | $11,991iApproximate average salary by contribution assumption: employee only about $299,775 at 4% or $199,850 at 6%; with 50% employer match about $199,850 at 4% or $133,233 at 6%; with 100% employer match about $149,888 at 4% or $99,925 at 6%. |
| Dr. Dorothy Serna Employee Benefit Keogh Profit Sharing Plan | - | 3 | $46,232 | $27,685 | $9,228iApproximate average salary by contribution assumption: employee only about $230,708 at 4% or $153,806 at 6%; with 50% employer match about $153,806 at 4% or $102,537 at 6%; with 100% employer match about $115,354 at 4% or $76,903 at 6%. |
| Dr. Dorothy Serna Employee Benefit Keogh Money Purchase Plan | - | 3 | $25,774 | $8,288 | $2,763iApproximate average salary by contribution assumption: employee only about $69,067 at 4% or $46,044 at 6%; with 50% employer match about $46,044 at 4% or $30,696 at 6%; with 100% employer match about $34,533 at 4% or $23,022 at 6%. |
| 1999 | 2 | 2 | $35,162 | $34,126 | $17,063iApproximate average salary by contribution assumption: employee only about $426,575 at 4% or $284,383 at 6%; with 50% employer match about $284,383 at 4% or $189,589 at 6%; with 100% employer match about $213,288 at 4% or $142,192 at 6%. |
| Dr. Dorothy Serna Employee Benefit Keogh Profit Sharing Plan | - | 2 | $17,736 | $16,930 | $8,465iApproximate average salary by contribution assumption: employee only about $211,625 at 4% or $141,083 at 6%; with 50% employer match about $141,083 at 4% or $94,056 at 6%; with 100% employer match about $105,813 at 4% or $70,542 at 6%. |
| Dr. Dorothy Serna Employee Benefit Keogh Money Purchase Plan | - | 2 | $17,426 | $17,196 | $8,598iApproximate average salary by contribution assumption: employee only about $214,950 at 4% or $143,300 at 6%; with 50% employer match about $143,300 at 4% or $95,533 at 6%; with 100% employer match about $107,475 at 4% or $71,650 at 6%. |