Serenity Financial Planning LL
Plan context: Serenity Financial Planning LL 401(K) Profit Sharing Plan & Trust
EIN 82-0600663 • San Diego, CA • 5 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$231,455
2024 Contributions
$25,023
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 | 4 | $231,455 | $25,023 | $6,256iApproximate average salary by contribution assumption: employee only about $156,394 at 4% or $104,263 at 6%; with 50% employer match about $104,263 at 4% or $69,508 at 6%; with 100% employer match about $78,197 at 4% or $52,131 at 6%. |
| Serenity Financial Planning LL 401(K) Profit Sharing Plan & Trust | - | 4 | $231,455 | $25,023 | $6,256iApproximate average salary by contribution assumption: employee only about $156,394 at 4% or $104,263 at 6%; with 50% employer match about $104,263 at 4% or $69,508 at 6%; with 100% employer match about $78,197 at 4% or $52,131 at 6%. |
| 2023 | 1 | 3 | $195,436 | $11,250 | $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%. |
| Serenity Financial Planning LL 401(K) Profit Sharing Plan & Trust | - | 3 | $195,436 | $11,250 | $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%. |
| 2022 | 1 | 3 | $163,460 | $26,698 | $8,899iApproximate average salary by contribution assumption: employee only about $222,483 at 4% or $148,322 at 6%; with 50% employer match about $148,322 at 4% or $98,881 at 6%; with 100% employer match about $111,242 at 4% or $74,161 at 6%. |
| Serenity Financial Planning LL 401(K) Profit Sharing Plan & Trust | - | 3 | $163,460 | $26,698 | $8,899iApproximate average salary by contribution assumption: employee only about $222,483 at 4% or $148,322 at 6%; with 50% employer match about $148,322 at 4% or $98,881 at 6%; with 100% employer match about $111,242 at 4% or $74,161 at 6%. |
| 2021 | 1 | 2 | $160,957 | $9,943 | $4,972iApproximate average salary by contribution assumption: employee only about $124,288 at 4% or $82,858 at 6%; with 50% employer match about $82,858 at 4% or $55,239 at 6%; with 100% employer match about $62,144 at 4% or $41,429 at 6%. |
| Serenity Financial Planning LL 401(K) Profit Sharing Plan & Trust | - | 2 | $160,957 | $9,943 | $4,972iApproximate average salary by contribution assumption: employee only about $124,288 at 4% or $82,858 at 6%; with 50% employer match about $82,858 at 4% or $55,239 at 6%; with 100% employer match about $62,144 at 4% or $41,429 at 6%. |
| 2018 | 1 | 1 | $96,640 | $104,870 | $104,870iApproximate average salary by contribution assumption: employee only about $2,621,750 at 4% or $1,747,833 at 6%; with 50% employer match about $1,747,833 at 4% or $1,165,222 at 6%; with 100% employer match about $1,310,875 at 4% or $873,917 at 6%. |
| Serenity Financial Planning LL 401(K) Profit Sharing Plan & Trust | - | 1 | $96,640 | $104,870 | $104,870iApproximate average salary by contribution assumption: employee only about $2,621,750 at 4% or $1,747,833 at 6%; with 50% employer match about $1,747,833 at 4% or $1,165,222 at 6%; with 100% employer match about $1,310,875 at 4% or $873,917 at 6%. |