Civic Intelligence

Joel P. Serra, P.C.

Plan context: Joel P. Serra PC. 401(K) Profit Sharing Plan

EIN 85-0421834 • 12 filings • 3 plans

Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$1,517,630

2015 Contributions

$60,893

Historical Graphs

Total Assets Over Time

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

$1,517,630$758,815$0200420102015YearValue
$1,517,630Latest year 2015

Participants Over Time

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

420200420102015YearValue
1Latest year 2015

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
201511$1,517,630$0-
Joel P. Serra PC. 401(K) Profit Sharing Plan-1$1,517,630--
201412$1,362,112$60,893$30,447iApproximate average salary by contribution assumption: employee only about $761,163 at 4% or $507,442 at 6%; with 50% employer match about $507,442 at 4% or $338,294 at 6%; with 100% employer match about $380,581 at 4% or $253,721 at 6%.
Joel P. Serra PC. 401(K) Profit Sharing Plan-2$1,362,112$60,893$30,447iApproximate average salary by contribution assumption: employee only about $761,163 at 4% or $507,442 at 6%; with 50% employer match about $507,442 at 4% or $338,294 at 6%; with 100% employer match about $380,581 at 4% or $253,721 at 6%.
201312$1,414,627$63,270$31,635iApproximate average salary by contribution assumption: employee only about $790,875 at 4% or $527,250 at 6%; with 50% employer match about $527,250 at 4% or $351,500 at 6%; with 100% employer match about $395,438 at 4% or $263,625 at 6%.
Joel P. Serra PC. 401(K) Profit Sharing Plan-2$1,414,627$63,270$31,635iApproximate average salary by contribution assumption: employee only about $790,875 at 4% or $527,250 at 6%; with 50% employer match about $527,250 at 4% or $351,500 at 6%; with 100% employer match about $395,438 at 4% or $263,625 at 6%.
201212$1,090,362$60,325$30,163iApproximate average salary by contribution assumption: employee only about $754,063 at 4% or $502,708 at 6%; with 50% employer match about $502,708 at 4% or $335,139 at 6%; with 100% employer match about $377,031 at 4% or $251,354 at 6%.
Joel P. Serra PC. 401(K) Profit Sharing Plan-2$1,090,362$60,325$30,163iApproximate average salary by contribution assumption: employee only about $754,063 at 4% or $502,708 at 6%; with 50% employer match about $502,708 at 4% or $335,139 at 6%; with 100% employer match about $377,031 at 4% or $251,354 at 6%.
201112$976,646$60,731$30,366iApproximate average salary by contribution assumption: employee only about $759,138 at 4% or $506,092 at 6%; with 50% employer match about $506,092 at 4% or $337,394 at 6%; with 100% employer match about $379,569 at 4% or $253,046 at 6%.
Joel P. Serra PC. 401(K) Profit Sharing Plan-2$976,646$60,731$30,366iApproximate average salary by contribution assumption: employee only about $759,138 at 4% or $506,092 at 6%; with 50% employer match about $506,092 at 4% or $337,394 at 6%; with 100% employer match about $379,569 at 4% or $253,046 at 6%.
201012$912,658$60,980$30,490iApproximate average salary by contribution assumption: employee only about $762,250 at 4% or $508,167 at 6%; with 50% employer match about $508,167 at 4% or $338,778 at 6%; with 100% employer match about $381,125 at 4% or $254,083 at 6%.
Joel P. Serra PC. 401(K) Profit Sharing Plan-2$912,658$60,980$30,490iApproximate average salary by contribution assumption: employee only about $762,250 at 4% or $508,167 at 6%; with 50% employer match about $508,167 at 4% or $338,778 at 6%; with 100% employer match about $381,125 at 4% or $254,083 at 6%.
200912$827,396$68,518$34,259iApproximate average salary by contribution assumption: employee only about $856,475 at 4% or $570,983 at 6%; with 50% employer match about $570,983 at 4% or $380,656 at 6%; with 100% employer match about $428,238 at 4% or $285,492 at 6%.
Joel P. Serra PC. 401(K) Profit Sharing Plan-2$827,396$68,518$34,259iApproximate average salary by contribution assumption: employee only about $856,475 at 4% or $570,983 at 6%; with 50% employer match about $570,983 at 4% or $380,656 at 6%; with 100% employer match about $428,238 at 4% or $285,492 at 6%.
200813$694,087$45,061$15,020iApproximate average salary by contribution assumption: employee only about $375,508 at 4% or $250,339 at 6%; with 50% employer match about $250,339 at 4% or $166,893 at 6%; with 100% employer match about $187,754 at 4% or $125,169 at 6%.
Joel P. Serra PC. 401(K) Profit Sharing Plan-3$694,087$45,061$15,020iApproximate average salary by contribution assumption: employee only about $375,508 at 4% or $250,339 at 6%; with 50% employer match about $250,339 at 4% or $166,893 at 6%; with 100% employer match about $187,754 at 4% or $125,169 at 6%.
200713$0$0-
Joel P. Serra PC. 401(K) Profit Sharing Plan-3---
200614$582,977$103,498$25,875iApproximate average salary by contribution assumption: employee only about $646,863 at 4% or $431,242 at 6%; with 50% employer match about $431,242 at 4% or $287,494 at 6%; with 100% employer match about $323,431 at 4% or $215,621 at 6%.
Joel P. Serra PC. 401(K) Profit Sharing Plan-4$582,977$103,498$25,875iApproximate average salary by contribution assumption: employee only about $646,863 at 4% or $431,242 at 6%; with 50% employer match about $431,242 at 4% or $287,494 at 6%; with 100% employer match about $323,431 at 4% or $215,621 at 6%.
200514$516,542$95,994$23,999iApproximate average salary by contribution assumption: employee only about $599,963 at 4% or $399,975 at 6%; with 50% employer match about $399,975 at 4% or $266,650 at 6%; with 100% employer match about $299,981 at 4% or $199,988 at 6%.
Joel P. Serra PC. 401(K) Profit Sharing Plan-4$516,542$95,994$23,999iApproximate average salary by contribution assumption: employee only about $599,963 at 4% or $399,975 at 6%; with 50% employer match about $399,975 at 4% or $266,650 at 6%; with 100% employer match about $299,981 at 4% or $199,988 at 6%.
200411$525,864$24,363$24,363iApproximate average salary by contribution assumption: employee only about $609,075 at 4% or $406,050 at 6%; with 50% employer match about $406,050 at 4% or $270,700 at 6%; with 100% employer match about $304,538 at 4% or $203,025 at 6%.
Joel P. Serra PC. 401(K) Profit Sharing Plan-1$525,864$24,363$24,363iApproximate average salary by contribution assumption: employee only about $609,075 at 4% or $406,050 at 6%; with 50% employer match about $406,050 at 4% or $270,700 at 6%; with 100% employer match about $304,538 at 4% or $203,025 at 6%.