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PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 401k Plan overview

Plan NamePROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C.
Plan identification number 001

PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SERRA AND ISOPI, P.C. has sponsored the creation of one or more 401k plans.

Company Name:SERRA AND ISOPI, P.C.
Employer identification number (EIN):383218222
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01SAM SERRA2022-09-30
0012020-01-01JOHN A SANCHEZ2021-08-12
0012019-01-01JOHN A. SANCHEZ, CPA2020-10-07
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01SAM SERRA
0012011-01-01SAM SERRA
0012009-01-01SAM SERRA

Plan Statistics for PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C.

401k plan membership statisitcs for PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C.

Measure Date Value
2022: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-013
Total of all active and inactive participants2022-01-013
Total participants2022-01-013
Number of participants with account balances2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013
Number of participants with account balances2021-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
Number of participants with account balances2016-01-013
2015: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-013
2014: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-013
2013: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-013
2012: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2009: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C.

Measure Date Value
2022 : PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2022 401k financial data
Total income from all sources2022-12-31$-163,417
Expenses. Total of all expenses incurred2022-12-31$71,780
Benefits paid (including direct rollovers)2022-12-31$71,780
Total plan assets at end of year2022-12-31$1,001,122
Total plan assets at beginning of year2022-12-31$1,236,319
Value of fidelity bond covering the plan2022-12-31$100,000
Other income received2022-12-31$-172,417
Net income (gross income less expenses)2022-12-31$-235,197
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,001,122
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,236,319
Assets. Value of participant loans2022-12-31$77,506
Total contributions received or receivable from employer(s)2022-12-31$9,000
2021 : PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2021 401k financial data
Total income from all sources2021-12-31$137,795
Expenses. Total of all expenses incurred2021-12-31$24,500
Benefits paid (including direct rollovers)2021-12-31$24,500
Total plan assets at end of year2021-12-31$1,236,319
Total plan assets at beginning of year2021-12-31$1,123,024
Value of fidelity bond covering the plan2021-12-31$100,000
Other income received2021-12-31$137,795
Net income (gross income less expenses)2021-12-31$113,295
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,236,319
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,123,024
Assets. Value of participant loans2021-12-31$11,401
2020 : PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2020 401k financial data
Total income from all sources2020-12-31$133,542
Expenses. Total of all expenses incurred2020-12-31$20,000
Benefits paid (including direct rollovers)2020-12-31$20,000
Total plan assets at end of year2020-12-31$1,123,024
Total plan assets at beginning of year2020-12-31$1,009,482
Value of fidelity bond covering the plan2020-12-31$100,000
Other income received2020-12-31$133,542
Net income (gross income less expenses)2020-12-31$113,542
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,123,024
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,009,482
Assets. Value of participant loans2020-12-31$19,265
2019 : PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2019 401k financial data
Total income from all sources2019-12-31$169,081
Expenses. Total of all expenses incurred2019-12-31$31,000
Benefits paid (including direct rollovers)2019-12-31$31,000
Total plan assets at end of year2019-12-31$1,009,482
Total plan assets at beginning of year2019-12-31$871,401
Other income received2019-12-31$169,081
Net income (gross income less expenses)2019-12-31$138,081
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,009,482
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$871,401
Assets. Value of participant loans2019-12-31$29,282
2018 : PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2018 401k financial data
Total income from all sources2018-12-31$-62,894
Expenses. Total of all expenses incurred2018-12-31$21,004
Benefits paid (including direct rollovers)2018-12-31$21,000
Total plan assets at end of year2018-12-31$871,401
Total plan assets at beginning of year2018-12-31$955,299
Value of fidelity bond covering the plan2018-12-31$100,000
Expenses. Other expenses not covered elsewhere2018-12-31$4
Other income received2018-12-31$-62,894
Net income (gross income less expenses)2018-12-31$-83,898
Net plan assets at end of year (total assets less liabilities)2018-12-31$871,401
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$955,299
Assets. Value of participant loans2018-12-31$49,788
2017 : PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2017 401k financial data
Total income from all sources2017-12-31$137,487
Total plan assets at end of year2017-12-31$955,299
Total plan assets at beginning of year2017-12-31$817,812
Value of fidelity bond covering the plan2017-12-31$100,000
Other income received2017-12-31$137,487
Net income (gross income less expenses)2017-12-31$137,487
Net plan assets at end of year (total assets less liabilities)2017-12-31$955,299
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$817,812
Assets. Value of participant loans2017-12-31$71,435
2016 : PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2016 401k financial data
Total income from all sources2016-12-31$94,484
Expenses. Total of all expenses incurred2016-12-31$95
Total plan assets at end of year2016-12-31$817,812
Total plan assets at beginning of year2016-12-31$723,423
Value of fidelity bond covering the plan2016-12-31$100,000
Other income received2016-12-31$94,484
Net income (gross income less expenses)2016-12-31$94,389
Net plan assets at end of year (total assets less liabilities)2016-12-31$817,812
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$723,423
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$95
2015 : PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2015 401k financial data
Total income from all sources2015-12-31$18,829
Expenses. Total of all expenses incurred2015-12-31$80
Total plan assets at end of year2015-12-31$723,423
Total plan assets at beginning of year2015-12-31$704,674
Value of fidelity bond covering the plan2015-12-31$100,000
Other income received2015-12-31$18,829
Net income (gross income less expenses)2015-12-31$18,749
Net plan assets at end of year (total assets less liabilities)2015-12-31$723,423
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$704,674
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$80
2014 : PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2014 401k financial data
Total income from all sources2014-12-31$40,404
Expenses. Total of all expenses incurred2014-12-31$80
Total plan assets at end of year2014-12-31$704,674
Total plan assets at beginning of year2014-12-31$664,350
Value of fidelity bond covering the plan2014-12-31$100,000
Other income received2014-12-31$40,404
Net income (gross income less expenses)2014-12-31$40,324
Net plan assets at end of year (total assets less liabilities)2014-12-31$704,674
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$664,350
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$80
2013 : PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2013 401k financial data
Total income from all sources2013-12-31$126,877
Expenses. Total of all expenses incurred2013-12-31$80
Total plan assets at end of year2013-12-31$664,349
Total plan assets at beginning of year2013-12-31$537,552
Value of fidelity bond covering the plan2013-12-31$100,000
Other income received2013-12-31$126,877
Net income (gross income less expenses)2013-12-31$126,797
Net plan assets at end of year (total assets less liabilities)2013-12-31$664,349
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$537,552
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$80
2012 : PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2012 401k financial data
Total income from all sources2012-12-31$64,707
Expenses. Total of all expenses incurred2012-12-31$80
Total plan assets at end of year2012-12-31$537,552
Total plan assets at beginning of year2012-12-31$472,925
Value of fidelity bond covering the plan2012-12-31$40,000
Other income received2012-12-31$64,707
Net income (gross income less expenses)2012-12-31$64,627
Net plan assets at end of year (total assets less liabilities)2012-12-31$537,552
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$472,925
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$80
2011 : PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2011 401k financial data
Total income from all sources2011-12-31$9,650
Expenses. Total of all expenses incurred2011-12-31$80
Total plan assets at end of year2011-12-31$472,925
Total plan assets at beginning of year2011-12-31$463,355
Value of fidelity bond covering the plan2011-12-31$40,000
Other income received2011-12-31$-350
Net income (gross income less expenses)2011-12-31$9,570
Net plan assets at end of year (total assets less liabilities)2011-12-31$472,925
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$463,355
Total contributions received or receivable from employer(s)2011-12-31$10,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$80
2010 : PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2010 401k financial data
Total income from all sources2010-12-31$82,500
Expenses. Total of all expenses incurred2010-12-31$2,526
Benefits paid (including direct rollovers)2010-12-31$2,446
Total plan assets at end of year2010-12-31$463,355
Total plan assets at beginning of year2010-12-31$383,381
Value of fidelity bond covering the plan2010-12-31$40,000
Other income received2010-12-31$57,500
Net income (gross income less expenses)2010-12-31$79,974
Net plan assets at end of year (total assets less liabilities)2010-12-31$463,355
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$383,381
Total contributions received or receivable from employer(s)2010-12-31$25,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$80

Form 5500 Responses for PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C.

2022: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PROFIT SHARING PLAN AND TRUST OF LAW OFFICES OF SAM SERRA, P.C. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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