401k Plan data: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	003

SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP). The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

SERA ARCHITECTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: SERA ARCHITECTS, INC.

Employer identification number (EIN): 930723380

NAIC Classification: 541310
NAIC Description: Architectural Services

Additional information about SERA ARCHITECTS, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1978-12-21

Company Identification Number: 13321617

Legal Registered Office Address: 338 NW FIFTH AVE

PORTLAND
United States of America (USA)
97209

More information about SERA ARCHITECTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 VALERIE WILLIAMS-HURWITZ VALERIE WILLIAMS-HURWITZ 2018-08-31
003 2016-01-01 VALERIE WILLIAMS-HURWITZ
003 2015-01-01 VALERIE WILLIAMS-HURWITZ VALERIE WILLIAMS-HURWITZ 2016-10-17
003 2014-01-01 JADEE BRYANT JADEE BRYANT 2015-10-15
003 2013-01-01 JADEE BRYANT JADEE BRYANT 2014-10-15
003 2012-01-01 CHRISTINE GARRICK CHRISTINE GARRICK 2013-07-23
003 2011-01-01 CHRISTINE GARRICK CHRISTINE GARRICK 2012-05-02

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	VALERIE WILLIAMS-HURWITZ	VALERIE WILLIAMS-HURWITZ	2018-08-31
003	2016-01-01	VALERIE WILLIAMS-HURWITZ
003	2015-01-01	VALERIE WILLIAMS-HURWITZ	VALERIE WILLIAMS-HURWITZ	2016-10-17
003	2014-01-01	JADEE BRYANT	JADEE BRYANT	2015-10-15
003	2013-01-01	JADEE BRYANT	JADEE BRYANT	2014-10-15
003	2012-01-01	CHRISTINE GARRICK	CHRISTINE GARRICK	2013-07-23
003	2011-01-01	CHRISTINE GARRICK	CHRISTINE GARRICK	2012-05-02

Plan Statistics for SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 250
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 176
Number of other retired or separated participants entitled to future benefits 2022-01-01 55
Total of all active and inactive participants 2022-01-01 231
Total participants 2022-01-01 231
Number of participants with account balances 2022-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 19
2021: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 162
Number of other retired or separated participants entitled to future benefits 2021-01-01 46
Total of all active and inactive participants 2021-01-01 208
Total participants 2021-01-01 208
Number of participants with account balances 2021-01-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 15
2020: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 171
Number of other retired or separated participants entitled to future benefits 2020-01-01 45
Total of all active and inactive participants 2020-01-01 216
Total participants 2020-01-01 216
Number of participants with account balances 2020-01-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 152
Number of other retired or separated participants entitled to future benefits 2019-01-01 45
Total of all active and inactive participants 2019-01-01 197
Total participants 2019-01-01 197
Number of participants with account balances 2019-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13
2018: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 137
Number of retired or separated participants receiving benefits 2018-01-01 41
Total of all active and inactive participants 2018-01-01 178
Total participants 2018-01-01 178
Number of participants with account balances 2018-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 14
2017: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 139
Number of other retired or separated participants entitled to future benefits 2017-01-01 31
Total of all active and inactive participants 2017-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 170
Number of participants with account balances 2017-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13
2016: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 131
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 35
Total of all active and inactive participants 2016-01-01 166
Total participants 2016-01-01 166
Number of participants with account balances 2016-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 9
2015: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 112
Number of other retired or separated participants entitled to future benefits 2015-01-01 32
Total of all active and inactive participants 2015-01-01 144
Total participants 2015-01-01 144
Number of participants with account balances 2015-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 12
2014: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 88
Number of other retired or separated participants entitled to future benefits 2014-01-01 23
Total of all active and inactive participants 2014-01-01 111
Total participants 2014-01-01 111
Number of participants with account balances 2014-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 82
Number of other retired or separated participants entitled to future benefits 2013-01-01 36
Total of all active and inactive participants 2013-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 119
Number of participants with account balances 2013-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 21
2012: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 105
Number of other retired or separated participants entitled to future benefits 2012-01-01 24
Total of all active and inactive participants 2012-01-01 129
Total participants 2012-01-01 129
Number of participants with account balances 2012-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 92
Number of other retired or separated participants entitled to future benefits 2011-01-01 24
Total of all active and inactive participants 2011-01-01 116
Total participants 2011-01-01 116
Number of participants with account balances 2011-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4

Measure	Date	Value
2022: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	250
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	176
Number of other retired or separated participants entitled to future benefits	2022-01-01	55
Total of all active and inactive participants	2022-01-01	231
Total participants	2022-01-01	231
Number of participants with account balances	2022-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	19
2021: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	162
Number of other retired or separated participants entitled to future benefits	2021-01-01	46
Total of all active and inactive participants	2021-01-01	208
Total participants	2021-01-01	208
Number of participants with account balances	2021-01-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	15
2020: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	171
Number of other retired or separated participants entitled to future benefits	2020-01-01	45
Total of all active and inactive participants	2020-01-01	216
Total participants	2020-01-01	216
Number of participants with account balances	2020-01-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	152
Number of other retired or separated participants entitled to future benefits	2019-01-01	45
Total of all active and inactive participants	2019-01-01	197
Total participants	2019-01-01	197
Number of participants with account balances	2019-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13
2018: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	137
Number of retired or separated participants receiving benefits	2018-01-01	41
Total of all active and inactive participants	2018-01-01	178
Total participants	2018-01-01	178
Number of participants with account balances	2018-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	14
2017: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	139
Number of other retired or separated participants entitled to future benefits	2017-01-01	31
Total of all active and inactive participants	2017-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	170
Number of participants with account balances	2017-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13
2016: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	131
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	35
Total of all active and inactive participants	2016-01-01	166
Total participants	2016-01-01	166
Number of participants with account balances	2016-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9
2015: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	112
Number of other retired or separated participants entitled to future benefits	2015-01-01	32
Total of all active and inactive participants	2015-01-01	144
Total participants	2015-01-01	144
Number of participants with account balances	2015-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	12
2014: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	88
Number of other retired or separated participants entitled to future benefits	2014-01-01	23
Total of all active and inactive participants	2014-01-01	111
Total participants	2014-01-01	111
Number of participants with account balances	2014-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	82
Number of other retired or separated participants entitled to future benefits	2013-01-01	36
Total of all active and inactive participants	2013-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	119
Number of participants with account balances	2013-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	21
2012: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	105
Number of other retired or separated participants entitled to future benefits	2012-01-01	24
Total of all active and inactive participants	2012-01-01	129
Total participants	2012-01-01	129
Number of participants with account balances	2012-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	92
Number of other retired or separated participants entitled to future benefits	2011-01-01	24
Total of all active and inactive participants	2011-01-01	116
Total participants	2011-01-01	116
Number of participants with account balances	2011-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4

Financial Data on SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-4,149,903
Total unrealized appreciation/depreciation of assets	2022-12-31	$-4,149,903
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,719,896
Total loss/gain on sale of assets	2022-12-31	$-207,812
Total of all expenses incurred	2022-12-31	$1,317,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,311,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,453,273
Value of total assets at end of year	2022-12-31	$22,079,767
Value of total assets at beginning of year	2022-12-31	$26,116,970
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$5,504
Total interest from all sources	2022-12-31	$118
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$184,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$161,654
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$886
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Administrative expenses (other) incurred	2022-12-31	$2,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,037,203
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$22,079,767
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$26,116,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$3,030
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,989,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,415,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$864,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,014,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,014,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$14,872,637
Assets. Invements in employer securities at beginning of year	2022-12-31	$17,693,978
Contributions received in cash from employer	2022-12-31	$1,453,273
Employer contributions (assets) at end of year	2022-12-31	$601,309
Employer contributions (assets) at beginning of year	2022-12-31	$999,515
Income. Dividends from common stock	2022-12-31	$22,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,311,803
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$751,734
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$992,088
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$1,646,679
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$1,854,491
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GEFFEN MESHER AND COMPANY P.C.
Accountancy firm EIN	2022-12-31	931042710
2021 : SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$3,980,301
Total unrealized appreciation/depreciation of assets	2021-12-31	$3,980,301
Total income from all sources (including contributions)	2021-12-31	$6,409,823
Total loss/gain on sale of assets	2021-12-31	$52,412
Total of all expenses incurred	2021-12-31	$633,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$628,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,997,737
Value of total assets at end of year	2021-12-31	$26,116,970
Value of total assets at beginning of year	2021-12-31	$20,340,947
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$5,398
Total interest from all sources	2021-12-31	$21
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$25,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$886
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$2,263
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$1,778
Administrative expenses (other) incurred	2021-12-31	$2,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,776,023
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$26,116,970
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$20,340,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$2,582
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,415,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,082,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,014,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,606,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,606,246
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$354,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$17,693,978
Assets. Invements in employer securities at beginning of year	2021-12-31	$13,806,122
Contributions received in cash from employer	2021-12-31	$1,997,737
Employer contributions (assets) at end of year	2021-12-31	$999,515
Income. Dividends from common stock	2021-12-31	$25,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$628,402
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$992,088
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$842,413
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$391,448
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$339,036
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	GEFFEN MESHER AND COMPANY P.C.
Accountancy firm EIN	2021-12-31	931042710
2020 : SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$220,129
Total unrealized appreciation/depreciation of assets	2020-12-31	$220,129
Total income from all sources (including contributions)	2020-12-31	$2,411,395
Total loss/gain on sale of assets	2020-12-31	$37,980
Total of all expenses incurred	2020-12-31	$1,191,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,190,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,518,002
Value of total assets at end of year	2020-12-31	$20,340,947
Value of total assets at beginning of year	2020-12-31	$19,121,478
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,839
Total interest from all sources	2020-12-31	$115
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$2,263
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$1,778
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$1,838
Administrative expenses (other) incurred	2020-12-31	$889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,219,469
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$20,340,947
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,121,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$950
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,082,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,938,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,606,246
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,513,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,513,955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$115
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$631,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$13,806,122
Assets. Invements in employer securities at beginning of year	2020-12-31	$13,666,766
Contributions received in cash from employer	2020-12-31	$1,518,002
Income. Dividends from common stock	2020-12-31	$3,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,190,087
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$842,413
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$331,151
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$293,171
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	GEFFEN MESHER AND COMPANY P.C.
Accountancy firm EIN	2020-12-31	931042710
2019 : SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$1,538,208
Total unrealized appreciation/depreciation of assets	2019-12-31	$1,538,208
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$99
Total income from all sources (including contributions)	2019-12-31	$3,595,892
Total of all expenses incurred	2019-12-31	$326,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$322,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,503,346
Value of total assets at end of year	2019-12-31	$19,121,478
Value of total assets at beginning of year	2019-12-31	$15,852,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,942
Total interest from all sources	2019-12-31	$2,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$1,838
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$6,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,269,181
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,121,478
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$15,852,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$3,942
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,938,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,767,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,513,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$778,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$778,870
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$551,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$13,666,766
Assets. Invements in employer securities at beginning of year	2019-12-31	$12,128,558
Contributions received in cash from employer	2019-12-31	$1,503,346
Employer contributions (assets) at beginning of year	2019-12-31	$1,171,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$322,769
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$99
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	GEFFEN MESHER AND COMPANY P.C.
Accountancy firm EIN	2019-12-31	931042710
2018 : SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$2,696,097
Total unrealized appreciation/depreciation of assets	2018-12-31	$2,696,097
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$99
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$320
Total income from all sources (including contributions)	2018-12-31	$3,732,514
Total of all expenses incurred	2018-12-31	$460,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$441,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,171,122
Value of total assets at end of year	2018-12-31	$15,852,396
Value of total assets at beginning of year	2018-12-31	$12,580,963
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$19,436
Total interest from all sources	2018-12-31	$10,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$6,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$7,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$3,271,654
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$15,852,297
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,580,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$19,436
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,767,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,912,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$778,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$27,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$27,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$10,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-145,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$12,128,558
Assets. Invements in employer securities at beginning of year	2018-12-31	$9,432,461
Contributions received in cash from employer	2018-12-31	$1,171,122
Employer contributions (assets) at end of year	2018-12-31	$1,171,122
Employer contributions (assets) at beginning of year	2018-12-31	$1,200,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$441,424
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$99
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$320
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	GEFFEN MESHER AND COMPANY P.C.
Accountancy firm EIN	2018-12-31	931042710
2017 : SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$1,175,881
Total unrealized appreciation/depreciation of assets	2017-12-31	$1,175,881
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$320
Total income from all sources (including contributions)	2017-12-31	$2,798,116
Total of all expenses incurred	2017-12-31	$1,915,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,889,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,200,523
Value of total assets at end of year	2017-12-31	$12,580,963
Value of total assets at beginning of year	2017-12-31	$11,697,890
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$26,255
Total interest from all sources	2017-12-31	$31,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$7,904
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$17,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$882,753
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,580,643
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,697,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$26,255
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,912,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,284,532
Interest on participant loans	2017-12-31	$31,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$27,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$49,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$49,325
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$668
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$389,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$9,432,461
Assets. Invements in employer securities at beginning of year	2017-12-31	$8,256,580
Contributions received in cash from employer	2017-12-31	$1,200,523
Employer contributions (assets) at end of year	2017-12-31	$1,200,523
Employer contributions (assets) at beginning of year	2017-12-31	$1,089,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,889,108
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$320
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	GEFFEN MESHER AND COMPANY P.C.
Accountancy firm EIN	2017-12-31	931042710
2016 : SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$1,976,293
Total unrealized appreciation/depreciation of assets	2016-12-31	$1,976,293
Total income from all sources (including contributions)	2016-12-31	$3,141,677
Total of all expenses incurred	2016-12-31	$704,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$681,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,089,650
Value of total assets at end of year	2016-12-31	$11,697,890
Value of total assets at beginning of year	2016-12-31	$9,260,418
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$22,807
Total interest from all sources	2016-12-31	$22
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$29,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$29,599
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$17,803
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$49,692
Other income not declared elsewhere	2016-12-31	$-58
Administrative expenses (other) incurred	2016-12-31	$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,437,472
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,697,890
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,260,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$22,777
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,284,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,220,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$49,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$30,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$30,097
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$46,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$8,256,580
Assets. Invements in employer securities at beginning of year	2016-12-31	$6,340,169
Contributions received in cash from employer	2016-12-31	$1,089,650
Employer contributions (assets) at end of year	2016-12-31	$1,089,650
Employer contributions (assets) at beginning of year	2016-12-31	$620,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$681,398
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	GEFFEN MESHER AND COMPANY P.C.
Accountancy firm EIN	2016-12-31	931042710
2015 : SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$1,706,846
Total unrealized appreciation/depreciation of assets	2015-12-31	$1,706,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$2,009
Total income from all sources (including contributions)	2015-12-31	$2,329,328
Total of all expenses incurred	2015-12-31	$574,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$551,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$620,350
Value of total assets at end of year	2015-12-31	$9,260,418
Value of total assets at beginning of year	2015-12-31	$7,507,505
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$22,913
Total interest from all sources	2015-12-31	$29
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$29,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$29,954
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$49,692
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$82,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,754,922
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,260,418
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,505,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$22,913
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,220,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,312,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$30,097
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$117,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$117,427
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$29
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-27,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$6,340,169
Assets. Invements in employer securities at beginning of year	2015-12-31	$4,633,323
Contributions received in cash from employer	2015-12-31	$620,350
Employer contributions (assets) at end of year	2015-12-31	$620,350
Employer contributions (assets) at beginning of year	2015-12-31	$361,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$551,493
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$2,009
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	GEFFEN MESHER AND COMPANY P.C.
Accountancy firm EIN	2015-12-31	931042710
2014 : SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$355,976
Total unrealized appreciation/depreciation of assets	2014-12-31	$355,976
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$2,009
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$618
Total income from all sources (including contributions)	2014-12-31	$706,794
Total of all expenses incurred	2014-12-31	$1,259,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,232,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$361,700
Value of total assets at end of year	2014-12-31	$7,507,505
Value of total assets at beginning of year	2014-12-31	$8,058,782
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$27,258
Total interest from all sources	2014-12-31	$16
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$136,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$136,988
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$82,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-552,668
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,505,496
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,058,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$27,258
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,312,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,083,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$117,427
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$102,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$102,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-147,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$4,633,323
Assets. Invements in employer securities at beginning of year	2014-12-31	$4,277,347
Contributions received in cash from employer	2014-12-31	$361,700
Employer contributions (assets) at end of year	2014-12-31	$361,700
Employer contributions (assets) at beginning of year	2014-12-31	$595,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,232,204
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$2,009
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$618
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	GEFFEN MESHER AND COMPANY P.C.
Accountancy firm EIN	2014-12-31	931042710
2013 : SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$-168,638
Total unrealized appreciation/depreciation of assets	2013-12-31	$-168,638
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$618
Total income from all sources (including contributions)	2013-12-31	$917,910
Total of all expenses incurred	2013-12-31	$654,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$626,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$595,565
Value of total assets at end of year	2013-12-31	$8,058,782
Value of total assets at beginning of year	2013-12-31	$7,794,743
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$28,192
Total interest from all sources	2013-12-31	$37
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$132,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$132,858
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$263,421
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,058,164
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,794,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$28,192
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,083,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,557,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$102,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$160,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$160,392
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$358,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$4,277,347
Assets. Invements in employer securities at beginning of year	2013-12-31	$4,445,986
Contributions received in cash from employer	2013-12-31	$595,565
Employer contributions (assets) at end of year	2013-12-31	$595,565
Employer contributions (assets) at beginning of year	2013-12-31	$631,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$626,297
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$618
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	AKT LLP
Accountancy firm EIN	2013-12-31	930623286
2012 : SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$324,463
Expenses. Total of all expenses incurred	2012-12-31	$1,169,128
Benefits paid (including direct rollovers)	2012-12-31	$1,141,099
Total plan assets at end of year	2012-12-31	$7,794,743
Total plan assets at beginning of year	2012-12-31	$8,639,408
Value of fidelity bond covering the plan	2012-12-31	$200,000
Other income received	2012-12-31	$-306,537
Net income (gross income less expenses)	2012-12-31	$-844,665
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,794,743
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$8,639,408
Assets. Value of employer securities	2012-12-31	$4,445,986
Total contributions received or receivable from employer(s)	2012-12-31	$631,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$28,029
2011 : SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1,188,539
Expenses. Total of all expenses incurred	2011-12-31	$125,984
Benefits paid (including direct rollovers)	2011-12-31	$97,079
Total plan assets at end of year	2011-12-31	$8,639,408
Total plan assets at beginning of year	2011-12-31	$7,576,853
Value of fidelity bond covering the plan	2011-12-31	$200,000
Other income received	2011-12-31	$563,539
Net income (gross income less expenses)	2011-12-31	$1,062,555
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$8,639,408
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,576,853
Assets. Value of employer securities	2011-12-31	$5,066,914
Total contributions received or receivable from employer(s)	2011-12-31	$625,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$28,905

Form 5500 Responses for SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SERA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SERA ARCHITECTS, INC.
Employer identification number (EIN):	930723380
NAIC Classification:	541310
NAIC Description:	Architectural Services

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1978-12-21
Company Identification Number:	13321617
Legal Registered Office Address:	338 NW FIFTH AVE PORTLAND United States of America (USA) 97209