Sera Architects — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sera Architects (EIN 93-0723380) is a plan sponsor located in Portland, OR with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
93-0723380
Location
Portland, OR
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Sera Architects

  • 3 loaded plans hold $30.5M in reported assets.
  • The largest, Sera Architects, Inc. Profit Sharing Plan, holds 55% of this company's reported plan assets.
  • Plans cover 679 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$30.5MSummed across loaded plans$30,514,544
Total reported assets$30.5M$30,515,441
Total reported participants679
Total reported liabilities$897

Reported net position

Reported assets = net assets + liabilities (summed)$30.5M total assets
Net assets$30.5MLiabilities$897
Contributions & income
Employer contributions$494.3K
Participant contributions$1.2M
Total income / additions-$265.2K
Expenses & distributions
Benefits paid / distributions$6M
Total expenses$6.1M
Net increase / (decrease)-$6.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets55%Sera Architects, Inc. Profit Sharing Plan
Participants per plan226Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 231 participants · 2023
  2. 2
    Plan #003 · 267 participants · 2023
  3. 3
    Sera Architects Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 181 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sera Architects. Open one for its full reported snapshot.

  1. 2023
    Sera Architects Welfare Benefit Plan181 participants · 2No schedules
    View filing →
  2. 2023
    Sera Architects, Inc. Profit Sharing Plan231 participants · 2Sch HSch C
    View filing →
  3. 2023
    Sera Architects, Inc. Employee Stock Ownership Plan267 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sera Architects report on Form 5500?
Sera Architects (EIN 93-0723380) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sera Architects?
The Employer Identification Number (EIN) reported for Sera Architects is 93-0723380.
What is the latest Form 5500 filing year for Sera Architects?
The latest loaded Form 5500 filing year for Sera Architects is 2023.

Related Form 5500 pages