Civic Intelligence

Swenson & Co.

Plan context: Swenson & Co. 401(K) Plan

EIN 01-0587162 • Portland, ME • 16 filings • 3 plans

PO Box 17536Portland, ME 04112
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$333,347

2019 Contributions

$5,491

Historical Graphs

Total Assets Over Time

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

$357,064$178,532$0200420112018YearValue
$333,347Latest year 2018

Participants Over Time

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

320200420112018YearValue
1Latest year 2018

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201910$0$0-
Swenson & Co. 401(K) Plan-0$0$0-
201811$333,347$0-
Swenson & Co. 401(K) Plan-1$333,347--
201711$357,064$0-
Swenson & Co. 401(K) Plan-1$357,064--
201611$319,248$0-
Swenson & Co. 401(K) Plan-1$319,248--
201511$306,516$0-
Swenson & Co. 401(K) Plan-1$306,516--
201411$306,471$5,491$5,491iApproximate average salary by contribution assumption: employee only about $137,275 at 4% or $91,517 at 6%; with 50% employer match about $91,517 at 4% or $61,011 at 6%; with 100% employer match about $68,638 at 4% or $45,758 at 6%.
Swenson & Co. 401(K) Plan-1$306,471$5,491$5,491iApproximate average salary by contribution assumption: employee only about $137,275 at 4% or $91,517 at 6%; with 50% employer match about $91,517 at 4% or $61,011 at 6%; with 100% employer match about $68,638 at 4% or $45,758 at 6%.
201311$285,275$0-
Swenson & Co. 401(K) Plan-1$285,275--
201211$250,841$0-
Swenson & Co. 401(K) Plan-1$250,841--
201111$223,467$0-
Swenson & Co. 401(K) Plan-1$223,467--
201011$233,253$0-
Swenson & Co. 401(K) Plan-1$233,253--
200912$230,911$7,155$3,578iApproximate average salary by contribution assumption: employee only about $89,438 at 4% or $59,625 at 6%; with 50% employer match about $59,625 at 4% or $39,750 at 6%; with 100% employer match about $44,719 at 4% or $29,813 at 6%.
Swenson & Co. 401(K) Plan-2$230,911$7,155$3,578iApproximate average salary by contribution assumption: employee only about $89,438 at 4% or $59,625 at 6%; with 50% employer match about $59,625 at 4% or $39,750 at 6%; with 100% employer match about $44,719 at 4% or $29,813 at 6%.
200812$171,319$0-
Swenson & Co. 401(K) Plan-2$171,319--
200713$267,664$2,824$941iApproximate average salary by contribution assumption: employee only about $23,533 at 4% or $15,689 at 6%; with 50% employer match about $15,689 at 4% or $10,459 at 6%; with 100% employer match about $11,767 at 4% or $7,844 at 6%.
Swenson & Co. 401(K) Plan-3$267,664$2,824$941iApproximate average salary by contribution assumption: employee only about $23,533 at 4% or $15,689 at 6%; with 50% employer match about $15,689 at 4% or $10,459 at 6%; with 100% employer match about $11,767 at 4% or $7,844 at 6%.
200612$239,337$5,675$2,838iApproximate average salary by contribution assumption: employee only about $70,938 at 4% or $47,292 at 6%; with 50% employer match about $47,292 at 4% or $31,528 at 6%; with 100% employer match about $35,469 at 4% or $23,646 at 6%.
Swenson & Co. 401(K) Plan-2$239,337$5,675$2,838iApproximate average salary by contribution assumption: employee only about $70,938 at 4% or $47,292 at 6%; with 50% employer match about $47,292 at 4% or $31,528 at 6%; with 100% employer match about $35,469 at 4% or $23,646 at 6%.
200512$206,483$6,880$3,440iApproximate average salary by contribution assumption: employee only about $86,000 at 4% or $57,333 at 6%; with 50% employer match about $57,333 at 4% or $38,222 at 6%; with 100% employer match about $43,000 at 4% or $28,667 at 6%.
Swenson & Co. 401(K) Plan-2$206,483$6,880$3,440iApproximate average salary by contribution assumption: employee only about $86,000 at 4% or $57,333 at 6%; with 50% employer match about $57,333 at 4% or $38,222 at 6%; with 100% employer match about $43,000 at 4% or $28,667 at 6%.
200412$186,982$165,552$82,776iApproximate average salary by contribution assumption: employee only about $2,069,400 at 4% or $1,379,600 at 6%; with 50% employer match about $1,379,600 at 4% or $919,733 at 6%; with 100% employer match about $1,034,700 at 4% or $689,800 at 6%.
Swenson & Co. 401(K) Plan-2$186,982$165,552$82,776iApproximate average salary by contribution assumption: employee only about $2,069,400 at 4% or $1,379,600 at 6%; with 50% employer match about $1,379,600 at 4% or $919,733 at 6%; with 100% employer match about $1,034,700 at 4% or $689,800 at 6%.