Civic Intelligence

Jane Swierz, Cfp

Plan context: Jane Swierz Retirement Plan

EIN 02-0474908 • Bedford, NH • 7 filings • 1 plans

3 Christmas Tree CircleBedford, NH 03110-5118
Current Snapshot

Latest Year

2010

2010 Participants

1

2010 Assets

$325,922

2010 Contributions

$40,730

Historical Graphs

Total Assets Over Time

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

$325,922$162,961$0200420072009YearValue
$325,922Latest year 2009

Participants Over Time

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

210200420072009YearValue
1Latest year 2009

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
201010$0$0-
Jane Swierz Retirement Plan-0$0$0-
200911$325,922$40,730$40,730iApproximate average salary by contribution assumption: employee only about $1,018,250 at 4% or $678,833 at 6%; with 50% employer match about $678,833 at 4% or $452,556 at 6%; with 100% employer match about $509,125 at 4% or $339,417 at 6%.
Jane Swierz Retirement Plan-1$325,922$40,730$40,730iApproximate average salary by contribution assumption: employee only about $1,018,250 at 4% or $678,833 at 6%; with 50% employer match about $678,833 at 4% or $452,556 at 6%; with 100% employer match about $509,125 at 4% or $339,417 at 6%.
200812$211,704$40,244$20,122iApproximate average salary by contribution assumption: employee only about $503,050 at 4% or $335,367 at 6%; with 50% employer match about $335,367 at 4% or $223,578 at 6%; with 100% employer match about $251,525 at 4% or $167,683 at 6%.
Jane Swierz Retirement Plan-2$211,704$40,244$20,122iApproximate average salary by contribution assumption: employee only about $503,050 at 4% or $335,367 at 6%; with 50% employer match about $335,367 at 4% or $223,578 at 6%; with 100% employer match about $251,525 at 4% or $167,683 at 6%.
200711$254,926$41,780$41,780iApproximate average salary by contribution assumption: employee only about $1,044,500 at 4% or $696,333 at 6%; with 50% employer match about $696,333 at 4% or $464,222 at 6%; with 100% employer match about $522,250 at 4% or $348,167 at 6%.
Jane Swierz Retirement Plan-1$254,926$41,780$41,780iApproximate average salary by contribution assumption: employee only about $1,044,500 at 4% or $696,333 at 6%; with 50% employer match about $696,333 at 4% or $464,222 at 6%; with 100% employer match about $522,250 at 4% or $348,167 at 6%.
200612$191,234$37,670$18,835iApproximate average salary by contribution assumption: employee only about $470,875 at 4% or $313,917 at 6%; with 50% employer match about $313,917 at 4% or $209,278 at 6%; with 100% employer match about $235,438 at 4% or $156,958 at 6%.
Jane Swierz Retirement Plan-2$191,234$37,670$18,835iApproximate average salary by contribution assumption: employee only about $470,875 at 4% or $313,917 at 6%; with 50% employer match about $313,917 at 4% or $209,278 at 6%; with 100% employer match about $235,438 at 4% or $156,958 at 6%.
200511$128,813$31,829$31,829iApproximate average salary by contribution assumption: employee only about $795,725 at 4% or $530,483 at 6%; with 50% employer match about $530,483 at 4% or $353,656 at 6%; with 100% employer match about $397,863 at 4% or $265,242 at 6%.
Jane Swierz Retirement Plan-1$128,813$31,829$31,829iApproximate average salary by contribution assumption: employee only about $795,725 at 4% or $530,483 at 6%; with 50% employer match about $530,483 at 4% or $353,656 at 6%; with 100% employer match about $397,863 at 4% or $265,242 at 6%.
200412$86,634$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Jane Swierz Retirement Plan-2$86,634$5,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.