Civic Intelligence

Swan Financial

Plan context: Swan Financial Retirement Trust

EIN 03-0529199 • Louisville, KY • 16 filings • 2 plans

320 Whittington ParkwayLouisville, KY 40222-4928
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$63,165

2025 Contributions

$9,775

Historical Graphs

Total Assets Over Time

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

$203,214$101,607$0201320192025YearValue
$63,165Latest year 2025

Participants Over Time

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

1370201320192025YearValue
1Latest year 2025

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
202511$63,165$9,775$9,775iApproximate average salary by contribution assumption: employee only about $244,375 at 4% or $162,917 at 6%; with 50% employer match about $162,917 at 4% or $108,611 at 6%; with 100% employer match about $122,188 at 4% or $81,458 at 6%.
Swan Financial Retirement Trust-1$63,165$9,775$9,775iApproximate average salary by contribution assumption: employee only about $244,375 at 4% or $162,917 at 6%; with 50% employer match about $162,917 at 4% or $108,611 at 6%; with 100% employer match about $122,188 at 4% or $81,458 at 6%.
202412$110,605$9,004$4,502iApproximate average salary by contribution assumption: employee only about $112,550 at 4% or $75,033 at 6%; with 50% employer match about $75,033 at 4% or $50,022 at 6%; with 100% employer match about $56,275 at 4% or $37,517 at 6%.
Swan Financial Retirement Trust-2$110,605$9,004$4,502iApproximate average salary by contribution assumption: employee only about $112,550 at 4% or $75,033 at 6%; with 50% employer match about $75,033 at 4% or $50,022 at 6%; with 100% employer match about $56,275 at 4% or $37,517 at 6%.
202323$133,948$32,971$10,990iApproximate average salary by contribution assumption: employee only about $274,758 at 4% or $183,172 at 6%; with 50% employer match about $183,172 at 4% or $122,115 at 6%; with 100% employer match about $137,379 at 4% or $91,586 at 6%.
Swan Financial Retirement Trust-3$133,948$12,473$4,158iApproximate average salary by contribution assumption: employee only about $103,942 at 4% or $69,294 at 6%; with 50% employer match about $69,294 at 4% or $46,196 at 6%; with 100% employer match about $51,971 at 4% or $34,647 at 6%.
SWAN FINANCIAL HOME CBS BENEFIT PLAN-0$0$20,498-
2022211$105,225$148,051$13,459iApproximate average salary by contribution assumption: employee only about $336,480 at 4% or $224,320 at 6%; with 50% employer match about $224,320 at 4% or $149,546 at 6%; with 100% employer match about $168,240 at 4% or $112,160 at 6%.
Swan Financial Retirement Trust-3$102,986$14,646$4,882iApproximate average salary by contribution assumption: employee only about $122,050 at 4% or $81,367 at 6%; with 50% employer match about $81,367 at 4% or $54,244 at 6%; with 100% employer match about $61,025 at 4% or $40,683 at 6%.
SWAN FINANCIAL HOME CBS BENEFIT PLAN-11$2,239$133,405$12,128iApproximate average salary by contribution assumption: employee only about $303,193 at 4% or $202,129 at 6%; with 50% employer match about $202,129 at 4% or $134,753 at 6%; with 100% employer match about $151,597 at 4% or $101,064 at 6%.
2021213$121,479$47,072$3,621iApproximate average salary by contribution assumption: employee only about $90,523 at 4% or $60,349 at 6%; with 50% employer match about $60,349 at 4% or $40,232 at 6%; with 100% employer match about $45,262 at 4% or $30,174 at 6%.
Swan Financial Retirement Trust-3$120,729$25,084$8,361iApproximate average salary by contribution assumption: employee only about $209,033 at 4% or $139,356 at 6%; with 50% employer match about $139,356 at 4% or $92,904 at 6%; with 100% employer match about $104,517 at 4% or $69,678 at 6%.
SWAN FINANCIAL HOME CBS BENEFIT PLAN-13$750$21,988$1,691iApproximate average salary by contribution assumption: employee only about $42,285 at 4% or $28,190 at 6%; with 50% employer match about $28,190 at 4% or $18,793 at 6%; with 100% employer match about $21,142 at 4% or $14,095 at 6%.
202017$203,214$38,075$5,439iApproximate average salary by contribution assumption: employee only about $135,982 at 4% or $90,655 at 6%; with 50% employer match about $90,655 at 4% or $60,437 at 6%; with 100% employer match about $67,991 at 4% or $45,327 at 6%.
Swan Financial Retirement Trust-7$203,214$38,075$5,439iApproximate average salary by contribution assumption: employee only about $135,982 at 4% or $90,655 at 6%; with 50% employer match about $90,655 at 4% or $60,437 at 6%; with 100% employer match about $67,991 at 4% or $45,327 at 6%.
201918$143,192$30,489$3,811iApproximate average salary by contribution assumption: employee only about $95,278 at 4% or $63,519 at 6%; with 50% employer match about $63,519 at 4% or $42,346 at 6%; with 100% employer match about $47,639 at 4% or $31,759 at 6%.
Swan Financial Retirement Trust-8$143,192$30,489$3,811iApproximate average salary by contribution assumption: employee only about $95,278 at 4% or $63,519 at 6%; with 50% employer match about $63,519 at 4% or $42,346 at 6%; with 100% employer match about $47,639 at 4% or $31,759 at 6%.
201819$118,540$41,848$4,650iApproximate average salary by contribution assumption: employee only about $116,244 at 4% or $77,496 at 6%; with 50% employer match about $77,496 at 4% or $51,664 at 6%; with 100% employer match about $58,122 at 4% or $38,748 at 6%.
Swan Financial Retirement Trust-9$118,540$41,848$4,650iApproximate average salary by contribution assumption: employee only about $116,244 at 4% or $77,496 at 6%; with 50% employer match about $77,496 at 4% or $51,664 at 6%; with 100% employer match about $58,122 at 4% or $38,748 at 6%.
201718$89,600$29,560$3,695iApproximate average salary by contribution assumption: employee only about $92,375 at 4% or $61,583 at 6%; with 50% employer match about $61,583 at 4% or $41,056 at 6%; with 100% employer match about $46,188 at 4% or $30,792 at 6%.
Swan Financial Retirement Trust-8$89,600$29,560$3,695iApproximate average salary by contribution assumption: employee only about $92,375 at 4% or $61,583 at 6%; with 50% employer match about $61,583 at 4% or $41,056 at 6%; with 100% employer match about $46,188 at 4% or $30,792 at 6%.
201616$56,878$21,686$3,614iApproximate average salary by contribution assumption: employee only about $90,358 at 4% or $60,239 at 6%; with 50% employer match about $60,239 at 4% or $40,159 at 6%; with 100% employer match about $45,179 at 4% or $30,119 at 6%.
Swan Financial Retirement Trust-6$56,878$21,686$3,614iApproximate average salary by contribution assumption: employee only about $90,358 at 4% or $60,239 at 6%; with 50% employer match about $60,239 at 4% or $40,159 at 6%; with 100% employer match about $45,179 at 4% or $30,119 at 6%.
201518$37,760$29,920$3,740iApproximate average salary by contribution assumption: employee only about $93,500 at 4% or $62,333 at 6%; with 50% employer match about $62,333 at 4% or $41,556 at 6%; with 100% employer match about $46,750 at 4% or $31,167 at 6%.
Swan Financial Retirement Trust-8$37,760$29,920$3,740iApproximate average salary by contribution assumption: employee only about $93,500 at 4% or $62,333 at 6%; with 50% employer match about $62,333 at 4% or $41,556 at 6%; with 100% employer match about $46,750 at 4% or $31,167 at 6%.
201415$8,656$8,656$1,731iApproximate average salary by contribution assumption: employee only about $43,280 at 4% or $28,853 at 6%; with 50% employer match about $28,853 at 4% or $19,236 at 6%; with 100% employer match about $21,640 at 4% or $14,427 at 6%.
Swan Financial Retirement Trust-5$8,656$8,656$1,731iApproximate average salary by contribution assumption: employee only about $43,280 at 4% or $28,853 at 6%; with 50% employer match about $28,853 at 4% or $19,236 at 6%; with 100% employer match about $21,640 at 4% or $14,427 at 6%.
201314$2,018$1,959$490iApproximate average salary by contribution assumption: employee only about $12,244 at 4% or $8,163 at 6%; with 50% employer match about $8,163 at 4% or $5,442 at 6%; with 100% employer match about $6,122 at 4% or $4,081 at 6%.
Swan Financial Retirement Trust-4$2,018$1,959$490iApproximate average salary by contribution assumption: employee only about $12,244 at 4% or $8,163 at 6%; with 50% employer match about $8,163 at 4% or $5,442 at 6%; with 100% employer match about $6,122 at 4% or $4,081 at 6%.