Civic Intelligence

Dave Swain Associates Inc.

Plan context: Dave Swain Associates Inc. 401(K) Plan

EIN 04-2766934 • Westford, MA • 15 filings • 2 plans

6 Lyberty WaySuite 101Westford, MA 01886
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,343,761

2024 Contributions

$63,892

Historical Graphs

Total Assets Over Time

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

$2,051,549$1,025,775$0201020172024YearValue
$1,343,761Latest year 2024

Participants Over Time

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

1050201020172024YearValue
7Latest year 2024

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
202417$1,343,761$63,892$9,127iApproximate average salary by contribution assumption: employee only about $228,186 at 4% or $152,124 at 6%; with 50% employer match about $152,124 at 4% or $101,416 at 6%; with 100% employer match about $114,093 at 4% or $76,062 at 6%.
Dave Swain Associates Inc. 401(K) Plan-7$1,343,761$63,892$9,127iApproximate average salary by contribution assumption: employee only about $228,186 at 4% or $152,124 at 6%; with 50% employer match about $152,124 at 4% or $101,416 at 6%; with 100% employer match about $114,093 at 4% or $76,062 at 6%.
202318$1,538,234$77,126$9,641iApproximate average salary by contribution assumption: employee only about $241,019 at 4% or $160,679 at 6%; with 50% employer match about $160,679 at 4% or $107,119 at 6%; with 100% employer match about $120,509 at 4% or $80,340 at 6%.
Dave Swain Associates Inc. 401(K) Plan-8$1,538,234$77,126$9,641iApproximate average salary by contribution assumption: employee only about $241,019 at 4% or $160,679 at 6%; with 50% employer match about $160,679 at 4% or $107,119 at 6%; with 100% employer match about $120,509 at 4% or $80,340 at 6%.
202219$1,721,902$116,736$12,971iApproximate average salary by contribution assumption: employee only about $324,267 at 4% or $216,178 at 6%; with 50% employer match about $216,178 at 4% or $144,119 at 6%; with 100% employer match about $162,133 at 4% or $108,089 at 6%.
Dave Swain Associates Inc. 401(K) Plan-9$1,721,902$116,736$12,971iApproximate average salary by contribution assumption: employee only about $324,267 at 4% or $216,178 at 6%; with 50% employer match about $216,178 at 4% or $144,119 at 6%; with 100% employer match about $162,133 at 4% or $108,089 at 6%.
202118$2,051,549$151,076$18,885iApproximate average salary by contribution assumption: employee only about $472,113 at 4% or $314,742 at 6%; with 50% employer match about $314,742 at 4% or $209,828 at 6%; with 100% employer match about $236,056 at 4% or $157,371 at 6%.
Dave Swain Associates Inc. 401(K) Plan-8$2,051,549$151,076$18,885iApproximate average salary by contribution assumption: employee only about $472,113 at 4% or $314,742 at 6%; with 50% employer match about $314,742 at 4% or $209,828 at 6%; with 100% employer match about $236,056 at 4% or $157,371 at 6%.
202018$1,697,779$128,941$16,118iApproximate average salary by contribution assumption: employee only about $402,941 at 4% or $268,627 at 6%; with 50% employer match about $268,627 at 4% or $179,085 at 6%; with 100% employer match about $201,470 at 4% or $134,314 at 6%.
Dave Swain Associates Inc. 401(K) Plan-8$1,697,779$128,941$16,118iApproximate average salary by contribution assumption: employee only about $402,941 at 4% or $268,627 at 6%; with 50% employer match about $268,627 at 4% or $179,085 at 6%; with 100% employer match about $201,470 at 4% or $134,314 at 6%.
201919$1,373,167$125,889$13,988iApproximate average salary by contribution assumption: employee only about $349,692 at 4% or $233,128 at 6%; with 50% employer match about $233,128 at 4% or $155,419 at 6%; with 100% employer match about $174,846 at 4% or $116,564 at 6%.
Dave Swain Associates Inc. 401(K) Plan-9$1,373,167$125,889$13,988iApproximate average salary by contribution assumption: employee only about $349,692 at 4% or $233,128 at 6%; with 50% employer match about $233,128 at 4% or $155,419 at 6%; with 100% employer match about $174,846 at 4% or $116,564 at 6%.
201819$1,094,032$124,614$13,846iApproximate average salary by contribution assumption: employee only about $346,150 at 4% or $230,767 at 6%; with 50% employer match about $230,767 at 4% or $153,844 at 6%; with 100% employer match about $173,075 at 4% or $115,383 at 6%.
Dave Swain Associates Inc. 401(K) Plan-9$1,094,032$124,614$13,846iApproximate average salary by contribution assumption: employee only about $346,150 at 4% or $230,767 at 6%; with 50% employer match about $230,767 at 4% or $153,844 at 6%; with 100% employer match about $173,075 at 4% or $115,383 at 6%.
2017110$1,028,248$126,794$12,679iApproximate average salary by contribution assumption: employee only about $316,985 at 4% or $211,323 at 6%; with 50% employer match about $211,323 at 4% or $140,882 at 6%; with 100% employer match about $158,493 at 4% or $105,662 at 6%.
Dave Swain Associates Inc. 401(K) Plan-10$1,028,248$126,794$12,679iApproximate average salary by contribution assumption: employee only about $316,985 at 4% or $211,323 at 6%; with 50% employer match about $211,323 at 4% or $140,882 at 6%; with 100% employer match about $158,493 at 4% or $105,662 at 6%.
201619$761,390$113,769$12,641iApproximate average salary by contribution assumption: employee only about $316,025 at 4% or $210,683 at 6%; with 50% employer match about $210,683 at 4% or $140,456 at 6%; with 100% employer match about $158,013 at 4% or $105,342 at 6%.
Dave Swain Associates Inc. 401(K) Plan-9$761,390$113,769$12,641iApproximate average salary by contribution assumption: employee only about $316,025 at 4% or $210,683 at 6%; with 50% employer match about $210,683 at 4% or $140,456 at 6%; with 100% employer match about $158,013 at 4% or $105,342 at 6%.
201519$695,020$83,116$9,235iApproximate average salary by contribution assumption: employee only about $230,878 at 4% or $153,919 at 6%; with 50% employer match about $153,919 at 4% or $102,612 at 6%; with 100% employer match about $115,439 at 4% or $76,959 at 6%.
Dave Swain Associates Inc. 401(K) Plan-9$695,020$83,116$9,235iApproximate average salary by contribution assumption: employee only about $230,878 at 4% or $153,919 at 6%; with 50% employer match about $153,919 at 4% or $102,612 at 6%; with 100% employer match about $115,439 at 4% or $76,959 at 6%.
201417$622,372$69,569$9,938iApproximate average salary by contribution assumption: employee only about $248,461 at 4% or $165,640 at 6%; with 50% employer match about $165,640 at 4% or $110,427 at 6%; with 100% employer match about $124,230 at 4% or $82,820 at 6%.
Dave Swain Associates Inc. 401(K) Plan-7$622,372$69,569$9,938iApproximate average salary by contribution assumption: employee only about $248,461 at 4% or $165,640 at 6%; with 50% employer match about $165,640 at 4% or $110,427 at 6%; with 100% employer match about $124,230 at 4% or $82,820 at 6%.
201318$679,681$64,819$8,102iApproximate average salary by contribution assumption: employee only about $202,559 at 4% or $135,040 at 6%; with 50% employer match about $135,040 at 4% or $90,026 at 6%; with 100% employer match about $101,280 at 4% or $67,520 at 6%.
Dave Swain Associates Inc. 401(K) Plan-8$679,681$64,819$8,102iApproximate average salary by contribution assumption: employee only about $202,559 at 4% or $135,040 at 6%; with 50% employer match about $135,040 at 4% or $90,026 at 6%; with 100% employer match about $101,280 at 4% or $67,520 at 6%.
201218$502,105$373,863$46,733iApproximate average salary by contribution assumption: employee only about $1,168,322 at 4% or $778,881 at 6%; with 50% employer match about $778,881 at 4% or $519,254 at 6%; with 100% employer match about $584,161 at 4% or $389,441 at 6%.
Dave Swain Associates Inc. 401(K) Plan-8$502,105$373,863$46,733iApproximate average salary by contribution assumption: employee only about $1,168,322 at 4% or $778,881 at 6%; with 50% employer match about $778,881 at 4% or $519,254 at 6%; with 100% employer match about $584,161 at 4% or $389,441 at 6%.
201116$86,914$37,755$6,293iApproximate average salary by contribution assumption: employee only about $157,313 at 4% or $104,875 at 6%; with 50% employer match about $104,875 at 4% or $69,917 at 6%; with 100% employer match about $78,656 at 4% or $52,438 at 6%.
Dave Swain Associates Inc. 401(K) Plan-6$86,914$37,755$6,293iApproximate average salary by contribution assumption: employee only about $157,313 at 4% or $104,875 at 6%; with 50% employer match about $104,875 at 4% or $69,917 at 6%; with 100% employer match about $78,656 at 4% or $52,438 at 6%.
201015$53,399$48,635$9,727iApproximate average salary by contribution assumption: employee only about $243,175 at 4% or $162,117 at 6%; with 50% employer match about $162,117 at 4% or $108,078 at 6%; with 100% employer match about $121,588 at 4% or $81,058 at 6%.
Dave Swain Associates Inc. 401(K) Plan-5$53,399$48,635$9,727iApproximate average salary by contribution assumption: employee only about $243,175 at 4% or $162,117 at 6%; with 50% employer match about $162,117 at 4% or $108,078 at 6%; with 100% employer match about $121,588 at 4% or $81,058 at 6%.