Civic Intelligence

Swan Associates Inc.

Plan context: Swan Associates Inc. 401(K) Plan

EIN 06-1123492 • Newington, CT • 27 filings • 4 plans

49 Holly DriveNewington, CT 06111
Current Snapshot

Latest Year

2025

2025 Participants

26

2025 Assets

$6,732,208

2025 Contributions

$298,505

Historical Graphs

Total Assets Over Time

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

$7,246,916$3,623,458$0199920132025YearValue
$6,732,208Latest year 2025

Participants Over Time

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

33170199920122025YearValue
26Latest 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
2025126$6,732,208$298,505$11,481iApproximate average salary by contribution assumption: employee only about $287,024 at 4% or $191,349 at 6%; with 50% employer match about $191,349 at 4% or $127,566 at 6%; with 100% employer match about $143,512 at 4% or $95,675 at 6%.
Swan Associates Inc. 401(K) Plan-26$6,732,208$298,505$11,481iApproximate average salary by contribution assumption: employee only about $287,024 at 4% or $191,349 at 6%; with 50% employer match about $191,349 at 4% or $127,566 at 6%; with 100% employer match about $143,512 at 4% or $95,675 at 6%.
2024124$5,769,320$219,004$9,125iApproximate average salary by contribution assumption: employee only about $228,129 at 4% or $152,086 at 6%; with 50% employer match about $152,086 at 4% or $101,391 at 6%; with 100% employer match about $114,065 at 4% or $76,043 at 6%.
Swan Associates Inc. 401(K) Plan-24$5,769,320$219,004$9,125iApproximate average salary by contribution assumption: employee only about $228,129 at 4% or $152,086 at 6%; with 50% employer match about $152,086 at 4% or $101,391 at 6%; with 100% employer match about $114,065 at 4% or $76,043 at 6%.
2023133$7,246,916$298,687$9,051iApproximate average salary by contribution assumption: employee only about $226,278 at 4% or $150,852 at 6%; with 50% employer match about $150,852 at 4% or $100,568 at 6%; with 100% employer match about $113,139 at 4% or $75,426 at 6%.
Swan Associates Inc. 401(K) Plan-33$7,246,916$298,687$9,051iApproximate average salary by contribution assumption: employee only about $226,278 at 4% or $150,852 at 6%; with 50% employer match about $150,852 at 4% or $100,568 at 6%; with 100% employer match about $113,139 at 4% or $75,426 at 6%.
2022125$6,126,568$214,561$8,582iApproximate average salary by contribution assumption: employee only about $214,561 at 4% or $143,041 at 6%; with 50% employer match about $143,041 at 4% or $95,360 at 6%; with 100% employer match about $107,281 at 4% or $71,520 at 6%.
Swan Associates Inc. 401(K) Plan-25$6,126,568$214,561$8,582iApproximate average salary by contribution assumption: employee only about $214,561 at 4% or $143,041 at 6%; with 50% employer match about $143,041 at 4% or $95,360 at 6%; with 100% employer match about $107,281 at 4% or $71,520 at 6%.
2021125$7,126,739$432,064$17,283iApproximate average salary by contribution assumption: employee only about $432,064 at 4% or $288,043 at 6%; with 50% employer match about $288,043 at 4% or $192,028 at 6%; with 100% employer match about $216,032 at 4% or $144,021 at 6%.
Swan Associates Inc. 401(K) Plan-25$7,126,739$432,064$17,283iApproximate average salary by contribution assumption: employee only about $432,064 at 4% or $288,043 at 6%; with 50% employer match about $288,043 at 4% or $192,028 at 6%; with 100% employer match about $216,032 at 4% or $144,021 at 6%.
2020126$5,775,264$239,265$9,203iApproximate average salary by contribution assumption: employee only about $230,063 at 4% or $153,375 at 6%; with 50% employer match about $153,375 at 4% or $102,250 at 6%; with 100% employer match about $115,031 at 4% or $76,688 at 6%.
Swan Associates Inc. 401(K) Plan-26$5,775,264$239,265$9,203iApproximate average salary by contribution assumption: employee only about $230,063 at 4% or $153,375 at 6%; with 50% employer match about $153,375 at 4% or $102,250 at 6%; with 100% employer match about $115,031 at 4% or $76,688 at 6%.
2019123$4,689,142$180,583$7,851iApproximate average salary by contribution assumption: employee only about $196,286 at 4% or $130,857 at 6%; with 50% employer match about $130,857 at 4% or $87,238 at 6%; with 100% employer match about $98,143 at 4% or $65,429 at 6%.
Swan Associates Inc. 401(K) Plan-23$4,689,142$180,583$7,851iApproximate average salary by contribution assumption: employee only about $196,286 at 4% or $130,857 at 6%; with 50% employer match about $130,857 at 4% or $87,238 at 6%; with 100% employer match about $98,143 at 4% or $65,429 at 6%.
2018130$3,887,157$186,647$6,222iApproximate average salary by contribution assumption: employee only about $155,539 at 4% or $103,693 at 6%; with 50% employer match about $103,693 at 4% or $69,129 at 6%; with 100% employer match about $77,770 at 4% or $51,846 at 6%.
Swan Associates Inc. 401(K) Plan-30$3,887,157$186,647$6,222iApproximate average salary by contribution assumption: employee only about $155,539 at 4% or $103,693 at 6%; with 50% employer match about $103,693 at 4% or $69,129 at 6%; with 100% employer match about $77,770 at 4% or $51,846 at 6%.
2017121$4,997,103$190,189$9,057iApproximate average salary by contribution assumption: employee only about $226,415 at 4% or $150,944 at 6%; with 50% employer match about $150,944 at 4% or $100,629 at 6%; with 100% employer match about $113,208 at 4% or $75,472 at 6%.
Swan Associates Inc. 401(K) Plan-21$4,997,103$190,189$9,057iApproximate average salary by contribution assumption: employee only about $226,415 at 4% or $150,944 at 6%; with 50% employer match about $150,944 at 4% or $100,629 at 6%; with 100% employer match about $113,208 at 4% or $75,472 at 6%.
2016121$4,278,445$210,745$10,035iApproximate average salary by contribution assumption: employee only about $250,887 at 4% or $167,258 at 6%; with 50% employer match about $167,258 at 4% or $111,505 at 6%; with 100% employer match about $125,443 at 4% or $83,629 at 6%.
Swan Associates Inc. 401(K) Plan-21$4,278,445$210,745$10,035iApproximate average salary by contribution assumption: employee only about $250,887 at 4% or $167,258 at 6%; with 50% employer match about $167,258 at 4% or $111,505 at 6%; with 100% employer match about $125,443 at 4% or $83,629 at 6%.
2015122$3,832,627$210,253$9,557iApproximate average salary by contribution assumption: employee only about $238,924 at 4% or $159,283 at 6%; with 50% employer match about $159,283 at 4% or $106,188 at 6%; with 100% employer match about $119,462 at 4% or $79,641 at 6%.
Swan Associates Inc. 401(K) Plan-22$3,832,627$210,253$9,557iApproximate average salary by contribution assumption: employee only about $238,924 at 4% or $159,283 at 6%; with 50% employer match about $159,283 at 4% or $106,188 at 6%; with 100% employer match about $119,462 at 4% or $79,641 at 6%.
2014122$4,130,249$172,729$7,851iApproximate average salary by contribution assumption: employee only about $196,283 at 4% or $130,855 at 6%; with 50% employer match about $130,855 at 4% or $87,237 at 6%; with 100% employer match about $98,141 at 4% or $65,428 at 6%.
Swan Associates Inc. 401(K) Plan-22$4,130,249$172,729$7,851iApproximate average salary by contribution assumption: employee only about $196,283 at 4% or $130,855 at 6%; with 50% employer match about $130,855 at 4% or $87,237 at 6%; with 100% employer match about $98,141 at 4% or $65,428 at 6%.
2013122$3,757,880$207,827$9,447iApproximate average salary by contribution assumption: employee only about $236,167 at 4% or $157,445 at 6%; with 50% employer match about $157,445 at 4% or $104,963 at 6%; with 100% employer match about $118,084 at 4% or $78,722 at 6%.
Swan Associates Inc. 401(K) Plan-22$3,757,880$207,827$9,447iApproximate average salary by contribution assumption: employee only about $236,167 at 4% or $157,445 at 6%; with 50% employer match about $157,445 at 4% or $104,963 at 6%; with 100% employer match about $118,084 at 4% or $78,722 at 6%.
2012122$3,005,923$199,312$9,060iApproximate average salary by contribution assumption: employee only about $226,491 at 4% or $150,994 at 6%; with 50% employer match about $150,994 at 4% or $100,663 at 6%; with 100% employer match about $113,245 at 4% or $75,497 at 6%.
Swan Associates Inc. 401(K) Plan-22$3,005,923$199,312$9,060iApproximate average salary by contribution assumption: employee only about $226,491 at 4% or $150,994 at 6%; with 50% employer match about $150,994 at 4% or $100,663 at 6%; with 100% employer match about $113,245 at 4% or $75,497 at 6%.
2011122$2,479,144$192,412$8,746iApproximate average salary by contribution assumption: employee only about $218,650 at 4% or $145,767 at 6%; with 50% employer match about $145,767 at 4% or $97,178 at 6%; with 100% employer match about $109,325 at 4% or $72,883 at 6%.
Swan Associates Inc. 401(K) Plan-22$2,479,144$192,412$8,746iApproximate average salary by contribution assumption: employee only about $218,650 at 4% or $145,767 at 6%; with 50% employer match about $145,767 at 4% or $97,178 at 6%; with 100% employer match about $109,325 at 4% or $72,883 at 6%.
2010122$2,392,562$156,514$7,114iApproximate average salary by contribution assumption: employee only about $177,857 at 4% or $118,571 at 6%; with 50% employer match about $118,571 at 4% or $79,047 at 6%; with 100% employer match about $88,928 at 4% or $59,286 at 6%.
Swan Associates Inc. 401(K) Plan-22$2,392,562$156,514$7,114iApproximate average salary by contribution assumption: employee only about $177,857 at 4% or $118,571 at 6%; with 50% employer match about $118,571 at 4% or $79,047 at 6%; with 100% employer match about $88,928 at 4% or $59,286 at 6%.
2009122$1,984,501$213,100$9,686iApproximate average salary by contribution assumption: employee only about $242,159 at 4% or $161,439 at 6%; with 50% employer match about $161,439 at 4% or $107,626 at 6%; with 100% employer match about $121,080 at 4% or $80,720 at 6%.
Swan Associates Inc. 401(K) Plan-22$1,984,501$213,100$9,686iApproximate average salary by contribution assumption: employee only about $242,159 at 4% or $161,439 at 6%; with 50% employer match about $161,439 at 4% or $107,626 at 6%; with 100% employer match about $121,080 at 4% or $80,720 at 6%.
2008119$1,602,969$185,218$9,748iApproximate average salary by contribution assumption: employee only about $243,708 at 4% or $162,472 at 6%; with 50% employer match about $162,472 at 4% or $108,315 at 6%; with 100% employer match about $121,854 at 4% or $81,236 at 6%.
Swan Associates Inc. 401(K) Plan-19$1,602,969$185,218$9,748iApproximate average salary by contribution assumption: employee only about $243,708 at 4% or $162,472 at 6%; with 50% employer match about $162,472 at 4% or $108,315 at 6%; with 100% employer match about $121,854 at 4% or $81,236 at 6%.
2007119$0$0-
Swan Associates Inc. 401(K) Plan-19---
2006114$3,571,054$193,682$13,834iApproximate average salary by contribution assumption: employee only about $345,861 at 4% or $230,574 at 6%; with 50% employer match about $230,574 at 4% or $153,716 at 6%; with 100% employer match about $172,930 at 4% or $115,287 at 6%.
Swan Associates Inc. 401(K) Plan-14$3,571,054$193,682$13,834iApproximate average salary by contribution assumption: employee only about $345,861 at 4% or $230,574 at 6%; with 50% employer match about $230,574 at 4% or $153,716 at 6%; with 100% employer match about $172,930 at 4% or $115,287 at 6%.
2005114$3,154,126$208,115$14,865iApproximate average salary by contribution assumption: employee only about $371,634 at 4% or $247,756 at 6%; with 50% employer match about $247,756 at 4% or $165,171 at 6%; with 100% employer match about $185,817 at 4% or $123,878 at 6%.
Swan Associates Inc. 401(K) Plan-14$3,154,126$208,115$14,865iApproximate average salary by contribution assumption: employee only about $371,634 at 4% or $247,756 at 6%; with 50% employer match about $247,756 at 4% or $165,171 at 6%; with 100% employer match about $185,817 at 4% or $123,878 at 6%.
2004117$3,058,672$176,307$10,371iApproximate average salary by contribution assumption: employee only about $259,275 at 4% or $172,850 at 6%; with 50% employer match about $172,850 at 4% or $115,233 at 6%; with 100% employer match about $129,638 at 4% or $86,425 at 6%.
Swan Associates Inc. 401(K) Plan-17$3,058,672$176,307$10,371iApproximate average salary by contribution assumption: employee only about $259,275 at 4% or $172,850 at 6%; with 50% employer match about $172,850 at 4% or $115,233 at 6%; with 100% employer match about $129,638 at 4% or $86,425 at 6%.
2003118$2,721,504$138,866$7,715iApproximate average salary by contribution assumption: employee only about $192,869 at 4% or $128,580 at 6%; with 50% employer match about $128,580 at 4% or $85,720 at 6%; with 100% employer match about $96,435 at 4% or $64,290 at 6%.
Swan Associates Inc. 401(K) Plan-18$2,721,504$138,866$7,715iApproximate average salary by contribution assumption: employee only about $192,869 at 4% or $128,580 at 6%; with 50% employer match about $128,580 at 4% or $85,720 at 6%; with 100% employer match about $96,435 at 4% or $64,290 at 6%.
2002116$2,251,570$174,982$10,936iApproximate average salary by contribution assumption: employee only about $273,409 at 4% or $182,273 at 6%; with 50% employer match about $182,273 at 4% or $121,515 at 6%; with 100% employer match about $136,705 at 4% or $91,136 at 6%.
Swan Associates Inc. 401(K) Plan-16$2,251,570$174,982$10,936iApproximate average salary by contribution assumption: employee only about $273,409 at 4% or $182,273 at 6%; with 50% employer match about $182,273 at 4% or $121,515 at 6%; with 100% employer match about $136,705 at 4% or $91,136 at 6%.
2001116$0$0-
Swan Associates Inc. 401(K) Plan-16---
2000115$2,698,577$147,272$9,818iApproximate average salary by contribution assumption: employee only about $245,453 at 4% or $163,636 at 6%; with 50% employer match about $163,636 at 4% or $109,090 at 6%; with 100% employer match about $122,727 at 4% or $81,818 at 6%.
Swan Associates Inc. 401(K) Plan-15$2,698,577$147,272$9,818iApproximate average salary by contribution assumption: employee only about $245,453 at 4% or $163,636 at 6%; with 50% employer match about $163,636 at 4% or $109,090 at 6%; with 100% employer match about $122,727 at 4% or $81,818 at 6%.
1999115$2,704,902$172,712$11,514iApproximate average salary by contribution assumption: employee only about $287,853 at 4% or $191,902 at 6%; with 50% employer match about $191,902 at 4% or $127,935 at 6%; with 100% employer match about $143,927 at 4% or $95,951 at 6%.
Swan Associates Inc. 401(K) Plan-15$2,704,902$172,712$11,514iApproximate average salary by contribution assumption: employee only about $287,853 at 4% or $191,902 at 6%; with 50% employer match about $191,902 at 4% or $127,935 at 6%; with 100% employer match about $143,927 at 4% or $95,951 at 6%.