Upstate Systems Inc.
Plan context: Swanson Enterprises 401K Plan
EIN 16-1221993 • Buffalo, NY • 25 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
32
2024 Assets
$7,457,913
2024 Contributions
$271,405
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 32 | $7,457,913 | $271,405 | $8,481iApproximate average salary by contribution assumption: employee only about $212,035 at 4% or $141,357 at 6%; with 50% employer match about $141,357 at 4% or $94,238 at 6%; with 100% employer match about $106,018 at 4% or $70,678 at 6%. |
| Swanson Enterprises 401K Plan | - | 32 | $7,457,913 | $271,405 | $8,481iApproximate average salary by contribution assumption: employee only about $212,035 at 4% or $141,357 at 6%; with 50% employer match about $141,357 at 4% or $94,238 at 6%; with 100% employer match about $106,018 at 4% or $70,678 at 6%. |
| 2023 | 1 | 30 | $6,453,514 | $238,238 | $7,941iApproximate average salary by contribution assumption: employee only about $198,532 at 4% or $132,354 at 6%; with 50% employer match about $132,354 at 4% or $88,236 at 6%; with 100% employer match about $99,266 at 4% or $66,177 at 6%. |
| Swanson Enterprises 401K Plan | - | 30 | $6,453,514 | $238,238 | $7,941iApproximate average salary by contribution assumption: employee only about $198,532 at 4% or $132,354 at 6%; with 50% employer match about $132,354 at 4% or $88,236 at 6%; with 100% employer match about $99,266 at 4% or $66,177 at 6%. |
| 2022 | 1 | 32 | $5,637,015 | $225,409 | $7,044iApproximate average salary by contribution assumption: employee only about $176,101 at 4% or $117,401 at 6%; with 50% employer match about $117,401 at 4% or $78,267 at 6%; with 100% employer match about $88,050 at 4% or $58,700 at 6%. |
| Swanson Enterprises 401K Plan | - | 32 | $5,637,015 | $225,409 | $7,044iApproximate average salary by contribution assumption: employee only about $176,101 at 4% or $117,401 at 6%; with 50% employer match about $117,401 at 4% or $78,267 at 6%; with 100% employer match about $88,050 at 4% or $58,700 at 6%. |
| 2021 | 1 | 35 | $6,727,793 | $277,295 | $7,923iApproximate average salary by contribution assumption: employee only about $198,068 at 4% or $132,045 at 6%; with 50% employer match about $132,045 at 4% or $88,030 at 6%; with 100% employer match about $99,034 at 4% or $66,023 at 6%. |
| Swanson Enterprises 401K Plan | - | 35 | $6,727,793 | $277,295 | $7,923iApproximate average salary by contribution assumption: employee only about $198,068 at 4% or $132,045 at 6%; with 50% employer match about $132,045 at 4% or $88,030 at 6%; with 100% employer match about $99,034 at 4% or $66,023 at 6%. |
| 2020 | 1 | 32 | $5,996,380 | $207,415 | $6,482iApproximate average salary by contribution assumption: employee only about $162,043 at 4% or $108,029 at 6%; with 50% employer match about $108,029 at 4% or $72,019 at 6%; with 100% employer match about $81,021 at 4% or $54,014 at 6%. |
| Swanson Enterprises 401K Plan | - | 32 | $5,996,380 | $207,415 | $6,482iApproximate average salary by contribution assumption: employee only about $162,043 at 4% or $108,029 at 6%; with 50% employer match about $108,029 at 4% or $72,019 at 6%; with 100% employer match about $81,021 at 4% or $54,014 at 6%. |
| 2019 | 1 | 32 | $5,067,238 | $182,889 | $5,715iApproximate average salary by contribution assumption: employee only about $142,882 at 4% or $95,255 at 6%; with 50% employer match about $95,255 at 4% or $63,503 at 6%; with 100% employer match about $71,441 at 4% or $47,627 at 6%. |
| Swanson Enterprises 401K Plan | - | 32 | $5,067,238 | $182,889 | $5,715iApproximate average salary by contribution assumption: employee only about $142,882 at 4% or $95,255 at 6%; with 50% employer match about $95,255 at 4% or $63,503 at 6%; with 100% employer match about $71,441 at 4% or $47,627 at 6%. |
| 2018 | 1 | 35 | $4,430,110 | $241,754 | $6,907iApproximate average salary by contribution assumption: employee only about $172,681 at 4% or $115,121 at 6%; with 50% employer match about $115,121 at 4% or $76,747 at 6%; with 100% employer match about $86,341 at 4% or $57,560 at 6%. |
| Swanson Enterprises 401K Plan | - | 35 | $4,430,110 | $241,754 | $6,907iApproximate average salary by contribution assumption: employee only about $172,681 at 4% or $115,121 at 6%; with 50% employer match about $115,121 at 4% or $76,747 at 6%; with 100% employer match about $86,341 at 4% or $57,560 at 6%. |
| 2017 | 1 | 38 | $5,207,649 | $199,238 | $5,243iApproximate average salary by contribution assumption: employee only about $131,078 at 4% or $87,385 at 6%; with 50% employer match about $87,385 at 4% or $58,257 at 6%; with 100% employer match about $65,539 at 4% or $43,693 at 6%. |
| Swanson Enterprises 401K Plan | - | 38 | $5,207,649 | $199,238 | $5,243iApproximate average salary by contribution assumption: employee only about $131,078 at 4% or $87,385 at 6%; with 50% employer match about $87,385 at 4% or $58,257 at 6%; with 100% employer match about $65,539 at 4% or $43,693 at 6%. |
| 2016 | 1 | 38 | $4,402,565 | $217,593 | $5,726iApproximate average salary by contribution assumption: employee only about $143,153 at 4% or $95,436 at 6%; with 50% employer match about $95,436 at 4% or $63,624 at 6%; with 100% employer match about $71,577 at 4% or $47,718 at 6%. |
| Swanson Enterprises 401K Plan | - | 38 | $4,402,565 | $217,593 | $5,726iApproximate average salary by contribution assumption: employee only about $143,153 at 4% or $95,436 at 6%; with 50% employer match about $95,436 at 4% or $63,624 at 6%; with 100% employer match about $71,577 at 4% or $47,718 at 6%. |
| 2015 | 1 | 38 | $4,009,618 | $216,652 | $5,701iApproximate average salary by contribution assumption: employee only about $142,534 at 4% or $95,023 at 6%; with 50% employer match about $95,023 at 4% or $63,349 at 6%; with 100% employer match about $71,267 at 4% or $47,511 at 6%. |
| Swanson Enterprises 401K Plan | - | 38 | $4,009,618 | $216,652 | $5,701iApproximate average salary by contribution assumption: employee only about $142,534 at 4% or $95,023 at 6%; with 50% employer match about $95,023 at 4% or $63,349 at 6%; with 100% employer match about $71,267 at 4% or $47,511 at 6%. |
| 2014 | 1 | 29 | $3,809,422 | $182,191 | $6,282iApproximate average salary by contribution assumption: employee only about $157,061 at 4% or $104,707 at 6%; with 50% employer match about $104,707 at 4% or $69,805 at 6%; with 100% employer match about $78,531 at 4% or $52,354 at 6%. |
| Swanson Enterprises 401K Plan | - | 29 | $3,809,422 | $182,191 | $6,282iApproximate average salary by contribution assumption: employee only about $157,061 at 4% or $104,707 at 6%; with 50% employer match about $104,707 at 4% or $69,805 at 6%; with 100% employer match about $78,531 at 4% or $52,354 at 6%. |
| 2013 | 1 | 28 | $3,671,996 | $220,615 | $7,879iApproximate average salary by contribution assumption: employee only about $196,978 at 4% or $131,318 at 6%; with 50% employer match about $131,318 at 4% or $87,546 at 6%; with 100% employer match about $98,489 at 4% or $65,659 at 6%. |
| Swanson Enterprises 401K Plan | - | 28 | $3,671,996 | $220,615 | $7,879iApproximate average salary by contribution assumption: employee only about $196,978 at 4% or $131,318 at 6%; with 50% employer match about $131,318 at 4% or $87,546 at 6%; with 100% employer match about $98,489 at 4% or $65,659 at 6%. |
| 2012 | 1 | 27 | $2,785,292 | $196,181 | $7,266iApproximate average salary by contribution assumption: employee only about $181,649 at 4% or $121,099 at 6%; with 50% employer match about $121,099 at 4% or $80,733 at 6%; with 100% employer match about $90,825 at 4% or $60,550 at 6%. |
| Swanson Enterprises 401K Plan | - | 27 | $2,785,292 | $196,181 | $7,266iApproximate average salary by contribution assumption: employee only about $181,649 at 4% or $121,099 at 6%; with 50% employer match about $121,099 at 4% or $80,733 at 6%; with 100% employer match about $90,825 at 4% or $60,550 at 6%. |
| 2011 | 1 | 28 | $2,388,204 | $207,402 | $7,407iApproximate average salary by contribution assumption: employee only about $185,180 at 4% or $123,454 at 6%; with 50% employer match about $123,454 at 4% or $82,302 at 6%; with 100% employer match about $92,590 at 4% or $61,727 at 6%. |
| Swanson Enterprises 401K Plan | - | 28 | $2,388,204 | $207,402 | $7,407iApproximate average salary by contribution assumption: employee only about $185,180 at 4% or $123,454 at 6%; with 50% employer match about $123,454 at 4% or $82,302 at 6%; with 100% employer match about $92,590 at 4% or $61,727 at 6%. |
| 2010 | 1 | 26 | $2,257,564 | $195,497 | $7,519iApproximate average salary by contribution assumption: employee only about $187,978 at 4% or $125,319 at 6%; with 50% employer match about $125,319 at 4% or $83,546 at 6%; with 100% employer match about $93,989 at 4% or $62,659 at 6%. |
| Swanson Enterprises 401K Plan | - | 26 | $2,257,564 | $195,497 | $7,519iApproximate average salary by contribution assumption: employee only about $187,978 at 4% or $125,319 at 6%; with 50% employer match about $125,319 at 4% or $83,546 at 6%; with 100% employer match about $93,989 at 4% or $62,659 at 6%. |
| 2009 | 1 | 28 | $1,868,896 | $194,616 | $6,951iApproximate average salary by contribution assumption: employee only about $173,764 at 4% or $115,843 at 6%; with 50% employer match about $115,843 at 4% or $77,229 at 6%; with 100% employer match about $86,882 at 4% or $57,921 at 6%. |
| Swanson Enterprises 401K Plan | - | 28 | $1,868,896 | $194,616 | $6,951iApproximate average salary by contribution assumption: employee only about $173,764 at 4% or $115,843 at 6%; with 50% employer match about $115,843 at 4% or $77,229 at 6%; with 100% employer match about $86,882 at 4% or $57,921 at 6%. |
| 2008 | 1 | 40 | $1,398,625 | $178,527 | $4,463iApproximate average salary by contribution assumption: employee only about $111,579 at 4% or $74,386 at 6%; with 50% employer match about $74,386 at 4% or $49,591 at 6%; with 100% employer match about $55,790 at 4% or $37,193 at 6%. |
| Swanson Enterprises 401K Plan | - | 40 | $1,398,625 | $178,527 | $4,463iApproximate average salary by contribution assumption: employee only about $111,579 at 4% or $74,386 at 6%; with 50% employer match about $74,386 at 4% or $49,591 at 6%; with 100% employer match about $55,790 at 4% or $37,193 at 6%. |
| 2007 | 1 | 42 | $1,831,587 | $201,863 | $4,806iApproximate average salary by contribution assumption: employee only about $120,157 at 4% or $80,104 at 6%; with 50% employer match about $80,104 at 4% or $53,403 at 6%; with 100% employer match about $60,078 at 4% or $40,052 at 6%. |
| Swanson Enterprises 401K Plan | - | 42 | $1,831,587 | $201,863 | $4,806iApproximate average salary by contribution assumption: employee only about $120,157 at 4% or $80,104 at 6%; with 50% employer match about $80,104 at 4% or $53,403 at 6%; with 100% employer match about $60,078 at 4% or $40,052 at 6%. |
| 2006 | 1 | 35 | $1,563,401 | $187,179 | $5,348iApproximate average salary by contribution assumption: employee only about $133,699 at 4% or $89,133 at 6%; with 50% employer match about $89,133 at 4% or $59,422 at 6%; with 100% employer match about $66,850 at 4% or $44,566 at 6%. |
| Swanson Enterprises 401K Plan | - | 35 | $1,563,401 | $187,179 | $5,348iApproximate average salary by contribution assumption: employee only about $133,699 at 4% or $89,133 at 6%; with 50% employer match about $89,133 at 4% or $59,422 at 6%; with 100% employer match about $66,850 at 4% or $44,566 at 6%. |
| 2005 | 1 | 29 | $1,199,515 | $151,997 | $5,241iApproximate average salary by contribution assumption: employee only about $131,032 at 4% or $87,355 at 6%; with 50% employer match about $87,355 at 4% or $58,236 at 6%; with 100% employer match about $65,516 at 4% or $43,677 at 6%. |
| Swanson Enterprises 401K Plan | - | 29 | $1,199,515 | $151,997 | $5,241iApproximate average salary by contribution assumption: employee only about $131,032 at 4% or $87,355 at 6%; with 50% employer match about $87,355 at 4% or $58,236 at 6%; with 100% employer match about $65,516 at 4% or $43,677 at 6%. |
| 2004 | 1 | 29 | $957,053 | $170,354 | $5,874iApproximate average salary by contribution assumption: employee only about $146,857 at 4% or $97,905 at 6%; with 50% employer match about $97,905 at 4% or $65,270 at 6%; with 100% employer match about $73,428 at 4% or $48,952 at 6%. |
| Swanson Enterprises 401K Plan | - | 29 | $957,053 | $170,354 | $5,874iApproximate average salary by contribution assumption: employee only about $146,857 at 4% or $97,905 at 6%; with 50% employer match about $97,905 at 4% or $65,270 at 6%; with 100% employer match about $73,428 at 4% or $48,952 at 6%. |
| 2003 | 1 | 29 | $727,130 | $135,867 | $4,685iApproximate average salary by contribution assumption: employee only about $117,127 at 4% or $78,084 at 6%; with 50% employer match about $78,084 at 4% or $52,056 at 6%; with 100% employer match about $58,563 at 4% or $39,042 at 6%. |
| Swanson Enterprises 401K Plan | - | 29 | $727,130 | $135,867 | $4,685iApproximate average salary by contribution assumption: employee only about $117,127 at 4% or $78,084 at 6%; with 50% employer match about $78,084 at 4% or $52,056 at 6%; with 100% employer match about $58,563 at 4% or $39,042 at 6%. |
| 2002 | 1 | 28 | $518,739 | $110,715 | $3,954iApproximate average salary by contribution assumption: employee only about $98,853 at 4% or $65,902 at 6%; with 50% employer match about $65,902 at 4% or $43,935 at 6%; with 100% employer match about $49,426 at 4% or $32,951 at 6%. |
| Swanson Enterprises 401K Plan | - | 28 | $518,739 | $110,715 | $3,954iApproximate average salary by contribution assumption: employee only about $98,853 at 4% or $65,902 at 6%; with 50% employer match about $65,902 at 4% or $43,935 at 6%; with 100% employer match about $49,426 at 4% or $32,951 at 6%. |
| 2001 | 1 | 26 | $0 | $0 | - |
| Swanson Enterprises 401K Plan | - | 26 | - | - | - |
| 2000 | 1 | 27 | $369,426 | $102,187 | $3,785iApproximate average salary by contribution assumption: employee only about $94,618 at 4% or $63,078 at 6%; with 50% employer match about $63,078 at 4% or $42,052 at 6%; with 100% employer match about $47,309 at 4% or $31,539 at 6%. |
| Swanson Enterprises 401K Plan | - | 27 | $369,426 | $102,187 | $3,785iApproximate average salary by contribution assumption: employee only about $94,618 at 4% or $63,078 at 6%; with 50% employer match about $63,078 at 4% or $42,052 at 6%; with 100% employer match about $47,309 at 4% or $31,539 at 6%. |