Donald R. Swete, Esq.
Plan context: Swete, Donald R. Employee Savings Retirement Plan
EIN 16-1507182 • Syracuse, NY • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$2,100,560
2024 Contributions
$27,118
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 | 2 | $2,100,560 | $27,118 | $13,559iApproximate average salary by contribution assumption: employee only about $338,975 at 4% or $225,983 at 6%; with 50% employer match about $225,983 at 4% or $150,656 at 6%; with 100% employer match about $169,488 at 4% or $112,992 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $2,100,560 | $27,118 | $13,559iApproximate average salary by contribution assumption: employee only about $338,975 at 4% or $225,983 at 6%; with 50% employer match about $225,983 at 4% or $150,656 at 6%; with 100% employer match about $169,488 at 4% or $112,992 at 6%. |
| 2023 | 1 | 2 | $1,779,807 | $27,838 | $13,919iApproximate average salary by contribution assumption: employee only about $347,975 at 4% or $231,983 at 6%; with 50% employer match about $231,983 at 4% or $154,656 at 6%; with 100% employer match about $173,988 at 4% or $115,992 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $1,779,807 | $27,838 | $13,919iApproximate average salary by contribution assumption: employee only about $347,975 at 4% or $231,983 at 6%; with 50% employer match about $231,983 at 4% or $154,656 at 6%; with 100% employer match about $173,988 at 4% or $115,992 at 6%. |
| 2022 | 1 | 2 | $1,445,641 | $37,133 | $18,567iApproximate average salary by contribution assumption: employee only about $464,163 at 4% or $309,442 at 6%; with 50% employer match about $309,442 at 4% or $206,294 at 6%; with 100% employer match about $232,081 at 4% or $154,721 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $1,445,641 | $37,133 | $18,567iApproximate average salary by contribution assumption: employee only about $464,163 at 4% or $309,442 at 6%; with 50% employer match about $309,442 at 4% or $206,294 at 6%; with 100% employer match about $232,081 at 4% or $154,721 at 6%. |
| 2021 | 1 | 2 | $1,778,552 | $58,457 | $29,229iApproximate average salary by contribution assumption: employee only about $730,713 at 4% or $487,142 at 6%; with 50% employer match about $487,142 at 4% or $324,761 at 6%; with 100% employer match about $365,356 at 4% or $243,571 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $1,778,552 | $58,457 | $29,229iApproximate average salary by contribution assumption: employee only about $730,713 at 4% or $487,142 at 6%; with 50% employer match about $487,142 at 4% or $324,761 at 6%; with 100% employer match about $365,356 at 4% or $243,571 at 6%. |
| 2020 | 1 | 2 | $1,469,276 | $40,681 | $20,341iApproximate average salary by contribution assumption: employee only about $508,513 at 4% or $339,008 at 6%; with 50% employer match about $339,008 at 4% or $226,006 at 6%; with 100% employer match about $254,256 at 4% or $169,504 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $1,469,276 | $40,681 | $20,341iApproximate average salary by contribution assumption: employee only about $508,513 at 4% or $339,008 at 6%; with 50% employer match about $339,008 at 4% or $226,006 at 6%; with 100% employer match about $254,256 at 4% or $169,504 at 6%. |
| 2019 | 1 | 2 | $1,169,507 | $51,830 | $25,915iApproximate average salary by contribution assumption: employee only about $647,875 at 4% or $431,917 at 6%; with 50% employer match about $431,917 at 4% or $287,944 at 6%; with 100% employer match about $323,938 at 4% or $215,958 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $1,169,507 | $51,830 | $25,915iApproximate average salary by contribution assumption: employee only about $647,875 at 4% or $431,917 at 6%; with 50% employer match about $431,917 at 4% or $287,944 at 6%; with 100% employer match about $323,938 at 4% or $215,958 at 6%. |
| 2018 | 1 | 2 | $877,731 | $44,618 | $22,309iApproximate average salary by contribution assumption: employee only about $557,725 at 4% or $371,817 at 6%; with 50% employer match about $371,817 at 4% or $247,878 at 6%; with 100% employer match about $278,863 at 4% or $185,908 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $877,731 | $44,618 | $22,309iApproximate average salary by contribution assumption: employee only about $557,725 at 4% or $371,817 at 6%; with 50% employer match about $371,817 at 4% or $247,878 at 6%; with 100% employer match about $278,863 at 4% or $185,908 at 6%. |
| 2017 | 1 | 2 | $902,229 | $44,533 | $22,267iApproximate average salary by contribution assumption: employee only about $556,663 at 4% or $371,108 at 6%; with 50% employer match about $371,108 at 4% or $247,406 at 6%; with 100% employer match about $278,331 at 4% or $185,554 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $902,229 | $44,533 | $22,267iApproximate average salary by contribution assumption: employee only about $556,663 at 4% or $371,108 at 6%; with 50% employer match about $371,108 at 4% or $247,406 at 6%; with 100% employer match about $278,331 at 4% or $185,554 at 6%. |
| 2016 | 1 | 2 | $715,674 | $37,833 | $18,917iApproximate average salary by contribution assumption: employee only about $472,913 at 4% or $315,275 at 6%; with 50% employer match about $315,275 at 4% or $210,183 at 6%; with 100% employer match about $236,456 at 4% or $157,638 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $715,674 | $37,833 | $18,917iApproximate average salary by contribution assumption: employee only about $472,913 at 4% or $315,275 at 6%; with 50% employer match about $315,275 at 4% or $210,183 at 6%; with 100% employer match about $236,456 at 4% or $157,638 at 6%. |
| 2015 | 1 | 2 | $618,055 | $52,731 | $26,366iApproximate average salary by contribution assumption: employee only about $659,138 at 4% or $439,425 at 6%; with 50% employer match about $439,425 at 4% or $292,950 at 6%; with 100% employer match about $329,569 at 4% or $219,713 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $618,055 | $52,731 | $26,366iApproximate average salary by contribution assumption: employee only about $659,138 at 4% or $439,425 at 6%; with 50% employer match about $439,425 at 4% or $292,950 at 6%; with 100% employer match about $329,569 at 4% or $219,713 at 6%. |
| 2014 | 1 | 2 | $576,509 | $88,495 | $44,248iApproximate average salary by contribution assumption: employee only about $1,106,188 at 4% or $737,458 at 6%; with 50% employer match about $737,458 at 4% or $491,639 at 6%; with 100% employer match about $553,094 at 4% or $368,729 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $576,509 | $88,495 | $44,248iApproximate average salary by contribution assumption: employee only about $1,106,188 at 4% or $737,458 at 6%; with 50% employer match about $737,458 at 4% or $491,639 at 6%; with 100% employer match about $553,094 at 4% or $368,729 at 6%. |
| 2013 | 1 | 2 | $467,877 | $41,679 | $20,840iApproximate average salary by contribution assumption: employee only about $520,988 at 4% or $347,325 at 6%; with 50% employer match about $347,325 at 4% or $231,550 at 6%; with 100% employer match about $260,494 at 4% or $173,663 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $467,877 | $41,679 | $20,840iApproximate average salary by contribution assumption: employee only about $520,988 at 4% or $347,325 at 6%; with 50% employer match about $347,325 at 4% or $231,550 at 6%; with 100% employer match about $260,494 at 4% or $173,663 at 6%. |
| 2012 | 1 | 2 | $347,861 | $4,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $347,861 | $4,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2011 | 1 | 2 | $304,935 | $4,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $304,935 | $4,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2010 | 1 | 2 | $326,241 | $9,000 | $4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $326,241 | $9,000 | $4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%. |
| 2009 | 1 | 2 | $248,791 | $11,000 | $5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $248,791 | $11,000 | $5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%. |
| 2008 | 1 | 2 | $173,605 | $10,782 | $5,391iApproximate average salary by contribution assumption: employee only about $134,775 at 4% or $89,850 at 6%; with 50% employer match about $89,850 at 4% or $59,900 at 6%; with 100% employer match about $67,388 at 4% or $44,925 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $173,605 | $10,782 | $5,391iApproximate average salary by contribution assumption: employee only about $134,775 at 4% or $89,850 at 6%; with 50% employer match about $89,850 at 4% or $59,900 at 6%; with 100% employer match about $67,388 at 4% or $44,925 at 6%. |
| 2007 | 1 | 2 | $267,729 | $10,120 | $5,060iApproximate average salary by contribution assumption: employee only about $126,500 at 4% or $84,333 at 6%; with 50% employer match about $84,333 at 4% or $56,222 at 6%; with 100% employer match about $63,250 at 4% or $42,167 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $267,729 | $10,120 | $5,060iApproximate average salary by contribution assumption: employee only about $126,500 at 4% or $84,333 at 6%; with 50% employer match about $84,333 at 4% or $56,222 at 6%; with 100% employer match about $63,250 at 4% or $42,167 at 6%. |
| 2006 | 1 | 2 | $232,742 | $6,463 | $3,232iApproximate average salary by contribution assumption: employee only about $80,788 at 4% or $53,858 at 6%; with 50% employer match about $53,858 at 4% or $35,906 at 6%; with 100% employer match about $40,394 at 4% or $26,929 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $232,742 | $6,463 | $3,232iApproximate average salary by contribution assumption: employee only about $80,788 at 4% or $53,858 at 6%; with 50% employer match about $53,858 at 4% or $35,906 at 6%; with 100% employer match about $40,394 at 4% or $26,929 at 6%. |
| 2005 | 1 | 2 | $195,457 | $11,613 | $5,807iApproximate average salary by contribution assumption: employee only about $145,163 at 4% or $96,775 at 6%; with 50% employer match about $96,775 at 4% or $64,517 at 6%; with 100% employer match about $72,581 at 4% or $48,388 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $195,457 | $11,613 | $5,807iApproximate average salary by contribution assumption: employee only about $145,163 at 4% or $96,775 at 6%; with 50% employer match about $96,775 at 4% or $64,517 at 6%; with 100% employer match about $72,581 at 4% or $48,388 at 6%. |
| 2004 | 1 | 2 | $164,835 | $6,744 | $3,372iApproximate average salary by contribution assumption: employee only about $84,300 at 4% or $56,200 at 6%; with 50% employer match about $56,200 at 4% or $37,467 at 6%; with 100% employer match about $42,150 at 4% or $28,100 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $164,835 | $6,744 | $3,372iApproximate average salary by contribution assumption: employee only about $84,300 at 4% or $56,200 at 6%; with 50% employer match about $56,200 at 4% or $37,467 at 6%; with 100% employer match about $42,150 at 4% or $28,100 at 6%. |
| 2003 | 1 | 2 | $140,770 | $4,632 | $2,316iApproximate average salary by contribution assumption: employee only about $57,900 at 4% or $38,600 at 6%; with 50% employer match about $38,600 at 4% or $25,733 at 6%; with 100% employer match about $28,950 at 4% or $19,300 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $140,770 | $4,632 | $2,316iApproximate average salary by contribution assumption: employee only about $57,900 at 4% or $38,600 at 6%; with 50% employer match about $38,600 at 4% or $25,733 at 6%; with 100% employer match about $28,950 at 4% or $19,300 at 6%. |
| 2002 | 2 | 2 | $103,997 | $1,906 | $953iApproximate average salary by contribution assumption: employee only about $23,825 at 4% or $15,883 at 6%; with 50% employer match about $15,883 at 4% or $10,589 at 6%; with 100% employer match about $11,913 at 4% or $7,942 at 6%. |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | $103,997 | $1,906 | $953iApproximate average salary by contribution assumption: employee only about $23,825 at 4% or $15,883 at 6%; with 50% employer match about $15,883 at 4% or $10,589 at 6%; with 100% employer match about $11,913 at 4% or $7,942 at 6%. |
| DONALD R. SWETE PENSION PLAN | - | 0 | - | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| Swete, Donald R. Employee Savings Retirement Plan | - | 2 | - | - | - |
| DONALD R. SWETE PENSION PLAN | - | 2 | - | - | - |