Civic Intelligence

Stewart D. Swena, M.D. PC.

Plan context: Stewart D. Swena, MD PC. 401K Profit Sharing Plan & Trust

EIN 20-0137635 • Hermiston, OR • 11 filings • 3 plans

600 NW 11th, Suite E12Hermiston, OR 97838
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$343,575

2014 Contributions

$960

Historical Graphs

Total Assets Over Time

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

$343,575$171,788$0200420092013YearValue
$343,575Latest year 2013

Participants Over Time

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

320200420092013YearValue
2Latest year 2013

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
201410$0$0-
Stewart D. Swena, MD PC. 401K Profit Sharing Plan & Trust-0$0$0-
201312$343,575$0-
Stewart D. Swena, MD PC. 401K Profit Sharing Plan & Trust-2$343,575$0-
201213$309,504$960$320iApproximate average salary by contribution assumption: employee only about $8,000 at 4% or $5,333 at 6%; with 50% employer match about $5,333 at 4% or $3,556 at 6%; with 100% employer match about $4,000 at 4% or $2,667 at 6%.
Stewart D. Swena, MD PC. 401K Profit Sharing Plan & Trust-3$309,504$960$320iApproximate average salary by contribution assumption: employee only about $8,000 at 4% or $5,333 at 6%; with 50% employer match about $5,333 at 4% or $3,556 at 6%; with 100% employer match about $4,000 at 4% or $2,667 at 6%.
201113$276,487$22,505$7,502iApproximate average salary by contribution assumption: employee only about $187,542 at 4% or $125,028 at 6%; with 50% employer match about $125,028 at 4% or $83,352 at 6%; with 100% employer match about $93,771 at 4% or $62,514 at 6%.
Stewart D. Swena, MD PC. 401K Profit Sharing Plan & Trust-3$276,487$22,505$7,502iApproximate average salary by contribution assumption: employee only about $187,542 at 4% or $125,028 at 6%; with 50% employer match about $125,028 at 4% or $83,352 at 6%; with 100% employer match about $93,771 at 4% or $62,514 at 6%.
201012$265,383$0-
Stewart D. Swena, MD PC. 401K Profit Sharing Plan & Trust-2$265,383--
200912$236,735$0-
Stewart D. Swena, MD PC. 401K Profit Sharing Plan & Trust-2$236,735--
200813$200,792$4,000$1,333iApproximate average salary by contribution assumption: employee only about $33,333 at 4% or $22,222 at 6%; with 50% employer match about $22,222 at 4% or $14,815 at 6%; with 100% employer match about $16,667 at 4% or $11,111 at 6%.
Stewart D. Swena, MD PC. 401K Profit Sharing Plan & Trust-3$200,792$4,000$1,333iApproximate average salary by contribution assumption: employee only about $33,333 at 4% or $22,222 at 6%; with 50% employer match about $22,222 at 4% or $14,815 at 6%; with 100% employer match about $16,667 at 4% or $11,111 at 6%.
200712$297,828$4,800$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
Stewart D. Swena, MD PC. 401K Profit Sharing Plan & Trust-2$297,828$4,800$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
200612$283,049$4,800$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
Stewart D. Swena, MD PC. 401K Profit Sharing Plan & Trust-2$283,049$4,800$2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%.
200512$249,883$3,600$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
Stewart D. Swena, MD PC. 401K Profit Sharing Plan & Trust-2$249,883$3,600$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
200412$224,115$204,298$102,149iApproximate average salary by contribution assumption: employee only about $2,553,725 at 4% or $1,702,483 at 6%; with 50% employer match about $1,702,483 at 4% or $1,134,989 at 6%; with 100% employer match about $1,276,863 at 4% or $851,242 at 6%.
Stewart D. Swena, MD PC. 401K Profit Sharing Plan & Trust-2$224,115$204,298$102,149iApproximate average salary by contribution assumption: employee only about $2,553,725 at 4% or $1,702,483 at 6%; with 50% employer match about $1,702,483 at 4% or $1,134,989 at 6%; with 100% employer match about $1,276,863 at 4% or $851,242 at 6%.