Schwertfeger Financial Group Inc.
Plan context: Schwertfeger Financial Group Inc. 401K Plan
EIN 20-1648580 • 2 filings • 1 plans
Current Snapshot
Latest Year
2006
2006 Participants
17
2006 Assets
$769,940
2006 Contributions
$101,178
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 17 | $769,940 | $101,178 | $5,952iApproximate average salary by contribution assumption: employee only about $148,791 at 4% or $99,194 at 6%; with 50% employer match about $99,194 at 4% or $66,129 at 6%; with 100% employer match about $74,396 at 4% or $49,597 at 6%. |
| Schwertfeger Financial Group Inc. 401K Plan | - | 17 | $769,940 | $101,178 | $5,952iApproximate average salary by contribution assumption: employee only about $148,791 at 4% or $99,194 at 6%; with 50% employer match about $99,194 at 4% or $66,129 at 6%; with 100% employer match about $74,396 at 4% or $49,597 at 6%. |
| 2005 | 1 | 18 | $600,169 | $114,046 | $6,336iApproximate average salary by contribution assumption: employee only about $158,397 at 4% or $105,598 at 6%; with 50% employer match about $105,598 at 4% or $70,399 at 6%; with 100% employer match about $79,199 at 4% or $52,799 at 6%. |
| Schwertfeger Financial Group Inc. 401K Plan | - | 18 | $600,169 | $114,046 | $6,336iApproximate average salary by contribution assumption: employee only about $158,397 at 4% or $105,598 at 6%; with 50% employer match about $105,598 at 4% or $70,399 at 6%; with 100% employer match about $79,199 at 4% or $52,799 at 6%. |