Civic Intelligence

Swift River Investments Inc.

Plan context: Swift River 401(K) Plan

EIN 20-2733783 • Upton, MA • 20 filings • 2 plans

53 Williams StreetUpton, MA 01568
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,066,276

2024 Contributions

$38,050

Historical Graphs

Total Assets Over Time

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

$2,066,276$1,033,138$0200520152024YearValue
$2,066,276Latest year 2024

Participants Over Time

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

630200520152024YearValue
2Latest year 2024

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
202412$2,066,276$38,050$19,025iApproximate average salary by contribution assumption: employee only about $475,625 at 4% or $317,083 at 6%; with 50% employer match about $317,083 at 4% or $211,389 at 6%; with 100% employer match about $237,813 at 4% or $158,542 at 6%.
Swift River 401(K) Plan-2$2,066,276$38,050$19,025iApproximate average salary by contribution assumption: employee only about $475,625 at 4% or $317,083 at 6%; with 50% employer match about $317,083 at 4% or $211,389 at 6%; with 100% employer match about $237,813 at 4% or $158,542 at 6%.
202312$1,810,182$37,550$18,775iApproximate average salary by contribution assumption: employee only about $469,375 at 4% or $312,917 at 6%; with 50% employer match about $312,917 at 4% or $208,611 at 6%; with 100% employer match about $234,688 at 4% or $156,458 at 6%.
Swift River 401(K) Plan-2$1,810,182$37,550$18,775iApproximate average salary by contribution assumption: employee only about $469,375 at 4% or $312,917 at 6%; with 50% employer match about $312,917 at 4% or $208,611 at 6%; with 100% employer match about $234,688 at 4% or $156,458 at 6%.
202212$1,552,629$35,275$17,638iApproximate average salary by contribution assumption: employee only about $440,938 at 4% or $293,958 at 6%; with 50% employer match about $293,958 at 4% or $195,972 at 6%; with 100% employer match about $220,469 at 4% or $146,979 at 6%.
Swift River 401(K) Plan-2$1,552,629$35,275$17,638iApproximate average salary by contribution assumption: employee only about $440,938 at 4% or $293,958 at 6%; with 50% employer match about $293,958 at 4% or $195,972 at 6%; with 100% employer match about $220,469 at 4% or $146,979 at 6%.
202112$1,753,788$30,096$15,048iApproximate average salary by contribution assumption: employee only about $376,200 at 4% or $250,800 at 6%; with 50% employer match about $250,800 at 4% or $167,200 at 6%; with 100% employer match about $188,100 at 4% or $125,400 at 6%.
Swift River 401(K) Plan-2$1,753,788$30,096$15,048iApproximate average salary by contribution assumption: employee only about $376,200 at 4% or $250,800 at 6%; with 50% employer match about $250,800 at 4% or $167,200 at 6%; with 100% employer match about $188,100 at 4% or $125,400 at 6%.
202012$1,479,567$31,929$15,965iApproximate average salary by contribution assumption: employee only about $399,113 at 4% or $266,075 at 6%; with 50% employer match about $266,075 at 4% or $177,383 at 6%; with 100% employer match about $199,556 at 4% or $133,038 at 6%.
Swift River 401(K) Plan-2$1,479,567$31,929$15,965iApproximate average salary by contribution assumption: employee only about $399,113 at 4% or $266,075 at 6%; with 50% employer match about $266,075 at 4% or $177,383 at 6%; with 100% employer match about $199,556 at 4% or $133,038 at 6%.
201912$1,330,358$40,504$20,252iApproximate average salary by contribution assumption: employee only about $506,300 at 4% or $337,533 at 6%; with 50% employer match about $337,533 at 4% or $225,022 at 6%; with 100% employer match about $253,150 at 4% or $168,767 at 6%.
Swift River 401(K) Plan-2$1,330,358$40,504$20,252iApproximate average salary by contribution assumption: employee only about $506,300 at 4% or $337,533 at 6%; with 50% employer match about $337,533 at 4% or $225,022 at 6%; with 100% employer match about $253,150 at 4% or $168,767 at 6%.
201812$1,089,565$53,475$26,738iApproximate average salary by contribution assumption: employee only about $668,438 at 4% or $445,625 at 6%; with 50% employer match about $445,625 at 4% or $297,083 at 6%; with 100% employer match about $334,219 at 4% or $222,813 at 6%.
Swift River 401(K) Plan-2$1,089,565$53,475$26,738iApproximate average salary by contribution assumption: employee only about $668,438 at 4% or $445,625 at 6%; with 50% employer match about $445,625 at 4% or $297,083 at 6%; with 100% employer match about $334,219 at 4% or $222,813 at 6%.
201712$1,084,940$50,329$25,165iApproximate average salary by contribution assumption: employee only about $629,113 at 4% or $419,408 at 6%; with 50% employer match about $419,408 at 4% or $279,606 at 6%; with 100% employer match about $314,556 at 4% or $209,704 at 6%.
Swift River 401(K) Plan-2$1,084,940$50,329$25,165iApproximate average salary by contribution assumption: employee only about $629,113 at 4% or $419,408 at 6%; with 50% employer match about $419,408 at 4% or $279,606 at 6%; with 100% employer match about $314,556 at 4% or $209,704 at 6%.
201612$922,086$50,799$25,400iApproximate average salary by contribution assumption: employee only about $634,988 at 4% or $423,325 at 6%; with 50% employer match about $423,325 at 4% or $282,217 at 6%; with 100% employer match about $317,494 at 4% or $211,663 at 6%.
Swift River 401(K) Plan-2$922,086$50,799$25,400iApproximate average salary by contribution assumption: employee only about $634,988 at 4% or $423,325 at 6%; with 50% employer match about $423,325 at 4% or $282,217 at 6%; with 100% employer match about $317,494 at 4% or $211,663 at 6%.
201512$821,231$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Swift River 401(K) Plan-2$821,231$42,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
201414$1,042,694$50,091$12,523iApproximate average salary by contribution assumption: employee only about $313,069 at 4% or $208,713 at 6%; with 50% employer match about $208,713 at 4% or $139,142 at 6%; with 100% employer match about $156,534 at 4% or $104,356 at 6%.
Swift River 401(K) Plan-4$1,042,694$50,091$12,523iApproximate average salary by contribution assumption: employee only about $313,069 at 4% or $208,713 at 6%; with 50% employer match about $208,713 at 4% or $139,142 at 6%; with 100% employer match about $156,534 at 4% or $104,356 at 6%.
201314$934,583$50,309$12,577iApproximate average salary by contribution assumption: employee only about $314,431 at 4% or $209,621 at 6%; with 50% employer match about $209,621 at 4% or $139,747 at 6%; with 100% employer match about $157,216 at 4% or $104,810 at 6%.
Swift River 401(K) Plan-4$934,583$50,309$12,577iApproximate average salary by contribution assumption: employee only about $314,431 at 4% or $209,621 at 6%; with 50% employer match about $209,621 at 4% or $139,747 at 6%; with 100% employer match about $157,216 at 4% or $104,810 at 6%.
201214$699,787$49,069$12,267iApproximate average salary by contribution assumption: employee only about $306,681 at 4% or $204,454 at 6%; with 50% employer match about $204,454 at 4% or $136,303 at 6%; with 100% employer match about $153,341 at 4% or $102,227 at 6%.
Swift River 401(K) Plan-4$699,787$49,069$12,267iApproximate average salary by contribution assumption: employee only about $306,681 at 4% or $204,454 at 6%; with 50% employer match about $204,454 at 4% or $136,303 at 6%; with 100% employer match about $153,341 at 4% or $102,227 at 6%.
201115$578,664$91,863$18,373iApproximate average salary by contribution assumption: employee only about $459,315 at 4% or $306,210 at 6%; with 50% employer match about $306,210 at 4% or $204,140 at 6%; with 100% employer match about $229,657 at 4% or $153,105 at 6%.
Swift River 401(K) Plan-5$578,664$91,863$18,373iApproximate average salary by contribution assumption: employee only about $459,315 at 4% or $306,210 at 6%; with 50% employer match about $306,210 at 4% or $204,140 at 6%; with 100% employer match about $229,657 at 4% or $153,105 at 6%.
201016$1,283,071$104,272$17,379iApproximate average salary by contribution assumption: employee only about $434,467 at 4% or $289,644 at 6%; with 50% employer match about $289,644 at 4% or $193,096 at 6%; with 100% employer match about $217,233 at 4% or $144,822 at 6%.
Swift River 401(K) Plan-6$1,283,071$104,272$17,379iApproximate average salary by contribution assumption: employee only about $434,467 at 4% or $289,644 at 6%; with 50% employer match about $289,644 at 4% or $193,096 at 6%; with 100% employer match about $217,233 at 4% or $144,822 at 6%.
200916$1,008,301$103,360$17,227iApproximate average salary by contribution assumption: employee only about $430,667 at 4% or $287,111 at 6%; with 50% employer match about $287,111 at 4% or $191,407 at 6%; with 100% employer match about $215,333 at 4% or $143,556 at 6%.
Swift River 401(K) Plan-6$1,008,301$103,360$17,227iApproximate average salary by contribution assumption: employee only about $430,667 at 4% or $287,111 at 6%; with 50% employer match about $287,111 at 4% or $191,407 at 6%; with 100% employer match about $215,333 at 4% or $143,556 at 6%.
200815$742,101$94,176$18,835iApproximate average salary by contribution assumption: employee only about $470,880 at 4% or $313,920 at 6%; with 50% employer match about $313,920 at 4% or $209,280 at 6%; with 100% employer match about $235,440 at 4% or $156,960 at 6%.
Swift River 401(K) Plan-5$742,101$94,176$18,835iApproximate average salary by contribution assumption: employee only about $470,880 at 4% or $313,920 at 6%; with 50% employer match about $313,920 at 4% or $209,280 at 6%; with 100% employer match about $235,440 at 4% or $156,960 at 6%.
200715$924,181$125,872$25,174iApproximate average salary by contribution assumption: employee only about $629,360 at 4% or $419,573 at 6%; with 50% employer match about $419,573 at 4% or $279,716 at 6%; with 100% employer match about $314,680 at 4% or $209,787 at 6%.
Swift River 401(K) Plan-5$924,181$125,872$25,174iApproximate average salary by contribution assumption: employee only about $629,360 at 4% or $419,573 at 6%; with 50% employer match about $419,573 at 4% or $279,716 at 6%; with 100% employer match about $314,680 at 4% or $209,787 at 6%.
200614$752,652$596,771$149,193iApproximate average salary by contribution assumption: employee only about $3,729,819 at 4% or $2,486,546 at 6%; with 50% employer match about $2,486,546 at 4% or $1,657,697 at 6%; with 100% employer match about $1,864,909 at 4% or $1,243,273 at 6%.
Swift River 401(K) Plan-4$752,652$596,771$149,193iApproximate average salary by contribution assumption: employee only about $3,729,819 at 4% or $2,486,546 at 6%; with 50% employer match about $2,486,546 at 4% or $1,657,697 at 6%; with 100% employer match about $1,864,909 at 4% or $1,243,273 at 6%.
200514$86,733$85,582$21,396iApproximate average salary by contribution assumption: employee only about $534,888 at 4% or $356,592 at 6%; with 50% employer match about $356,592 at 4% or $237,728 at 6%; with 100% employer match about $267,444 at 4% or $178,296 at 6%.
Swift River 401(K) Plan-4$86,733$85,582$21,396iApproximate average salary by contribution assumption: employee only about $534,888 at 4% or $356,592 at 6%; with 50% employer match about $356,592 at 4% or $237,728 at 6%; with 100% employer match about $267,444 at 4% or $178,296 at 6%.