Swedbank Securities Us LLC
Plan context: Swedbank Securities Us 401(K) Retirement Savings Plan
EIN 20-4167414 • New York, NY • 11 filings • 4 plans
Current Snapshot
Latest Year
2020
2020 Participants
1
2020 Assets
$42,748
2020 Contributions
$9,656
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $9,656 | - |
| Swedbank Securities Us 401(K) Retirement Savings Plan | - | 0 | $0 | $9,656 | - |
| 2019 | 1 | 1 | $42,748 | $10,622 | $10,622iApproximate average salary by contribution assumption: employee only about $265,550 at 4% or $177,033 at 6%; with 50% employer match about $177,033 at 4% or $118,022 at 6%; with 100% employer match about $132,775 at 4% or $88,517 at 6%. |
| Swedbank Securities Us 401(K) Retirement Savings Plan | - | 1 | $42,748 | $10,622 | $10,622iApproximate average salary by contribution assumption: employee only about $265,550 at 4% or $177,033 at 6%; with 50% employer match about $177,033 at 4% or $118,022 at 6%; with 100% employer match about $132,775 at 4% or $88,517 at 6%. |
| 2018 | 1 | 2 | $29,186 | $11,588 | $5,794iApproximate average salary by contribution assumption: employee only about $144,850 at 4% or $96,567 at 6%; with 50% employer match about $96,567 at 4% or $64,378 at 6%; with 100% employer match about $72,425 at 4% or $48,283 at 6%. |
| Swedbank Securities Us 401(K) Retirement Savings Plan | - | 2 | $29,186 | $11,588 | $5,794iApproximate average salary by contribution assumption: employee only about $144,850 at 4% or $96,567 at 6%; with 50% employer match about $96,567 at 4% or $64,378 at 6%; with 100% employer match about $72,425 at 4% or $48,283 at 6%. |
| 2017 | 1 | 2 | $19,531 | $13,052 | $6,526iApproximate average salary by contribution assumption: employee only about $163,150 at 4% or $108,767 at 6%; with 50% employer match about $108,767 at 4% or $72,511 at 6%; with 100% employer match about $81,575 at 4% or $54,383 at 6%. |
| Swedbank Securities Us 401(K) Retirement Savings Plan | - | 2 | $19,531 | $13,052 | $6,526iApproximate average salary by contribution assumption: employee only about $163,150 at 4% or $108,767 at 6%; with 50% employer match about $108,767 at 4% or $72,511 at 6%; with 100% employer match about $81,575 at 4% or $54,383 at 6%. |
| 2016 | 1 | 1 | $4,476 | $6,681 | $6,681iApproximate average salary by contribution assumption: employee only about $167,025 at 4% or $111,350 at 6%; with 50% employer match about $111,350 at 4% or $74,233 at 6%; with 100% employer match about $83,513 at 4% or $55,675 at 6%. |
| Swedbank Securities Us 401(K) Retirement Savings Plan | - | 1 | $4,476 | $6,681 | $6,681iApproximate average salary by contribution assumption: employee only about $167,025 at 4% or $111,350 at 6%; with 50% employer match about $111,350 at 4% or $74,233 at 6%; with 100% employer match about $83,513 at 4% or $55,675 at 6%. |
| 2012 | 1 | 0 | $0 | $23,750 | - |
| Swedbank First Securities LLC 401(K) Plan | - | 0 | - | $23,750 | - |
| 2011 | 1 | 6 | $0 | $0 | - |
| Swedbank First Securities LLC 401(K) Plan | - | 6 | - | - | - |
| 2010 | 1 | 9 | $311,630 | $47,291 | $5,255iApproximate average salary by contribution assumption: employee only about $131,364 at 4% or $87,576 at 6%; with 50% employer match about $87,576 at 4% or $58,384 at 6%; with 100% employer match about $65,682 at 4% or $43,788 at 6%. |
| Swedbank First Securities LLC 401(K) Plan | - | 9 | $311,630 | $47,291 | $5,255iApproximate average salary by contribution assumption: employee only about $131,364 at 4% or $87,576 at 6%; with 50% employer match about $87,576 at 4% or $58,384 at 6%; with 100% employer match about $65,682 at 4% or $43,788 at 6%. |
| 2009 | 1 | 10 | $291,124 | $174,899 | $17,490iApproximate average salary by contribution assumption: employee only about $437,248 at 4% or $291,498 at 6%; with 50% employer match about $291,498 at 4% or $194,332 at 6%; with 100% employer match about $218,624 at 4% or $145,749 at 6%. |
| Swedbank First Securities LLC 401(K) Plan | - | 10 | $291,124 | $174,899 | $17,490iApproximate average salary by contribution assumption: employee only about $437,248 at 4% or $291,498 at 6%; with 50% employer match about $291,498 at 4% or $194,332 at 6%; with 100% employer match about $218,624 at 4% or $145,749 at 6%. |
| 2008 | 1 | 11 | $81,789 | $75,665 | $6,879iApproximate average salary by contribution assumption: employee only about $171,966 at 4% or $114,644 at 6%; with 50% employer match about $114,644 at 4% or $76,429 at 6%; with 100% employer match about $85,983 at 4% or $57,322 at 6%. |
| Swedbank First Securities LLC 401(K) Plan | - | 11 | $81,789 | $75,665 | $6,879iApproximate average salary by contribution assumption: employee only about $171,966 at 4% or $114,644 at 6%; with 50% employer match about $114,644 at 4% or $76,429 at 6%; with 100% employer match about $85,983 at 4% or $57,322 at 6%. |
| 2007 | 1 | 8 | $43,324 | $42,378 | $5,297iApproximate average salary by contribution assumption: employee only about $132,431 at 4% or $88,288 at 6%; with 50% employer match about $88,288 at 4% or $58,858 at 6%; with 100% employer match about $66,216 at 4% or $44,144 at 6%. |
| Swedbank First Securities LLC 401(K) Plan | - | 8 | $43,324 | $42,378 | $5,297iApproximate average salary by contribution assumption: employee only about $132,431 at 4% or $88,288 at 6%; with 50% employer match about $88,288 at 4% or $58,858 at 6%; with 100% employer match about $66,216 at 4% or $44,144 at 6%. |