Civic Intelligence

Swj Real Estate Inc.

Plan context: SWJ REAL ESTATE, INC. 401(K) PLAN

EIN 20-5388232 • Auburn, AL • 19 filings • 2 plans

1810 East Glenn Ave., Suite 130Auburn, AL 36830
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$938,818

2025 Contributions

$125,173

Historical Graphs

Total Assets Over Time

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

$2,018,777$1,009,389$0201620212025YearValue
$938,818Latest year 2025

Participants Over Time

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

740201620212025YearValue
5Latest year 2025

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
202515$938,818$125,173$25,035iApproximate average salary by contribution assumption: employee only about $625,865 at 4% or $417,243 at 6%; with 50% employer match about $417,243 at 4% or $278,162 at 6%; with 100% employer match about $312,933 at 4% or $208,622 at 6%.
SWJ REAL ESTATE, INC. 401(K) PLAN-5$938,818$125,173$25,035iApproximate average salary by contribution assumption: employee only about $625,865 at 4% or $417,243 at 6%; with 50% employer match about $417,243 at 4% or $278,162 at 6%; with 100% employer match about $312,933 at 4% or $208,622 at 6%.
202427$2,018,777$247,468$35,353iApproximate average salary by contribution assumption: employee only about $883,814 at 4% or $589,210 at 6%; with 50% employer match about $589,210 at 4% or $392,806 at 6%; with 100% employer match about $441,907 at 4% or $294,605 at 6%.
Swj Real Estate Inc. Cash Balance Plan-7$1,283,468$145,000$20,714iApproximate average salary by contribution assumption: employee only about $517,857 at 4% or $345,238 at 6%; with 50% employer match about $345,238 at 4% or $230,159 at 6%; with 100% employer match about $258,929 at 4% or $172,619 at 6%.
SWJ REAL ESTATE, INC. 401(K) PLAN-6$735,309$102,468$17,078iApproximate average salary by contribution assumption: employee only about $426,950 at 4% or $284,633 at 6%; with 50% employer match about $284,633 at 4% or $189,756 at 6%; with 100% employer match about $213,475 at 4% or $142,317 at 6%.
202327$1,680,758$192,145$27,449iApproximate average salary by contribution assumption: employee only about $686,232 at 4% or $457,488 at 6%; with 50% employer match about $457,488 at 4% or $304,992 at 6%; with 100% employer match about $343,116 at 4% or $228,744 at 6%.
Swj Real Estate Inc. Cash Balance Plan-7$1,077,037$75,000$10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%.
SWJ REAL ESTATE, INC. 401(K) PLAN-7$603,721$117,145$16,735iApproximate average salary by contribution assumption: employee only about $418,375 at 4% or $278,917 at 6%; with 50% employer match about $278,917 at 4% or $185,944 at 6%; with 100% employer match about $209,188 at 4% or $139,458 at 6%.
202227$1,401,356$281,012$40,145iApproximate average salary by contribution assumption: employee only about $1,003,614 at 4% or $669,076 at 6%; with 50% employer match about $669,076 at 4% or $446,051 at 6%; with 100% employer match about $501,807 at 4% or $334,538 at 6%.
Swj Real Estate Inc. Cash Balance Plan-7$950,468$175,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
SWJ REAL ESTATE, INC. 401(K) PLAN-6$450,888$106,012$17,669iApproximate average salary by contribution assumption: employee only about $441,717 at 4% or $294,478 at 6%; with 50% employer match about $294,478 at 4% or $196,319 at 6%; with 100% employer match about $220,858 at 4% or $147,239 at 6%.
202126$1,271,052$218,085$36,348iApproximate average salary by contribution assumption: employee only about $908,688 at 4% or $605,792 at 6%; with 50% employer match about $605,792 at 4% or $403,861 at 6%; with 100% employer match about $454,344 at 4% or $302,896 at 6%.
Swj Real Estate Inc. Cash Balance Plan-6$860,566$150,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
SWJ REAL ESTATE, INC. 401(K) PLAN-6$410,486$68,085$11,348iApproximate average salary by contribution assumption: employee only about $283,688 at 4% or $189,125 at 6%; with 50% employer match about $189,125 at 4% or $126,083 at 6%; with 100% employer match about $141,844 at 4% or $94,563 at 6%.
202026$959,676$149,704$24,951iApproximate average salary by contribution assumption: employee only about $623,767 at 4% or $415,844 at 6%; with 50% employer match about $415,844 at 4% or $277,230 at 6%; with 100% employer match about $311,883 at 4% or $207,922 at 6%.
Swj Real Estate Inc. Cash Balance Plan-5$651,614$90,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
SWJ REAL ESTATE, INC. 401(K) PLAN-6$308,062$59,704$9,951iApproximate average salary by contribution assumption: employee only about $248,767 at 4% or $165,844 at 6%; with 50% employer match about $165,844 at 4% or $110,563 at 6%; with 100% employer match about $124,383 at 4% or $82,922 at 6%.
201926$735,546$211,704$35,284iApproximate average salary by contribution assumption: employee only about $882,100 at 4% or $588,067 at 6%; with 50% employer match about $588,067 at 4% or $392,044 at 6%; with 100% employer match about $441,050 at 4% or $294,033 at 6%.
Swj Real Estate Inc. Cash Balance Plan-6$508,751$150,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
SWJ REAL ESTATE, INC. 401(K) PLAN-6$226,795$61,704$10,284iApproximate average salary by contribution assumption: employee only about $257,100 at 4% or $171,400 at 6%; with 50% employer match about $171,400 at 4% or $114,267 at 6%; with 100% employer match about $128,550 at 4% or $85,700 at 6%.
201825$445,825$272,883$54,577iApproximate average salary by contribution assumption: employee only about $1,364,415 at 4% or $909,610 at 6%; with 50% employer match about $909,610 at 4% or $606,407 at 6%; with 100% employer match about $682,208 at 4% or $454,805 at 6%.
Swj Real Estate Inc. Cash Balance Plan-5$306,475$205,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
SWJ REAL ESTATE, INC. 401(K) PLAN-5$139,350$67,883$13,577iApproximate average salary by contribution assumption: employee only about $339,415 at 4% or $226,277 at 6%; with 50% employer match about $226,277 at 4% or $150,851 at 6%; with 100% employer match about $169,708 at 4% or $113,138 at 6%.
201725$80,903$61,222$12,244iApproximate average salary by contribution assumption: employee only about $306,110 at 4% or $204,073 at 6%; with 50% employer match about $204,073 at 4% or $136,049 at 6%; with 100% employer match about $153,055 at 4% or $102,037 at 6%.
SWJ REAL ESTATE, INC. 401(K) PLAN-5$80,903$61,222$12,244iApproximate average salary by contribution assumption: employee only about $306,110 at 4% or $204,073 at 6%; with 50% employer match about $204,073 at 4% or $136,049 at 6%; with 100% employer match about $153,055 at 4% or $102,037 at 6%.
Swj Real Estate Inc. Cash Balance Plan-4---
201623$17,018$17,018$5,673iApproximate average salary by contribution assumption: employee only about $141,817 at 4% or $94,544 at 6%; with 50% employer match about $94,544 at 4% or $63,030 at 6%; with 100% employer match about $70,908 at 4% or $47,272 at 6%.
SWJ REAL ESTATE, INC. 401(K) PLAN-3$17,018$17,018$5,673iApproximate average salary by contribution assumption: employee only about $141,817 at 4% or $94,544 at 6%; with 50% employer match about $94,544 at 4% or $63,030 at 6%; with 100% employer match about $70,908 at 4% or $47,272 at 6%.
Swj Real Estate Inc. Cash Balance Plan-3---