Civic Intelligence

Wm Sword

Plan context: Wm Sword 401K

EIN 22-2091430 • Huntingdon Valley, PA • 15 filings • 3 plans

3658 Chimney Swift DrHuntingdon Valley, PA 19006
Current Snapshot

Latest Year

2020

2020 Participants

4

2020 Assets

$553,435

2020 Contributions

$156,000

Historical Graphs

Total Assets Over Time

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

$961,710$480,855$0201020162019YearValue
$553,435Latest year 2019

Participants Over Time

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

740200020142019YearValue
4Latest year 2019

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
202010$0$0-
Wm Sword 401K-0$0--
201914$553,435$0-
Wm Sword 401K-4$553,435--
201814$450,855$156,000$39,000iApproximate average salary by contribution assumption: employee only about $975,000 at 4% or $650,000 at 6%; with 50% employer match about $650,000 at 4% or $433,333 at 6%; with 100% employer match about $487,500 at 4% or $325,000 at 6%.
Wm Sword 401K-4$450,855$156,000$39,000iApproximate average salary by contribution assumption: employee only about $975,000 at 4% or $650,000 at 6%; with 50% employer match about $650,000 at 4% or $433,333 at 6%; with 100% employer match about $487,500 at 4% or $325,000 at 6%.
201714$324,286$153,500$38,375iApproximate average salary by contribution assumption: employee only about $959,375 at 4% or $639,583 at 6%; with 50% employer match about $639,583 at 4% or $426,389 at 6%; with 100% employer match about $479,688 at 4% or $319,792 at 6%.
Wm Sword 401K-4$324,286$153,500$38,375iApproximate average salary by contribution assumption: employee only about $959,375 at 4% or $639,583 at 6%; with 50% employer match about $639,583 at 4% or $426,389 at 6%; with 100% employer match about $479,688 at 4% or $319,792 at 6%.
201614$121,858$0-
Wm Sword 401K-4$121,858--
201514$113,804$0-
Wm Sword 401K-4$113,804--
201414$114,371$114,250$28,563iApproximate average salary by contribution assumption: employee only about $714,063 at 4% or $476,042 at 6%; with 50% employer match about $476,042 at 4% or $317,361 at 6%; with 100% employer match about $357,031 at 4% or $238,021 at 6%.
Wm Sword 401K-4$114,371$114,250$28,563iApproximate average salary by contribution assumption: employee only about $714,063 at 4% or $476,042 at 6%; with 50% employer match about $476,042 at 4% or $317,361 at 6%; with 100% employer match about $357,031 at 4% or $238,021 at 6%.
201210$0$0-
Wm Sword 401K-0$0$0-
201112$961,710$0-
Wm Sword 401K-2$961,710$0-
201012$802,716$0-
Wm Sword 401K-2$802,716$0-
200410$0$0-
Wm Sword 401K-0---
200311$0$0-
Wm Sword 401K-1---
200213$0$0-
Wm Sword 401K-3---
200114$0$0-
Wm Sword 401K-4---
200017$0$0-
Wm Sword 401K-7---