Swartley Group Inc.
Plan context: Swartley Group 401(K) Plan
EIN 23-1711660 • Quakertown, PA • 27 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
52
2025 Assets
$12,499,168
2025 Contributions
$636,754
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 52 | $12,499,168 | $636,754 | $12,245iApproximate average salary by contribution assumption: employee only about $306,132 at 4% or $204,088 at 6%; with 50% employer match about $204,088 at 4% or $136,059 at 6%; with 100% employer match about $153,066 at 4% or $102,044 at 6%. |
| Swartley Group 401(K) Plan | - | 52 | $12,499,168 | $636,754 | $12,245iApproximate average salary by contribution assumption: employee only about $306,132 at 4% or $204,088 at 6%; with 50% employer match about $204,088 at 4% or $136,059 at 6%; with 100% employer match about $153,066 at 4% or $102,044 at 6%. |
| 2024 | 1 | 46 | $11,518,659 | $819,658 | $17,819iApproximate average salary by contribution assumption: employee only about $445,466 at 4% or $296,978 at 6%; with 50% employer match about $296,978 at 4% or $197,985 at 6%; with 100% employer match about $222,733 at 4% or $148,489 at 6%. |
| Swartley Group 401(K) Plan | - | 46 | $11,518,659 | $819,658 | $17,819iApproximate average salary by contribution assumption: employee only about $445,466 at 4% or $296,978 at 6%; with 50% employer match about $296,978 at 4% or $197,985 at 6%; with 100% employer match about $222,733 at 4% or $148,489 at 6%. |
| 2023 | 1 | 43 | $9,815,060 | $620,989 | $14,442iApproximate average salary by contribution assumption: employee only about $361,040 at 4% or $240,693 at 6%; with 50% employer match about $240,693 at 4% or $160,462 at 6%; with 100% employer match about $180,520 at 4% or $120,347 at 6%. |
| Swartley Group 401(K) Plan | - | 43 | $9,815,060 | $620,989 | $14,442iApproximate average salary by contribution assumption: employee only about $361,040 at 4% or $240,693 at 6%; with 50% employer match about $240,693 at 4% or $160,462 at 6%; with 100% employer match about $180,520 at 4% or $120,347 at 6%. |
| 2022 | 1 | 42 | $9,053,534 | $864,149 | $20,575iApproximate average salary by contribution assumption: employee only about $514,374 at 4% or $342,916 at 6%; with 50% employer match about $342,916 at 4% or $228,611 at 6%; with 100% employer match about $257,187 at 4% or $171,458 at 6%. |
| Swartley Group 401(K) Plan | - | 42 | $9,053,534 | $864,149 | $20,575iApproximate average salary by contribution assumption: employee only about $514,374 at 4% or $342,916 at 6%; with 50% employer match about $342,916 at 4% or $228,611 at 6%; with 100% employer match about $257,187 at 4% or $171,458 at 6%. |
| 2021 | 1 | 45 | $10,305,298 | $888,816 | $19,751iApproximate average salary by contribution assumption: employee only about $493,787 at 4% or $329,191 at 6%; with 50% employer match about $329,191 at 4% or $219,461 at 6%; with 100% employer match about $246,893 at 4% or $164,596 at 6%. |
| Swartley Group 401(K) Plan | - | 45 | $10,305,298 | $888,816 | $19,751iApproximate average salary by contribution assumption: employee only about $493,787 at 4% or $329,191 at 6%; with 50% employer match about $329,191 at 4% or $219,461 at 6%; with 100% employer match about $246,893 at 4% or $164,596 at 6%. |
| 2020 | 1 | 43 | $8,956,562 | $909,639 | $21,154iApproximate average salary by contribution assumption: employee only about $528,860 at 4% or $352,573 at 6%; with 50% employer match about $352,573 at 4% or $235,049 at 6%; with 100% employer match about $264,430 at 4% or $176,287 at 6%. |
| Swartley Group 401(K) Plan | - | 43 | $8,956,562 | $909,639 | $21,154iApproximate average salary by contribution assumption: employee only about $528,860 at 4% or $352,573 at 6%; with 50% employer match about $352,573 at 4% or $235,049 at 6%; with 100% employer match about $264,430 at 4% or $176,287 at 6%. |
| 2019 | 1 | 45 | $7,405,123 | $826,780 | $18,373iApproximate average salary by contribution assumption: employee only about $459,322 at 4% or $306,215 at 6%; with 50% employer match about $306,215 at 4% or $204,143 at 6%; with 100% employer match about $229,661 at 4% or $153,107 at 6%. |
| Swartley Group 401(K) Plan | - | 45 | $7,405,123 | $826,780 | $18,373iApproximate average salary by contribution assumption: employee only about $459,322 at 4% or $306,215 at 6%; with 50% employer match about $306,215 at 4% or $204,143 at 6%; with 100% employer match about $229,661 at 4% or $153,107 at 6%. |
| 2018 | 1 | 47 | $6,015,389 | $676,318 | $14,390iApproximate average salary by contribution assumption: employee only about $359,744 at 4% or $239,829 at 6%; with 50% employer match about $239,829 at 4% or $159,886 at 6%; with 100% employer match about $179,872 at 4% or $119,915 at 6%. |
| Swartley Group 401(K) Plan | - | 47 | $6,015,389 | $676,318 | $14,390iApproximate average salary by contribution assumption: employee only about $359,744 at 4% or $239,829 at 6%; with 50% employer match about $239,829 at 4% or $159,886 at 6%; with 100% employer match about $179,872 at 4% or $119,915 at 6%. |
| 2017 | 1 | 56 | $6,764,921 | $542,637 | $9,690iApproximate average salary by contribution assumption: employee only about $242,249 at 4% or $161,499 at 6%; with 50% employer match about $161,499 at 4% or $107,666 at 6%; with 100% employer match about $121,124 at 4% or $80,750 at 6%. |
| Swartley Group 401(K) Plan | - | 56 | $6,764,921 | $542,637 | $9,690iApproximate average salary by contribution assumption: employee only about $242,249 at 4% or $161,499 at 6%; with 50% employer match about $161,499 at 4% or $107,666 at 6%; with 100% employer match about $121,124 at 4% or $80,750 at 6%. |
| 2016 | 1 | 54 | $5,706,957 | $507,245 | $9,393iApproximate average salary by contribution assumption: employee only about $234,836 at 4% or $156,557 at 6%; with 50% employer match about $156,557 at 4% or $104,371 at 6%; with 100% employer match about $117,418 at 4% or $78,279 at 6%. |
| Swartley Group 401(K) Plan | - | 54 | $5,706,957 | $507,245 | $9,393iApproximate average salary by contribution assumption: employee only about $234,836 at 4% or $156,557 at 6%; with 50% employer match about $156,557 at 4% or $104,371 at 6%; with 100% employer match about $117,418 at 4% or $78,279 at 6%. |
| 2015 | 1 | 55 | $6,322,883 | $365,571 | $6,647iApproximate average salary by contribution assumption: employee only about $166,169 at 4% or $110,779 at 6%; with 50% employer match about $110,779 at 4% or $73,853 at 6%; with 100% employer match about $83,084 at 4% or $55,390 at 6%. |
| Swartley Group 401(K) Plan | - | 55 | $6,322,883 | $365,571 | $6,647iApproximate average salary by contribution assumption: employee only about $166,169 at 4% or $110,779 at 6%; with 50% employer match about $110,779 at 4% or $73,853 at 6%; with 100% employer match about $83,084 at 4% or $55,390 at 6%. |
| 2014 | 1 | 50 | $7,249,433 | $477,052 | $9,541iApproximate average salary by contribution assumption: employee only about $238,526 at 4% or $159,017 at 6%; with 50% employer match about $159,017 at 4% or $106,012 at 6%; with 100% employer match about $119,263 at 4% or $79,509 at 6%. |
| Swartley Group 401(K) Plan | - | 50 | $7,249,433 | $477,052 | $9,541iApproximate average salary by contribution assumption: employee only about $238,526 at 4% or $159,017 at 6%; with 50% employer match about $159,017 at 4% or $106,012 at 6%; with 100% employer match about $119,263 at 4% or $79,509 at 6%. |
| 2013 | 1 | 51 | $7,120,351 | $409,063 | $8,021iApproximate average salary by contribution assumption: employee only about $200,521 at 4% or $133,681 at 6%; with 50% employer match about $133,681 at 4% or $89,120 at 6%; with 100% employer match about $100,261 at 4% or $66,840 at 6%. |
| Swartley Group 401(K) Plan | - | 51 | $7,120,351 | $409,063 | $8,021iApproximate average salary by contribution assumption: employee only about $200,521 at 4% or $133,681 at 6%; with 50% employer match about $133,681 at 4% or $89,120 at 6%; with 100% employer match about $100,261 at 4% or $66,840 at 6%. |
| 2012 | 1 | 52 | $6,629,604 | $329,365 | $6,334iApproximate average salary by contribution assumption: employee only about $158,349 at 4% or $105,566 at 6%; with 50% employer match about $105,566 at 4% or $70,377 at 6%; with 100% employer match about $79,174 at 4% or $52,783 at 6%. |
| Swartley Group 401(K) Plan | - | 52 | $6,629,604 | $329,365 | $6,334iApproximate average salary by contribution assumption: employee only about $158,349 at 4% or $105,566 at 6%; with 50% employer match about $105,566 at 4% or $70,377 at 6%; with 100% employer match about $79,174 at 4% or $52,783 at 6%. |
| 2011 | 1 | 53 | $6,012,123 | $489,300 | $9,232iApproximate average salary by contribution assumption: employee only about $230,802 at 4% or $153,868 at 6%; with 50% employer match about $153,868 at 4% or $102,579 at 6%; with 100% employer match about $115,401 at 4% or $76,934 at 6%. |
| Swartley Group 401(K) Plan | - | 53 | $6,012,123 | $489,300 | $9,232iApproximate average salary by contribution assumption: employee only about $230,802 at 4% or $153,868 at 6%; with 50% employer match about $153,868 at 4% or $102,579 at 6%; with 100% employer match about $115,401 at 4% or $76,934 at 6%. |
| 2010 | 1 | 61 | $6,253,105 | $659,854 | $10,817iApproximate average salary by contribution assumption: employee only about $270,432 at 4% or $180,288 at 6%; with 50% employer match about $180,288 at 4% or $120,192 at 6%; with 100% employer match about $135,216 at 4% or $90,144 at 6%. |
| Swartley Group 401(K) Plan | - | 61 | $6,253,105 | $659,854 | $10,817iApproximate average salary by contribution assumption: employee only about $270,432 at 4% or $180,288 at 6%; with 50% employer match about $180,288 at 4% or $120,192 at 6%; with 100% employer match about $135,216 at 4% or $90,144 at 6%. |
| 2009 | 2 | 76 | $5,643,804 | $968,990 | $12,750iApproximate average salary by contribution assumption: employee only about $318,747 at 4% or $212,498 at 6%; with 50% employer match about $212,498 at 4% or $141,665 at 6%; with 100% employer match about $159,373 at 4% or $106,249 at 6%. |
| Swartley Group 401(K) Plan | - | 76 | $5,643,804 | $968,990 | $12,750iApproximate average salary by contribution assumption: employee only about $318,747 at 4% or $212,498 at 6%; with 50% employer match about $212,498 at 4% or $141,665 at 6%; with 100% employer match about $159,373 at 4% or $106,249 at 6%. |
| Swartley Group Inc. 401K Plan | - | 0 | $0 | $0 | - |
| 2008 | 2 | 70 | $3,919,478 | $950,871 | $13,584iApproximate average salary by contribution assumption: employee only about $339,597 at 4% or $226,398 at 6%; with 50% employer match about $226,398 at 4% or $150,932 at 6%; with 100% employer match about $169,798 at 4% or $113,199 at 6%. |
| Swartley Group 401(K) Plan | - | 70 | $2,685,693 | $637,752 | $9,111iApproximate average salary by contribution assumption: employee only about $227,769 at 4% or $151,846 at 6%; with 50% employer match about $151,846 at 4% or $101,230 at 6%; with 100% employer match about $113,884 at 4% or $75,923 at 6%. |
| Swartley Group Inc. 401K Plan | - | 34 | $1,233,785 | $313,119 | $9,209iApproximate average salary by contribution assumption: employee only about $230,235 at 4% or $153,490 at 6%; with 50% employer match about $153,490 at 4% or $102,326 at 6%; with 100% employer match about $115,117 at 4% or $76,745 at 6%. |
| 2007 | 1 | 35 | $1,303,959 | $267,886 | $7,654iApproximate average salary by contribution assumption: employee only about $191,347 at 4% or $127,565 at 6%; with 50% employer match about $127,565 at 4% or $85,043 at 6%; with 100% employer match about $95,674 at 4% or $63,782 at 6%. |
| Swartley Group Inc. 401K Plan | - | 35 | $1,303,959 | $267,886 | $7,654iApproximate average salary by contribution assumption: employee only about $191,347 at 4% or $127,565 at 6%; with 50% employer match about $127,565 at 4% or $85,043 at 6%; with 100% employer match about $95,674 at 4% or $63,782 at 6%. |
| 2006 | 1 | 37 | $1,108,391 | $219,050 | $5,920iApproximate average salary by contribution assumption: employee only about $148,007 at 4% or $98,671 at 6%; with 50% employer match about $98,671 at 4% or $65,781 at 6%; with 100% employer match about $74,003 at 4% or $49,336 at 6%. |
| Swartley Group Inc. 401K Plan | - | 37 | $1,108,391 | $219,050 | $5,920iApproximate average salary by contribution assumption: employee only about $148,007 at 4% or $98,671 at 6%; with 50% employer match about $98,671 at 4% or $65,781 at 6%; with 100% employer match about $74,003 at 4% or $49,336 at 6%. |
| 2005 | 1 | 35 | $790,191 | $170,143 | $4,861iApproximate average salary by contribution assumption: employee only about $121,531 at 4% or $81,020 at 6%; with 50% employer match about $81,020 at 4% or $54,014 at 6%; with 100% employer match about $60,765 at 4% or $40,510 at 6%. |
| Swartley Group Inc. 401K Plan | - | 35 | $790,191 | $170,143 | $4,861iApproximate average salary by contribution assumption: employee only about $121,531 at 4% or $81,020 at 6%; with 50% employer match about $81,020 at 4% or $54,014 at 6%; with 100% employer match about $60,765 at 4% or $40,510 at 6%. |
| 2004 | 1 | 36 | $608,238 | $168,929 | $4,692iApproximate average salary by contribution assumption: employee only about $117,312 at 4% or $78,208 at 6%; with 50% employer match about $78,208 at 4% or $52,139 at 6%; with 100% employer match about $58,656 at 4% or $39,104 at 6%. |
| Swartley Group Inc. 401K Plan | - | 36 | $608,238 | $168,929 | $4,692iApproximate average salary by contribution assumption: employee only about $117,312 at 4% or $78,208 at 6%; with 50% employer match about $78,208 at 4% or $52,139 at 6%; with 100% employer match about $58,656 at 4% or $39,104 at 6%. |
| 2003 | 1 | 34 | $393,276 | $163,585 | $4,811iApproximate average salary by contribution assumption: employee only about $120,283 at 4% or $80,189 at 6%; with 50% employer match about $80,189 at 4% or $53,459 at 6%; with 100% employer match about $60,142 at 4% or $40,094 at 6%. |
| Swartley Group Inc. 401K Plan | - | 34 | $393,276 | $163,585 | $4,811iApproximate average salary by contribution assumption: employee only about $120,283 at 4% or $80,189 at 6%; with 50% employer match about $80,189 at 4% or $53,459 at 6%; with 100% employer match about $60,142 at 4% or $40,094 at 6%. |
| 2002 | 1 | 31 | $183,956 | $161,295 | $5,203iApproximate average salary by contribution assumption: employee only about $130,077 at 4% or $86,718 at 6%; with 50% employer match about $86,718 at 4% or $57,812 at 6%; with 100% employer match about $65,038 at 4% or $43,359 at 6%. |
| Swartley Group Inc. 401K Plan | - | 31 | $183,956 | $161,295 | $5,203iApproximate average salary by contribution assumption: employee only about $130,077 at 4% or $86,718 at 6%; with 50% employer match about $86,718 at 4% or $57,812 at 6%; with 100% employer match about $65,038 at 4% or $43,359 at 6%. |
| 2001 | 1 | 36 | $35,474 | $34,726 | $965iApproximate average salary by contribution assumption: employee only about $24,115 at 4% or $16,077 at 6%; with 50% employer match about $16,077 at 4% or $10,718 at 6%; with 100% employer match about $12,058 at 4% or $8,038 at 6%. |
| Swartley Group Inc. 401K Plan | - | 36 | $35,474 | $34,726 | $965iApproximate average salary by contribution assumption: employee only about $24,115 at 4% or $16,077 at 6%; with 50% employer match about $16,077 at 4% or $10,718 at 6%; with 100% employer match about $12,058 at 4% or $8,038 at 6%. |