Civic Intelligence

Swanson Real Estate Inc.

Plan context: Swanson Real Estate Inc. Defined Benefit Plan

EIN 26-4043974 • Livermore, CA • 20 filings • 6 plans

2300 First Street #316Livermore, CA 94550
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,659,321

2024 Contributions

$79,585

Historical Graphs

Total Assets Over Time

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

$2,659,321$1,329,661$0201520202024YearValue
$2,659,321Latest year 2024

Participants Over Time

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

840201520202024YearValue
8Latest 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
202428$2,659,321$79,585$9,948iApproximate average salary by contribution assumption: employee only about $248,703 at 4% or $165,802 at 6%; with 50% employer match about $165,802 at 4% or $110,535 at 6%; with 100% employer match about $124,352 at 4% or $82,901 at 6%.
Swanson Real Estate Inc. Defined Benefit Plan-8$1,550,811--
Swanson Real Estate 401(K) Plan-7$1,108,510$79,585$11,369iApproximate average salary by contribution assumption: employee only about $284,232 at 4% or $189,488 at 6%; with 50% employer match about $189,488 at 4% or $126,325 at 6%; with 100% employer match about $142,116 at 4% or $94,744 at 6%.
202328$2,425,743$260,794$32,599iApproximate average salary by contribution assumption: employee only about $814,981 at 4% or $543,321 at 6%; with 50% employer match about $543,321 at 4% or $362,214 at 6%; with 100% employer match about $407,491 at 4% or $271,660 at 6%.
Swanson Real Estate Inc. Defined Benefit Plan-8$1,514,114$189,128$23,641iApproximate average salary by contribution assumption: employee only about $591,025 at 4% or $394,017 at 6%; with 50% employer match about $394,017 at 4% or $262,678 at 6%; with 100% employer match about $295,513 at 4% or $197,008 at 6%.
Swanson Real Estate 401(K) Plan-7$911,629$71,666$10,238iApproximate average salary by contribution assumption: employee only about $255,950 at 4% or $170,633 at 6%; with 50% employer match about $170,633 at 4% or $113,756 at 6%; with 100% employer match about $127,975 at 4% or $85,317 at 6%.
202228$1,992,637$115,622$14,453iApproximate average salary by contribution assumption: employee only about $361,319 at 4% or $240,879 at 6%; with 50% employer match about $240,879 at 4% or $160,586 at 6%; with 100% employer match about $180,659 at 4% or $120,440 at 6%.
Swanson Real Estate Inc. Defined Benefit Plan-8$1,278,216--
Swanson Real Estate 401(K) Plan-7$714,421$115,622$16,517iApproximate average salary by contribution assumption: employee only about $412,936 at 4% or $275,290 at 6%; with 50% employer match about $275,290 at 4% or $183,527 at 6%; with 100% employer match about $206,468 at 4% or $137,645 at 6%.
202128$2,171,233$583,262$72,908iApproximate average salary by contribution assumption: employee only about $1,822,694 at 4% or $1,215,129 at 6%; with 50% employer match about $1,215,129 at 4% or $810,086 at 6%; with 100% employer match about $911,347 at 4% or $607,565 at 6%.
Swanson Real Estate Inc. Defined Benefit Plan-8$1,449,688$472,484$59,061iApproximate average salary by contribution assumption: employee only about $1,476,513 at 4% or $984,342 at 6%; with 50% employer match about $984,342 at 4% or $656,228 at 6%; with 100% employer match about $738,256 at 4% or $492,171 at 6%.
Swanson Real Estate 401(K) Plan-8$721,545$110,778$13,847iApproximate average salary by contribution assumption: employee only about $346,181 at 4% or $230,788 at 6%; with 50% employer match about $230,788 at 4% or $153,858 at 6%; with 100% employer match about $173,091 at 4% or $115,394 at 6%.
202028$1,427,157$244,571$30,571iApproximate average salary by contribution assumption: employee only about $764,284 at 4% or $509,523 at 6%; with 50% employer match about $509,523 at 4% or $339,682 at 6%; with 100% employer match about $382,142 at 4% or $254,761 at 6%.
Swanson Real Estate Inc. Defined Benefit Plan-8$862,169$171,010$21,376iApproximate average salary by contribution assumption: employee only about $534,406 at 4% or $356,271 at 6%; with 50% employer match about $356,271 at 4% or $237,514 at 6%; with 100% employer match about $267,203 at 4% or $178,135 at 6%.
Swanson Real Estate 401(K) Plan-8$564,988$73,561$9,195iApproximate average salary by contribution assumption: employee only about $229,878 at 4% or $153,252 at 6%; with 50% employer match about $153,252 at 4% or $102,168 at 6%; with 100% employer match about $114,939 at 4% or $76,626 at 6%.
201926$1,080,307$89,446$14,908iApproximate average salary by contribution assumption: employee only about $372,692 at 4% or $248,461 at 6%; with 50% employer match about $248,461 at 4% or $165,641 at 6%; with 100% employer match about $186,346 at 4% or $124,231 at 6%.
Swanson Real Estate Inc. Defined Benefit Plan-6$665,710$75,476$12,579iApproximate average salary by contribution assumption: employee only about $314,483 at 4% or $209,656 at 6%; with 50% employer match about $209,656 at 4% or $139,770 at 6%; with 100% employer match about $157,242 at 4% or $104,828 at 6%.
Swanson Real Estate 401(K) Plan-6$414,597$13,970$2,328iApproximate average salary by contribution assumption: employee only about $58,208 at 4% or $38,806 at 6%; with 50% employer match about $38,806 at 4% or $25,870 at 6%; with 100% employer match about $29,104 at 4% or $19,403 at 6%.
201826$843,333$174,079$29,013iApproximate average salary by contribution assumption: employee only about $725,329 at 4% or $483,553 at 6%; with 50% employer match about $483,553 at 4% or $322,369 at 6%; with 100% employer match about $362,665 at 4% or $241,776 at 6%.
Swanson Real Estate Inc. Defined Benefit Plan-6$517,660$132,698$22,116iApproximate average salary by contribution assumption: employee only about $552,908 at 4% or $368,606 at 6%; with 50% employer match about $368,606 at 4% or $245,737 at 6%; with 100% employer match about $276,454 at 4% or $184,303 at 6%.
Swanson Real Estate 401(K) Plan-4$325,673$41,381$10,345iApproximate average salary by contribution assumption: employee only about $258,631 at 4% or $172,421 at 6%; with 50% employer match about $172,421 at 4% or $114,947 at 6%; with 100% employer match about $129,316 at 4% or $86,210 at 6%.
201723$735,219$218,000$72,667iApproximate average salary by contribution assumption: employee only about $1,816,667 at 4% or $1,211,111 at 6%; with 50% employer match about $1,211,111 at 4% or $807,407 at 6%; with 100% employer match about $908,333 at 4% or $605,556 at 6%.
Swanson Real Estate Inc. Defined Benefit Plan-3$410,490$183,074$61,025iApproximate average salary by contribution assumption: employee only about $1,525,617 at 4% or $1,017,078 at 6%; with 50% employer match about $1,017,078 at 4% or $678,052 at 6%; with 100% employer match about $762,808 at 4% or $508,539 at 6%.
Swanson Real Estate 401(K) Plan-3$324,729$34,926$11,642iApproximate average salary by contribution assumption: employee only about $291,050 at 4% or $194,033 at 6%; with 50% employer match about $194,033 at 4% or $129,356 at 6%; with 100% employer match about $145,525 at 4% or $97,017 at 6%.
201623$470,529$178,000$59,333iApproximate average salary by contribution assumption: employee only about $1,483,333 at 4% or $988,889 at 6%; with 50% employer match about $988,889 at 4% or $659,259 at 6%; with 100% employer match about $741,667 at 4% or $494,444 at 6%.
Swanson Real Estate 401(K) Plan-3$260,756$36,448$12,149iApproximate average salary by contribution assumption: employee only about $303,733 at 4% or $202,489 at 6%; with 50% employer match about $202,489 at 4% or $134,993 at 6%; with 100% employer match about $151,867 at 4% or $101,244 at 6%.
Swanson Real Estate Inc. Defined Benefit Plan-3$209,773$141,552$47,184iApproximate average salary by contribution assumption: employee only about $1,179,600 at 4% or $786,400 at 6%; with 50% employer match about $786,400 at 4% or $524,267 at 6%; with 100% employer match about $589,800 at 4% or $393,200 at 6%.
201523$271,259$99,026$33,009iApproximate average salary by contribution assumption: employee only about $825,217 at 4% or $550,144 at 6%; with 50% employer match about $550,144 at 4% or $366,763 at 6%; with 100% employer match about $412,608 at 4% or $275,072 at 6%.
Swanson Real Estate 401(K) Plan-3$206,033$33,800$11,267iApproximate average salary by contribution assumption: employee only about $281,667 at 4% or $187,778 at 6%; with 50% employer match about $187,778 at 4% or $125,185 at 6%; with 100% employer match about $140,833 at 4% or $93,889 at 6%.
Swanson Real Estate Inc. Defined Benefit Plan-3$65,226$65,226$21,742iApproximate average salary by contribution assumption: employee only about $543,550 at 4% or $362,367 at 6%; with 50% employer match about $362,367 at 4% or $241,578 at 6%; with 100% employer match about $271,775 at 4% or $181,183 at 6%.