Andrew D Swanson
Plan context: Andrew D Swanson 401 K Profit Sharing Plan Trust
EIN 27-3559795 • Jamestown, NY • 8 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$106,368
2024 Contributions
$13,705
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $106,368 | $13,705 | $4,568iApproximate average salary by contribution assumption: employee only about $114,208 at 4% or $76,139 at 6%; with 50% employer match about $76,139 at 4% or $50,759 at 6%; with 100% employer match about $57,104 at 4% or $38,069 at 6%. |
| Andrew D Swanson 401 K Profit Sharing Plan Trust | - | 3 | $106,368 | $13,705 | $4,568iApproximate average salary by contribution assumption: employee only about $114,208 at 4% or $76,139 at 6%; with 50% employer match about $76,139 at 4% or $50,759 at 6%; with 100% employer match about $57,104 at 4% or $38,069 at 6%. |
| 2023 | 1 | 3 | $97,501 | $12,211 | $4,070iApproximate average salary by contribution assumption: employee only about $101,758 at 4% or $67,839 at 6%; with 50% employer match about $67,839 at 4% or $45,226 at 6%; with 100% employer match about $50,879 at 4% or $33,919 at 6%. |
| Andrew D Swanson 401 K Profit Sharing Plan Trust | - | 3 | $97,501 | $12,211 | $4,070iApproximate average salary by contribution assumption: employee only about $101,758 at 4% or $67,839 at 6%; with 50% employer match about $67,839 at 4% or $45,226 at 6%; with 100% employer match about $50,879 at 4% or $33,919 at 6%. |
| 2022 | 1 | 2 | $74,559 | $11,256 | $5,628iApproximate average salary by contribution assumption: employee only about $140,700 at 4% or $93,800 at 6%; with 50% employer match about $93,800 at 4% or $62,533 at 6%; with 100% employer match about $70,350 at 4% or $46,900 at 6%. |
| Andrew D Swanson 401 K Profit Sharing Plan Trust | - | 2 | $74,559 | $11,256 | $5,628iApproximate average salary by contribution assumption: employee only about $140,700 at 4% or $93,800 at 6%; with 50% employer match about $93,800 at 4% or $62,533 at 6%; with 100% employer match about $70,350 at 4% or $46,900 at 6%. |
| 2021 | 1 | 2 | $77,216 | $11,790 | $5,895iApproximate average salary by contribution assumption: employee only about $147,375 at 4% or $98,250 at 6%; with 50% employer match about $98,250 at 4% or $65,500 at 6%; with 100% employer match about $73,688 at 4% or $49,125 at 6%. |
| Andrew D Swanson 401 K Profit Sharing Plan Trust | - | 2 | $77,216 | $11,790 | $5,895iApproximate average salary by contribution assumption: employee only about $147,375 at 4% or $98,250 at 6%; with 50% employer match about $98,250 at 4% or $65,500 at 6%; with 100% employer match about $73,688 at 4% or $49,125 at 6%. |
| 2018 | 1 | 6 | $20,521 | $5,367 | $895iApproximate average salary by contribution assumption: employee only about $22,363 at 4% or $14,908 at 6%; with 50% employer match about $14,908 at 4% or $9,939 at 6%; with 100% employer match about $11,181 at 4% or $7,454 at 6%. |
| Andrew D Swanson 401 K Profit Sharing Plan Trust | - | 6 | $20,521 | $5,367 | $895iApproximate average salary by contribution assumption: employee only about $22,363 at 4% or $14,908 at 6%; with 50% employer match about $14,908 at 4% or $9,939 at 6%; with 100% employer match about $11,181 at 4% or $7,454 at 6%. |
| 2017 | 1 | 2 | $13,942 | $524 | $262iApproximate average salary by contribution assumption: employee only about $6,550 at 4% or $4,367 at 6%; with 50% employer match about $4,367 at 4% or $2,911 at 6%; with 100% employer match about $3,275 at 4% or $2,183 at 6%. |
| Andrew D Swanson 401 K Profit Sharing Plan Trust | - | 2 | $13,942 | $524 | $262iApproximate average salary by contribution assumption: employee only about $6,550 at 4% or $4,367 at 6%; with 50% employer match about $4,367 at 4% or $2,911 at 6%; with 100% employer match about $3,275 at 4% or $2,183 at 6%. |
| 2016 | 1 | 2 | $11,304 | $7,090 | $3,545iApproximate average salary by contribution assumption: employee only about $88,625 at 4% or $59,083 at 6%; with 50% employer match about $59,083 at 4% or $39,389 at 6%; with 100% employer match about $44,313 at 4% or $29,542 at 6%. |
| Andrew D Swanson 401 K Profit Sharing Plan Trust | - | 2 | $11,304 | $7,090 | $3,545iApproximate average salary by contribution assumption: employee only about $88,625 at 4% or $59,083 at 6%; with 50% employer match about $59,083 at 4% or $39,389 at 6%; with 100% employer match about $44,313 at 4% or $29,542 at 6%. |
| 2015 | 1 | 2 | $4,534 | $4,588 | $2,294iApproximate average salary by contribution assumption: employee only about $57,350 at 4% or $38,233 at 6%; with 50% employer match about $38,233 at 4% or $25,489 at 6%; with 100% employer match about $28,675 at 4% or $19,117 at 6%. |
| Andrew D Swanson 401 K Profit Sharing Plan Trust | - | 2 | $4,534 | $4,588 | $2,294iApproximate average salary by contribution assumption: employee only about $57,350 at 4% or $38,233 at 6%; with 50% employer match about $38,233 at 4% or $25,489 at 6%; with 100% employer match about $28,675 at 4% or $19,117 at 6%. |