Civic Intelligence

Brian L Swanson Financial Plan

Plan context: Brian L Swanson Financial Plan 401 K Profit Sharing Plan Trust

EIN 27-4332189 • Alexandria, VA • 11 filings • 2 plans

5285 Shawnee Rd St 305Alexandria, VA 22312
Current Snapshot

Latest Year

2023

2023 Participants

8

2023 Assets

$1,076,203

2023 Contributions

$90,429

Historical Graphs

Total Assets Over Time

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

$1,076,203$538,102$0201320182023YearValue
$1,076,203Latest year 2023

Participants Over Time

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

840201320182023YearValue
8Latest year 2023

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
202318$1,076,203$90,429$11,304iApproximate average salary by contribution assumption: employee only about $282,591 at 4% or $188,394 at 6%; with 50% employer match about $188,394 at 4% or $125,596 at 6%; with 100% employer match about $141,295 at 4% or $94,197 at 6%.
Brian L Swanson Financial Plan 401 K Profit Sharing Plan Trust-8$1,076,203$90,429$11,304iApproximate average salary by contribution assumption: employee only about $282,591 at 4% or $188,394 at 6%; with 50% employer match about $188,394 at 4% or $125,596 at 6%; with 100% employer match about $141,295 at 4% or $94,197 at 6%.
202218$869,124$80,090$10,011iApproximate average salary by contribution assumption: employee only about $250,281 at 4% or $166,854 at 6%; with 50% employer match about $166,854 at 4% or $111,236 at 6%; with 100% employer match about $125,141 at 4% or $83,427 at 6%.
Brian L Swanson Financial Plan 401 K Profit Sharing Plan Trust-8$869,124$80,090$10,011iApproximate average salary by contribution assumption: employee only about $250,281 at 4% or $166,854 at 6%; with 50% employer match about $166,854 at 4% or $111,236 at 6%; with 100% employer match about $125,141 at 4% or $83,427 at 6%.
202118$1,007,744$65,284$8,161iApproximate average salary by contribution assumption: employee only about $204,013 at 4% or $136,008 at 6%; with 50% employer match about $136,008 at 4% or $90,672 at 6%; with 100% employer match about $102,006 at 4% or $68,004 at 6%.
Brian L Swanson Financial Plan 401 K Profit Sharing Plan Trust-8$1,007,744$65,284$8,161iApproximate average salary by contribution assumption: employee only about $204,013 at 4% or $136,008 at 6%; with 50% employer match about $136,008 at 4% or $90,672 at 6%; with 100% employer match about $102,006 at 4% or $68,004 at 6%.
202016$794,085$60,964$10,161iApproximate average salary by contribution assumption: employee only about $254,017 at 4% or $169,344 at 6%; with 50% employer match about $169,344 at 4% or $112,896 at 6%; with 100% employer match about $127,008 at 4% or $84,672 at 6%.
Brian L Swanson Financial Plan 401 K Profit Sharing Plan Trust-6$794,085$60,964$10,161iApproximate average salary by contribution assumption: employee only about $254,017 at 4% or $169,344 at 6%; with 50% employer match about $169,344 at 4% or $112,896 at 6%; with 100% employer match about $127,008 at 4% or $84,672 at 6%.
201916$573,875$59,762$9,960iApproximate average salary by contribution assumption: employee only about $249,008 at 4% or $166,006 at 6%; with 50% employer match about $166,006 at 4% or $110,670 at 6%; with 100% employer match about $124,504 at 4% or $83,003 at 6%.
Brian L Swanson Financial Plan 401 K Profit Sharing Plan Trust-6$573,875$59,762$9,960iApproximate average salary by contribution assumption: employee only about $249,008 at 4% or $166,006 at 6%; with 50% employer match about $166,006 at 4% or $110,670 at 6%; with 100% employer match about $124,504 at 4% or $83,003 at 6%.
201817$407,844$64,642$9,235iApproximate average salary by contribution assumption: employee only about $230,864 at 4% or $153,910 at 6%; with 50% employer match about $153,910 at 4% or $102,606 at 6%; with 100% employer match about $115,432 at 4% or $76,955 at 6%.
Brian L Swanson Financial Plan 401 K Profit Sharing Plan Trust-7$407,844$64,642$9,235iApproximate average salary by contribution assumption: employee only about $230,864 at 4% or $153,910 at 6%; with 50% employer match about $153,910 at 4% or $102,606 at 6%; with 100% employer match about $115,432 at 4% or $76,955 at 6%.
201717$371,042$53,544$7,649iApproximate average salary by contribution assumption: employee only about $191,229 at 4% or $127,486 at 6%; with 50% employer match about $127,486 at 4% or $84,990 at 6%; with 100% employer match about $95,614 at 4% or $63,743 at 6%.
Brian L Swanson Financial Plan 401 K Profit Sharing Plan Trust-7$371,042$53,544$7,649iApproximate average salary by contribution assumption: employee only about $191,229 at 4% or $127,486 at 6%; with 50% employer match about $127,486 at 4% or $84,990 at 6%; with 100% employer match about $95,614 at 4% or $63,743 at 6%.
201617$264,771$100,536$14,362iApproximate average salary by contribution assumption: employee only about $359,057 at 4% or $239,371 at 6%; with 50% employer match about $239,371 at 4% or $159,581 at 6%; with 100% employer match about $179,529 at 4% or $119,686 at 6%.
Brian L Swanson Financial Plan 401 K Profit Sharing Plan Trust-7$264,771$100,536$14,362iApproximate average salary by contribution assumption: employee only about $359,057 at 4% or $239,371 at 6%; with 50% employer match about $239,371 at 4% or $159,581 at 6%; with 100% employer match about $179,529 at 4% or $119,686 at 6%.
201517$153,860$52,128$7,447iApproximate average salary by contribution assumption: employee only about $186,171 at 4% or $124,114 at 6%; with 50% employer match about $124,114 at 4% or $82,743 at 6%; with 100% employer match about $93,086 at 4% or $62,057 at 6%.
Brian L Swanson Financial Plan 401 K Profit Sharing Plan Trust-7$153,860$52,128$7,447iApproximate average salary by contribution assumption: employee only about $186,171 at 4% or $124,114 at 6%; with 50% employer match about $124,114 at 4% or $82,743 at 6%; with 100% employer match about $93,086 at 4% or $62,057 at 6%.
201416$104,087$47,378$7,896iApproximate average salary by contribution assumption: employee only about $197,408 at 4% or $131,606 at 6%; with 50% employer match about $131,606 at 4% or $87,737 at 6%; with 100% employer match about $98,704 at 4% or $65,803 at 6%.
Brian L Swanson Financial Plan 401 K Profit Sharing Plan Trust-6$104,087$47,378$7,896iApproximate average salary by contribution assumption: employee only about $197,408 at 4% or $131,606 at 6%; with 50% employer match about $131,606 at 4% or $87,737 at 6%; with 100% employer match about $98,704 at 4% or $65,803 at 6%.
201314$53,366$47,491$11,873iApproximate average salary by contribution assumption: employee only about $296,819 at 4% or $197,879 at 6%; with 50% employer match about $197,879 at 4% or $131,919 at 6%; with 100% employer match about $148,409 at 4% or $98,940 at 6%.
Brian L Swanson Financial Plan 401 K Profit Sharing Plan Trust-4$53,366$47,491$11,873iApproximate average salary by contribution assumption: employee only about $296,819 at 4% or $197,879 at 6%; with 50% employer match about $197,879 at 4% or $131,919 at 6%; with 100% employer match about $148,409 at 4% or $98,940 at 6%.