Civic Intelligence

Swanson-Phillips & Associates LLC

Plan context: Swanson-Phillips & Associates 401(K) Plan

EIN 27-4647369 • Grand Rapids, MI • 11 filings • 1 plans

833 Kenmoor, Suite BGrand Rapids, MI 49546
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$432,422

2023 Contributions

$45,702

Historical Graphs

Total Assets Over Time

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

$555,303$277,652$0201320182022YearValue
$432,422Latest year 2022

Participants Over Time

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

630201320182022YearValue
6Latest year 2022

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
202310$0$0-
Swanson-Phillips & Associates 401(K) Plan-0$0--
202216$432,422$45,702$7,617iApproximate average salary by contribution assumption: employee only about $190,425 at 4% or $126,950 at 6%; with 50% employer match about $126,950 at 4% or $84,633 at 6%; with 100% employer match about $95,213 at 4% or $63,475 at 6%.
Swanson-Phillips & Associates 401(K) Plan-6$432,422$45,702$7,617iApproximate average salary by contribution assumption: employee only about $190,425 at 4% or $126,950 at 6%; with 50% employer match about $126,950 at 4% or $84,633 at 6%; with 100% employer match about $95,213 at 4% or $63,475 at 6%.
202115$555,303$51,230$10,246iApproximate average salary by contribution assumption: employee only about $256,150 at 4% or $170,767 at 6%; with 50% employer match about $170,767 at 4% or $113,844 at 6%; with 100% employer match about $128,075 at 4% or $85,383 at 6%.
Swanson-Phillips & Associates 401(K) Plan-5$555,303$51,230$10,246iApproximate average salary by contribution assumption: employee only about $256,150 at 4% or $170,767 at 6%; with 50% employer match about $170,767 at 4% or $113,844 at 6%; with 100% employer match about $128,075 at 4% or $85,383 at 6%.
202014$479,139$19,424$4,856iApproximate average salary by contribution assumption: employee only about $121,400 at 4% or $80,933 at 6%; with 50% employer match about $80,933 at 4% or $53,956 at 6%; with 100% employer match about $60,700 at 4% or $40,467 at 6%.
Swanson-Phillips & Associates 401(K) Plan-4$479,139$19,424$4,856iApproximate average salary by contribution assumption: employee only about $121,400 at 4% or $80,933 at 6%; with 50% employer match about $80,933 at 4% or $53,956 at 6%; with 100% employer match about $60,700 at 4% or $40,467 at 6%.
201914$335,643$87,249$21,812iApproximate average salary by contribution assumption: employee only about $545,306 at 4% or $363,538 at 6%; with 50% employer match about $363,538 at 4% or $242,358 at 6%; with 100% employer match about $272,653 at 4% or $181,769 at 6%.
Swanson-Phillips & Associates 401(K) Plan-4$335,643$87,249$21,812iApproximate average salary by contribution assumption: employee only about $545,306 at 4% or $363,538 at 6%; with 50% employer match about $363,538 at 4% or $242,358 at 6%; with 100% employer match about $272,653 at 4% or $181,769 at 6%.
201812$185,317$10,825$5,413iApproximate average salary by contribution assumption: employee only about $135,313 at 4% or $90,208 at 6%; with 50% employer match about $90,208 at 4% or $60,139 at 6%; with 100% employer match about $67,656 at 4% or $45,104 at 6%.
Swanson-Phillips & Associates 401(K) Plan-2$185,317$10,825$5,413iApproximate average salary by contribution assumption: employee only about $135,313 at 4% or $90,208 at 6%; with 50% employer match about $90,208 at 4% or $60,139 at 6%; with 100% employer match about $67,656 at 4% or $45,104 at 6%.
201712$186,052$26,005$13,003iApproximate average salary by contribution assumption: employee only about $325,063 at 4% or $216,708 at 6%; with 50% employer match about $216,708 at 4% or $144,472 at 6%; with 100% employer match about $162,531 at 4% or $108,354 at 6%.
Swanson-Phillips & Associates 401(K) Plan-2$186,052$26,005$13,003iApproximate average salary by contribution assumption: employee only about $325,063 at 4% or $216,708 at 6%; with 50% employer match about $216,708 at 4% or $144,472 at 6%; with 100% employer match about $162,531 at 4% or $108,354 at 6%.
201612$142,313$10,661$5,331iApproximate average salary by contribution assumption: employee only about $133,263 at 4% or $88,842 at 6%; with 50% employer match about $88,842 at 4% or $59,228 at 6%; with 100% employer match about $66,631 at 4% or $44,421 at 6%.
Swanson-Phillips & Associates 401(K) Plan-2$142,313$10,661$5,331iApproximate average salary by contribution assumption: employee only about $133,263 at 4% or $88,842 at 6%; with 50% employer match about $88,842 at 4% or $59,228 at 6%; with 100% employer match about $66,631 at 4% or $44,421 at 6%.
201512$304,849$40,287$20,144iApproximate average salary by contribution assumption: employee only about $503,588 at 4% or $335,725 at 6%; with 50% employer match about $335,725 at 4% or $223,817 at 6%; with 100% employer match about $251,794 at 4% or $167,863 at 6%.
Swanson-Phillips & Associates 401(K) Plan-2$304,849$40,287$20,144iApproximate average salary by contribution assumption: employee only about $503,588 at 4% or $335,725 at 6%; with 50% employer match about $335,725 at 4% or $223,817 at 6%; with 100% employer match about $251,794 at 4% or $167,863 at 6%.
201412$275,599$59,093$29,547iApproximate average salary by contribution assumption: employee only about $738,663 at 4% or $492,442 at 6%; with 50% employer match about $492,442 at 4% or $328,294 at 6%; with 100% employer match about $369,331 at 4% or $246,221 at 6%.
Swanson-Phillips & Associates 401(K) Plan-2$275,599$59,093$29,547iApproximate average salary by contribution assumption: employee only about $738,663 at 4% or $492,442 at 6%; with 50% employer match about $492,442 at 4% or $328,294 at 6%; with 100% employer match about $369,331 at 4% or $246,221 at 6%.
201311$209,454$209,313$209,313iApproximate average salary by contribution assumption: employee only about $5,232,825 at 4% or $3,488,550 at 6%; with 50% employer match about $3,488,550 at 4% or $2,325,700 at 6%; with 100% employer match about $2,616,413 at 4% or $1,744,275 at 6%.
Swanson-Phillips & Associates 401(K) Plan-1$209,454$209,313$209,313iApproximate average salary by contribution assumption: employee only about $5,232,825 at 4% or $3,488,550 at 6%; with 50% employer match about $3,488,550 at 4% or $2,325,700 at 6%; with 100% employer match about $2,616,413 at 4% or $1,744,275 at 6%.