Civic Intelligence

Flanagan, Lieberman, Hoffman & Swaim

Plan context: Flanagan, Lieberman, Hoffman, & Swaim 401K Plan

EIN 31-1100923 • Dayton, OH • 24 filings • 5 plans

10 N Ludlow St Ste 200Dayton, OH 45402-1856
Current Snapshot

Latest Year

2022

2022 Participants

10

2022 Assets

$656,855

2022 Contributions

$31,971

Historical Graphs

Total Assets Over Time

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

$1,149,793$574,897$0199920122022YearValue
$656,855Latest year 2022

Participants Over Time

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

29150199920112022YearValue
10Latest 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
2022110$656,855$31,971$3,197iApproximate average salary by contribution assumption: employee only about $79,928 at 4% or $53,285 at 6%; with 50% employer match about $53,285 at 4% or $35,523 at 6%; with 100% employer match about $39,964 at 4% or $26,643 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-10$656,855$31,971$3,197iApproximate average salary by contribution assumption: employee only about $79,928 at 4% or $53,285 at 6%; with 50% employer match about $53,285 at 4% or $35,523 at 6%; with 100% employer match about $39,964 at 4% or $26,643 at 6%.
2021110$793,949$35,115$3,512iApproximate average salary by contribution assumption: employee only about $87,788 at 4% or $58,525 at 6%; with 50% employer match about $58,525 at 4% or $39,017 at 6%; with 100% employer match about $43,894 at 4% or $29,263 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-10$793,949$35,115$3,512iApproximate average salary by contribution assumption: employee only about $87,788 at 4% or $58,525 at 6%; with 50% employer match about $58,525 at 4% or $39,017 at 6%; with 100% employer match about $43,894 at 4% or $29,263 at 6%.
2020113$1,149,793$40,562$3,120iApproximate average salary by contribution assumption: employee only about $78,004 at 4% or $52,003 at 6%; with 50% employer match about $52,003 at 4% or $34,668 at 6%; with 100% employer match about $39,002 at 4% or $26,001 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-13$1,149,793$40,562$3,120iApproximate average salary by contribution assumption: employee only about $78,004 at 4% or $52,003 at 6%; with 50% employer match about $52,003 at 4% or $34,668 at 6%; with 100% employer match about $39,002 at 4% or $26,001 at 6%.
2019114$1,016,775$42,178$3,013iApproximate average salary by contribution assumption: employee only about $75,318 at 4% or $50,212 at 6%; with 50% employer match about $50,212 at 4% or $33,475 at 6%; with 100% employer match about $37,659 at 4% or $25,106 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-14$1,016,775$42,178$3,013iApproximate average salary by contribution assumption: employee only about $75,318 at 4% or $50,212 at 6%; with 50% employer match about $50,212 at 4% or $33,475 at 6%; with 100% employer match about $37,659 at 4% or $25,106 at 6%.
2018113$796,607$42,971$3,305iApproximate average salary by contribution assumption: employee only about $82,637 at 4% or $55,091 at 6%; with 50% employer match about $55,091 at 4% or $36,727 at 6%; with 100% employer match about $41,318 at 4% or $27,546 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-13$796,607$42,971$3,305iApproximate average salary by contribution assumption: employee only about $82,637 at 4% or $55,091 at 6%; with 50% employer match about $55,091 at 4% or $36,727 at 6%; with 100% employer match about $41,318 at 4% or $27,546 at 6%.
2017115$908,541$19,259$1,284iApproximate average salary by contribution assumption: employee only about $32,098 at 4% or $21,399 at 6%; with 50% employer match about $21,399 at 4% or $14,266 at 6%; with 100% employer match about $16,049 at 4% or $10,699 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-15$908,541$19,259$1,284iApproximate average salary by contribution assumption: employee only about $32,098 at 4% or $21,399 at 6%; with 50% employer match about $21,399 at 4% or $14,266 at 6%; with 100% employer match about $16,049 at 4% or $10,699 at 6%.
2016112$785,085$66,570$5,548iApproximate average salary by contribution assumption: employee only about $138,688 at 4% or $92,458 at 6%; with 50% employer match about $92,458 at 4% or $61,639 at 6%; with 100% employer match about $69,344 at 4% or $46,229 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-12$785,085$66,570$5,548iApproximate average salary by contribution assumption: employee only about $138,688 at 4% or $92,458 at 6%; with 50% employer match about $92,458 at 4% or $61,639 at 6%; with 100% employer match about $69,344 at 4% or $46,229 at 6%.
2015113$685,403$23,495$1,807iApproximate average salary by contribution assumption: employee only about $45,183 at 4% or $30,122 at 6%; with 50% employer match about $30,122 at 4% or $20,081 at 6%; with 100% employer match about $22,591 at 4% or $15,061 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-13$685,403$23,495$1,807iApproximate average salary by contribution assumption: employee only about $45,183 at 4% or $30,122 at 6%; with 50% employer match about $30,122 at 4% or $20,081 at 6%; with 100% employer match about $22,591 at 4% or $15,061 at 6%.
2014112$669,320$18,204$1,517iApproximate average salary by contribution assumption: employee only about $37,925 at 4% or $25,283 at 6%; with 50% employer match about $25,283 at 4% or $16,856 at 6%; with 100% employer match about $18,963 at 4% or $12,642 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-12$669,320$18,204$1,517iApproximate average salary by contribution assumption: employee only about $37,925 at 4% or $25,283 at 6%; with 50% employer match about $25,283 at 4% or $16,856 at 6%; with 100% employer match about $18,963 at 4% or $12,642 at 6%.
2013113$782,549$18,907$1,454iApproximate average salary by contribution assumption: employee only about $36,360 at 4% or $24,240 at 6%; with 50% employer match about $24,240 at 4% or $16,160 at 6%; with 100% employer match about $18,180 at 4% or $12,120 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-13$782,549$18,907$1,454iApproximate average salary by contribution assumption: employee only about $36,360 at 4% or $24,240 at 6%; with 50% employer match about $24,240 at 4% or $16,160 at 6%; with 100% employer match about $18,180 at 4% or $12,120 at 6%.
2012115$653,815$21,917$1,461iApproximate average salary by contribution assumption: employee only about $36,528 at 4% or $24,352 at 6%; with 50% employer match about $24,352 at 4% or $16,235 at 6%; with 100% employer match about $18,264 at 4% or $12,176 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-15$653,815$21,917$1,461iApproximate average salary by contribution assumption: employee only about $36,528 at 4% or $24,352 at 6%; with 50% employer match about $24,352 at 4% or $16,235 at 6%; with 100% employer match about $18,264 at 4% or $12,176 at 6%.
2011118$587,234$67,354$3,742iApproximate average salary by contribution assumption: employee only about $93,547 at 4% or $62,365 at 6%; with 50% employer match about $62,365 at 4% or $41,577 at 6%; with 100% employer match about $46,774 at 4% or $31,182 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-18$587,234$67,354$3,742iApproximate average salary by contribution assumption: employee only about $93,547 at 4% or $62,365 at 6%; with 50% employer match about $62,365 at 4% or $41,577 at 6%; with 100% employer match about $46,774 at 4% or $31,182 at 6%.
2010111$540,959$14,492$1,317iApproximate average salary by contribution assumption: employee only about $32,936 at 4% or $21,958 at 6%; with 50% employer match about $21,958 at 4% or $14,638 at 6%; with 100% employer match about $16,468 at 4% or $10,979 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-11$540,959$14,492$1,317iApproximate average salary by contribution assumption: employee only about $32,936 at 4% or $21,958 at 6%; with 50% employer match about $21,958 at 4% or $14,638 at 6%; with 100% employer match about $16,468 at 4% or $10,979 at 6%.
2009113$489,526$17,400$1,338iApproximate average salary by contribution assumption: employee only about $33,462 at 4% or $22,308 at 6%; with 50% employer match about $22,308 at 4% or $14,872 at 6%; with 100% employer match about $16,731 at 4% or $11,154 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-13$489,526$17,400$1,338iApproximate average salary by contribution assumption: employee only about $33,462 at 4% or $22,308 at 6%; with 50% employer match about $22,308 at 4% or $14,872 at 6%; with 100% employer match about $16,731 at 4% or $11,154 at 6%.
2008114$404,134$14,921$1,066iApproximate average salary by contribution assumption: employee only about $26,645 at 4% or $17,763 at 6%; with 50% employer match about $17,763 at 4% or $11,842 at 6%; with 100% employer match about $13,322 at 4% or $8,882 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-14$404,134$14,921$1,066iApproximate average salary by contribution assumption: employee only about $26,645 at 4% or $17,763 at 6%; with 50% employer match about $17,763 at 4% or $11,842 at 6%; with 100% employer match about $13,322 at 4% or $8,882 at 6%.
2007116$516,037$17,045$1,065iApproximate average salary by contribution assumption: employee only about $26,633 at 4% or $17,755 at 6%; with 50% employer match about $17,755 at 4% or $11,837 at 6%; with 100% employer match about $13,316 at 4% or $8,878 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-16$516,037$17,045$1,065iApproximate average salary by contribution assumption: employee only about $26,633 at 4% or $17,755 at 6%; with 50% employer match about $17,755 at 4% or $11,837 at 6%; with 100% employer match about $13,316 at 4% or $8,878 at 6%.
2006117$510,606$33,321$1,960iApproximate average salary by contribution assumption: employee only about $49,001 at 4% or $32,668 at 6%; with 50% employer match about $32,668 at 4% or $21,778 at 6%; with 100% employer match about $24,501 at 4% or $16,334 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-17$510,606$33,321$1,960iApproximate average salary by contribution assumption: employee only about $49,001 at 4% or $32,668 at 6%; with 50% employer match about $32,668 at 4% or $21,778 at 6%; with 100% employer match about $24,501 at 4% or $16,334 at 6%.
2005120$535,291$47,350$2,368iApproximate average salary by contribution assumption: employee only about $59,188 at 4% or $39,458 at 6%; with 50% employer match about $39,458 at 4% or $26,306 at 6%; with 100% employer match about $29,594 at 4% or $19,729 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-20$535,291$47,350$2,368iApproximate average salary by contribution assumption: employee only about $59,188 at 4% or $39,458 at 6%; with 50% employer match about $39,458 at 4% or $26,306 at 6%; with 100% employer match about $29,594 at 4% or $19,729 at 6%.
2004120$498,713$85,649$4,282iApproximate average salary by contribution assumption: employee only about $107,061 at 4% or $71,374 at 6%; with 50% employer match about $71,374 at 4% or $47,583 at 6%; with 100% employer match about $53,531 at 4% or $35,687 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-20$498,713$85,649$4,282iApproximate average salary by contribution assumption: employee only about $107,061 at 4% or $71,374 at 6%; with 50% employer match about $71,374 at 4% or $47,583 at 6%; with 100% employer match about $53,531 at 4% or $35,687 at 6%.
2003120$396,294$52,868$2,643iApproximate average salary by contribution assumption: employee only about $66,085 at 4% or $44,057 at 6%; with 50% employer match about $44,057 at 4% or $29,371 at 6%; with 100% employer match about $33,043 at 4% or $22,028 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-20$396,294$52,868$2,643iApproximate average salary by contribution assumption: employee only about $66,085 at 4% or $44,057 at 6%; with 50% employer match about $44,057 at 4% or $29,371 at 6%; with 100% employer match about $33,043 at 4% or $22,028 at 6%.
2002125$0$0-
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-25---
2001126$0$0-
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-26---
2000129$491,182$90,905$3,135iApproximate average salary by contribution assumption: employee only about $78,366 at 4% or $52,244 at 6%; with 50% employer match about $52,244 at 4% or $34,830 at 6%; with 100% employer match about $39,183 at 4% or $26,122 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-29$491,182$90,905$3,135iApproximate average salary by contribution assumption: employee only about $78,366 at 4% or $52,244 at 6%; with 50% employer match about $52,244 at 4% or $34,830 at 6%; with 100% employer match about $39,183 at 4% or $26,122 at 6%.
1999123$461,247$91,700$3,987iApproximate average salary by contribution assumption: employee only about $99,674 at 4% or $66,449 at 6%; with 50% employer match about $66,449 at 4% or $44,300 at 6%; with 100% employer match about $49,837 at 4% or $33,225 at 6%.
Flanagan, Lieberman, Hoffman, & Swaim 401K Plan-23$461,247$91,700$3,987iApproximate average salary by contribution assumption: employee only about $99,674 at 4% or $66,449 at 6%; with 50% employer match about $66,449 at 4% or $44,300 at 6%; with 100% employer match about $49,837 at 4% or $33,225 at 6%.