Civic Intelligence

Swartz, Retson & Co. PC.

Plan context: Swartz, Retson & Company PC. 401K Plan

EIN 32-1509921 • 1 filings • 1 plans

Current Snapshot

Latest Year

1999

1999 Participants

21

1999 Assets

$1,370,226

1999 Contributions

$127,056

Historical Graphs

Total Assets Over Time

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

$1,370,226$685,113$01999YearValue
$1,370,226Latest year 1999

Participants Over Time

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

211101999YearValue
21Latest year 1999

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
1999121$1,370,226$127,056$6,050iApproximate average salary by contribution assumption: employee only about $151,257 at 4% or $100,838 at 6%; with 50% employer match about $100,838 at 4% or $67,225 at 6%; with 100% employer match about $75,629 at 4% or $50,419 at 6%.
Swartz, Retson & Company PC. 401K Plan-21$1,370,226$127,056$6,050iApproximate average salary by contribution assumption: employee only about $151,257 at 4% or $100,838 at 6%; with 50% employer match about $100,838 at 4% or $67,225 at 6%; with 100% employer match about $75,629 at 4% or $50,419 at 6%.