Civic Intelligence

SWENSON ADVISORS LLP

Plan context: SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN

EIN 33-0810710 • Murrieta, CA • 25 filings • 2 plans

25220 Hancock Ave., Suite 240Murrieta, CA 92562
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$357,562

2025 Contributions

$11,162

Historical Graphs

Total Assets Over Time

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

$1,645,577$822,789$0200020152025YearValue
$357,562Latest year 2025

Participants Over Time

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

22110200020132025YearValue
9Latest year 2025

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
202519$357,562$11,162$1,240iApproximate average salary by contribution assumption: employee only about $31,006 at 4% or $20,670 at 6%; with 50% employer match about $20,670 at 4% or $13,780 at 6%; with 100% employer match about $15,503 at 4% or $10,335 at 6%.
SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN-9$357,562$11,162$1,240iApproximate average salary by contribution assumption: employee only about $31,006 at 4% or $20,670 at 6%; with 50% employer match about $20,670 at 4% or $13,780 at 6%; with 100% employer match about $15,503 at 4% or $10,335 at 6%.
202419$323,537$38,184$4,243iApproximate average salary by contribution assumption: employee only about $106,067 at 4% or $70,711 at 6%; with 50% employer match about $70,711 at 4% or $47,141 at 6%; with 100% employer match about $53,033 at 4% or $35,356 at 6%.
SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN-9$323,537$38,184$4,243iApproximate average salary by contribution assumption: employee only about $106,067 at 4% or $70,711 at 6%; with 50% employer match about $70,711 at 4% or $47,141 at 6%; with 100% employer match about $53,033 at 4% or $35,356 at 6%.
202319$261,999$20,367$2,263iApproximate average salary by contribution assumption: employee only about $56,575 at 4% or $37,717 at 6%; with 50% employer match about $37,717 at 4% or $25,144 at 6%; with 100% employer match about $28,288 at 4% or $18,858 at 6%.
SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN-9$261,999$20,367$2,263iApproximate average salary by contribution assumption: employee only about $56,575 at 4% or $37,717 at 6%; with 50% employer match about $37,717 at 4% or $25,144 at 6%; with 100% employer match about $28,288 at 4% or $18,858 at 6%.
202218$216,043$11,948$1,494iApproximate average salary by contribution assumption: employee only about $37,338 at 4% or $24,892 at 6%; with 50% employer match about $24,892 at 4% or $16,594 at 6%; with 100% employer match about $18,669 at 4% or $12,446 at 6%.
SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN-8$216,043$11,948$1,494iApproximate average salary by contribution assumption: employee only about $37,338 at 4% or $24,892 at 6%; with 50% employer match about $24,892 at 4% or $16,594 at 6%; with 100% employer match about $18,669 at 4% or $12,446 at 6%.
202118$254,280$27,870$3,484iApproximate average salary by contribution assumption: employee only about $87,094 at 4% or $58,063 at 6%; with 50% employer match about $58,063 at 4% or $38,708 at 6%; with 100% employer match about $43,547 at 4% or $29,031 at 6%.
SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN-8$254,280$27,870$3,484iApproximate average salary by contribution assumption: employee only about $87,094 at 4% or $58,063 at 6%; with 50% employer match about $58,063 at 4% or $38,708 at 6%; with 100% employer match about $43,547 at 4% or $29,031 at 6%.
202018$270,860$69,424$8,678iApproximate average salary by contribution assumption: employee only about $216,950 at 4% or $144,633 at 6%; with 50% employer match about $144,633 at 4% or $96,422 at 6%; with 100% employer match about $108,475 at 4% or $72,317 at 6%.
SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN-8$270,860$69,424$8,678iApproximate average salary by contribution assumption: employee only about $216,950 at 4% or $144,633 at 6%; with 50% employer match about $144,633 at 4% or $96,422 at 6%; with 100% employer match about $108,475 at 4% or $72,317 at 6%.
2019110$205,205$33,761$3,376iApproximate average salary by contribution assumption: employee only about $84,403 at 4% or $56,268 at 6%; with 50% employer match about $56,268 at 4% or $37,512 at 6%; with 100% employer match about $42,201 at 4% or $28,134 at 6%.
SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN-10$205,205$33,761$3,376iApproximate average salary by contribution assumption: employee only about $84,403 at 4% or $56,268 at 6%; with 50% employer match about $56,268 at 4% or $37,512 at 6%; with 100% employer match about $42,201 at 4% or $28,134 at 6%.
2018110$240,007$9,663$966iApproximate average salary by contribution assumption: employee only about $24,158 at 4% or $16,105 at 6%; with 50% employer match about $16,105 at 4% or $10,737 at 6%; with 100% employer match about $12,079 at 4% or $8,053 at 6%.
SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN-10$240,007$9,663$966iApproximate average salary by contribution assumption: employee only about $24,158 at 4% or $16,105 at 6%; with 50% employer match about $16,105 at 4% or $10,737 at 6%; with 100% employer match about $12,079 at 4% or $8,053 at 6%.
201719$281,281$9,808$1,090iApproximate average salary by contribution assumption: employee only about $27,244 at 4% or $18,163 at 6%; with 50% employer match about $18,163 at 4% or $12,109 at 6%; with 100% employer match about $13,622 at 4% or $9,081 at 6%.
SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN-9$281,281$9,808$1,090iApproximate average salary by contribution assumption: employee only about $27,244 at 4% or $18,163 at 6%; with 50% employer match about $18,163 at 4% or $12,109 at 6%; with 100% employer match about $13,622 at 4% or $9,081 at 6%.
2016110$982,077$8,125$813iApproximate average salary by contribution assumption: employee only about $20,313 at 4% or $13,542 at 6%; with 50% employer match about $13,542 at 4% or $9,028 at 6%; with 100% employer match about $10,156 at 4% or $6,771 at 6%.
SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN-10$982,077$8,125$813iApproximate average salary by contribution assumption: employee only about $20,313 at 4% or $13,542 at 6%; with 50% employer match about $13,542 at 4% or $9,028 at 6%; with 100% employer match about $10,156 at 4% or $6,771 at 6%.
2015110$901,039$7,148$715iApproximate average salary by contribution assumption: employee only about $17,870 at 4% or $11,913 at 6%; with 50% employer match about $11,913 at 4% or $7,942 at 6%; with 100% employer match about $8,935 at 4% or $5,957 at 6%.
SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN-10$901,039$7,148$715iApproximate average salary by contribution assumption: employee only about $17,870 at 4% or $11,913 at 6%; with 50% employer match about $11,913 at 4% or $7,942 at 6%; with 100% employer match about $8,935 at 4% or $5,957 at 6%.
201418$965,810$6,878$860iApproximate average salary by contribution assumption: employee only about $21,494 at 4% or $14,329 at 6%; with 50% employer match about $14,329 at 4% or $9,553 at 6%; with 100% employer match about $10,747 at 4% or $7,165 at 6%.
SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN-8$965,810$6,878$860iApproximate average salary by contribution assumption: employee only about $21,494 at 4% or $14,329 at 6%; with 50% employer match about $14,329 at 4% or $9,553 at 6%; with 100% employer match about $10,747 at 4% or $7,165 at 6%.
2013110$1,050,109$6,533$653iApproximate average salary by contribution assumption: employee only about $16,332 at 4% or $10,888 at 6%; with 50% employer match about $10,888 at 4% or $7,259 at 6%; with 100% employer match about $8,166 at 4% or $5,444 at 6%.
SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN-10$1,050,109$6,533$653iApproximate average salary by contribution assumption: employee only about $16,332 at 4% or $10,888 at 6%; with 50% employer match about $10,888 at 4% or $7,259 at 6%; with 100% employer match about $8,166 at 4% or $5,444 at 6%.
2012116$1,645,577$20,431$1,277iApproximate average salary by contribution assumption: employee only about $31,923 at 4% or $21,282 at 6%; with 50% employer match about $21,282 at 4% or $14,188 at 6%; with 100% employer match about $15,962 at 4% or $10,641 at 6%.
SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN-16$1,645,577$20,431$1,277iApproximate average salary by contribution assumption: employee only about $31,923 at 4% or $21,282 at 6%; with 50% employer match about $21,282 at 4% or $14,188 at 6%; with 100% employer match about $15,962 at 4% or $10,641 at 6%.
2011118$1,610,262$81,449$4,525iApproximate average salary by contribution assumption: employee only about $113,124 at 4% or $75,416 at 6%; with 50% employer match about $75,416 at 4% or $50,277 at 6%; with 100% employer match about $56,562 at 4% or $37,708 at 6%.
SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN-18$1,610,262$81,449$4,525iApproximate average salary by contribution assumption: employee only about $113,124 at 4% or $75,416 at 6%; with 50% employer match about $75,416 at 4% or $50,277 at 6%; with 100% employer match about $56,562 at 4% or $37,708 at 6%.
2010122$1,609,189$21,492$977iApproximate average salary by contribution assumption: employee only about $24,423 at 4% or $16,282 at 6%; with 50% employer match about $16,282 at 4% or $10,855 at 6%; with 100% employer match about $12,211 at 4% or $8,141 at 6%.
SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN-22$1,609,189$21,492$977iApproximate average salary by contribution assumption: employee only about $24,423 at 4% or $16,282 at 6%; with 50% employer match about $16,282 at 4% or $10,855 at 6%; with 100% employer match about $12,211 at 4% or $8,141 at 6%.
2009121$1,590,522$29,511$1,405iApproximate average salary by contribution assumption: employee only about $35,132 at 4% or $23,421 at 6%; with 50% employer match about $23,421 at 4% or $15,614 at 6%; with 100% employer match about $17,566 at 4% or $11,711 at 6%.
SWENSON ADVISORS LLP 401(K) PROFIT SHARING PLAN-21$1,590,522$29,511$1,405iApproximate average salary by contribution assumption: employee only about $35,132 at 4% or $23,421 at 6%; with 50% employer match about $23,421 at 4% or $15,614 at 6%; with 100% employer match about $17,566 at 4% or $11,711 at 6%.
2008118$0$0-
SWENSON ADVISORS LLP 401K PROFIT SHARING PLAN-18---
2007117$0$0-
SWENSON ADVISORS LLP 401K PROFIT SHARING PLAN-17---
2005119$1,234,343$196,800$10,358iApproximate average salary by contribution assumption: employee only about $258,947 at 4% or $172,632 at 6%; with 50% employer match about $172,632 at 4% or $115,088 at 6%; with 100% employer match about $129,474 at 4% or $86,316 at 6%.
SWENSON ADVISORS LLP 401K PROFIT SHARING PLAN-19$1,234,343$196,800$10,358iApproximate average salary by contribution assumption: employee only about $258,947 at 4% or $172,632 at 6%; with 50% employer match about $172,632 at 4% or $115,088 at 6%; with 100% employer match about $129,474 at 4% or $86,316 at 6%.
2004112$1,010,205$181,583$15,132iApproximate average salary by contribution assumption: employee only about $378,298 at 4% or $252,199 at 6%; with 50% employer match about $252,199 at 4% or $168,132 at 6%; with 100% employer match about $189,149 at 4% or $126,099 at 6%.
SWENSON ADVISORS LLP 401K PROFIT SHARING PLAN-12$1,010,205$181,583$15,132iApproximate average salary by contribution assumption: employee only about $378,298 at 4% or $252,199 at 6%; with 50% employer match about $252,199 at 4% or $168,132 at 6%; with 100% employer match about $189,149 at 4% or $126,099 at 6%.
2003113$754,772$187,837$14,449iApproximate average salary by contribution assumption: employee only about $361,225 at 4% or $240,817 at 6%; with 50% employer match about $240,817 at 4% or $160,544 at 6%; with 100% employer match about $180,613 at 4% or $120,408 at 6%.
SWENSON ADVISORS LLP 401K PROFIT SHARING PLAN-13$754,772$187,837$14,449iApproximate average salary by contribution assumption: employee only about $361,225 at 4% or $240,817 at 6%; with 50% employer match about $240,817 at 4% or $160,544 at 6%; with 100% employer match about $180,613 at 4% or $120,408 at 6%.
2002111$0$0-
SWENSON ADVISORS LLP 401K PROFIT SHARING PLAN-11---
2001111$0$0-
SWENSON ADVISORS LLP 401K PROFIT SHARING PLAN-11---
200019$268,176$147,277$16,364iApproximate average salary by contribution assumption: employee only about $409,103 at 4% or $272,735 at 6%; with 50% employer match about $272,735 at 4% or $181,823 at 6%; with 100% employer match about $204,551 at 4% or $136,368 at 6%.
SWENSON ADVISORS LLP 401K PROFIT SHARING PLAN-9$268,176$147,277$16,364iApproximate average salary by contribution assumption: employee only about $409,103 at 4% or $272,735 at 6%; with 50% employer match about $272,735 at 4% or $181,823 at 6%; with 100% employer match about $204,551 at 4% or $136,368 at 6%.