Swanson Center
Plan context: The Swanson Center Tax Sheltered Annuity Retirement Plan
EIN 35-1168040 • Michigan City, IN • 50 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
61
2024 Assets
$3,203,669
2024 Contributions
$350,690
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 61 | $3,203,669 | $350,690 | $5,749iApproximate average salary by contribution assumption: employee only about $143,725 at 4% or $95,817 at 6%; with 50% employer match about $95,817 at 4% or $63,878 at 6%; with 100% employer match about $71,863 at 4% or $47,908 at 6%. |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 39 | $1,748,905 | $199,252 | $5,109iApproximate average salary by contribution assumption: employee only about $127,726 at 4% or $85,150 at 6%; with 50% employer match about $85,150 at 4% or $56,767 at 6%; with 100% employer match about $63,863 at 4% or $42,575 at 6%. |
| Laporte County Comprehensive Mental Health Council Inc. Colective Barg 403(B) | - | 61 | $1,454,764 | $151,438 | $2,483iApproximate average salary by contribution assumption: employee only about $62,065 at 4% or $41,377 at 6%; with 50% employer match about $41,377 at 4% or $27,584 at 6%; with 100% employer match about $31,032 at 4% or $20,688 at 6%. |
| 2023 | 2 | 59 | $3,503,868 | $392,316 | $6,649iApproximate average salary by contribution assumption: employee only about $166,236 at 4% or $110,824 at 6%; with 50% employer match about $110,824 at 4% or $73,882 at 6%; with 100% employer match about $83,118 at 4% or $55,412 at 6%. |
| Laporte County Comprehensive Mental Health Council Inc. Colective Barg 403(B) | - | 59 | $1,987,898 | $183,453 | $3,109iApproximate average salary by contribution assumption: employee only about $77,734 at 4% or $51,823 at 6%; with 50% employer match about $51,823 at 4% or $34,549 at 6%; with 100% employer match about $38,867 at 4% or $25,911 at 6%. |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 39 | $1,515,970 | $208,863 | $5,355iApproximate average salary by contribution assumption: employee only about $133,887 at 4% or $89,258 at 6%; with 50% employer match about $89,258 at 4% or $59,505 at 6%; with 100% employer match about $66,943 at 4% or $44,629 at 6%. |
| 2022 | 2 | 64 | $4,427,511 | $336,618 | $5,260iApproximate average salary by contribution assumption: employee only about $131,491 at 4% or $87,661 at 6%; with 50% employer match about $87,661 at 4% or $58,441 at 6%; with 100% employer match about $65,746 at 4% or $43,830 at 6%. |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 38 | $2,663,629 | $133,559 | $3,515iApproximate average salary by contribution assumption: employee only about $87,868 at 4% or $58,579 at 6%; with 50% employer match about $58,579 at 4% or $39,052 at 6%; with 100% employer match about $43,934 at 4% or $29,289 at 6%. |
| Laporte County Comprehensive Mental Health Council Inc. Colective Barg 403(B) | - | 64 | $1,763,882 | $203,059 | $3,173iApproximate average salary by contribution assumption: employee only about $79,320 at 4% or $52,880 at 6%; with 50% employer match about $52,880 at 4% or $35,253 at 6%; with 100% employer match about $39,660 at 4% or $26,440 at 6%. |
| 2021 | 2 | 77 | $5,428,837 | $376,290 | $4,887iApproximate average salary by contribution assumption: employee only about $122,172 at 4% or $81,448 at 6%; with 50% employer match about $81,448 at 4% or $54,299 at 6%; with 100% employer match about $61,086 at 4% or $40,724 at 6%. |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 45 | $3,361,046 | $176,239 | $3,916iApproximate average salary by contribution assumption: employee only about $97,911 at 4% or $65,274 at 6%; with 50% employer match about $65,274 at 4% or $43,516 at 6%; with 100% employer match about $48,955 at 4% or $32,637 at 6%. |
| Laporte County Comprehensive Mental Health Council Inc. Colective Barg 403(B) | - | 77 | $2,067,791 | $200,051 | $2,598iApproximate average salary by contribution assumption: employee only about $64,952 at 4% or $43,301 at 6%; with 50% employer match about $43,301 at 4% or $28,867 at 6%; with 100% employer match about $32,476 at 4% or $21,651 at 6%. |
| 2020 | 2 | 76 | $5,229,344 | $326,765 | $4,300iApproximate average salary by contribution assumption: employee only about $107,488 at 4% or $71,659 at 6%; with 50% employer match about $71,659 at 4% or $47,773 at 6%; with 100% employer match about $53,744 at 4% or $35,829 at 6%. |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 47 | $3,388,363 | $131,399 | $2,796iApproximate average salary by contribution assumption: employee only about $69,893 at 4% or $46,595 at 6%; with 50% employer match about $46,595 at 4% or $31,064 at 6%; with 100% employer match about $34,947 at 4% or $23,298 at 6%. |
| Laporte County Comprehensive Mental Health Council Inc. Colective Barg 403(B) | - | 76 | $1,840,981 | $195,366 | $2,571iApproximate average salary by contribution assumption: employee only about $64,265 at 4% or $42,843 at 6%; with 50% employer match about $42,843 at 4% or $28,562 at 6%; with 100% employer match about $32,133 at 4% or $21,422 at 6%. |
| 2019 | 3 | 77 | $4,786,627 | $314,950 | $4,090iApproximate average salary by contribution assumption: employee only about $102,256 at 4% or $68,171 at 6%; with 50% employer match about $68,171 at 4% or $45,447 at 6%; with 100% employer match about $51,128 at 4% or $34,085 at 6%. |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 49 | $3,176,957 | $129,679 | $2,647iApproximate average salary by contribution assumption: employee only about $66,163 at 4% or $44,109 at 6%; with 50% employer match about $44,109 at 4% or $29,406 at 6%; with 100% employer match about $33,081 at 4% or $22,054 at 6%. |
| Laporte County Comprehensive Mental Health Council Inc. Colective Barg 403(B) | - | 77 | $1,609,670 | $185,271 | $2,406iApproximate average salary by contribution assumption: employee only about $60,153 at 4% or $40,102 at 6%; with 50% employer match about $40,102 at 4% or $26,735 at 6%; with 100% employer match about $30,076 at 4% or $20,051 at 6%. |
| La Porte County Comprehensive Mental Health Council Wrap Plan | - | 27 | - | - | - |
| 2018 | 3 | 97 | $4,225,023 | $316,509 | $3,263iApproximate average salary by contribution assumption: employee only about $81,574 at 4% or $54,383 at 6%; with 50% employer match about $54,383 at 4% or $36,255 at 6%; with 100% employer match about $40,787 at 4% or $27,191 at 6%. |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 50 | $2,893,412 | $138,504 | $2,770iApproximate average salary by contribution assumption: employee only about $69,252 at 4% or $46,168 at 6%; with 50% employer match about $46,168 at 4% or $30,779 at 6%; with 100% employer match about $34,626 at 4% or $23,084 at 6%. |
| Laporte County Comprehensive Mental Health Council Inc. Colective Barg 403(B) | - | 75 | $1,331,611 | $178,005 | $2,373iApproximate average salary by contribution assumption: employee only about $59,335 at 4% or $39,557 at 6%; with 50% employer match about $39,557 at 4% or $26,371 at 6%; with 100% employer match about $29,668 at 4% or $19,778 at 6%. |
| La Porte County Comprehensive Mental Health Council Wrap Plan | - | 97 | - | - | - |
| 2017 | 3 | 101 | $5,303,216 | $374,103 | $3,704iApproximate average salary by contribution assumption: employee only about $92,600 at 4% or $61,733 at 6%; with 50% employer match about $61,733 at 4% or $41,155 at 6%; with 100% employer match about $46,300 at 4% or $30,867 at 6%. |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 52 | $3,043,721 | $171,679 | $3,302iApproximate average salary by contribution assumption: employee only about $82,538 at 4% or $55,025 at 6%; with 50% employer match about $55,025 at 4% or $36,684 at 6%; with 100% employer match about $41,269 at 4% or $27,513 at 6%. |
| Laporte County Comprehensive Mental Health Council Inc. Colective Barg 403(B) | - | 69 | $2,259,495 | $202,424 | $2,934iApproximate average salary by contribution assumption: employee only about $73,342 at 4% or $48,895 at 6%; with 50% employer match about $48,895 at 4% or $32,596 at 6%; with 100% employer match about $36,671 at 4% or $24,447 at 6%. |
| La Porte County Comprehensive Mental Health Council Wrap Plan | - | 101 | - | - | - |
| 2016 | 3 | 111 | $4,584,275 | $408,956 | $3,684iApproximate average salary by contribution assumption: employee only about $92,107 at 4% or $61,405 at 6%; with 50% employer match about $61,405 at 4% or $40,937 at 6%; with 100% employer match about $46,054 at 4% or $30,702 at 6%. |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 51 | $2,530,814 | $207,639 | $4,071iApproximate average salary by contribution assumption: employee only about $101,784 at 4% or $67,856 at 6%; with 50% employer match about $67,856 at 4% or $45,237 at 6%; with 100% employer match about $50,892 at 4% or $33,928 at 6%. |
| Laporte County Comprehensive Mental Health Council Inc. Colective Barg 403(B) | - | 71 | $2,053,461 | $201,317 | $2,835iApproximate average salary by contribution assumption: employee only about $70,886 at 4% or $47,258 at 6%; with 50% employer match about $47,258 at 4% or $31,505 at 6%; with 100% employer match about $35,443 at 4% or $23,629 at 6%. |
| La Porte County Comprehensive Mental Health Council Wrap Plan | - | 111 | - | - | - |
| 2015 | 3 | 75 | $4,220,073 | $445,667 | $5,942iApproximate average salary by contribution assumption: employee only about $148,556 at 4% or $99,037 at 6%; with 50% employer match about $99,037 at 4% or $66,025 at 6%; with 100% employer match about $74,278 at 4% or $49,519 at 6%. |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 55 | $2,443,759 | $203,750 | $3,705iApproximate average salary by contribution assumption: employee only about $92,614 at 4% or $61,742 at 6%; with 50% employer match about $61,742 at 4% or $41,162 at 6%; with 100% employer match about $46,307 at 4% or $30,871 at 6%. |
| Laporte County Comprehensive Mental Health Council Inc. Colective Barg 403(B) | - | 75 | $1,776,314 | $241,917 | $3,226iApproximate average salary by contribution assumption: employee only about $80,639 at 4% or $53,759 at 6%; with 50% employer match about $53,759 at 4% or $35,840 at 6%; with 100% employer match about $40,320 at 4% or $26,880 at 6%. |
| SWANSON CENTER DISABILITY PLAN | - | 0 | - | - | - |
| 2014 | 3 | 102 | $4,047,756 | $353,033 | $3,461iApproximate average salary by contribution assumption: employee only about $86,528 at 4% or $57,685 at 6%; with 50% employer match about $57,685 at 4% or $38,457 at 6%; with 100% employer match about $43,264 at 4% or $28,843 at 6%. |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 52 | $2,424,797 | $202,062 | $3,886iApproximate average salary by contribution assumption: employee only about $97,145 at 4% or $64,763 at 6%; with 50% employer match about $64,763 at 4% or $43,176 at 6%; with 100% employer match about $48,573 at 4% or $32,382 at 6%. |
| Laporte County Comprehensive Mental Health Council Inc. Colective Barg 403(B) | - | 71 | $1,622,959 | $150,971 | $2,126iApproximate average salary by contribution assumption: employee only about $53,159 at 4% or $35,439 at 6%; with 50% employer match about $35,439 at 4% or $23,626 at 6%; with 100% employer match about $26,579 at 4% or $17,720 at 6%. |
| SWANSON CENTER | - | 102 | - | - | - |
| 2013 | 3 | 126 | $3,760,958 | $152,850 | $1,213iApproximate average salary by contribution assumption: employee only about $30,327 at 4% or $20,218 at 6%; with 50% employer match about $20,218 at 4% or $13,479 at 6%; with 100% employer match about $15,164 at 4% or $10,109 at 6%. |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 48 | $2,283,837 | $77,302 | $1,610iApproximate average salary by contribution assumption: employee only about $40,261 at 4% or $26,841 at 6%; with 50% employer match about $26,841 at 4% or $17,894 at 6%; with 100% employer match about $20,131 at 4% or $13,420 at 6%. |
| Laporte County Comprehensive Mental Health Council Inc. Colective Barg 403(B) | - | 63 | $1,477,121 | $75,548 | $1,199iApproximate average salary by contribution assumption: employee only about $29,979 at 4% or $19,986 at 6%; with 50% employer match about $19,986 at 4% or $13,324 at 6%; with 100% employer match about $14,990 at 4% or $9,993 at 6%. |
| SWANSON CENTER | - | 126 | - | - | - |
| 2012 | 3 | 122 | $3,445,912 | $294,373 | $2,413iApproximate average salary by contribution assumption: employee only about $60,322 at 4% or $40,215 at 6%; with 50% employer match about $40,215 at 4% or $26,810 at 6%; with 100% employer match about $30,161 at 4% or $20,107 at 6%. |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 103 | $3,445,912 | $294,373 | $2,858iApproximate average salary by contribution assumption: employee only about $71,450 at 4% or $47,633 at 6%; with 50% employer match about $47,633 at 4% or $31,755 at 6%; with 100% employer match about $35,725 at 4% or $23,817 at 6%. |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 105 | - | - | - |
| SWANSON CENTER | - | 122 | - | - | - |
| 2011 | 2 | 138 | $3,194,947 | $278,520 | $2,018iApproximate average salary by contribution assumption: employee only about $50,457 at 4% or $33,638 at 6%; with 50% employer match about $33,638 at 4% or $22,425 at 6%; with 100% employer match about $25,228 at 4% or $16,819 at 6%. |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 103 | $3,194,947 | $278,520 | $2,704iApproximate average salary by contribution assumption: employee only about $67,602 at 4% or $45,068 at 6%; with 50% employer match about $45,068 at 4% or $30,045 at 6%; with 100% employer match about $33,801 at 4% or $22,534 at 6%. |
| SWANSON CENTER | - | 138 | - | - | - |
| 2010 | 2 | 84 | $3,346,338 | $254,647 | $3,032iApproximate average salary by contribution assumption: employee only about $75,788 at 4% or $50,525 at 6%; with 50% employer match about $50,525 at 4% or $33,683 at 6%; with 100% employer match about $37,894 at 4% or $25,263 at 6%. |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 84 | $3,346,338 | $254,647 | $3,032iApproximate average salary by contribution assumption: employee only about $75,788 at 4% or $50,525 at 6%; with 50% employer match about $50,525 at 4% or $33,683 at 6%; with 100% employer match about $37,894 at 4% or $25,263 at 6%. |
| Laporte County Comprehensive Mental Health Council Inc. | - | 0 | $0 | - | - |
| 2009 | 3 | 92 | $3,038,907 | $222,939 | $2,423iApproximate average salary by contribution assumption: employee only about $60,581 at 4% or $40,388 at 6%; with 50% employer match about $40,388 at 4% or $26,925 at 6%; with 100% employer match about $30,291 at 4% or $20,194 at 6%. |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 92 | $3,033,219 | $222,939 | $2,423iApproximate average salary by contribution assumption: employee only about $60,581 at 4% or $40,388 at 6%; with 50% employer match about $40,388 at 4% or $26,925 at 6%; with 100% employer match about $30,291 at 4% or $20,194 at 6%. |
| Laporte County Comprehensive Mental Health Council Inc. | - | 1 | $5,688 | $0 | - |
| Laporte County Comprehensive Mental Health Council Inc. | - | 1 | - | - | - |
| 2008 | 1 | 0 | $0 | $0 | - |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Laporte County Comprehensive Mental Health Council Inc. | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Laporte County Comprehensive Mental Health Council Inc. | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Laporte County Comprehensive Mental Health Council Inc. | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| The Swanson Center Tax Sheltered Annuity Retirement Plan | - | 0 | - | - | - |