Civic Intelligence

James E. Swonder, MD PC

Plan context: JAMES E. SWONDER, MD, PC 401(K) PLAN

EIN 35-1491581 • Richmond, IN • 23 filings • 4 plans

100 North 15th StreetSuite 101Richmond, IN 47374
Current Snapshot

Latest Year

2018

2018 Participants

6

2018 Assets

$301,822

2018 Contributions

$68,155

Historical Graphs

Total Assets Over Time

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

$3,279,372$1,639,686$0199920102017YearValue
$301,822Latest year 2017

Participants Over Time

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

630199920102017YearValue
6Latest year 2017

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
201810$0$0-
JAMES E. SWONDER, MD, PC 401(K) PLAN-0$0$0-
201716$301,822$68,155$11,359iApproximate average salary by contribution assumption: employee only about $283,979 at 4% or $189,319 at 6%; with 50% employer match about $189,319 at 4% or $126,213 at 6%; with 100% employer match about $141,990 at 4% or $94,660 at 6%.
JAMES E. SWONDER, MD, PC 401(K) PLAN-6$301,822$68,155$11,359iApproximate average salary by contribution assumption: employee only about $283,979 at 4% or $189,319 at 6%; with 50% employer match about $189,319 at 4% or $126,213 at 6%; with 100% employer match about $141,990 at 4% or $94,660 at 6%.
201616$232,191$65,559$10,927iApproximate average salary by contribution assumption: employee only about $273,163 at 4% or $182,108 at 6%; with 50% employer match about $182,108 at 4% or $121,406 at 6%; with 100% employer match about $136,581 at 4% or $91,054 at 6%.
JAMES E. SWONDER, MD, PC 401(K) PLAN-6$232,191$65,559$10,927iApproximate average salary by contribution assumption: employee only about $273,163 at 4% or $182,108 at 6%; with 50% employer match about $182,108 at 4% or $121,406 at 6%; with 100% employer match about $136,581 at 4% or $91,054 at 6%.
201525$166,119$65,992$13,198iApproximate average salary by contribution assumption: employee only about $329,960 at 4% or $219,973 at 6%; with 50% employer match about $219,973 at 4% or $146,649 at 6%; with 100% employer match about $164,980 at 4% or $109,987 at 6%.
JAMES E. SWONDER, MD, PC 401(K) PLAN-5$166,119$65,992$13,198iApproximate average salary by contribution assumption: employee only about $329,960 at 4% or $219,973 at 6%; with 50% employer match about $219,973 at 4% or $146,649 at 6%; with 100% employer match about $164,980 at 4% or $109,987 at 6%.
James E. Swonder, MD PC Pension Plan 2004-0$0$0-
201425$129,016$33,746$6,749iApproximate average salary by contribution assumption: employee only about $168,730 at 4% or $112,487 at 6%; with 50% employer match about $112,487 at 4% or $74,991 at 6%; with 100% employer match about $84,365 at 4% or $56,243 at 6%.
James E. Swonder, MD PC Pension Plan 2004-0$95,270$0-
JAMES E. SWONDER, MD, PC 401(K) PLAN-5$33,746$33,746$6,749iApproximate average salary by contribution assumption: employee only about $168,730 at 4% or $112,487 at 6%; with 50% employer match about $112,487 at 4% or $74,991 at 6%; with 100% employer match about $84,365 at 4% or $56,243 at 6%.
201313$3,279,372$0-
James E. Swonder, MD PC Pension Plan 2004-3$3,279,372--
201214$3,204,778$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
James E. Swonder, MD PC Pension Plan 2004-4$3,204,778$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201114$2,598,849$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
James E. Swonder, MD PC Pension Plan 2004-4$2,598,849$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201015$2,444,143$300,673$60,135iApproximate average salary by contribution assumption: employee only about $1,503,365 at 4% or $1,002,243 at 6%; with 50% employer match about $1,002,243 at 4% or $668,162 at 6%; with 100% employer match about $751,683 at 4% or $501,122 at 6%.
James E. Swonder, MD PC Pension Plan 2004-5$2,444,143$300,673$60,135iApproximate average salary by contribution assumption: employee only about $1,503,365 at 4% or $1,002,243 at 6%; with 50% employer match about $1,002,243 at 4% or $668,162 at 6%; with 100% employer match about $751,683 at 4% or $501,122 at 6%.
200915$1,787,147$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
James E. Swonder, MD PC Pension Plan 2004-5$1,787,147$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200815$1,044,108$208,768$41,754iApproximate average salary by contribution assumption: employee only about $1,043,840 at 4% or $695,893 at 6%; with 50% employer match about $695,893 at 4% or $463,929 at 6%; with 100% employer match about $521,920 at 4% or $347,947 at 6%.
James E. Swonder, MD PC Pension Plan 2004-5$1,044,108$208,768$41,754iApproximate average salary by contribution assumption: employee only about $1,043,840 at 4% or $695,893 at 6%; with 50% employer match about $695,893 at 4% or $463,929 at 6%; with 100% employer match about $521,920 at 4% or $347,947 at 6%.
200723$0$0-
James E. Swonder, MD PC Money Purchase Pension Plan & Trust-0---
James E. Swonder, MD PC Pension Plan 2004-3---
200623$1,020,143$163,172$54,391iApproximate average salary by contribution assumption: employee only about $1,359,767 at 4% or $906,511 at 6%; with 50% employer match about $906,511 at 4% or $604,341 at 6%; with 100% employer match about $679,883 at 4% or $453,256 at 6%.
James E. Swonder, MD PC Money Purchase Pension Plan & Trust-3$559,644--
James E. Swonder, MD PC Pension Plan 2004-3$460,499$163,172$54,391iApproximate average salary by contribution assumption: employee only about $1,359,767 at 4% or $906,511 at 6%; with 50% employer match about $906,511 at 4% or $604,341 at 6%; with 100% employer match about $679,883 at 4% or $453,256 at 6%.
200525$784,727$146,852$29,370iApproximate average salary by contribution assumption: employee only about $734,260 at 4% or $489,507 at 6%; with 50% employer match about $489,507 at 4% or $326,338 at 6%; with 100% employer match about $367,130 at 4% or $244,753 at 6%.
James E. Swonder, MD PC Money Purchase Pension Plan & Trust-5$499,152--
James E. Swonder, MD PC Pension Plan 2004-3$285,575$146,852$48,951iApproximate average salary by contribution assumption: employee only about $1,223,767 at 4% or $815,844 at 6%; with 50% employer match about $815,844 at 4% or $543,896 at 6%; with 100% employer match about $611,883 at 4% or $407,922 at 6%.
200424$602,735$137,275$34,319iApproximate average salary by contribution assumption: employee only about $857,969 at 4% or $571,979 at 6%; with 50% employer match about $571,979 at 4% or $381,319 at 6%; with 100% employer match about $428,984 at 4% or $285,990 at 6%.
James E. Swonder, MD PC Money Purchase Pension Plan & Trust-4$465,460--
James E. Swonder, MD PC Pension Plan 2004-2$137,275$137,275$68,638iApproximate average salary by contribution assumption: employee only about $1,715,938 at 4% or $1,143,958 at 6%; with 50% employer match about $1,143,958 at 4% or $762,639 at 6%; with 100% employer match about $857,969 at 4% or $571,979 at 6%.
200313$425,810$49,397$16,466iApproximate average salary by contribution assumption: employee only about $411,642 at 4% or $274,428 at 6%; with 50% employer match about $274,428 at 4% or $182,952 at 6%; with 100% employer match about $205,821 at 4% or $137,214 at 6%.
James E. Swonder, MD PC Money Purchase Pension Plan & Trust-3$425,810$49,397$16,466iApproximate average salary by contribution assumption: employee only about $411,642 at 4% or $274,428 at 6%; with 50% employer match about $274,428 at 4% or $182,952 at 6%; with 100% employer match about $205,821 at 4% or $137,214 at 6%.
199913$521,207$21,598$7,199iApproximate average salary by contribution assumption: employee only about $179,983 at 4% or $119,989 at 6%; with 50% employer match about $119,989 at 4% or $79,993 at 6%; with 100% employer match about $89,992 at 4% or $59,994 at 6%.
James E. Swonder, MD PC Money Purchase Pension Plan & Trust-3$521,207$21,598$7,199iApproximate average salary by contribution assumption: employee only about $179,983 at 4% or $119,989 at 6%; with 50% employer match about $119,989 at 4% or $79,993 at 6%; with 100% employer match about $89,992 at 4% or $59,994 at 6%.