Civic Intelligence

SWIFTCOMPLY US OPCO INC

Plan context: SWIFTCOMPLY US OPCO INC 401(K) PLAN

EIN 35-2594233 • Pleasanton, CA • 7 filings • 1 plans

6701 Koll Center PkwySuite 250Pleasanton, CA 94566
Current Snapshot

Latest Year

2025

2025 Participants

61

2025 Assets

$1,527,123

2025 Contributions

$769,747

Historical Graphs

Total Assets Over Time

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

$1,527,123$763,562$0201920222025YearValue
$1,527,123Latest year 2025

Participants Over Time

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

61310201920222025YearValue
61Latest 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
2025161$1,527,123$769,747$12,619iApproximate average salary by contribution assumption: employee only about $315,470 at 4% or $210,313 at 6%; with 50% employer match about $210,313 at 4% or $140,209 at 6%; with 100% employer match about $157,735 at 4% or $105,157 at 6%.
SWIFTCOMPLY US OPCO INC 401(K) PLAN-61$1,527,123$769,747$12,619iApproximate average salary by contribution assumption: employee only about $315,470 at 4% or $210,313 at 6%; with 50% employer match about $210,313 at 4% or $140,209 at 6%; with 100% employer match about $157,735 at 4% or $105,157 at 6%.
2024150$1,104,331$389,077$7,782iApproximate average salary by contribution assumption: employee only about $194,539 at 4% or $129,692 at 6%; with 50% employer match about $129,692 at 4% or $86,462 at 6%; with 100% employer match about $97,269 at 4% or $64,846 at 6%.
SWIFTCOMPLY US OPCO INC 401(K) PLAN-50$1,104,331$389,077$7,782iApproximate average salary by contribution assumption: employee only about $194,539 at 4% or $129,692 at 6%; with 50% employer match about $129,692 at 4% or $86,462 at 6%; with 100% employer match about $97,269 at 4% or $64,846 at 6%.
2023152$1,137,752$400,233$7,697iApproximate average salary by contribution assumption: employee only about $192,420 at 4% or $128,280 at 6%; with 50% employer match about $128,280 at 4% or $85,520 at 6%; with 100% employer match about $96,210 at 4% or $64,140 at 6%.
SWIFTCOMPLY US OPCO INC 401(K) PLAN-52$1,137,752$400,233$7,697iApproximate average salary by contribution assumption: employee only about $192,420 at 4% or $128,280 at 6%; with 50% employer match about $128,280 at 4% or $85,520 at 6%; with 100% employer match about $96,210 at 4% or $64,140 at 6%.
2022142$700,466$250,201$5,957iApproximate average salary by contribution assumption: employee only about $148,929 at 4% or $99,286 at 6%; with 50% employer match about $99,286 at 4% or $66,191 at 6%; with 100% employer match about $74,465 at 4% or $49,643 at 6%.
SWIFTCOMPLY US OPCO INC 401(K) PLAN-42$700,466$250,201$5,957iApproximate average salary by contribution assumption: employee only about $148,929 at 4% or $99,286 at 6%; with 50% employer match about $99,286 at 4% or $66,191 at 6%; with 100% employer match about $74,465 at 4% or $49,643 at 6%.
2021131$570,845$237,215$7,652iApproximate average salary by contribution assumption: employee only about $191,302 at 4% or $127,535 at 6%; with 50% employer match about $127,535 at 4% or $85,023 at 6%; with 100% employer match about $95,651 at 4% or $63,767 at 6%.
SWIFTCOMPLY US OPCO INC 401(K) PLAN-31$570,845$237,215$7,652iApproximate average salary by contribution assumption: employee only about $191,302 at 4% or $127,535 at 6%; with 50% employer match about $127,535 at 4% or $85,023 at 6%; with 100% employer match about $95,651 at 4% or $63,767 at 6%.
2020122$294,302$173,150$7,870iApproximate average salary by contribution assumption: employee only about $196,761 at 4% or $131,174 at 6%; with 50% employer match about $131,174 at 4% or $87,449 at 6%; with 100% employer match about $98,381 at 4% or $65,587 at 6%.
SWIFTCOMPLY US OPCO INC 401(K) PLAN-22$294,302$173,150$7,870iApproximate average salary by contribution assumption: employee only about $196,761 at 4% or $131,174 at 6%; with 50% employer match about $131,174 at 4% or $87,449 at 6%; with 100% employer match about $98,381 at 4% or $65,587 at 6%.
2019114$97,383$91,603$6,543iApproximate average salary by contribution assumption: employee only about $163,577 at 4% or $109,051 at 6%; with 50% employer match about $109,051 at 4% or $72,701 at 6%; with 100% employer match about $81,788 at 4% or $54,526 at 6%.
SWIFTCOMPLY US OPCO INC 401(K) PLAN-14$97,383$91,603$6,543iApproximate average salary by contribution assumption: employee only about $163,577 at 4% or $109,051 at 6%; with 50% employer match about $109,051 at 4% or $72,701 at 6%; with 100% employer match about $81,788 at 4% or $54,526 at 6%.