Civic Intelligence

Swiss Financial Services Inc

Plan context: Swiss Financial Services Profit

EIN 36-3446476 • Naperville, IL • 24 filings • 4 plans

40 Shuman BlvdSuite 172Naperville, IL 60563
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,265,274

2024 Contributions

$21,691

Historical Graphs

Total Assets Over Time

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

$4,621,883$2,310,942$0200420152023YearValue
$3,265,274Latest year 2023

Participants Over Time

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

35180200020122023YearValue
9Latest year 2023

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
202410$0$21,691-
Swiss Financial Services Profit-0$0$21,691-
202319$3,265,274$31,590$3,510iApproximate average salary by contribution assumption: employee only about $87,750 at 4% or $58,500 at 6%; with 50% employer match about $58,500 at 4% or $39,000 at 6%; with 100% employer match about $43,875 at 4% or $29,250 at 6%.
Swiss Financial Services Profit-9$3,265,274$31,590$3,510iApproximate average salary by contribution assumption: employee only about $87,750 at 4% or $58,500 at 6%; with 50% employer match about $58,500 at 4% or $39,000 at 6%; with 100% employer match about $43,875 at 4% or $29,250 at 6%.
2022113$3,818,466$31,086$2,391iApproximate average salary by contribution assumption: employee only about $59,781 at 4% or $39,854 at 6%; with 50% employer match about $39,854 at 4% or $26,569 at 6%; with 100% employer match about $29,890 at 4% or $19,927 at 6%.
Swiss Financial Services Profit-13$3,818,466$31,086$2,391iApproximate average salary by contribution assumption: employee only about $59,781 at 4% or $39,854 at 6%; with 50% employer match about $39,854 at 4% or $26,569 at 6%; with 100% employer match about $29,890 at 4% or $19,927 at 6%.
2021114$4,617,348$26,060$1,861iApproximate average salary by contribution assumption: employee only about $46,536 at 4% or $31,024 at 6%; with 50% employer match about $31,024 at 4% or $20,683 at 6%; with 100% employer match about $23,268 at 4% or $15,512 at 6%.
Swiss Financial Services Profit-14$4,617,348$26,060$1,861iApproximate average salary by contribution assumption: employee only about $46,536 at 4% or $31,024 at 6%; with 50% employer match about $31,024 at 4% or $20,683 at 6%; with 100% employer match about $23,268 at 4% or $15,512 at 6%.
2020114$4,621,883$45,397$3,243iApproximate average salary by contribution assumption: employee only about $81,066 at 4% or $54,044 at 6%; with 50% employer match about $54,044 at 4% or $36,029 at 6%; with 100% employer match about $40,533 at 4% or $27,022 at 6%.
Swiss Financial Services Profit-14$4,621,883$45,397$3,243iApproximate average salary by contribution assumption: employee only about $81,066 at 4% or $54,044 at 6%; with 50% employer match about $54,044 at 4% or $36,029 at 6%; with 100% employer match about $40,533 at 4% or $27,022 at 6%.
2019114$4,099,093$63,831$4,559iApproximate average salary by contribution assumption: employee only about $113,984 at 4% or $75,989 at 6%; with 50% employer match about $75,989 at 4% or $50,660 at 6%; with 100% employer match about $56,992 at 4% or $37,995 at 6%.
Swiss Financial Services Profit-14$4,099,093$63,831$4,559iApproximate average salary by contribution assumption: employee only about $113,984 at 4% or $75,989 at 6%; with 50% employer match about $75,989 at 4% or $50,660 at 6%; with 100% employer match about $56,992 at 4% or $37,995 at 6%.
2018114$3,665,213$71,115$5,080iApproximate average salary by contribution assumption: employee only about $126,991 at 4% or $84,661 at 6%; with 50% employer match about $84,661 at 4% or $56,440 at 6%; with 100% employer match about $63,496 at 4% or $42,330 at 6%.
Swiss Financial Services Profit-14$3,665,213$71,115$5,080iApproximate average salary by contribution assumption: employee only about $126,991 at 4% or $84,661 at 6%; with 50% employer match about $84,661 at 4% or $56,440 at 6%; with 100% employer match about $63,496 at 4% or $42,330 at 6%.
2017114$4,014,208$88,359$6,311iApproximate average salary by contribution assumption: employee only about $157,784 at 4% or $105,189 at 6%; with 50% employer match about $105,189 at 4% or $70,126 at 6%; with 100% employer match about $78,892 at 4% or $52,595 at 6%.
Swiss Financial Services Profit-14$4,014,208$88,359$6,311iApproximate average salary by contribution assumption: employee only about $157,784 at 4% or $105,189 at 6%; with 50% employer match about $105,189 at 4% or $70,126 at 6%; with 100% employer match about $78,892 at 4% or $52,595 at 6%.
2016116$3,845,946$101,534$6,346iApproximate average salary by contribution assumption: employee only about $158,647 at 4% or $105,765 at 6%; with 50% employer match about $105,765 at 4% or $70,510 at 6%; with 100% employer match about $79,323 at 4% or $52,882 at 6%.
Swiss Financial Services Profit-16$3,845,946$101,534$6,346iApproximate average salary by contribution assumption: employee only about $158,647 at 4% or $105,765 at 6%; with 50% employer match about $105,765 at 4% or $70,510 at 6%; with 100% employer match about $79,323 at 4% or $52,882 at 6%.
2015119$3,852,710$174,895$9,205iApproximate average salary by contribution assumption: employee only about $230,125 at 4% or $153,417 at 6%; with 50% employer match about $153,417 at 4% or $102,278 at 6%; with 100% employer match about $115,063 at 4% or $76,708 at 6%.
Swiss Financial Services Profit-19$3,852,710$174,895$9,205iApproximate average salary by contribution assumption: employee only about $230,125 at 4% or $153,417 at 6%; with 50% employer match about $153,417 at 4% or $102,278 at 6%; with 100% employer match about $115,063 at 4% or $76,708 at 6%.
2014120$3,852,297$176,813$8,841iApproximate average salary by contribution assumption: employee only about $221,016 at 4% or $147,344 at 6%; with 50% employer match about $147,344 at 4% or $98,229 at 6%; with 100% employer match about $110,508 at 4% or $73,672 at 6%.
Swiss Financial Services Profit-20$3,852,297$176,813$8,841iApproximate average salary by contribution assumption: employee only about $221,016 at 4% or $147,344 at 6%; with 50% employer match about $147,344 at 4% or $98,229 at 6%; with 100% employer match about $110,508 at 4% or $73,672 at 6%.
2013122$3,516,925$182,260$8,285iApproximate average salary by contribution assumption: employee only about $207,114 at 4% or $138,076 at 6%; with 50% employer match about $138,076 at 4% or $92,051 at 6%; with 100% employer match about $103,557 at 4% or $69,038 at 6%.
Swiss Financial Services Profit-22$3,516,925$182,260$8,285iApproximate average salary by contribution assumption: employee only about $207,114 at 4% or $138,076 at 6%; with 50% employer match about $138,076 at 4% or $92,051 at 6%; with 100% employer match about $103,557 at 4% or $69,038 at 6%.
2012124$3,226,819$240,986$10,041iApproximate average salary by contribution assumption: employee only about $251,027 at 4% or $167,351 at 6%; with 50% employer match about $167,351 at 4% or $111,568 at 6%; with 100% employer match about $125,514 at 4% or $83,676 at 6%.
Swiss Financial Services Profit-24$3,226,819$240,986$10,041iApproximate average salary by contribution assumption: employee only about $251,027 at 4% or $167,351 at 6%; with 50% employer match about $167,351 at 4% or $111,568 at 6%; with 100% employer match about $125,514 at 4% or $83,676 at 6%.
2011128$3,230,775$312,363$11,156iApproximate average salary by contribution assumption: employee only about $278,896 at 4% or $185,930 at 6%; with 50% employer match about $185,930 at 4% or $123,954 at 6%; with 100% employer match about $139,448 at 4% or $92,965 at 6%.
Swiss Financial Services Profit-28$3,230,775$312,363$11,156iApproximate average salary by contribution assumption: employee only about $278,896 at 4% or $185,930 at 6%; with 50% employer match about $185,930 at 4% or $123,954 at 6%; with 100% employer match about $139,448 at 4% or $92,965 at 6%.
2010133$3,677,029$338,666$10,263iApproximate average salary by contribution assumption: employee only about $256,565 at 4% or $171,043 at 6%; with 50% employer match about $171,043 at 4% or $114,029 at 6%; with 100% employer match about $128,283 at 4% or $85,522 at 6%.
Swiss Financial Services Profit-33$3,677,029$338,666$10,263iApproximate average salary by contribution assumption: employee only about $256,565 at 4% or $171,043 at 6%; with 50% employer match about $171,043 at 4% or $114,029 at 6%; with 100% employer match about $128,283 at 4% or $85,522 at 6%.
2009134$3,461,865$416,381$12,247iApproximate average salary by contribution assumption: employee only about $306,163 at 4% or $204,108 at 6%; with 50% employer match about $204,108 at 4% or $136,072 at 6%; with 100% employer match about $153,081 at 4% or $102,054 at 6%.
Swiss Financial Services Profit-34$3,461,865$416,381$12,247iApproximate average salary by contribution assumption: employee only about $306,163 at 4% or $204,108 at 6%; with 50% employer match about $204,108 at 4% or $136,072 at 6%; with 100% employer match about $153,081 at 4% or $102,054 at 6%.
2008135$2,582,341$450,568$12,873iApproximate average salary by contribution assumption: employee only about $321,834 at 4% or $214,556 at 6%; with 50% employer match about $214,556 at 4% or $143,037 at 6%; with 100% employer match about $160,917 at 4% or $107,278 at 6%.
Swiss Financial Services Profit-35$2,582,341$450,568$12,873iApproximate average salary by contribution assumption: employee only about $321,834 at 4% or $214,556 at 6%; with 50% employer match about $214,556 at 4% or $143,037 at 6%; with 100% employer match about $160,917 at 4% or $107,278 at 6%.
2007130$0$0-
Swiss Financial Services Profit-30---
2005123$2,239,162$336,190$14,617iApproximate average salary by contribution assumption: employee only about $365,424 at 4% or $243,616 at 6%; with 50% employer match about $243,616 at 4% or $162,411 at 6%; with 100% employer match about $182,712 at 4% or $121,808 at 6%.
Swiss Financial Services Profit-23$2,239,162$336,190$14,617iApproximate average salary by contribution assumption: employee only about $365,424 at 4% or $243,616 at 6%; with 50% employer match about $243,616 at 4% or $162,411 at 6%; with 100% employer match about $182,712 at 4% or $121,808 at 6%.
2004119$1,789,567$313,318$16,490iApproximate average salary by contribution assumption: employee only about $412,261 at 4% or $274,840 at 6%; with 50% employer match about $274,840 at 4% or $183,227 at 6%; with 100% employer match about $206,130 at 4% or $137,420 at 6%.
Swiss Financial Services Profit-19$1,789,567$313,318$16,490iApproximate average salary by contribution assumption: employee only about $412,261 at 4% or $274,840 at 6%; with 50% employer match about $274,840 at 4% or $183,227 at 6%; with 100% employer match about $206,130 at 4% or $137,420 at 6%.
2003117$0$0-
Swiss Financial Services Profit-17---
2002116$0$0-
Swiss Financial Services Profit-16---
2001112$0$0-
Swiss Financial Services Profit-12---
2000111$0$0-
Swiss Financial Services Profit-11---