The Swanson Group LLC
Plan context: THE SWANSON GROUP PROFIT SHARING PLAN & TRUST
EIN 36-4254882 • Buffalo Grove, IL • 38 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$3,132,573
2024 Contributions
$164,811
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 | 15 | $3,132,573 | $164,811 | $10,987iApproximate average salary by contribution assumption: employee only about $274,685 at 4% or $183,123 at 6%; with 50% employer match about $183,123 at 4% or $122,082 at 6%; with 100% employer match about $137,343 at 4% or $91,562 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 15 | $3,132,573 | $164,811 | $10,987iApproximate average salary by contribution assumption: employee only about $274,685 at 4% or $183,123 at 6%; with 50% employer match about $183,123 at 4% or $122,082 at 6%; with 100% employer match about $137,343 at 4% or $91,562 at 6%. |
| The Swanson Group LLC Cash Balance Pension Plan & Trust | - | 0 | $0 | $0 | - |
| 2023 | 2 | 15 | $4,775,667 | $235,042 | $15,669iApproximate average salary by contribution assumption: employee only about $391,737 at 4% or $261,158 at 6%; with 50% employer match about $261,158 at 4% or $174,105 at 6%; with 100% employer match about $195,868 at 4% or $130,579 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 15 | $2,734,508 | $235,042 | $15,669iApproximate average salary by contribution assumption: employee only about $391,737 at 4% or $261,158 at 6%; with 50% employer match about $261,158 at 4% or $174,105 at 6%; with 100% employer match about $195,868 at 4% or $130,579 at 6%. |
| The Swanson Group LLC Cash Balance Pension Plan & Trust | - | 9 | $2,041,159 | $0 | - |
| 2022 | 2 | 16 | $4,161,014 | $287,256 | $17,954iApproximate average salary by contribution assumption: employee only about $448,838 at 4% or $299,225 at 6%; with 50% employer match about $299,225 at 4% or $199,483 at 6%; with 100% employer match about $224,419 at 4% or $149,613 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 16 | $2,183,133 | $287,256 | $17,954iApproximate average salary by contribution assumption: employee only about $448,838 at 4% or $299,225 at 6%; with 50% employer match about $299,225 at 4% or $199,483 at 6%; with 100% employer match about $224,419 at 4% or $149,613 at 6%. |
| The Swanson Group LLC Cash Balance Pension Plan & Trust | - | 9 | $1,977,881 | $0 | - |
| 2021 | 2 | 15 | $4,521,364 | $377,177 | $25,145iApproximate average salary by contribution assumption: employee only about $628,628 at 4% or $419,086 at 6%; with 50% employer match about $419,086 at 4% or $279,390 at 6%; with 100% employer match about $314,314 at 4% or $209,543 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 15 | $2,322,473 | $377,177 | $25,145iApproximate average salary by contribution assumption: employee only about $628,628 at 4% or $419,086 at 6%; with 50% employer match about $419,086 at 4% or $279,390 at 6%; with 100% employer match about $314,314 at 4% or $209,543 at 6%. |
| The Swanson Group LLC Cash Balance Pension Plan & Trust | - | 6 | $2,198,891 | $0 | - |
| 2020 | 2 | 12 | $3,701,734 | $376,979 | $31,415iApproximate average salary by contribution assumption: employee only about $785,373 at 4% or $523,582 at 6%; with 50% employer match about $523,582 at 4% or $349,055 at 6%; with 100% employer match about $392,686 at 4% or $261,791 at 6%. |
| The Swanson Group LLC Cash Balance Pension Plan & Trust | - | 6 | $1,964,440 | $184,111 | $30,685iApproximate average salary by contribution assumption: employee only about $767,129 at 4% or $511,419 at 6%; with 50% employer match about $511,419 at 4% or $340,946 at 6%; with 100% employer match about $383,565 at 4% or $255,710 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 12 | $1,737,294 | $192,868 | $16,072iApproximate average salary by contribution assumption: employee only about $401,808 at 4% or $267,872 at 6%; with 50% employer match about $267,872 at 4% or $178,581 at 6%; with 100% employer match about $200,904 at 4% or $133,936 at 6%. |
| 2019 | 2 | 8 | $3,125,186 | $334,166 | $41,771iApproximate average salary by contribution assumption: employee only about $1,044,269 at 4% or $696,179 at 6%; with 50% employer match about $696,179 at 4% or $464,119 at 6%; with 100% employer match about $522,134 at 4% or $348,090 at 6%. |
| The Swanson Group LLC Cash Balance Pension Plan & Trust | - | 4 | $1,692,082 | $259,537 | $64,884iApproximate average salary by contribution assumption: employee only about $1,622,106 at 4% or $1,081,404 at 6%; with 50% employer match about $1,081,404 at 4% or $720,936 at 6%; with 100% employer match about $811,053 at 4% or $540,702 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 8 | $1,433,104 | $74,629 | $9,329iApproximate average salary by contribution assumption: employee only about $233,216 at 4% or $155,477 at 6%; with 50% employer match about $155,477 at 4% or $103,651 at 6%; with 100% employer match about $116,608 at 4% or $77,739 at 6%. |
| 2018 | 2 | 9 | $2,371,487 | $260,517 | $28,946iApproximate average salary by contribution assumption: employee only about $723,658 at 4% or $482,439 at 6%; with 50% employer match about $482,439 at 4% or $321,626 at 6%; with 100% employer match about $361,829 at 4% or $241,219 at 6%. |
| The Swanson Group LLC Cash Balance Pension Plan & Trust | - | 4 | $1,237,937 | $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%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 9 | $1,133,550 | $60,517 | $6,724iApproximate average salary by contribution assumption: employee only about $168,103 at 4% or $112,069 at 6%; with 50% employer match about $112,069 at 4% or $74,712 at 6%; with 100% employer match about $84,051 at 4% or $56,034 at 6%. |
| 2017 | 2 | 8 | $2,239,787 | $249,220 | $31,153iApproximate average salary by contribution assumption: employee only about $778,813 at 4% or $519,208 at 6%; with 50% employer match about $519,208 at 4% or $346,139 at 6%; with 100% employer match about $389,406 at 4% or $259,604 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 8 | $1,133,971 | $49,222 | $6,153iApproximate average salary by contribution assumption: employee only about $153,819 at 4% or $102,546 at 6%; with 50% employer match about $102,546 at 4% or $68,364 at 6%; with 100% employer match about $76,909 at 4% or $51,273 at 6%. |
| The Swanson Group LLC Cash Balance Pension Plan & Trust | - | 4 | $1,105,816 | $199,998 | $50,000iApproximate average salary by contribution assumption: employee only about $1,249,988 at 4% or $833,325 at 6%; with 50% employer match about $833,325 at 4% or $555,550 at 6%; with 100% employer match about $624,994 at 4% or $416,663 at 6%. |
| 2016 | 2 | 6 | $1,763,374 | $192,763 | $32,127iApproximate average salary by contribution assumption: employee only about $803,179 at 4% or $535,453 at 6%; with 50% employer match about $535,453 at 4% or $356,969 at 6%; with 100% employer match about $401,590 at 4% or $267,726 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 6 | $930,871 | $32,240 | $5,373iApproximate average salary by contribution assumption: employee only about $134,333 at 4% or $89,556 at 6%; with 50% employer match about $89,556 at 4% or $59,704 at 6%; with 100% employer match about $67,167 at 4% or $44,778 at 6%. |
| The Swanson Group LLC Cash Balance Pension Plan & Trust | - | 3 | $832,503 | $160,523 | $53,508iApproximate average salary by contribution assumption: employee only about $1,337,692 at 4% or $891,794 at 6%; with 50% employer match about $891,794 at 4% or $594,530 at 6%; with 100% employer match about $668,846 at 4% or $445,897 at 6%. |
| 2015 | 2 | 7 | $2,341,130 | $150,000 | $21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 7 | $1,704,993 | $30,579 | $4,368iApproximate average salary by contribution assumption: employee only about $109,211 at 4% or $72,807 at 6%; with 50% employer match about $72,807 at 4% or $48,538 at 6%; with 100% employer match about $54,605 at 4% or $36,404 at 6%. |
| The Swanson Group LLC Cash Balance Pension Plan & Trust | - | 2 | $636,137 | $119,421 | $59,711iApproximate average salary by contribution assumption: employee only about $1,492,763 at 4% or $995,175 at 6%; with 50% employer match about $995,175 at 4% or $663,450 at 6%; with 100% employer match about $746,381 at 4% or $497,588 at 6%. |
| 2014 | 2 | 7 | $2,536,245 | $348,933 | $49,848iApproximate average salary by contribution assumption: employee only about $1,246,189 at 4% or $830,793 at 6%; with 50% employer match about $830,793 at 4% or $553,862 at 6%; with 100% employer match about $623,095 at 4% or $415,396 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 7 | $1,746,933 | $76,845 | $10,978iApproximate average salary by contribution assumption: employee only about $274,446 at 4% or $182,964 at 6%; with 50% employer match about $182,964 at 4% or $121,976 at 6%; with 100% employer match about $137,223 at 4% or $91,482 at 6%. |
| The Swanson Group LLC Cash Balance Pension Plan & Trust | - | 3 | $789,312 | $272,088 | $90,696iApproximate average salary by contribution assumption: employee only about $2,267,400 at 4% or $1,511,600 at 6%; with 50% employer match about $1,511,600 at 4% or $1,007,733 at 6%; with 100% employer match about $1,133,700 at 4% or $755,800 at 6%. |
| 2013 | 2 | 5 | $1,988,287 | $278,287 | $55,657iApproximate average salary by contribution assumption: employee only about $1,391,435 at 4% or $927,623 at 6%; with 50% employer match about $927,623 at 4% or $618,416 at 6%; with 100% employer match about $695,718 at 4% or $463,812 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 5 | $1,475,385 | $18,287 | $3,657iApproximate average salary by contribution assumption: employee only about $91,435 at 4% or $60,957 at 6%; with 50% employer match about $60,957 at 4% or $40,638 at 6%; with 100% employer match about $45,718 at 4% or $30,478 at 6%. |
| The Swanson Group LLC Cash Balance Pension Plan & Trust | - | 2 | $512,902 | $260,000 | $130,000iApproximate average salary by contribution assumption: employee only about $3,250,000 at 4% or $2,166,667 at 6%; with 50% employer match about $2,166,667 at 4% or $1,444,444 at 6%; with 100% employer match about $1,625,000 at 4% or $1,083,333 at 6%. |
| 2012 | 2 | 5 | $1,467,693 | $214,232 | $42,846iApproximate average salary by contribution assumption: employee only about $1,071,160 at 4% or $714,107 at 6%; with 50% employer match about $714,107 at 4% or $476,071 at 6%; with 100% employer match about $535,580 at 4% or $357,053 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 5 | $1,214,808 | $61,354 | $12,271iApproximate average salary by contribution assumption: employee only about $306,770 at 4% or $204,513 at 6%; with 50% employer match about $204,513 at 4% or $136,342 at 6%; with 100% employer match about $153,385 at 4% or $102,257 at 6%. |
| The Swanson Group LLC Cash Balance Pension Plan & Trust | - | 2 | $252,885 | $152,878 | $76,439iApproximate average salary by contribution assumption: employee only about $1,910,975 at 4% or $1,273,983 at 6%; with 50% employer match about $1,273,983 at 4% or $849,322 at 6%; with 100% employer match about $955,488 at 4% or $636,992 at 6%. |
| 2011 | 2 | 5 | $1,241,350 | $214,474 | $42,895iApproximate average salary by contribution assumption: employee only about $1,072,370 at 4% or $714,913 at 6%; with 50% employer match about $714,913 at 4% or $476,609 at 6%; with 100% employer match about $536,185 at 4% or $357,457 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 5 | $1,141,350 | $114,474 | $22,895iApproximate average salary by contribution assumption: employee only about $572,370 at 4% or $381,580 at 6%; with 50% employer match about $381,580 at 4% or $254,387 at 6%; with 100% employer match about $286,185 at 4% or $190,790 at 6%. |
| The Swanson Group LLC Cash Balance Pension Plan & Trust | - | 2 | $100,000 | $100,000 | $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%. |
| 2010 | 1 | 4 | $1,037,039 | $106,918 | $26,730iApproximate average salary by contribution assumption: employee only about $668,238 at 4% or $445,492 at 6%; with 50% employer match about $445,492 at 4% or $296,994 at 6%; with 100% employer match about $334,119 at 4% or $222,746 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 4 | $1,037,039 | $106,918 | $26,730iApproximate average salary by contribution assumption: employee only about $668,238 at 4% or $445,492 at 6%; with 50% employer match about $445,492 at 4% or $296,994 at 6%; with 100% employer match about $334,119 at 4% or $222,746 at 6%. |
| 2009 | 1 | 4 | $833,154 | $106,948 | $26,737iApproximate average salary by contribution assumption: employee only about $668,425 at 4% or $445,617 at 6%; with 50% employer match about $445,617 at 4% or $297,078 at 6%; with 100% employer match about $334,213 at 4% or $222,808 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 4 | $833,154 | $106,948 | $26,737iApproximate average salary by contribution assumption: employee only about $668,425 at 4% or $445,617 at 6%; with 50% employer match about $445,617 at 4% or $297,078 at 6%; with 100% employer match about $334,213 at 4% or $222,808 at 6%. |
| 2008 | 1 | 3 | $645,744 | $112,781 | $37,594iApproximate average salary by contribution assumption: employee only about $939,842 at 4% or $626,561 at 6%; with 50% employer match about $626,561 at 4% or $417,707 at 6%; with 100% employer match about $469,921 at 4% or $313,281 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 3 | $645,744 | $112,781 | $37,594iApproximate average salary by contribution assumption: employee only about $939,842 at 4% or $626,561 at 6%; with 50% employer match about $626,561 at 4% or $417,707 at 6%; with 100% employer match about $469,921 at 4% or $313,281 at 6%. |
| 2007 | 1 | 2 | $750,468 | $90,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 2 | $750,468 | $90,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| 2006 | 1 | 2 | $658,302 | $88,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 2 | $658,302 | $88,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| 2005 | 1 | 2 | $539,025 | $71,126 | $35,563iApproximate average salary by contribution assumption: employee only about $889,075 at 4% or $592,717 at 6%; with 50% employer match about $592,717 at 4% or $395,144 at 6%; with 100% employer match about $444,538 at 4% or $296,358 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 2 | $539,025 | $71,126 | $35,563iApproximate average salary by contribution assumption: employee only about $889,075 at 4% or $592,717 at 6%; with 50% employer match about $592,717 at 4% or $395,144 at 6%; with 100% employer match about $444,538 at 4% or $296,358 at 6%. |
| 2004 | 1 | 2 | $472,241 | $82,000 | $41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 2 | $472,241 | $82,000 | $41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%. |
| 2003 | 1 | 3 | $363,475 | $88,568 | $29,523iApproximate average salary by contribution assumption: employee only about $738,067 at 4% or $492,044 at 6%; with 50% employer match about $492,044 at 4% or $328,030 at 6%; with 100% employer match about $369,033 at 4% or $246,022 at 6%. |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 3 | $363,475 | $88,568 | $29,523iApproximate average salary by contribution assumption: employee only about $738,067 at 4% or $492,044 at 6%; with 50% employer match about $492,044 at 4% or $328,030 at 6%; with 100% employer match about $369,033 at 4% or $246,022 at 6%. |
| 2001 | 2 | 3 | $0 | $0 | - |
| THE SWANSON GROUP MONEY PURCHASE PENSION PLAN & TRUST | - | 3 | - | - | - |
| THE SWANSON GROUP PROFIT SHARING PLAN & TRUST | - | 3 | - | - | - |