Civic Intelligence

Swartz Funeral Home Inc.

Plan context: Swartz Funeral Home Inc. 401(K) Profit Sharing Plan

EIN 38-1986825 • Flint, MI • 13 filings • 1 plans

1225 W. Hill RoadFlint, MI 48507
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,774,969

2025 Contributions

$27,870

Historical Graphs

Total Assets Over Time

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

$1,967,749$983,875$0201320192025YearValue
$1,774,969Latest year 2025

Participants Over Time

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

950201320192025YearValue
5Latest 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
202515$1,774,969$27,870$5,574iApproximate average salary by contribution assumption: employee only about $139,350 at 4% or $92,900 at 6%; with 50% employer match about $92,900 at 4% or $61,933 at 6%; with 100% employer match about $69,675 at 4% or $46,450 at 6%.
Swartz Funeral Home Inc. 401(K) Profit Sharing Plan-5$1,774,969$27,870$5,574iApproximate average salary by contribution assumption: employee only about $139,350 at 4% or $92,900 at 6%; with 50% employer match about $92,900 at 4% or $61,933 at 6%; with 100% employer match about $69,675 at 4% or $46,450 at 6%.
202417$1,768,690$33,446$4,778iApproximate average salary by contribution assumption: employee only about $119,450 at 4% or $79,633 at 6%; with 50% employer match about $79,633 at 4% or $53,089 at 6%; with 100% employer match about $59,725 at 4% or $39,817 at 6%.
Swartz Funeral Home Inc. 401(K) Profit Sharing Plan-7$1,768,690$33,446$4,778iApproximate average salary by contribution assumption: employee only about $119,450 at 4% or $79,633 at 6%; with 50% employer match about $79,633 at 4% or $53,089 at 6%; with 100% employer match about $59,725 at 4% or $39,817 at 6%.
202317$1,522,581$34,927$4,990iApproximate average salary by contribution assumption: employee only about $124,739 at 4% or $83,160 at 6%; with 50% employer match about $83,160 at 4% or $55,440 at 6%; with 100% employer match about $62,370 at 4% or $41,580 at 6%.
Swartz Funeral Home Inc. 401(K) Profit Sharing Plan-7$1,522,581$34,927$4,990iApproximate average salary by contribution assumption: employee only about $124,739 at 4% or $83,160 at 6%; with 50% employer match about $83,160 at 4% or $55,440 at 6%; with 100% employer match about $62,370 at 4% or $41,580 at 6%.
202217$1,423,619$32,307$4,615iApproximate average salary by contribution assumption: employee only about $115,382 at 4% or $76,921 at 6%; with 50% employer match about $76,921 at 4% or $51,281 at 6%; with 100% employer match about $57,691 at 4% or $38,461 at 6%.
Swartz Funeral Home Inc. 401(K) Profit Sharing Plan-7$1,423,619$32,307$4,615iApproximate average salary by contribution assumption: employee only about $115,382 at 4% or $76,921 at 6%; with 50% employer match about $76,921 at 4% or $51,281 at 6%; with 100% employer match about $57,691 at 4% or $38,461 at 6%.
202117$1,967,749$32,321$4,617iApproximate average salary by contribution assumption: employee only about $115,432 at 4% or $76,955 at 6%; with 50% employer match about $76,955 at 4% or $51,303 at 6%; with 100% employer match about $57,716 at 4% or $38,477 at 6%.
Swartz Funeral Home Inc. 401(K) Profit Sharing Plan-7$1,967,749$32,321$4,617iApproximate average salary by contribution assumption: employee only about $115,432 at 4% or $76,955 at 6%; with 50% employer match about $76,955 at 4% or $51,303 at 6%; with 100% employer match about $57,716 at 4% or $38,477 at 6%.
202019$1,651,156$34,531$3,837iApproximate average salary by contribution assumption: employee only about $95,919 at 4% or $63,946 at 6%; with 50% employer match about $63,946 at 4% or $42,631 at 6%; with 100% employer match about $47,960 at 4% or $31,973 at 6%.
Swartz Funeral Home Inc. 401(K) Profit Sharing Plan-9$1,651,156$34,531$3,837iApproximate average salary by contribution assumption: employee only about $95,919 at 4% or $63,946 at 6%; with 50% employer match about $63,946 at 4% or $42,631 at 6%; with 100% employer match about $47,960 at 4% or $31,973 at 6%.
201919$1,891,480$48,704$5,412iApproximate average salary by contribution assumption: employee only about $135,289 at 4% or $90,193 at 6%; with 50% employer match about $90,193 at 4% or $60,128 at 6%; with 100% employer match about $67,644 at 4% or $45,096 at 6%.
Swartz Funeral Home Inc. 401(K) Profit Sharing Plan-9$1,891,480$48,704$5,412iApproximate average salary by contribution assumption: employee only about $135,289 at 4% or $90,193 at 6%; with 50% employer match about $90,193 at 4% or $60,128 at 6%; with 100% employer match about $67,644 at 4% or $45,096 at 6%.
201819$1,517,833$47,145$5,238iApproximate average salary by contribution assumption: employee only about $130,958 at 4% or $87,306 at 6%; with 50% employer match about $87,306 at 4% or $58,204 at 6%; with 100% employer match about $65,479 at 4% or $43,653 at 6%.
Swartz Funeral Home Inc. 401(K) Profit Sharing Plan-9$1,517,833$47,145$5,238iApproximate average salary by contribution assumption: employee only about $130,958 at 4% or $87,306 at 6%; with 50% employer match about $87,306 at 4% or $58,204 at 6%; with 100% employer match about $65,479 at 4% or $43,653 at 6%.
201719$1,549,465$51,847$5,761iApproximate average salary by contribution assumption: employee only about $144,019 at 4% or $96,013 at 6%; with 50% employer match about $96,013 at 4% or $64,009 at 6%; with 100% employer match about $72,010 at 4% or $48,006 at 6%.
Swartz Funeral Home Inc. 401(K) Profit Sharing Plan-9$1,549,465$51,847$5,761iApproximate average salary by contribution assumption: employee only about $144,019 at 4% or $96,013 at 6%; with 50% employer match about $96,013 at 4% or $64,009 at 6%; with 100% employer match about $72,010 at 4% or $48,006 at 6%.
201619$1,263,537$50,436$5,604iApproximate average salary by contribution assumption: employee only about $140,100 at 4% or $93,400 at 6%; with 50% employer match about $93,400 at 4% or $62,267 at 6%; with 100% employer match about $70,050 at 4% or $46,700 at 6%.
Swartz Funeral Home Inc. 401(K) Profit Sharing Plan-9$1,263,537$50,436$5,604iApproximate average salary by contribution assumption: employee only about $140,100 at 4% or $93,400 at 6%; with 50% employer match about $93,400 at 4% or $62,267 at 6%; with 100% employer match about $70,050 at 4% or $46,700 at 6%.
201519$1,135,559$46,449$5,161iApproximate average salary by contribution assumption: employee only about $129,025 at 4% or $86,017 at 6%; with 50% employer match about $86,017 at 4% or $57,344 at 6%; with 100% employer match about $64,513 at 4% or $43,008 at 6%.
Swartz Funeral Home Inc. 401(K) Profit Sharing Plan-9$1,135,559$46,449$5,161iApproximate average salary by contribution assumption: employee only about $129,025 at 4% or $86,017 at 6%; with 50% employer match about $86,017 at 4% or $57,344 at 6%; with 100% employer match about $64,513 at 4% or $43,008 at 6%.
201419$1,082,831$41,215$4,579iApproximate average salary by contribution assumption: employee only about $114,486 at 4% or $76,324 at 6%; with 50% employer match about $76,324 at 4% or $50,883 at 6%; with 100% employer match about $57,243 at 4% or $38,162 at 6%.
Swartz Funeral Home Inc. 401(K) Profit Sharing Plan-9$1,082,831$41,215$4,579iApproximate average salary by contribution assumption: employee only about $114,486 at 4% or $76,324 at 6%; with 50% employer match about $76,324 at 4% or $50,883 at 6%; with 100% employer match about $57,243 at 4% or $38,162 at 6%.
201319$966,485$814,861$90,540iApproximate average salary by contribution assumption: employee only about $2,263,503 at 4% or $1,509,002 at 6%; with 50% employer match about $1,509,002 at 4% or $1,006,001 at 6%; with 100% employer match about $1,131,751 at 4% or $754,501 at 6%.
Swartz Funeral Home Inc. 401(K) Profit Sharing Plan-9$966,485$814,861$90,540iApproximate average salary by contribution assumption: employee only about $2,263,503 at 4% or $1,509,002 at 6%; with 50% employer match about $1,509,002 at 4% or $1,006,001 at 6%; with 100% employer match about $1,131,751 at 4% or $754,501 at 6%.