Civic Intelligence

Swartzmiller Associates

Plan context: Swartzmiller Associates Retirement Plan

EIN 38-3092547 • Howell, MI • 17 filings • 1 plans

604 Sunrise Park StHowell, MI 48843
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$4,984,953

2024 Contributions

$366,393

Historical Graphs

Total Assets Over Time

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

$4,984,953$2,492,477$0200920172024YearValue
$4,984,953Latest year 2024

Participants Over Time

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

1370200720162024YearValue
13Latest year 2024

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
2024113$4,984,953$366,393$28,184iApproximate average salary by contribution assumption: employee only about $704,602 at 4% or $469,735 at 6%; with 50% employer match about $469,735 at 4% or $313,156 at 6%; with 100% employer match about $352,301 at 4% or $234,867 at 6%.
Swartzmiller Associates Retirement Plan-13$4,984,953$366,393$28,184iApproximate average salary by contribution assumption: employee only about $704,602 at 4% or $469,735 at 6%; with 50% employer match about $469,735 at 4% or $313,156 at 6%; with 100% employer match about $352,301 at 4% or $234,867 at 6%.
2023113$4,155,773$348,340$26,795iApproximate average salary by contribution assumption: employee only about $669,885 at 4% or $446,590 at 6%; with 50% employer match about $446,590 at 4% or $297,726 at 6%; with 100% employer match about $334,942 at 4% or $223,295 at 6%.
Swartzmiller Associates Retirement Plan-13$4,155,773$348,340$26,795iApproximate average salary by contribution assumption: employee only about $669,885 at 4% or $446,590 at 6%; with 50% employer match about $446,590 at 4% or $297,726 at 6%; with 100% employer match about $334,942 at 4% or $223,295 at 6%.
2022110$3,245,264$109,647$10,965iApproximate average salary by contribution assumption: employee only about $274,118 at 4% or $182,745 at 6%; with 50% employer match about $182,745 at 4% or $121,830 at 6%; with 100% employer match about $137,059 at 4% or $91,373 at 6%.
Swartzmiller Associates Retirement Plan-10$3,245,264$109,647$10,965iApproximate average salary by contribution assumption: employee only about $274,118 at 4% or $182,745 at 6%; with 50% employer match about $182,745 at 4% or $121,830 at 6%; with 100% employer match about $137,059 at 4% or $91,373 at 6%.
2021112$4,128,299$232,940$19,412iApproximate average salary by contribution assumption: employee only about $485,292 at 4% or $323,528 at 6%; with 50% employer match about $323,528 at 4% or $215,685 at 6%; with 100% employer match about $242,646 at 4% or $161,764 at 6%.
Swartzmiller Associates Retirement Plan-12$4,128,299$232,940$19,412iApproximate average salary by contribution assumption: employee only about $485,292 at 4% or $323,528 at 6%; with 50% employer match about $323,528 at 4% or $215,685 at 6%; with 100% employer match about $242,646 at 4% or $161,764 at 6%.
2020111$3,414,566$212,465$19,315iApproximate average salary by contribution assumption: employee only about $482,875 at 4% or $321,917 at 6%; with 50% employer match about $321,917 at 4% or $214,611 at 6%; with 100% employer match about $241,438 at 4% or $160,958 at 6%.
Swartzmiller Associates Retirement Plan-11$3,414,566$212,465$19,315iApproximate average salary by contribution assumption: employee only about $482,875 at 4% or $321,917 at 6%; with 50% employer match about $321,917 at 4% or $214,611 at 6%; with 100% employer match about $241,438 at 4% or $160,958 at 6%.
2019111$2,681,490$184,711$16,792iApproximate average salary by contribution assumption: employee only about $419,798 at 4% or $279,865 at 6%; with 50% employer match about $279,865 at 4% or $186,577 at 6%; with 100% employer match about $209,899 at 4% or $139,933 at 6%.
Swartzmiller Associates Retirement Plan-11$2,681,490$184,711$16,792iApproximate average salary by contribution assumption: employee only about $419,798 at 4% or $279,865 at 6%; with 50% employer match about $279,865 at 4% or $186,577 at 6%; with 100% employer match about $209,899 at 4% or $139,933 at 6%.
2018110$2,017,537$157,684$15,768iApproximate average salary by contribution assumption: employee only about $394,210 at 4% or $262,807 at 6%; with 50% employer match about $262,807 at 4% or $175,204 at 6%; with 100% employer match about $197,105 at 4% or $131,403 at 6%.
Swartzmiller Associates Retirement Plan-10$2,017,537$157,684$15,768iApproximate average salary by contribution assumption: employee only about $394,210 at 4% or $262,807 at 6%; with 50% employer match about $262,807 at 4% or $175,204 at 6%; with 100% employer match about $197,105 at 4% or $131,403 at 6%.
201717$2,003,781$149,510$21,359iApproximate average salary by contribution assumption: employee only about $533,964 at 4% or $355,976 at 6%; with 50% employer match about $355,976 at 4% or $237,317 at 6%; with 100% employer match about $266,982 at 4% or $177,988 at 6%.
Swartzmiller Associates Retirement Plan-7$2,003,781$149,510$21,359iApproximate average salary by contribution assumption: employee only about $533,964 at 4% or $355,976 at 6%; with 50% employer match about $355,976 at 4% or $237,317 at 6%; with 100% employer match about $266,982 at 4% or $177,988 at 6%.
2016110$1,647,855$139,236$13,924iApproximate average salary by contribution assumption: employee only about $348,090 at 4% or $232,060 at 6%; with 50% employer match about $232,060 at 4% or $154,707 at 6%; with 100% employer match about $174,045 at 4% or $116,030 at 6%.
Swartzmiller Associates Retirement Plan-10$1,647,855$139,236$13,924iApproximate average salary by contribution assumption: employee only about $348,090 at 4% or $232,060 at 6%; with 50% employer match about $232,060 at 4% or $154,707 at 6%; with 100% employer match about $174,045 at 4% or $116,030 at 6%.
201518$1,395,704$138,952$17,369iApproximate average salary by contribution assumption: employee only about $434,225 at 4% or $289,483 at 6%; with 50% employer match about $289,483 at 4% or $192,989 at 6%; with 100% employer match about $217,113 at 4% or $144,742 at 6%.
Swartzmiller Associates Retirement Plan-8$1,395,704$138,952$17,369iApproximate average salary by contribution assumption: employee only about $434,225 at 4% or $289,483 at 6%; with 50% employer match about $289,483 at 4% or $192,989 at 6%; with 100% employer match about $217,113 at 4% or $144,742 at 6%.
201417$1,238,564$138,926$19,847iApproximate average salary by contribution assumption: employee only about $496,164 at 4% or $330,776 at 6%; with 50% employer match about $330,776 at 4% or $220,517 at 6%; with 100% employer match about $248,082 at 4% or $165,388 at 6%.
Swartzmiller Associates Retirement Plan-7$1,238,564$138,926$19,847iApproximate average salary by contribution assumption: employee only about $496,164 at 4% or $330,776 at 6%; with 50% employer match about $330,776 at 4% or $220,517 at 6%; with 100% employer match about $248,082 at 4% or $165,388 at 6%.
201317$1,022,432$146,294$20,899iApproximate average salary by contribution assumption: employee only about $522,479 at 4% or $348,319 at 6%; with 50% employer match about $348,319 at 4% or $232,213 at 6%; with 100% employer match about $261,239 at 4% or $174,160 at 6%.
Swartzmiller Associates Retirement Plan-7$1,022,432$146,294$20,899iApproximate average salary by contribution assumption: employee only about $522,479 at 4% or $348,319 at 6%; with 50% employer match about $348,319 at 4% or $232,213 at 6%; with 100% employer match about $261,239 at 4% or $174,160 at 6%.
201217$688,335$99,721$14,246iApproximate average salary by contribution assumption: employee only about $356,146 at 4% or $237,431 at 6%; with 50% employer match about $237,431 at 4% or $158,287 at 6%; with 100% employer match about $178,073 at 4% or $118,715 at 6%.
Swartzmiller Associates Retirement Plan-7$688,335$99,721$14,246iApproximate average salary by contribution assumption: employee only about $356,146 at 4% or $237,431 at 6%; with 50% employer match about $237,431 at 4% or $158,287 at 6%; with 100% employer match about $178,073 at 4% or $118,715 at 6%.
201116$507,121$97,658$16,276iApproximate average salary by contribution assumption: employee only about $406,908 at 4% or $271,272 at 6%; with 50% employer match about $271,272 at 4% or $180,848 at 6%; with 100% employer match about $203,454 at 4% or $135,636 at 6%.
Swartzmiller Associates Retirement Plan-6$507,121$97,658$16,276iApproximate average salary by contribution assumption: employee only about $406,908 at 4% or $271,272 at 6%; with 50% employer match about $271,272 at 4% or $180,848 at 6%; with 100% employer match about $203,454 at 4% or $135,636 at 6%.
201016$430,105$67,597$11,266iApproximate average salary by contribution assumption: employee only about $281,654 at 4% or $187,769 at 6%; with 50% employer match about $187,769 at 4% or $125,180 at 6%; with 100% employer match about $140,827 at 4% or $93,885 at 6%.
Swartzmiller Associates Retirement Plan-6$430,105$67,597$11,266iApproximate average salary by contribution assumption: employee only about $281,654 at 4% or $187,769 at 6%; with 50% employer match about $187,769 at 4% or $125,180 at 6%; with 100% employer match about $140,827 at 4% or $93,885 at 6%.
200916$321,997$68,256$11,376iApproximate average salary by contribution assumption: employee only about $284,400 at 4% or $189,600 at 6%; with 50% employer match about $189,600 at 4% or $126,400 at 6%; with 100% employer match about $142,200 at 4% or $94,800 at 6%.
Swartzmiller Associates Retirement Plan-6$321,997$68,256$11,376iApproximate average salary by contribution assumption: employee only about $284,400 at 4% or $189,600 at 6%; with 50% employer match about $189,600 at 4% or $126,400 at 6%; with 100% employer match about $142,200 at 4% or $94,800 at 6%.
200715$0$0-
Swartzmiller Associates Retirement Plan-5---