Civic Intelligence

CASWELL INC

Plan context: CASWELL INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 38-3989096 • Victor, NY • 10 filings • 2 plans

117 Victor Heights PkwyVictor, NY 14489
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$1,051,210

2025 Contributions

$55,634

Historical Graphs

Total Assets Over Time

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

$1,051,210$525,605$0201620212025YearValue
$1,051,210Latest year 2025

Participants Over Time

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

1160201620212025YearValue
10Latest 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
2025110$1,051,210$55,634$5,563iApproximate average salary by contribution assumption: employee only about $139,085 at 4% or $92,723 at 6%; with 50% employer match about $92,723 at 4% or $61,816 at 6%; with 100% employer match about $69,543 at 4% or $46,362 at 6%.
CASWELL INC 401(K) PROFIT SHARING PLAN & TRUST-10$1,051,210$55,634$5,563iApproximate average salary by contribution assumption: employee only about $139,085 at 4% or $92,723 at 6%; with 50% employer match about $92,723 at 4% or $61,816 at 6%; with 100% employer match about $69,543 at 4% or $46,362 at 6%.
202419$912,626$57,849$6,428iApproximate average salary by contribution assumption: employee only about $160,692 at 4% or $107,128 at 6%; with 50% employer match about $107,128 at 4% or $71,419 at 6%; with 100% employer match about $80,346 at 4% or $53,564 at 6%.
CASWELL INC 401(K) PROFIT SHARING PLAN & TRUST-9$912,626$57,849$6,428iApproximate average salary by contribution assumption: employee only about $160,692 at 4% or $107,128 at 6%; with 50% employer match about $107,128 at 4% or $71,419 at 6%; with 100% employer match about $80,346 at 4% or $53,564 at 6%.
202319$765,717$58,732$6,526iApproximate average salary by contribution assumption: employee only about $163,144 at 4% or $108,763 at 6%; with 50% employer match about $108,763 at 4% or $72,509 at 6%; with 100% employer match about $81,572 at 4% or $54,381 at 6%.
CASWELL INC 401(K) PROFIT SHARING PLAN & TRUST-9$765,717$58,732$6,526iApproximate average salary by contribution assumption: employee only about $163,144 at 4% or $108,763 at 6%; with 50% employer match about $108,763 at 4% or $72,509 at 6%; with 100% employer match about $81,572 at 4% or $54,381 at 6%.
2022111$614,540$94,235$8,567iApproximate average salary by contribution assumption: employee only about $214,170 at 4% or $142,780 at 6%; with 50% employer match about $142,780 at 4% or $95,187 at 6%; with 100% employer match about $107,085 at 4% or $71,390 at 6%.
CASWELL INC 401(K) PROFIT SHARING PLAN & TRUST-11$614,540$94,235$8,567iApproximate average salary by contribution assumption: employee only about $214,170 at 4% or $142,780 at 6%; with 50% employer match about $142,780 at 4% or $95,187 at 6%; with 100% employer match about $107,085 at 4% or $71,390 at 6%.
2021111$620,109$48,997$4,454iApproximate average salary by contribution assumption: employee only about $111,357 at 4% or $74,238 at 6%; with 50% employer match about $74,238 at 4% or $49,492 at 6%; with 100% employer match about $55,678 at 4% or $37,119 at 6%.
CASWELL INC 401(K) PROFIT SHARING PLAN & TRUST-11$620,109$48,997$4,454iApproximate average salary by contribution assumption: employee only about $111,357 at 4% or $74,238 at 6%; with 50% employer match about $74,238 at 4% or $49,492 at 6%; with 100% employer match about $55,678 at 4% or $37,119 at 6%.
202018$511,378$44,400$5,550iApproximate average salary by contribution assumption: employee only about $138,750 at 4% or $92,500 at 6%; with 50% employer match about $92,500 at 4% or $61,667 at 6%; with 100% employer match about $69,375 at 4% or $46,250 at 6%.
CASWELL INC 401(K) PROFIT SHARING PLAN & TRUST-8$511,378$44,400$5,550iApproximate average salary by contribution assumption: employee only about $138,750 at 4% or $92,500 at 6%; with 50% employer match about $92,500 at 4% or $61,667 at 6%; with 100% employer match about $69,375 at 4% or $46,250 at 6%.
201918$415,432$42,395$5,299iApproximate average salary by contribution assumption: employee only about $132,484 at 4% or $88,323 at 6%; with 50% employer match about $88,323 at 4% or $58,882 at 6%; with 100% employer match about $66,242 at 4% or $44,161 at 6%.
CASWELL INC 401(K) PROFIT SHARING PLAN & TRUST-8$415,432$42,395$5,299iApproximate average salary by contribution assumption: employee only about $132,484 at 4% or $88,323 at 6%; with 50% employer match about $88,323 at 4% or $58,882 at 6%; with 100% employer match about $66,242 at 4% or $44,161 at 6%.
201818$309,580$39,935$4,992iApproximate average salary by contribution assumption: employee only about $124,797 at 4% or $83,198 at 6%; with 50% employer match about $83,198 at 4% or $55,465 at 6%; with 100% employer match about $62,398 at 4% or $41,599 at 6%.
CASWELL INC 401 K PROFIT SHARING PLAN TRUST-8$309,580$39,935$4,992iApproximate average salary by contribution assumption: employee only about $124,797 at 4% or $83,198 at 6%; with 50% employer match about $83,198 at 4% or $55,465 at 6%; with 100% employer match about $62,398 at 4% or $41,599 at 6%.
201717$290,965$37,705$5,386iApproximate average salary by contribution assumption: employee only about $134,661 at 4% or $89,774 at 6%; with 50% employer match about $89,774 at 4% or $59,849 at 6%; with 100% employer match about $67,330 at 4% or $44,887 at 6%.
CASWELL INC 401 K PROFIT SHARING PLAN TRUST-7$290,965$37,705$5,386iApproximate average salary by contribution assumption: employee only about $134,661 at 4% or $89,774 at 6%; with 50% employer match about $89,774 at 4% or $59,849 at 6%; with 100% employer match about $67,330 at 4% or $44,887 at 6%.
201617$216,011$190,834$27,262iApproximate average salary by contribution assumption: employee only about $681,550 at 4% or $454,367 at 6%; with 50% employer match about $454,367 at 4% or $302,911 at 6%; with 100% employer match about $340,775 at 4% or $227,183 at 6%.
CASWELL INC 401 K PROFIT SHARING PLAN TRUST-7$216,011$190,834$27,262iApproximate average salary by contribution assumption: employee only about $681,550 at 4% or $454,367 at 6%; with 50% employer match about $454,367 at 4% or $302,911 at 6%; with 100% employer match about $340,775 at 4% or $227,183 at 6%.