Civic Intelligence

Allen, Harrison, Williams, Mcdonell and Swatek

Plan context: Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust

EIN 39-1295591 • Whitewater, WI • 25 filings • 7 plans

522 West Main StreetWhitewater, WI 53190
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$4,014,448

2023 Contributions

$9,124

Historical Graphs

Total Assets Over Time

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

$5,017,250$2,508,625$0199920112022YearValue
$4,014,448Latest year 2022

Participants Over Time

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

1470199920112022YearValue
6Latest year 2022

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
202310$0$0-
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-0$0--
202216$4,014,448$9,124$1,521iApproximate average salary by contribution assumption: employee only about $38,017 at 4% or $25,344 at 6%; with 50% employer match about $25,344 at 4% or $16,896 at 6%; with 100% employer match about $19,008 at 4% or $12,672 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-6$4,014,448$9,124$1,521iApproximate average salary by contribution assumption: employee only about $38,017 at 4% or $25,344 at 6%; with 50% employer match about $25,344 at 4% or $16,896 at 6%; with 100% employer match about $19,008 at 4% or $12,672 at 6%.
202116$5,017,250$43,712$7,285iApproximate average salary by contribution assumption: employee only about $182,133 at 4% or $121,422 at 6%; with 50% employer match about $121,422 at 4% or $80,948 at 6%; with 100% employer match about $91,067 at 4% or $60,711 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-6$5,017,250$43,712$7,285iApproximate average salary by contribution assumption: employee only about $182,133 at 4% or $121,422 at 6%; with 50% employer match about $121,422 at 4% or $80,948 at 6%; with 100% employer match about $91,067 at 4% or $60,711 at 6%.
202015$4,309,615$32,495$6,499iApproximate average salary by contribution assumption: employee only about $162,475 at 4% or $108,317 at 6%; with 50% employer match about $108,317 at 4% or $72,211 at 6%; with 100% employer match about $81,238 at 4% or $54,158 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-5$4,309,615$32,495$6,499iApproximate average salary by contribution assumption: employee only about $162,475 at 4% or $108,317 at 6%; with 50% employer match about $108,317 at 4% or $72,211 at 6%; with 100% employer match about $81,238 at 4% or $54,158 at 6%.
201915$3,706,224$36,785$7,357iApproximate average salary by contribution assumption: employee only about $183,925 at 4% or $122,617 at 6%; with 50% employer match about $122,617 at 4% or $81,744 at 6%; with 100% employer match about $91,963 at 4% or $61,308 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-5$3,706,224$36,785$7,357iApproximate average salary by contribution assumption: employee only about $183,925 at 4% or $122,617 at 6%; with 50% employer match about $122,617 at 4% or $81,744 at 6%; with 100% employer match about $91,963 at 4% or $61,308 at 6%.
201815$3,025,667$35,798$7,160iApproximate average salary by contribution assumption: employee only about $178,990 at 4% or $119,327 at 6%; with 50% employer match about $119,327 at 4% or $79,551 at 6%; with 100% employer match about $89,495 at 4% or $59,663 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-5$3,025,667$35,798$7,160iApproximate average salary by contribution assumption: employee only about $178,990 at 4% or $119,327 at 6%; with 50% employer match about $119,327 at 4% or $79,551 at 6%; with 100% employer match about $89,495 at 4% or $59,663 at 6%.
201717$3,510,668$35,159$5,023iApproximate average salary by contribution assumption: employee only about $125,568 at 4% or $83,712 at 6%; with 50% employer match about $83,712 at 4% or $55,808 at 6%; with 100% employer match about $62,784 at 4% or $41,856 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-7$3,510,668$35,159$5,023iApproximate average salary by contribution assumption: employee only about $125,568 at 4% or $83,712 at 6%; with 50% employer match about $83,712 at 4% or $55,808 at 6%; with 100% employer match about $62,784 at 4% or $41,856 at 6%.
201617$3,276,153$61,994$8,856iApproximate average salary by contribution assumption: employee only about $221,407 at 4% or $147,605 at 6%; with 50% employer match about $147,605 at 4% or $98,403 at 6%; with 100% employer match about $110,704 at 4% or $73,802 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-7$3,276,153$61,994$8,856iApproximate average salary by contribution assumption: employee only about $221,407 at 4% or $147,605 at 6%; with 50% employer match about $147,605 at 4% or $98,403 at 6%; with 100% employer match about $110,704 at 4% or $73,802 at 6%.
201516$3,125,539$62,482$10,414iApproximate average salary by contribution assumption: employee only about $260,342 at 4% or $173,561 at 6%; with 50% employer match about $173,561 at 4% or $115,707 at 6%; with 100% employer match about $130,171 at 4% or $86,781 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-6$3,125,539$62,482$10,414iApproximate average salary by contribution assumption: employee only about $260,342 at 4% or $173,561 at 6%; with 50% employer match about $173,561 at 4% or $115,707 at 6%; with 100% employer match about $130,171 at 4% or $86,781 at 6%.
201416$3,261,490$59,975$9,996iApproximate average salary by contribution assumption: employee only about $249,896 at 4% or $166,597 at 6%; with 50% employer match about $166,597 at 4% or $111,065 at 6%; with 100% employer match about $124,948 at 4% or $83,299 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-6$3,261,490$59,975$9,996iApproximate average salary by contribution assumption: employee only about $249,896 at 4% or $166,597 at 6%; with 50% employer match about $166,597 at 4% or $111,065 at 6%; with 100% employer match about $124,948 at 4% or $83,299 at 6%.
201316$3,050,030$59,188$9,865iApproximate average salary by contribution assumption: employee only about $246,617 at 4% or $164,411 at 6%; with 50% employer match about $164,411 at 4% or $109,607 at 6%; with 100% employer match about $123,308 at 4% or $82,206 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-6$3,050,030$59,188$9,865iApproximate average salary by contribution assumption: employee only about $246,617 at 4% or $164,411 at 6%; with 50% employer match about $164,411 at 4% or $109,607 at 6%; with 100% employer match about $123,308 at 4% or $82,206 at 6%.
201216$2,462,483$69,129$11,522iApproximate average salary by contribution assumption: employee only about $288,038 at 4% or $192,025 at 6%; with 50% employer match about $192,025 at 4% or $128,017 at 6%; with 100% employer match about $144,019 at 4% or $96,013 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-6$2,462,483$69,129$11,522iApproximate average salary by contribution assumption: employee only about $288,038 at 4% or $192,025 at 6%; with 50% employer match about $192,025 at 4% or $128,017 at 6%; with 100% employer match about $144,019 at 4% or $96,013 at 6%.
201117$2,174,366$61,309$8,758iApproximate average salary by contribution assumption: employee only about $218,961 at 4% or $145,974 at 6%; with 50% employer match about $145,974 at 4% or $97,316 at 6%; with 100% employer match about $109,480 at 4% or $72,987 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-7$2,174,366$61,309$8,758iApproximate average salary by contribution assumption: employee only about $218,961 at 4% or $145,974 at 6%; with 50% employer match about $145,974 at 4% or $97,316 at 6%; with 100% employer match about $109,480 at 4% or $72,987 at 6%.
201018$2,177,614$36,618$4,577iApproximate average salary by contribution assumption: employee only about $114,431 at 4% or $76,288 at 6%; with 50% employer match about $76,288 at 4% or $50,858 at 6%; with 100% employer match about $57,216 at 4% or $38,144 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-8$2,177,614$36,618$4,577iApproximate average salary by contribution assumption: employee only about $114,431 at 4% or $76,288 at 6%; with 50% employer match about $76,288 at 4% or $50,858 at 6%; with 100% employer match about $57,216 at 4% or $38,144 at 6%.
200919$1,945,849$28,155$3,128iApproximate average salary by contribution assumption: employee only about $78,208 at 4% or $52,139 at 6%; with 50% employer match about $52,139 at 4% or $34,759 at 6%; with 100% employer match about $39,104 at 4% or $26,069 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-9$1,945,849$28,155$3,128iApproximate average salary by contribution assumption: employee only about $78,208 at 4% or $52,139 at 6%; with 50% employer match about $52,139 at 4% or $34,759 at 6%; with 100% employer match about $39,104 at 4% or $26,069 at 6%.
200819$1,595,244$52,690$5,854iApproximate average salary by contribution assumption: employee only about $146,361 at 4% or $97,574 at 6%; with 50% employer match about $97,574 at 4% or $65,049 at 6%; with 100% employer match about $73,181 at 4% or $48,787 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-9$1,595,244$52,690$5,854iApproximate average salary by contribution assumption: employee only about $146,361 at 4% or $97,574 at 6%; with 50% employer match about $97,574 at 4% or $65,049 at 6%; with 100% employer match about $73,181 at 4% or $48,787 at 6%.
200719$2,092,258$95,105$10,567iApproximate average salary by contribution assumption: employee only about $264,181 at 4% or $176,120 at 6%; with 50% employer match about $176,120 at 4% or $117,414 at 6%; with 100% employer match about $132,090 at 4% or $88,060 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-9$2,092,258$95,105$10,567iApproximate average salary by contribution assumption: employee only about $264,181 at 4% or $176,120 at 6%; with 50% employer match about $176,120 at 4% or $117,414 at 6%; with 100% employer match about $132,090 at 4% or $88,060 at 6%.
2006110$1,893,662$90,059$9,006iApproximate average salary by contribution assumption: employee only about $225,148 at 4% or $150,098 at 6%; with 50% employer match about $150,098 at 4% or $100,066 at 6%; with 100% employer match about $112,574 at 4% or $75,049 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-10$1,893,662$90,059$9,006iApproximate average salary by contribution assumption: employee only about $225,148 at 4% or $150,098 at 6%; with 50% employer match about $150,098 at 4% or $100,066 at 6%; with 100% employer match about $112,574 at 4% or $75,049 at 6%.
2005111$1,653,085$119,346$10,850iApproximate average salary by contribution assumption: employee only about $271,241 at 4% or $180,827 at 6%; with 50% employer match about $180,827 at 4% or $120,552 at 6%; with 100% employer match about $135,620 at 4% or $90,414 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-11$1,653,085$119,346$10,850iApproximate average salary by contribution assumption: employee only about $271,241 at 4% or $180,827 at 6%; with 50% employer match about $180,827 at 4% or $120,552 at 6%; with 100% employer match about $135,620 at 4% or $90,414 at 6%.
2004112$1,539,841$107,730$8,978iApproximate average salary by contribution assumption: employee only about $224,438 at 4% or $149,625 at 6%; with 50% employer match about $149,625 at 4% or $99,750 at 6%; with 100% employer match about $112,219 at 4% or $74,813 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-12$1,539,841$107,730$8,978iApproximate average salary by contribution assumption: employee only about $224,438 at 4% or $149,625 at 6%; with 50% employer match about $149,625 at 4% or $99,750 at 6%; with 100% employer match about $112,219 at 4% or $74,813 at 6%.
2003111$1,339,721$70,489$6,408iApproximate average salary by contribution assumption: employee only about $160,202 at 4% or $106,802 at 6%; with 50% employer match about $106,802 at 4% or $71,201 at 6%; with 100% employer match about $80,101 at 4% or $53,401 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-11$1,339,721$70,489$6,408iApproximate average salary by contribution assumption: employee only about $160,202 at 4% or $106,802 at 6%; with 50% employer match about $106,802 at 4% or $71,201 at 6%; with 100% employer match about $80,101 at 4% or $53,401 at 6%.
2002114$1,021,542$98,512$7,037iApproximate average salary by contribution assumption: employee only about $175,914 at 4% or $117,276 at 6%; with 50% employer match about $117,276 at 4% or $78,184 at 6%; with 100% employer match about $87,957 at 4% or $58,638 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-14$1,021,542$98,512$7,037iApproximate average salary by contribution assumption: employee only about $175,914 at 4% or $117,276 at 6%; with 50% employer match about $117,276 at 4% or $78,184 at 6%; with 100% employer match about $87,957 at 4% or $58,638 at 6%.
2001114$1,263,083$109,747$7,839iApproximate average salary by contribution assumption: employee only about $195,977 at 4% or $130,651 at 6%; with 50% employer match about $130,651 at 4% or $87,101 at 6%; with 100% employer match about $97,988 at 4% or $65,326 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-14$1,263,083$109,747$7,839iApproximate average salary by contribution assumption: employee only about $195,977 at 4% or $130,651 at 6%; with 50% employer match about $130,651 at 4% or $87,101 at 6%; with 100% employer match about $97,988 at 4% or $65,326 at 6%.
2000113$1,286,226$53,256$4,097iApproximate average salary by contribution assumption: employee only about $102,415 at 4% or $68,277 at 6%; with 50% employer match about $68,277 at 4% or $45,518 at 6%; with 100% employer match about $51,208 at 4% or $34,138 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-13$1,286,226$53,256$4,097iApproximate average salary by contribution assumption: employee only about $102,415 at 4% or $68,277 at 6%; with 50% employer match about $68,277 at 4% or $45,518 at 6%; with 100% employer match about $51,208 at 4% or $34,138 at 6%.
1999112$1,390,710$148,595$12,383iApproximate average salary by contribution assumption: employee only about $309,573 at 4% or $206,382 at 6%; with 50% employer match about $206,382 at 4% or $137,588 at 6%; with 100% employer match about $154,786 at 4% or $103,191 at 6%.
Allen, Harrison, Williams, Mcdonell and Swatek Profit Sharing Plan and Trust-12$1,390,710$148,595$12,383iApproximate average salary by contribution assumption: employee only about $309,573 at 4% or $206,382 at 6%; with 50% employer match about $206,382 at 4% or $137,588 at 6%; with 100% employer match about $154,786 at 4% or $103,191 at 6%.