Swizzle Inc
Plan context: Swizzle Inc 401(K) Retirement Plan
EIN 39-1424307 • Germantown, WI • 18 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$2,566,504
2025 Contributions
$24,794
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $2,566,504 | $24,794 | $6,199iApproximate average salary by contribution assumption: employee only about $154,963 at 4% or $103,308 at 6%; with 50% employer match about $103,308 at 4% or $68,872 at 6%; with 100% employer match about $77,481 at 4% or $51,654 at 6%. |
| Swizzle Inc 401(K) Retirement Plan | - | 4 | $2,566,504 | $24,794 | $6,199iApproximate average salary by contribution assumption: employee only about $154,963 at 4% or $103,308 at 6%; with 50% employer match about $103,308 at 4% or $68,872 at 6%; with 100% employer match about $77,481 at 4% or $51,654 at 6%. |
| 2024 | 1 | 4 | $2,257,275 | $23,920 | $5,980iApproximate average salary by contribution assumption: employee only about $149,500 at 4% or $99,667 at 6%; with 50% employer match about $99,667 at 4% or $66,444 at 6%; with 100% employer match about $74,750 at 4% or $49,833 at 6%. |
| Swizzle Inc 401(K) Retirement Plan | - | 4 | $2,257,275 | $23,920 | $5,980iApproximate average salary by contribution assumption: employee only about $149,500 at 4% or $99,667 at 6%; with 50% employer match about $99,667 at 4% or $66,444 at 6%; with 100% employer match about $74,750 at 4% or $49,833 at 6%. |
| 2023 | 1 | 4 | $1,965,253 | $23,475 | $5,869iApproximate average salary by contribution assumption: employee only about $146,719 at 4% or $97,813 at 6%; with 50% employer match about $97,813 at 4% or $65,208 at 6%; with 100% employer match about $73,359 at 4% or $48,906 at 6%. |
| Swizzle Inc 401(K) Retirement Plan | - | 4 | $1,965,253 | $23,475 | $5,869iApproximate average salary by contribution assumption: employee only about $146,719 at 4% or $97,813 at 6%; with 50% employer match about $97,813 at 4% or $65,208 at 6%; with 100% employer match about $73,359 at 4% or $48,906 at 6%. |
| 2022 | 1 | 5 | $1,671,415 | $30,248 | $6,050iApproximate average salary by contribution assumption: employee only about $151,240 at 4% or $100,827 at 6%; with 50% employer match about $100,827 at 4% or $67,218 at 6%; with 100% employer match about $75,620 at 4% or $50,413 at 6%. |
| Swizzle Inc 401(K) Retirement Plan | - | 5 | $1,671,415 | $30,248 | $6,050iApproximate average salary by contribution assumption: employee only about $151,240 at 4% or $100,827 at 6%; with 50% employer match about $100,827 at 4% or $67,218 at 6%; with 100% employer match about $75,620 at 4% or $50,413 at 6%. |
| 2021 | 1 | 6 | $2,022,078 | $39,471 | $6,579iApproximate average salary by contribution assumption: employee only about $164,463 at 4% or $109,642 at 6%; with 50% employer match about $109,642 at 4% or $73,094 at 6%; with 100% employer match about $82,231 at 4% or $54,821 at 6%. |
| Swizzle Inc 401(K) Retirement Plan | - | 6 | $2,022,078 | $39,471 | $6,579iApproximate average salary by contribution assumption: employee only about $164,463 at 4% or $109,642 at 6%; with 50% employer match about $109,642 at 4% or $73,094 at 6%; with 100% employer match about $82,231 at 4% or $54,821 at 6%. |
| 2020 | 1 | 8 | $1,746,351 | $34,521 | $4,315iApproximate average salary by contribution assumption: employee only about $107,878 at 4% or $71,919 at 6%; with 50% employer match about $71,919 at 4% or $47,946 at 6%; with 100% employer match about $53,939 at 4% or $35,959 at 6%. |
| Swizzle Inc 401(K) Retirement Plan | - | 8 | $1,746,351 | $34,521 | $4,315iApproximate average salary by contribution assumption: employee only about $107,878 at 4% or $71,919 at 6%; with 50% employer match about $71,919 at 4% or $47,946 at 6%; with 100% employer match about $53,939 at 4% or $35,959 at 6%. |
| 2019 | 1 | 8 | $1,507,398 | $76,588 | $9,574iApproximate average salary by contribution assumption: employee only about $239,338 at 4% or $159,558 at 6%; with 50% employer match about $159,558 at 4% or $106,372 at 6%; with 100% employer match about $119,669 at 4% or $79,779 at 6%. |
| Swizzle Inc 401(K) Retirement Plan | - | 8 | $1,507,398 | $76,588 | $9,574iApproximate average salary by contribution assumption: employee only about $239,338 at 4% or $159,558 at 6%; with 50% employer match about $159,558 at 4% or $106,372 at 6%; with 100% employer match about $119,669 at 4% or $79,779 at 6%. |
| 2018 | 1 | 5 | $1,188,857 | $98,277 | $19,655iApproximate average salary by contribution assumption: employee only about $491,385 at 4% or $327,590 at 6%; with 50% employer match about $327,590 at 4% or $218,393 at 6%; with 100% employer match about $245,693 at 4% or $163,795 at 6%. |
| Swizzle Inc 401(K) Retirement Plan | - | 5 | $1,188,857 | $98,277 | $19,655iApproximate average salary by contribution assumption: employee only about $491,385 at 4% or $327,590 at 6%; with 50% employer match about $327,590 at 4% or $218,393 at 6%; with 100% employer match about $245,693 at 4% or $163,795 at 6%. |
| 2017 | 1 | 5 | $1,140,171 | $99,876 | $19,975iApproximate average salary by contribution assumption: employee only about $499,380 at 4% or $332,920 at 6%; with 50% employer match about $332,920 at 4% or $221,947 at 6%; with 100% employer match about $249,690 at 4% or $166,460 at 6%. |
| Swizzle Inc 401(K) Retirement Plan | - | 5 | $1,140,171 | $99,876 | $19,975iApproximate average salary by contribution assumption: employee only about $499,380 at 4% or $332,920 at 6%; with 50% employer match about $332,920 at 4% or $221,947 at 6%; with 100% employer match about $249,690 at 4% or $166,460 at 6%. |
| 2016 | 1 | 5 | $905,434 | $67,366 | $13,473iApproximate average salary by contribution assumption: employee only about $336,830 at 4% or $224,553 at 6%; with 50% employer match about $224,553 at 4% or $149,702 at 6%; with 100% employer match about $168,415 at 4% or $112,277 at 6%. |
| Swizzle Inc 401(K) Retirement Plan | - | 5 | $905,434 | $67,366 | $13,473iApproximate average salary by contribution assumption: employee only about $336,830 at 4% or $224,553 at 6%; with 50% employer match about $224,553 at 4% or $149,702 at 6%; with 100% employer match about $168,415 at 4% or $112,277 at 6%. |
| 2015 | 1 | 4 | $792,202 | $62,728 | $15,682iApproximate average salary by contribution assumption: employee only about $392,050 at 4% or $261,367 at 6%; with 50% employer match about $261,367 at 4% or $174,244 at 6%; with 100% employer match about $196,025 at 4% or $130,683 at 6%. |
| Swizzle Inc 401(K) Retirement Plan | - | 4 | $792,202 | $62,728 | $15,682iApproximate average salary by contribution assumption: employee only about $392,050 at 4% or $261,367 at 6%; with 50% employer match about $261,367 at 4% or $174,244 at 6%; with 100% employer match about $196,025 at 4% or $130,683 at 6%. |
| 2014 | 1 | 4 | $710,730 | $64,485 | $16,121iApproximate average salary by contribution assumption: employee only about $403,031 at 4% or $268,688 at 6%; with 50% employer match about $268,688 at 4% or $179,125 at 6%; with 100% employer match about $201,516 at 4% or $134,344 at 6%. |
| Swizzle Inc 401(K) Retirement Plan | - | 4 | $710,730 | $64,485 | $16,121iApproximate average salary by contribution assumption: employee only about $403,031 at 4% or $268,688 at 6%; with 50% employer match about $268,688 at 4% or $179,125 at 6%; with 100% employer match about $201,516 at 4% or $134,344 at 6%. |
| 2013 | 1 | 4 | $634,480 | $61,555 | $15,389iApproximate average salary by contribution assumption: employee only about $384,719 at 4% or $256,479 at 6%; with 50% employer match about $256,479 at 4% or $170,986 at 6%; with 100% employer match about $192,359 at 4% or $128,240 at 6%. |
| Swizzle Inc 401(K) Retirement Plan | - | 4 | $634,480 | $61,555 | $15,389iApproximate average salary by contribution assumption: employee only about $384,719 at 4% or $256,479 at 6%; with 50% employer match about $256,479 at 4% or $170,986 at 6%; with 100% employer match about $192,359 at 4% or $128,240 at 6%. |
| 2012 | 1 | 4 | $504,480 | $112,291 | $28,073iApproximate average salary by contribution assumption: employee only about $701,819 at 4% or $467,879 at 6%; with 50% employer match about $467,879 at 4% or $311,919 at 6%; with 100% employer match about $350,909 at 4% or $233,940 at 6%. |
| Swizzle Inc 401(K) Retirement Plan | - | 4 | $504,480 | $112,291 | $28,073iApproximate average salary by contribution assumption: employee only about $701,819 at 4% or $467,879 at 6%; with 50% employer match about $467,879 at 4% or $311,919 at 6%; with 100% employer match about $350,909 at 4% or $233,940 at 6%. |
| 2011 | 1 | 5 | $384,817 | $115,910 | $23,182iApproximate average salary by contribution assumption: employee only about $579,550 at 4% or $386,367 at 6%; with 50% employer match about $386,367 at 4% or $257,578 at 6%; with 100% employer match about $289,775 at 4% or $193,183 at 6%. |
| Swizzle Inc 401(K) Retirement Plan | - | 5 | $384,817 | $115,910 | $23,182iApproximate average salary by contribution assumption: employee only about $579,550 at 4% or $386,367 at 6%; with 50% employer match about $386,367 at 4% or $257,578 at 6%; with 100% employer match about $289,775 at 4% or $193,183 at 6%. |
| 2010 | 1 | 5 | $298,689 | $115,804 | $23,161iApproximate average salary by contribution assumption: employee only about $579,020 at 4% or $386,013 at 6%; with 50% employer match about $386,013 at 4% or $257,342 at 6%; with 100% employer match about $289,510 at 4% or $193,007 at 6%. |
| Swizzle Inc 401(K) Retirement Plan | - | 5 | $298,689 | $115,804 | $23,161iApproximate average salary by contribution assumption: employee only about $579,020 at 4% or $386,013 at 6%; with 50% employer match about $386,013 at 4% or $257,342 at 6%; with 100% employer match about $289,510 at 4% or $193,007 at 6%. |
| 2009 | 1 | 5 | $145,550 | $75,785 | $15,157iApproximate average salary by contribution assumption: employee only about $378,925 at 4% or $252,617 at 6%; with 50% employer match about $252,617 at 4% or $168,411 at 6%; with 100% employer match about $189,463 at 4% or $126,308 at 6%. |
| Swizzle Inc 401(K) Retirement Plan | - | 5 | $145,550 | $75,785 | $15,157iApproximate average salary by contribution assumption: employee only about $378,925 at 4% or $252,617 at 6%; with 50% employer match about $252,617 at 4% or $168,411 at 6%; with 100% employer match about $189,463 at 4% or $126,308 at 6%. |
| 2008 | 1 | 6 | $42,268 | $44,043 | $7,341iApproximate average salary by contribution assumption: employee only about $183,513 at 4% or $122,342 at 6%; with 50% employer match about $122,342 at 4% or $81,561 at 6%; with 100% employer match about $91,756 at 4% or $61,171 at 6%. |
| Swizzle Inc 401(K) Retirement Plan | - | 6 | $42,268 | $44,043 | $7,341iApproximate average salary by contribution assumption: employee only about $183,513 at 4% or $122,342 at 6%; with 50% employer match about $122,342 at 4% or $81,561 at 6%; with 100% employer match about $91,756 at 4% or $61,171 at 6%. |