Swanson & Youngdale Inc.
Plan context: SWANSON & YOUNGDALE, INC. 401(K) PLAN
EIN 41-0765645 • Minneapolis, MN • 43 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$1,757,058
2024 Contributions
$100,600
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 14 | $1,757,058 | $100,600 | $7,186iApproximate average salary by contribution assumption: employee only about $179,643 at 4% or $119,762 at 6%; with 50% employer match about $119,762 at 4% or $79,841 at 6%; with 100% employer match about $89,821 at 4% or $59,881 at 6%. |
| SWANSON & YOUNGDALE, INC. 401(K) PLAN | - | 14 | $1,757,058 | $100,600 | $7,186iApproximate average salary by contribution assumption: employee only about $179,643 at 4% or $119,762 at 6%; with 50% employer match about $119,762 at 4% or $79,841 at 6%; with 100% employer match about $89,821 at 4% or $59,881 at 6%. |
| 2023 | 1 | 17 | $1,900,766 | $126,383 | $7,434iApproximate average salary by contribution assumption: employee only about $185,857 at 4% or $123,905 at 6%; with 50% employer match about $123,905 at 4% or $82,603 at 6%; with 100% employer match about $92,929 at 4% or $61,952 at 6%. |
| SWANSON & YOUNGDALE, INC. 401(K) PLAN | - | 17 | $1,900,766 | $126,383 | $7,434iApproximate average salary by contribution assumption: employee only about $185,857 at 4% or $123,905 at 6%; with 50% employer match about $123,905 at 4% or $82,603 at 6%; with 100% employer match about $92,929 at 4% or $61,952 at 6%. |
| 2022 | 1 | 22 | $1,874,264 | $127,813 | $5,810iApproximate average salary by contribution assumption: employee only about $145,242 at 4% or $96,828 at 6%; with 50% employer match about $96,828 at 4% or $64,552 at 6%; with 100% employer match about $72,621 at 4% or $48,414 at 6%. |
| SWANSON & YOUNGDALE, INC. 401(K) PLAN | - | 22 | $1,874,264 | $127,813 | $5,810iApproximate average salary by contribution assumption: employee only about $145,242 at 4% or $96,828 at 6%; with 50% employer match about $96,828 at 4% or $64,552 at 6%; with 100% employer match about $72,621 at 4% or $48,414 at 6%. |
| 2021 | 1 | 26 | $2,169,447 | $116,495 | $4,481iApproximate average salary by contribution assumption: employee only about $112,014 at 4% or $74,676 at 6%; with 50% employer match about $74,676 at 4% or $49,784 at 6%; with 100% employer match about $56,007 at 4% or $37,338 at 6%. |
| SWANSON & YOUNGDALE, INC. 401(K) PLAN | - | 26 | $2,169,447 | $116,495 | $4,481iApproximate average salary by contribution assumption: employee only about $112,014 at 4% or $74,676 at 6%; with 50% employer match about $74,676 at 4% or $49,784 at 6%; with 100% employer match about $56,007 at 4% or $37,338 at 6%. |
| 2020 | 1 | 28 | $2,029,038 | $102,074 | $3,646iApproximate average salary by contribution assumption: employee only about $91,138 at 4% or $60,758 at 6%; with 50% employer match about $60,758 at 4% or $40,506 at 6%; with 100% employer match about $45,569 at 4% or $30,379 at 6%. |
| SWANSON & YOUNGDALE, INC. 401(K) PLAN | - | 28 | $2,029,038 | $102,074 | $3,646iApproximate average salary by contribution assumption: employee only about $91,138 at 4% or $60,758 at 6%; with 50% employer match about $60,758 at 4% or $40,506 at 6%; with 100% employer match about $45,569 at 4% or $30,379 at 6%. |
| 2019 | 1 | 27 | $1,561,286 | $130,789 | $4,844iApproximate average salary by contribution assumption: employee only about $121,101 at 4% or $80,734 at 6%; with 50% employer match about $80,734 at 4% or $53,823 at 6%; with 100% employer match about $60,550 at 4% or $40,367 at 6%. |
| SWANSON & YOUNGDALE, INC. 401(K) PLAN | - | 27 | $1,561,286 | $130,789 | $4,844iApproximate average salary by contribution assumption: employee only about $121,101 at 4% or $80,734 at 6%; with 50% employer match about $80,734 at 4% or $53,823 at 6%; with 100% employer match about $60,550 at 4% or $40,367 at 6%. |
| 2018 | 2 | 44 | $14,264,594 | $910,521 | $20,694iApproximate average salary by contribution assumption: employee only about $517,341 at 4% or $344,894 at 6%; with 50% employer match about $344,894 at 4% or $229,930 at 6%; with 100% employer match about $258,671 at 4% or $172,447 at 6%. |
| Swanson & Youngdale Inc. Employee Stock Ownership Plan | - | 44 | $12,166,808 | $775,499 | $17,625iApproximate average salary by contribution assumption: employee only about $440,624 at 4% or $293,750 at 6%; with 50% employer match about $293,750 at 4% or $195,833 at 6%; with 100% employer match about $220,312 at 4% or $146,875 at 6%. |
| SWANSON & YOUNGDALE, INC. 401(K) PLAN | - | 29 | $2,097,786 | $135,022 | $4,656iApproximate average salary by contribution assumption: employee only about $116,398 at 4% or $77,599 at 6%; with 50% employer match about $77,599 at 4% or $51,733 at 6%; with 100% employer match about $58,199 at 4% or $38,799 at 6%. |
| 2017 | 2 | 49 | $15,393,621 | $1,170,176 | $23,881iApproximate average salary by contribution assumption: employee only about $597,029 at 4% or $398,019 at 6%; with 50% employer match about $398,019 at 4% or $265,346 at 6%; with 100% employer match about $298,514 at 4% or $199,010 at 6%. |
| Swanson & Youngdale Inc. Employee Stock Ownership Plan | - | 49 | $13,164,938 | $1,048,052 | $21,389iApproximate average salary by contribution assumption: employee only about $534,720 at 4% or $356,480 at 6%; with 50% employer match about $356,480 at 4% or $237,654 at 6%; with 100% employer match about $267,360 at 4% or $178,240 at 6%. |
| SWANSON & YOUNGDALE, INC. 401(K) PLAN | - | 28 | $2,228,683 | $122,124 | $4,362iApproximate average salary by contribution assumption: employee only about $109,039 at 4% or $72,693 at 6%; with 50% employer match about $72,693 at 4% or $48,462 at 6%; with 100% employer match about $54,520 at 4% or $36,346 at 6%. |
| 2016 | 2 | 43 | $12,554,757 | $800,993 | $18,628iApproximate average salary by contribution assumption: employee only about $465,694 at 4% or $310,462 at 6%; with 50% employer match about $310,462 at 4% or $206,975 at 6%; with 100% employer match about $232,847 at 4% or $155,231 at 6%. |
| Swanson & Youngdale Inc. Employee Stock Ownership Plan | - | 43 | $11,018,354 | $702,334 | $16,333iApproximate average salary by contribution assumption: employee only about $408,334 at 4% or $272,222 at 6%; with 50% employer match about $272,222 at 4% or $181,482 at 6%; with 100% employer match about $204,167 at 4% or $136,111 at 6%. |
| SWANSON & YOUNGDALE, INC. 401(K) PLAN | - | 25 | $1,536,403 | $98,659 | $3,946iApproximate average salary by contribution assumption: employee only about $98,659 at 4% or $65,773 at 6%; with 50% employer match about $65,773 at 4% or $43,848 at 6%; with 100% employer match about $49,330 at 4% or $32,886 at 6%. |
| 2015 | 2 | 40 | $11,334,647 | $710,222 | $17,756iApproximate average salary by contribution assumption: employee only about $443,889 at 4% or $295,926 at 6%; with 50% employer match about $295,926 at 4% or $197,284 at 6%; with 100% employer match about $221,944 at 4% or $147,963 at 6%. |
| Swanson & Youngdale Inc. Employee Stock Ownership Plan | - | 40 | $9,711,375 | $604,370 | $15,109iApproximate average salary by contribution assumption: employee only about $377,731 at 4% or $251,821 at 6%; with 50% employer match about $251,821 at 4% or $167,881 at 6%; with 100% employer match about $188,866 at 4% or $125,910 at 6%. |
| SWANSON & YOUNGDALE, INC. 401(K) PLAN | - | 24 | $1,623,272 | $105,852 | $4,411iApproximate average salary by contribution assumption: employee only about $110,263 at 4% or $73,508 at 6%; with 50% employer match about $73,508 at 4% or $49,006 at 6%; with 100% employer match about $55,131 at 4% or $36,754 at 6%. |
| 2014 | 2 | 34 | $13,767,991 | $729,593 | $21,459iApproximate average salary by contribution assumption: employee only about $536,465 at 4% or $357,644 at 6%; with 50% employer match about $357,644 at 4% or $238,429 at 6%; with 100% employer match about $268,233 at 4% or $178,822 at 6%. |
| Swanson & Youngdale Inc. Employee Stock Ownership Plan | - | 34 | $11,718,313 | $491,889 | $14,467iApproximate average salary by contribution assumption: employee only about $361,683 at 4% or $241,122 at 6%; with 50% employer match about $241,122 at 4% or $160,748 at 6%; with 100% employer match about $180,842 at 4% or $120,561 at 6%. |
| SWANSON & YOUNGDALE, INC. 401(K) PLAN | - | 28 | $2,049,678 | $237,704 | $8,489iApproximate average salary by contribution assumption: employee only about $212,236 at 4% or $141,490 at 6%; with 50% employer match about $141,490 at 4% or $94,327 at 6%; with 100% employer match about $106,118 at 4% or $70,745 at 6%. |
| 2013 | 2 | 37 | $13,076,014 | $852,752 | $23,047iApproximate average salary by contribution assumption: employee only about $576,184 at 4% or $384,123 at 6%; with 50% employer match about $384,123 at 4% or $256,082 at 6%; with 100% employer match about $288,092 at 4% or $192,061 at 6%. |
| Swanson & Youngdale Inc. Employee Stock Ownership Plan | - | 37 | $11,309,387 | $727,137 | $19,652iApproximate average salary by contribution assumption: employee only about $491,309 at 4% or $327,539 at 6%; with 50% employer match about $327,539 at 4% or $218,359 at 6%; with 100% employer match about $245,654 at 4% or $163,770 at 6%. |
| SWANSON & YOUNGDALE, INC. 401(K) PLAN | - | 33 | $1,766,627 | $125,615 | $3,807iApproximate average salary by contribution assumption: employee only about $95,163 at 4% or $63,442 at 6%; with 50% employer match about $63,442 at 4% or $42,295 at 6%; with 100% employer match about $47,581 at 4% or $31,721 at 6%. |
| 2012 | 2 | 39 | $11,506,727 | $818,193 | $20,979iApproximate average salary by contribution assumption: employee only about $524,483 at 4% or $349,655 at 6%; with 50% employer match about $349,655 at 4% or $233,103 at 6%; with 100% employer match about $262,241 at 4% or $174,828 at 6%. |
| Swanson & Youngdale Inc. Employee Stock Ownership Plan | - | 39 | $9,990,404 | $693,660 | $17,786iApproximate average salary by contribution assumption: employee only about $444,654 at 4% or $296,436 at 6%; with 50% employer match about $296,436 at 4% or $197,624 at 6%; with 100% employer match about $222,327 at 4% or $148,218 at 6%. |
| SWANSON & YOUNGDALE, INC. 401(K) PLAN | - | 32 | $1,516,323 | $124,533 | $3,892iApproximate average salary by contribution assumption: employee only about $97,291 at 4% or $64,861 at 6%; with 50% employer match about $64,861 at 4% or $43,241 at 6%; with 100% employer match about $48,646 at 4% or $32,430 at 6%. |
| 2011 | 2 | 40 | $10,868,182 | $407,707 | $10,193iApproximate average salary by contribution assumption: employee only about $254,817 at 4% or $169,878 at 6%; with 50% employer match about $169,878 at 4% or $113,252 at 6%; with 100% employer match about $127,408 at 4% or $84,939 at 6%. |
| Swanson & Youngdale Inc. Employee Stock Ownership Plan | - | 40 | $9,622,057 | $283,262 | $7,082iApproximate average salary by contribution assumption: employee only about $177,039 at 4% or $118,026 at 6%; with 50% employer match about $118,026 at 4% or $78,684 at 6%; with 100% employer match about $88,519 at 4% or $59,013 at 6%. |
| SWANSON & YOUNGDALE, INC. 401(K) PLAN | - | 28 | $1,246,125 | $124,445 | $4,444iApproximate average salary by contribution assumption: employee only about $111,112 at 4% or $74,074 at 6%; with 50% employer match about $74,074 at 4% or $49,383 at 6%; with 100% employer match about $55,556 at 4% or $37,037 at 6%. |
| 2010 | 2 | 40 | $10,460,688 | $342,308 | $8,558iApproximate average salary by contribution assumption: employee only about $213,943 at 4% or $142,628 at 6%; with 50% employer match about $142,628 at 4% or $95,086 at 6%; with 100% employer match about $106,971 at 4% or $71,314 at 6%. |
| Swanson & Youngdale Inc. Employee Stock Ownership Plan | - | 40 | $9,362,775 | $206,414 | $5,160iApproximate average salary by contribution assumption: employee only about $129,009 at 4% or $86,006 at 6%; with 50% employer match about $86,006 at 4% or $57,337 at 6%; with 100% employer match about $64,504 at 4% or $43,003 at 6%. |
| SWANSON & YOUNGDALE, INC. 401(K) PLAN | - | 23 | $1,097,913 | $135,894 | $5,908iApproximate average salary by contribution assumption: employee only about $147,711 at 4% or $98,474 at 6%; with 50% employer match about $98,474 at 4% or $65,649 at 6%; with 100% employer match about $73,855 at 4% or $49,237 at 6%. |
| 2009 | 2 | 35 | $10,892,769 | $562,528 | $16,072iApproximate average salary by contribution assumption: employee only about $401,806 at 4% or $267,870 at 6%; with 50% employer match about $267,870 at 4% or $178,580 at 6%; with 100% employer match about $200,903 at 4% or $133,935 at 6%. |
| Swanson & Youngdale Inc. Employee Stock Ownership Plan | - | 35 | $10,001,808 | $447,577 | $12,788iApproximate average salary by contribution assumption: employee only about $319,698 at 4% or $213,132 at 6%; with 50% employer match about $213,132 at 4% or $142,088 at 6%; with 100% employer match about $159,849 at 4% or $106,566 at 6%. |
| SWANSON & YOUNGDALE, INC. 401(K) PLAN | - | 26 | $890,961 | $114,951 | $4,421iApproximate average salary by contribution assumption: employee only about $110,530 at 4% or $73,687 at 6%; with 50% employer match about $73,687 at 4% or $49,124 at 6%; with 100% employer match about $55,265 at 4% or $36,843 at 6%. |
| 2008 | 2 | 38 | $10,359,653 | $557,543 | $14,672iApproximate average salary by contribution assumption: employee only about $366,805 at 4% or $244,536 at 6%; with 50% employer match about $244,536 at 4% or $163,024 at 6%; with 100% employer match about $183,402 at 4% or $122,268 at 6%. |
| Swanson & Youngdale Inc. Employee Stock Ownership Plan | - | 38 | $9,792,303 | $416,155 | $10,951iApproximate average salary by contribution assumption: employee only about $273,786 at 4% or $182,524 at 6%; with 50% employer match about $182,524 at 4% or $121,683 at 6%; with 100% employer match about $136,893 at 4% or $91,262 at 6%. |
| SWANSON & YOUNGDALE, INC. 401K PLAN | - | 26 | $567,350 | $141,388 | $5,438iApproximate average salary by contribution assumption: employee only about $135,950 at 4% or $90,633 at 6%; with 50% employer match about $90,633 at 4% or $60,422 at 6%; with 100% employer match about $67,975 at 4% or $45,317 at 6%. |
| 2007 | 2 | 43 | $0 | $0 | - |
| SWANSON & YOUNGDALE, INC. 401K PLAN | - | 32 | - | - | - |
| Swanson & Youngdale Inc. Employee Stock Ownership Plan | - | 43 | - | - | - |
| 2006 | 2 | 44 | $9,997,076 | $678,824 | $15,428iApproximate average salary by contribution assumption: employee only about $385,695 at 4% or $257,130 at 6%; with 50% employer match about $257,130 at 4% or $171,420 at 6%; with 100% employer match about $192,848 at 4% or $128,565 at 6%. |
| Swanson & Youngdale Inc. Employee Stock Ownership Plan | - | 44 | $9,206,539 | $546,372 | $12,418iApproximate average salary by contribution assumption: employee only about $310,439 at 4% or $206,959 at 6%; with 50% employer match about $206,959 at 4% or $137,973 at 6%; with 100% employer match about $155,219 at 4% or $103,480 at 6%. |
| SWANSON & YOUNGDALE, INC. 401K PLAN | - | 29 | $790,537 | $132,452 | $4,567iApproximate average salary by contribution assumption: employee only about $114,183 at 4% or $76,122 at 6%; with 50% employer match about $76,122 at 4% or $50,748 at 6%; with 100% employer match about $57,091 at 4% or $38,061 at 6%. |
| 2005 | 2 | 42 | $9,999,700 | $671,465 | $15,987iApproximate average salary by contribution assumption: employee only about $399,682 at 4% or $266,454 at 6%; with 50% employer match about $266,454 at 4% or $177,636 at 6%; with 100% employer match about $199,841 at 4% or $133,227 at 6%. |
| Swanson & Youngdale Inc. Employee Stock Ownership Plan | - | 42 | $9,304,113 | $531,964 | $12,666iApproximate average salary by contribution assumption: employee only about $316,645 at 4% or $211,097 at 6%; with 50% employer match about $211,097 at 4% or $140,731 at 6%; with 100% employer match about $158,323 at 4% or $105,548 at 6%. |
| SWANSON & YOUNGDALE, INC. 401K PLAN | - | 39 | $695,587 | $139,501 | $3,577iApproximate average salary by contribution assumption: employee only about $89,424 at 4% or $59,616 at 6%; with 50% employer match about $59,616 at 4% or $39,744 at 6%; with 100% employer match about $44,712 at 4% or $29,808 at 6%. |
| 2004 | 2 | 41 | $8,339,786 | $598,941 | $14,608iApproximate average salary by contribution assumption: employee only about $365,208 at 4% or $243,472 at 6%; with 50% employer match about $243,472 at 4% or $162,315 at 6%; with 100% employer match about $182,604 at 4% or $121,736 at 6%. |
| Swanson & Youngdale Inc. Employee Stock Ownership Plan | - | 41 | $7,845,347 | $454,339 | $11,081iApproximate average salary by contribution assumption: employee only about $277,036 at 4% or $184,691 at 6%; with 50% employer match about $184,691 at 4% or $123,127 at 6%; with 100% employer match about $138,518 at 4% or $92,345 at 6%. |
| SWANSON & YOUNGDALE, INC. 401K PLAN | - | 37 | $494,439 | $144,602 | $3,908iApproximate average salary by contribution assumption: employee only about $97,704 at 4% or $65,136 at 6%; with 50% employer match about $65,136 at 4% or $43,424 at 6%; with 100% employer match about $48,852 at 4% or $32,568 at 6%. |
| 2003 | 2 | 42 | $8,302,082 | $504,451 | $12,011iApproximate average salary by contribution assumption: employee only about $300,268 at 4% or $200,179 at 6%; with 50% employer match about $200,179 at 4% or $133,453 at 6%; with 100% employer match about $150,134 at 4% or $100,089 at 6%. |
| Swanson & Youngdale Inc. Employee Stock Ownership Plan | - | 42 | $8,302,082 | $504,451 | $12,011iApproximate average salary by contribution assumption: employee only about $300,268 at 4% or $200,179 at 6%; with 50% employer match about $200,179 at 4% or $133,453 at 6%; with 100% employer match about $150,134 at 4% or $100,089 at 6%. |
| SWANSON & YOUNGDALE, INC. 401K PLAN | - | 41 | - | - | - |
| 2002 | 2 | 44 | $7,434,717 | $521,497 | $11,852iApproximate average salary by contribution assumption: employee only about $296,305 at 4% or $197,537 at 6%; with 50% employer match about $197,537 at 4% or $131,691 at 6%; with 100% employer match about $148,153 at 4% or $98,768 at 6%. |
| Swanson & Youngdale Inc. Employee Stock Ownership Plan | - | 44 | $7,434,717 | $521,497 | $11,852iApproximate average salary by contribution assumption: employee only about $296,305 at 4% or $197,537 at 6%; with 50% employer match about $197,537 at 4% or $131,691 at 6%; with 100% employer match about $148,153 at 4% or $98,768 at 6%. |
| SWANSON & YOUNGDALE, INC. 401K PLAN | - | 33 | - | - | - |
| 2001 | 1 | 41 | $0 | $0 | - |
| Swanson & Youngdale Inc. Employee Stock Ownership Plan | - | 41 | - | - | - |
| 2000 | 1 | 39 | $5,941,226 | $439,072 | $11,258iApproximate average salary by contribution assumption: employee only about $281,456 at 4% or $187,638 at 6%; with 50% employer match about $187,638 at 4% or $125,092 at 6%; with 100% employer match about $140,728 at 4% or $93,819 at 6%. |
| Swanson & Youngdale Inc. Employee Stock Ownership Plan | - | 39 | $5,941,226 | $439,072 | $11,258iApproximate average salary by contribution assumption: employee only about $281,456 at 4% or $187,638 at 6%; with 50% employer match about $187,638 at 4% or $125,092 at 6%; with 100% employer match about $140,728 at 4% or $93,819 at 6%. |
| 1999 | 1 | 40 | $5,334,632 | $414,979 | $10,374iApproximate average salary by contribution assumption: employee only about $259,362 at 4% or $172,908 at 6%; with 50% employer match about $172,908 at 4% or $115,272 at 6%; with 100% employer match about $129,681 at 4% or $86,454 at 6%. |
| Swanson & Youngdale Inc. Employee Stock Ownership Plan | - | 40 | $5,334,632 | $414,979 | $10,374iApproximate average salary by contribution assumption: employee only about $259,362 at 4% or $172,908 at 6%; with 50% employer match about $172,908 at 4% or $115,272 at 6%; with 100% employer match about $129,681 at 4% or $86,454 at 6%. |