Civic Intelligence

James I Swenson Dds

Plan context: James I Swenson Dds Profit Sharing Plan

EIN 41-1292488 • Fergus Falls, MN • 33 filings • 3 plans

215 E Lincoln AveFergus Falls, MN 56537
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$1,756

2018 Contributions

$76,884

Historical Graphs

Total Assets Over Time

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

$1,412,071$706,036$0200020092017YearValue
$1,756Latest year 2017

Participants Over Time

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

420200020082016YearValue
1Latest year 2016

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
201810$0$0-
James I Swenson Dds Profit Sharing Plan-0---
201710$1,756$0-
James I Swenson Dds Profit Sharing Plan-0$1,756--
201611$912,265$0-
James I Swenson Dds Profit Sharing Plan-1$912,265--
201512$959,332$0-
James I Swenson Dds Profit Sharing Plan-2$959,332--
201412$1,412,071$0-
James I Swenson Dds Profit Sharing Plan-2$1,412,071--
201312$1,337,077$0-
James I Swenson Dds Profit Sharing Plan-2$1,337,077--
201213$1,339,722$76,884$25,628iApproximate average salary by contribution assumption: employee only about $640,700 at 4% or $427,133 at 6%; with 50% employer match about $427,133 at 4% or $284,756 at 6%; with 100% employer match about $320,350 at 4% or $213,567 at 6%.
James I Swenson Dds Profit Sharing Plan-3$1,339,722$76,884$25,628iApproximate average salary by contribution assumption: employee only about $640,700 at 4% or $427,133 at 6%; with 50% employer match about $427,133 at 4% or $284,756 at 6%; with 100% employer match about $320,350 at 4% or $213,567 at 6%.
201113$1,135,370$70,621$23,540iApproximate average salary by contribution assumption: employee only about $588,508 at 4% or $392,339 at 6%; with 50% employer match about $392,339 at 4% or $261,559 at 6%; with 100% employer match about $294,254 at 4% or $196,169 at 6%.
James I Swenson Dds Profit Sharing Plan-3$1,135,370$70,621$23,540iApproximate average salary by contribution assumption: employee only about $588,508 at 4% or $392,339 at 6%; with 50% employer match about $392,339 at 4% or $261,559 at 6%; with 100% employer match about $294,254 at 4% or $196,169 at 6%.
201023$1,158,693$71,678$23,893iApproximate average salary by contribution assumption: employee only about $597,317 at 4% or $398,211 at 6%; with 50% employer match about $398,211 at 4% or $265,474 at 6%; with 100% employer match about $298,658 at 4% or $199,106 at 6%.
James I Swenson Dds Profit Sharing Plan-3$1,158,693$71,678$23,893iApproximate average salary by contribution assumption: employee only about $597,317 at 4% or $398,211 at 6%; with 50% employer match about $398,211 at 4% or $265,474 at 6%; with 100% employer match about $298,658 at 4% or $199,106 at 6%.
James I Swenson Dds Pension Plan-0---
200923$963,595$69,372$23,124iApproximate average salary by contribution assumption: employee only about $578,100 at 4% or $385,400 at 6%; with 50% employer match about $385,400 at 4% or $256,933 at 6%; with 100% employer match about $289,050 at 4% or $192,700 at 6%.
James I Swenson Dds Profit Sharing Plan-3$704,728$69,372$23,124iApproximate average salary by contribution assumption: employee only about $578,100 at 4% or $385,400 at 6%; with 50% employer match about $385,400 at 4% or $256,933 at 6%; with 100% employer match about $289,050 at 4% or $192,700 at 6%.
James I Swenson Dds Pension Plan-3$258,867--
200823$731,059$68,873$22,958iApproximate average salary by contribution assumption: employee only about $573,942 at 4% or $382,628 at 6%; with 50% employer match about $382,628 at 4% or $255,085 at 6%; with 100% employer match about $286,971 at 4% or $191,314 at 6%.
James I Swenson Dds Profit Sharing Plan-3$519,385$68,873$22,958iApproximate average salary by contribution assumption: employee only about $573,942 at 4% or $382,628 at 6%; with 50% employer match about $382,628 at 4% or $255,085 at 6%; with 100% employer match about $286,971 at 4% or $191,314 at 6%.
James I Swenson Dds Pension Plan-3$211,674--
200723$0$0-
James I Swenson Dds Profit Sharing Plan-3---
James I Swenson Dds Pension Plan-3---
200623$841,331$69,313$23,104iApproximate average salary by contribution assumption: employee only about $577,608 at 4% or $385,072 at 6%; with 50% employer match about $385,072 at 4% or $256,715 at 6%; with 100% employer match about $288,804 at 4% or $192,536 at 6%.
James I Swenson Dds Profit Sharing Plan-3$560,784$69,313$23,104iApproximate average salary by contribution assumption: employee only about $577,608 at 4% or $385,072 at 6%; with 50% employer match about $385,072 at 4% or $256,715 at 6%; with 100% employer match about $288,804 at 4% or $192,536 at 6%.
James I Swenson Dds Pension Plan-3$280,547--
200524$744,854$66,471$16,618iApproximate average salary by contribution assumption: employee only about $415,444 at 4% or $276,963 at 6%; with 50% employer match about $276,963 at 4% or $184,642 at 6%; with 100% employer match about $207,722 at 4% or $138,481 at 6%.
James I Swenson Dds Profit Sharing Plan-4$487,450$66,471$16,618iApproximate average salary by contribution assumption: employee only about $415,444 at 4% or $276,963 at 6%; with 50% employer match about $276,963 at 4% or $184,642 at 6%; with 100% employer match about $207,722 at 4% or $138,481 at 6%.
James I Swenson Dds Pension Plan-4$257,404--
200424$586,498$62,582$15,646iApproximate average salary by contribution assumption: employee only about $391,138 at 4% or $260,758 at 6%; with 50% employer match about $260,758 at 4% or $173,839 at 6%; with 100% employer match about $195,569 at 4% or $130,379 at 6%.
James I Swenson Dds Profit Sharing Plan-4$345,109$62,582$15,646iApproximate average salary by contribution assumption: employee only about $391,138 at 4% or $260,758 at 6%; with 50% employer match about $260,758 at 4% or $173,839 at 6%; with 100% employer match about $195,569 at 4% or $130,379 at 6%.
James I Swenson Dds Pension Plan-4$241,389--
200324$480,933$61,283$15,321iApproximate average salary by contribution assumption: employee only about $383,019 at 4% or $255,346 at 6%; with 50% employer match about $255,346 at 4% or $170,231 at 6%; with 100% employer match about $191,509 at 4% or $127,673 at 6%.
James I Swenson Dds Profit Sharing Plan-4$264,227$61,283$15,321iApproximate average salary by contribution assumption: employee only about $383,019 at 4% or $255,346 at 6%; with 50% employer match about $255,346 at 4% or $170,231 at 6%; with 100% employer match about $191,509 at 4% or $127,673 at 6%.
James I Swenson Dds Pension Plan-4$216,706--
200233$350,993$48,987$16,329iApproximate average salary by contribution assumption: employee only about $408,225 at 4% or $272,150 at 6%; with 50% employer match about $272,150 at 4% or $181,433 at 6%; with 100% employer match about $204,113 at 4% or $136,075 at 6%.
James I Swenson Dds Pension Plan-3$184,502$17,822$5,941iApproximate average salary by contribution assumption: employee only about $148,517 at 4% or $99,011 at 6%; with 50% employer match about $99,011 at 4% or $66,007 at 6%; with 100% employer match about $74,258 at 4% or $49,506 at 6%.
James I Swenson Dds Profit Sharing Plan-3$166,491$31,165$10,388iApproximate average salary by contribution assumption: employee only about $259,708 at 4% or $173,139 at 6%; with 50% employer match about $173,139 at 4% or $115,426 at 6%; with 100% employer match about $129,854 at 4% or $86,569 at 6%.
JAMES I SWENSON PROFIT SHARING PLAN CGTC TRUSTEES-0---
200133$152,562$16,039$5,346iApproximate average salary by contribution assumption: employee only about $133,658 at 4% or $89,106 at 6%; with 50% employer match about $89,106 at 4% or $59,404 at 6%; with 100% employer match about $66,829 at 4% or $44,553 at 6%.
James I Swenson Dds Pension Plan-3$152,562$16,039$5,346iApproximate average salary by contribution assumption: employee only about $133,658 at 4% or $89,106 at 6%; with 50% employer match about $89,106 at 4% or $59,404 at 6%; with 100% employer match about $66,829 at 4% or $44,553 at 6%.
James I Swenson Dds Profit Sharing Plan-3---
JAMES I SWENSON PROFIT SHARING PLAN CGTC TRUSTEES-1---
200033$427,861$43,952$14,651iApproximate average salary by contribution assumption: employee only about $366,267 at 4% or $244,178 at 6%; with 50% employer match about $244,178 at 4% or $162,785 at 6%; with 100% employer match about $183,133 at 4% or $122,089 at 6%.
James I Swenson Dds Profit Sharing Plan-3$207,567$27,922$9,307iApproximate average salary by contribution assumption: employee only about $232,683 at 4% or $155,122 at 6%; with 50% employer match about $155,122 at 4% or $103,415 at 6%; with 100% employer match about $116,342 at 4% or $77,561 at 6%.
James I Swenson Dds Pension Plan-3$173,192$16,030$5,343iApproximate average salary by contribution assumption: employee only about $133,583 at 4% or $89,056 at 6%; with 50% employer match about $89,056 at 4% or $59,370 at 6%; with 100% employer match about $66,792 at 4% or $44,528 at 6%.
JAMES I SWENSON PROFIT SHARING PLAN CGTC TRUSTEES-1$47,102--