Southwest Minnesota Foundation
Plan context: Swmf 403B Plan
EIN 41-1555592 • Hutchinson, MN • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
27
2024 Assets
$3,878,142
2024 Contributions
$227,153
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 | 27 | $3,878,142 | $227,153 | $8,413iApproximate average salary by contribution assumption: employee only about $210,327 at 4% or $140,218 at 6%; with 50% employer match about $140,218 at 4% or $93,479 at 6%; with 100% employer match about $105,163 at 4% or $70,109 at 6%. |
| Swmf 403B Plan | - | 27 | $3,878,142 | $227,153 | $8,413iApproximate average salary by contribution assumption: employee only about $210,327 at 4% or $140,218 at 6%; with 50% employer match about $140,218 at 4% or $93,479 at 6%; with 100% employer match about $105,163 at 4% or $70,109 at 6%. |
| 2023 | 1 | 28 | $3,848,057 | $254,604 | $9,093iApproximate average salary by contribution assumption: employee only about $227,325 at 4% or $151,550 at 6%; with 50% employer match about $151,550 at 4% or $101,033 at 6%; with 100% employer match about $113,663 at 4% or $75,775 at 6%. |
| Swmf 403B Plan | - | 28 | $3,848,057 | $254,604 | $9,093iApproximate average salary by contribution assumption: employee only about $227,325 at 4% or $151,550 at 6%; with 50% employer match about $151,550 at 4% or $101,033 at 6%; with 100% employer match about $113,663 at 4% or $75,775 at 6%. |
| 2022 | 1 | 28 | $2,953,032 | $255,729 | $9,133iApproximate average salary by contribution assumption: employee only about $228,329 at 4% or $152,220 at 6%; with 50% employer match about $152,220 at 4% or $101,480 at 6%; with 100% employer match about $114,165 at 4% or $76,110 at 6%. |
| Swmf 403B Plan | - | 28 | $2,953,032 | $255,729 | $9,133iApproximate average salary by contribution assumption: employee only about $228,329 at 4% or $152,220 at 6%; with 50% employer match about $152,220 at 4% or $101,480 at 6%; with 100% employer match about $114,165 at 4% or $76,110 at 6%. |
| 2021 | 1 | 26 | $3,461,931 | $252,878 | $9,726iApproximate average salary by contribution assumption: employee only about $243,152 at 4% or $162,101 at 6%; with 50% employer match about $162,101 at 4% or $108,068 at 6%; with 100% employer match about $121,576 at 4% or $81,051 at 6%. |
| Swmf 403B Plan | - | 26 | $3,461,931 | $252,878 | $9,726iApproximate average salary by contribution assumption: employee only about $243,152 at 4% or $162,101 at 6%; with 50% employer match about $162,101 at 4% or $108,068 at 6%; with 100% employer match about $121,576 at 4% or $81,051 at 6%. |
| 2020 | 1 | 27 | $3,000,622 | $243,804 | $9,030iApproximate average salary by contribution assumption: employee only about $225,744 at 4% or $150,496 at 6%; with 50% employer match about $150,496 at 4% or $100,331 at 6%; with 100% employer match about $112,872 at 4% or $75,248 at 6%. |
| Swmf 403B Plan | - | 27 | $3,000,622 | $243,804 | $9,030iApproximate average salary by contribution assumption: employee only about $225,744 at 4% or $150,496 at 6%; with 50% employer match about $150,496 at 4% or $100,331 at 6%; with 100% employer match about $112,872 at 4% or $75,248 at 6%. |
| 2019 | 1 | 26 | $2,426,795 | $238,746 | $9,183iApproximate average salary by contribution assumption: employee only about $229,563 at 4% or $153,042 at 6%; with 50% employer match about $153,042 at 4% or $102,028 at 6%; with 100% employer match about $114,782 at 4% or $76,521 at 6%. |
| Swmf 403B Plan | - | 26 | $2,426,795 | $238,746 | $9,183iApproximate average salary by contribution assumption: employee only about $229,563 at 4% or $153,042 at 6%; with 50% employer match about $153,042 at 4% or $102,028 at 6%; with 100% employer match about $114,782 at 4% or $76,521 at 6%. |
| 2018 | 1 | 26 | $1,877,500 | $200,760 | $7,722iApproximate average salary by contribution assumption: employee only about $193,038 at 4% or $128,692 at 6%; with 50% employer match about $128,692 at 4% or $85,795 at 6%; with 100% employer match about $96,519 at 4% or $64,346 at 6%. |
| Swmf 403B Plan | - | 26 | $1,877,500 | $200,760 | $7,722iApproximate average salary by contribution assumption: employee only about $193,038 at 4% or $128,692 at 6%; with 50% employer match about $128,692 at 4% or $85,795 at 6%; with 100% employer match about $96,519 at 4% or $64,346 at 6%. |
| 2017 | 1 | 26 | $1,834,844 | $197,777 | $7,607iApproximate average salary by contribution assumption: employee only about $190,170 at 4% or $126,780 at 6%; with 50% employer match about $126,780 at 4% or $84,520 at 6%; with 100% employer match about $95,085 at 4% or $63,390 at 6%. |
| Swmf 403B Plan | - | 26 | $1,834,844 | $197,777 | $7,607iApproximate average salary by contribution assumption: employee only about $190,170 at 4% or $126,780 at 6%; with 50% employer match about $126,780 at 4% or $84,520 at 6%; with 100% employer match about $95,085 at 4% or $63,390 at 6%. |
| 2016 | 1 | 25 | $1,576,926 | $272,548 | $10,902iApproximate average salary by contribution assumption: employee only about $272,548 at 4% or $181,699 at 6%; with 50% employer match about $181,699 at 4% or $121,132 at 6%; with 100% employer match about $136,274 at 4% or $90,849 at 6%. |
| Swmf 403B Plan | - | 25 | $1,576,926 | $272,548 | $10,902iApproximate average salary by contribution assumption: employee only about $272,548 at 4% or $181,699 at 6%; with 50% employer match about $181,699 at 4% or $121,132 at 6%; with 100% employer match about $136,274 at 4% or $90,849 at 6%. |
| 2015 | 1 | 24 | $1,213,782 | $224,275 | $9,345iApproximate average salary by contribution assumption: employee only about $233,620 at 4% or $155,747 at 6%; with 50% employer match about $155,747 at 4% or $103,831 at 6%; with 100% employer match about $116,810 at 4% or $77,873 at 6%. |
| Swmf 403B Plan | - | 24 | $1,213,782 | $224,275 | $9,345iApproximate average salary by contribution assumption: employee only about $233,620 at 4% or $155,747 at 6%; with 50% employer match about $155,747 at 4% or $103,831 at 6%; with 100% employer match about $116,810 at 4% or $77,873 at 6%. |
| 2014 | 1 | 23 | $1,425,222 | $168,978 | $7,347iApproximate average salary by contribution assumption: employee only about $183,672 at 4% or $122,448 at 6%; with 50% employer match about $122,448 at 4% or $81,632 at 6%; with 100% employer match about $91,836 at 4% or $61,224 at 6%. |
| Swmf 403B Plan | - | 23 | $1,425,222 | $168,978 | $7,347iApproximate average salary by contribution assumption: employee only about $183,672 at 4% or $122,448 at 6%; with 50% employer match about $122,448 at 4% or $81,632 at 6%; with 100% employer match about $91,836 at 4% or $61,224 at 6%. |
| 2013 | 1 | 23 | $1,184,392 | $163,801 | $7,122iApproximate average salary by contribution assumption: employee only about $178,045 at 4% or $118,696 at 6%; with 50% employer match about $118,696 at 4% or $79,131 at 6%; with 100% employer match about $89,022 at 4% or $59,348 at 6%. |
| Swmf 403B Plan | - | 23 | $1,184,392 | $163,801 | $7,122iApproximate average salary by contribution assumption: employee only about $178,045 at 4% or $118,696 at 6%; with 50% employer match about $118,696 at 4% or $79,131 at 6%; with 100% employer match about $89,022 at 4% or $59,348 at 6%. |
| 2012 | 1 | 27 | $936,563 | $173,799 | $6,437iApproximate average salary by contribution assumption: employee only about $160,925 at 4% or $107,283 at 6%; with 50% employer match about $107,283 at 4% or $71,522 at 6%; with 100% employer match about $80,463 at 4% or $53,642 at 6%. |
| Swmf 403B Plan | - | 27 | $936,563 | $173,799 | $6,437iApproximate average salary by contribution assumption: employee only about $160,925 at 4% or $107,283 at 6%; with 50% employer match about $107,283 at 4% or $71,522 at 6%; with 100% employer match about $80,463 at 4% or $53,642 at 6%. |
| 2011 | 1 | 25 | $678,980 | $145,521 | $5,821iApproximate average salary by contribution assumption: employee only about $145,521 at 4% or $97,014 at 6%; with 50% employer match about $97,014 at 4% or $64,676 at 6%; with 100% employer match about $72,761 at 4% or $48,507 at 6%. |
| Swmf 403B Plan | - | 25 | $678,980 | $145,521 | $5,821iApproximate average salary by contribution assumption: employee only about $145,521 at 4% or $97,014 at 6%; with 50% employer match about $97,014 at 4% or $64,676 at 6%; with 100% employer match about $72,761 at 4% or $48,507 at 6%. |
| 2010 | 1 | 26 | $1,046,739 | $129,319 | $4,974iApproximate average salary by contribution assumption: employee only about $124,345 at 4% or $82,897 at 6%; with 50% employer match about $82,897 at 4% or $55,265 at 6%; with 100% employer match about $62,173 at 4% or $41,448 at 6%. |
| Swmf 403B Plan | - | 26 | $1,046,739 | $129,319 | $4,974iApproximate average salary by contribution assumption: employee only about $124,345 at 4% or $82,897 at 6%; with 50% employer match about $82,897 at 4% or $55,265 at 6%; with 100% employer match about $62,173 at 4% or $41,448 at 6%. |
| 2009 | 1 | 28 | $845,824 | $160,428 | $5,730iApproximate average salary by contribution assumption: employee only about $143,239 at 4% or $95,493 at 6%; with 50% employer match about $95,493 at 4% or $63,662 at 6%; with 100% employer match about $71,620 at 4% or $47,746 at 6%. |
| Swmf 403B Plan | - | 28 | $845,824 | $160,428 | $5,730iApproximate average salary by contribution assumption: employee only about $143,239 at 4% or $95,493 at 6%; with 50% employer match about $95,493 at 4% or $63,662 at 6%; with 100% employer match about $71,620 at 4% or $47,746 at 6%. |
| 2008 | 1 | 22 | $0 | $0 | - |
| Swmf 403B Plan | - | 22 | - | - | - |
| 2007 | 1 | 23 | $0 | $0 | - |
| Swmf 403B Plan | - | 23 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Swmf 403B Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Swmf 403B Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Swmf 403B Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Swmf 403B Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Swmf 403B Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Swmf 403B Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Swmf 403B Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Swmf 403B Plan | - | 0 | - | - | - |