Civic Intelligence

Seabridge Wealth Management LLC DBA Swm Advisor

Plan context: Swm Advisors 401K Plan

EIN 45-2514987 • St. Petersburg, FL • 7 filings • 1 plans

740 4th St. N. #515St. Petersburg, FL 33701
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$797,336

2024 Contributions

$154,624

Historical Graphs

Total Assets Over Time

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

$797,336$398,668$0201820212023YearValue
$797,336Latest year 2023

Participants Over Time

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

530201820212023YearValue
4Latest year 2023

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
202410$0$0-
Swm Advisors 401K Plan-0$0$0-
202314$797,336$154,624$38,656iApproximate average salary by contribution assumption: employee only about $966,400 at 4% or $644,267 at 6%; with 50% employer match about $644,267 at 4% or $429,511 at 6%; with 100% employer match about $483,200 at 4% or $322,133 at 6%.
Swm Advisors 401K Plan-4$797,336$154,624$38,656iApproximate average salary by contribution assumption: employee only about $966,400 at 4% or $644,267 at 6%; with 50% employer match about $644,267 at 4% or $429,511 at 6%; with 100% employer match about $483,200 at 4% or $322,133 at 6%.
202215$568,074$82,998$16,600iApproximate average salary by contribution assumption: employee only about $414,990 at 4% or $276,660 at 6%; with 50% employer match about $276,660 at 4% or $184,440 at 6%; with 100% employer match about $207,495 at 4% or $138,330 at 6%.
Swm Advisors 401K Plan-5$568,074$82,998$16,600iApproximate average salary by contribution assumption: employee only about $414,990 at 4% or $276,660 at 6%; with 50% employer match about $276,660 at 4% or $184,440 at 6%; with 100% employer match about $207,495 at 4% or $138,330 at 6%.
202114$607,635$76,829$19,207iApproximate average salary by contribution assumption: employee only about $480,181 at 4% or $320,121 at 6%; with 50% employer match about $320,121 at 4% or $213,414 at 6%; with 100% employer match about $240,091 at 4% or $160,060 at 6%.
Swm Advisors 401K Plan-4$607,635$76,829$19,207iApproximate average salary by contribution assumption: employee only about $480,181 at 4% or $320,121 at 6%; with 50% employer match about $320,121 at 4% or $213,414 at 6%; with 100% employer match about $240,091 at 4% or $160,060 at 6%.
202014$514,866$145,496$36,374iApproximate average salary by contribution assumption: employee only about $909,350 at 4% or $606,233 at 6%; with 50% employer match about $606,233 at 4% or $404,156 at 6%; with 100% employer match about $454,675 at 4% or $303,117 at 6%.
Swm Advisors 401K Plan-4$514,866$145,496$36,374iApproximate average salary by contribution assumption: employee only about $909,350 at 4% or $606,233 at 6%; with 50% employer match about $606,233 at 4% or $404,156 at 6%; with 100% employer match about $454,675 at 4% or $303,117 at 6%.
201914$301,895$138,134$34,534iApproximate average salary by contribution assumption: employee only about $863,338 at 4% or $575,558 at 6%; with 50% employer match about $575,558 at 4% or $383,706 at 6%; with 100% employer match about $431,669 at 4% or $287,779 at 6%.
Swm Advisors 401K Plan-4$301,895$138,134$34,534iApproximate average salary by contribution assumption: employee only about $863,338 at 4% or $575,558 at 6%; with 50% employer match about $575,558 at 4% or $383,706 at 6%; with 100% employer match about $431,669 at 4% or $287,779 at 6%.
201814$134,085$136,585$34,146iApproximate average salary by contribution assumption: employee only about $853,656 at 4% or $569,104 at 6%; with 50% employer match about $569,104 at 4% or $379,403 at 6%; with 100% employer match about $426,828 at 4% or $284,552 at 6%.
Swm Advisors 401K Plan-4$134,085$136,585$34,146iApproximate average salary by contribution assumption: employee only about $853,656 at 4% or $569,104 at 6%; with 50% employer match about $569,104 at 4% or $379,403 at 6%; with 100% employer match about $426,828 at 4% or $284,552 at 6%.