Civic Intelligence

Swanson Real Estate Solutions

Plan context: Swanson Real Estate Solutions 401(K) Profit Sharing Plan & Trust

EIN 45-4476467 • San Clemente, CA • 10 filings • 1 plans

555 N. El Camino Real, #A313San Clemente, CA 92672
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$554,950

2024 Contributions

$19,603

Historical Graphs

Total Assets Over Time

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

$554,950$277,475$0201520202024YearValue
$554,950Latest year 2024

Participants Over Time

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

530201520202024YearValue
5Latest year 2024

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
202415$554,950$19,603$3,921iApproximate average salary by contribution assumption: employee only about $98,015 at 4% or $65,343 at 6%; with 50% employer match about $65,343 at 4% or $43,562 at 6%; with 100% employer match about $49,008 at 4% or $32,672 at 6%.
Swanson Real Estate Solutions 401(K) Profit Sharing Plan & Trust-5$554,950$19,603$3,921iApproximate average salary by contribution assumption: employee only about $98,015 at 4% or $65,343 at 6%; with 50% employer match about $65,343 at 4% or $43,562 at 6%; with 100% employer match about $49,008 at 4% or $32,672 at 6%.
202315$488,387$17,047$3,409iApproximate average salary by contribution assumption: employee only about $85,235 at 4% or $56,823 at 6%; with 50% employer match about $56,823 at 4% or $37,882 at 6%; with 100% employer match about $42,618 at 4% or $28,412 at 6%.
Swanson Real Estate Solutions 401(K) Profit Sharing Plan & Trust-5$488,387$17,047$3,409iApproximate average salary by contribution assumption: employee only about $85,235 at 4% or $56,823 at 6%; with 50% employer match about $56,823 at 4% or $37,882 at 6%; with 100% employer match about $42,618 at 4% or $28,412 at 6%.
202214$419,635$10,860$2,715iApproximate average salary by contribution assumption: employee only about $67,875 at 4% or $45,250 at 6%; with 50% employer match about $45,250 at 4% or $30,167 at 6%; with 100% employer match about $33,938 at 4% or $22,625 at 6%.
Swanson Real Estate Solutions 401(K) Profit Sharing Plan & Trust-4$419,635$10,860$2,715iApproximate average salary by contribution assumption: employee only about $67,875 at 4% or $45,250 at 6%; with 50% employer match about $45,250 at 4% or $30,167 at 6%; with 100% employer match about $33,938 at 4% or $22,625 at 6%.
202114$435,257$22,803$5,701iApproximate average salary by contribution assumption: employee only about $142,519 at 4% or $95,013 at 6%; with 50% employer match about $95,013 at 4% or $63,342 at 6%; with 100% employer match about $71,259 at 4% or $47,506 at 6%.
Swanson Real Estate Solutions 401(K) Profit Sharing Plan & Trust-4$435,257$22,803$5,701iApproximate average salary by contribution assumption: employee only about $142,519 at 4% or $95,013 at 6%; with 50% employer match about $95,013 at 4% or $63,342 at 6%; with 100% employer match about $71,259 at 4% or $47,506 at 6%.
202013$370,661$0-
Swanson Real Estate Solutions 401(K) Profit Sharing Plan & Trust-3$370,661--
201913$426,425$0-
Swanson Real Estate Solutions 401(K) Profit Sharing Plan & Trust-3$426,425--
201813$380,913$111,219$37,073iApproximate average salary by contribution assumption: employee only about $926,825 at 4% or $617,883 at 6%; with 50% employer match about $617,883 at 4% or $411,922 at 6%; with 100% employer match about $463,413 at 4% or $308,942 at 6%.
Swanson Real Estate Solutions 401(K) Profit Sharing Plan & Trust-3$380,913$111,219$37,073iApproximate average salary by contribution assumption: employee only about $926,825 at 4% or $617,883 at 6%; with 50% employer match about $617,883 at 4% or $411,922 at 6%; with 100% employer match about $463,413 at 4% or $308,942 at 6%.
201713$292,533$47,520$15,840iApproximate average salary by contribution assumption: employee only about $396,000 at 4% or $264,000 at 6%; with 50% employer match about $264,000 at 4% or $176,000 at 6%; with 100% employer match about $198,000 at 4% or $132,000 at 6%.
Swanson Real Estate Solutions 401(K) Profit Sharing Plan & Trust-3$292,533$47,520$15,840iApproximate average salary by contribution assumption: employee only about $396,000 at 4% or $264,000 at 6%; with 50% employer match about $264,000 at 4% or $176,000 at 6%; with 100% employer match about $198,000 at 4% or $132,000 at 6%.
201613$213,882$106,972$35,657iApproximate average salary by contribution assumption: employee only about $891,433 at 4% or $594,289 at 6%; with 50% employer match about $594,289 at 4% or $396,193 at 6%; with 100% employer match about $445,717 at 4% or $297,144 at 6%.
Swanson Real Estate Solutions 401(K) Profit Sharing Plan & Trust-3$213,882$106,972$35,657iApproximate average salary by contribution assumption: employee only about $891,433 at 4% or $594,289 at 6%; with 50% employer match about $594,289 at 4% or $396,193 at 6%; with 100% employer match about $445,717 at 4% or $297,144 at 6%.
201514$97,199$97,199$24,300iApproximate average salary by contribution assumption: employee only about $607,494 at 4% or $404,996 at 6%; with 50% employer match about $404,996 at 4% or $269,997 at 6%; with 100% employer match about $303,747 at 4% or $202,498 at 6%.
Swanson Real Estate Solutions 401(K) Profit Sharing Plan & Trust-4$97,199$97,199$24,300iApproximate average salary by contribution assumption: employee only about $607,494 at 4% or $404,996 at 6%; with 50% employer match about $404,996 at 4% or $269,997 at 6%; with 100% employer match about $303,747 at 4% or $202,498 at 6%.