Civic Intelligence

AVRIL SWAN, MD, PC DBA WHOLE FAMILY MD

Plan context: AVRIL SWAN MD PC 401(K) PLAN

EIN 46-2155306 • San Francisco, CA • 9 filings • 2 plans

1286 Sanchez StSuite ASan Francisco, CA 94114
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$2,034,459

2025 Contributions

$131,947

Historical Graphs

Total Assets Over Time

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

$2,034,459$1,017,230$0201720212025YearValue
$2,034,459Latest year 2025

Participants Over Time

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

840201720212025YearValue
8Latest year 2025

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
202518$2,034,459$131,947$16,493iApproximate average salary by contribution assumption: employee only about $412,334 at 4% or $274,890 at 6%; with 50% employer match about $274,890 at 4% or $183,260 at 6%; with 100% employer match about $206,167 at 4% or $137,445 at 6%.
AVRIL SWAN MD PC 401(K) PLAN-8$2,034,459$131,947$16,493iApproximate average salary by contribution assumption: employee only about $412,334 at 4% or $274,890 at 6%; with 50% employer match about $274,890 at 4% or $183,260 at 6%; with 100% employer match about $206,167 at 4% or $137,445 at 6%.
202418$1,643,304$129,071$16,134iApproximate average salary by contribution assumption: employee only about $403,347 at 4% or $268,898 at 6%; with 50% employer match about $268,898 at 4% or $179,265 at 6%; with 100% employer match about $201,673 at 4% or $134,449 at 6%.
AVRIL SWAN MD PC 401(K) PLAN-8$1,643,304$129,071$16,134iApproximate average salary by contribution assumption: employee only about $403,347 at 4% or $268,898 at 6%; with 50% employer match about $268,898 at 4% or $179,265 at 6%; with 100% employer match about $201,673 at 4% or $134,449 at 6%.
202318$1,359,858$112,623$14,078iApproximate average salary by contribution assumption: employee only about $351,947 at 4% or $234,631 at 6%; with 50% employer match about $234,631 at 4% or $156,421 at 6%; with 100% employer match about $175,973 at 4% or $117,316 at 6%.
AVRIL SWAN MD PC 401(K) PLAN-8$1,359,858$112,623$14,078iApproximate average salary by contribution assumption: employee only about $351,947 at 4% or $234,631 at 6%; with 50% employer match about $234,631 at 4% or $156,421 at 6%; with 100% employer match about $175,973 at 4% or $117,316 at 6%.
202217$1,069,116$107,227$15,318iApproximate average salary by contribution assumption: employee only about $382,954 at 4% or $255,302 at 6%; with 50% employer match about $255,302 at 4% or $170,202 at 6%; with 100% employer match about $191,477 at 4% or $127,651 at 6%.
AVRIL SWAN MD PC 401(K) PLAN-7$1,069,116$107,227$15,318iApproximate average salary by contribution assumption: employee only about $382,954 at 4% or $255,302 at 6%; with 50% employer match about $255,302 at 4% or $170,202 at 6%; with 100% employer match about $191,477 at 4% or $127,651 at 6%.
202116$1,163,846$765,795$127,633iApproximate average salary by contribution assumption: employee only about $3,190,813 at 4% or $2,127,208 at 6%; with 50% employer match about $2,127,208 at 4% or $1,418,139 at 6%; with 100% employer match about $1,595,406 at 4% or $1,063,604 at 6%.
AVRIL SWAN MD PC 401(K) PLAN-6$1,163,846$765,795$127,633iApproximate average salary by contribution assumption: employee only about $3,190,813 at 4% or $2,127,208 at 6%; with 50% employer match about $2,127,208 at 4% or $1,418,139 at 6%; with 100% employer match about $1,595,406 at 4% or $1,063,604 at 6%.
202015$281,468$77,231$15,446iApproximate average salary by contribution assumption: employee only about $386,155 at 4% or $257,437 at 6%; with 50% employer match about $257,437 at 4% or $171,624 at 6%; with 100% employer match about $193,078 at 4% or $128,718 at 6%.
AVRIL SWAN MD PC 401(K) PLAN-5$281,468$77,231$15,446iApproximate average salary by contribution assumption: employee only about $386,155 at 4% or $257,437 at 6%; with 50% employer match about $257,437 at 4% or $171,624 at 6%; with 100% employer match about $193,078 at 4% or $128,718 at 6%.
201914$170,686$63,201$15,800iApproximate average salary by contribution assumption: employee only about $395,006 at 4% or $263,338 at 6%; with 50% employer match about $263,338 at 4% or $175,558 at 6%; with 100% employer match about $197,503 at 4% or $131,669 at 6%.
AVRIL SWAN MD PC 401(K) PLAN-4$170,686$63,201$15,800iApproximate average salary by contribution assumption: employee only about $395,006 at 4% or $263,338 at 6%; with 50% employer match about $263,338 at 4% or $175,558 at 6%; with 100% employer match about $197,503 at 4% or $131,669 at 6%.
201813$93,048$33,930$11,310iApproximate average salary by contribution assumption: employee only about $282,750 at 4% or $188,500 at 6%; with 50% employer match about $188,500 at 4% or $125,667 at 6%; with 100% employer match about $141,375 at 4% or $94,250 at 6%.
AVRIL SWAN MD PC 401(K) PLAN-3$93,048$33,930$11,310iApproximate average salary by contribution assumption: employee only about $282,750 at 4% or $188,500 at 6%; with 50% employer match about $188,500 at 4% or $125,667 at 6%; with 100% employer match about $141,375 at 4% or $94,250 at 6%.
201713$60,959$58,312$19,437iApproximate average salary by contribution assumption: employee only about $485,933 at 4% or $323,956 at 6%; with 50% employer match about $323,956 at 4% or $215,970 at 6%; with 100% employer match about $242,967 at 4% or $161,978 at 6%.
AVRIL SWAN, MD, PC DBA WHOLE FAMILY MD SALARY DEFERRAL PLAN-3$60,959$58,312$19,437iApproximate average salary by contribution assumption: employee only about $485,933 at 4% or $323,956 at 6%; with 50% employer match about $323,956 at 4% or $215,970 at 6%; with 100% employer match about $242,967 at 4% or $161,978 at 6%.
AVRIL SWAN, MD, PC DBA WHOLE FAMILY MD | EIN 46-2155306 | 2025 Form 5500 Company Profile