Civic Intelligence

Swartz & Associates Inc.

Plan context: Swartz & Associates Inc. 401(K) Profit Sharing Plan

EIN 46-5011249 • Overland Park, KS • 9 filings • 1 plans

6430 College BoulevardOverland Park, KS 66211
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$1,675,514

2025 Contributions

$136,257

Historical Graphs

Total Assets Over Time

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

$1,675,514$837,757$0201720212025YearValue
$1,675,514Latest year 2025

Participants Over Time

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

1680201720212025YearValue
16Latest 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
2025116$1,675,514$136,257$8,516iApproximate average salary by contribution assumption: employee only about $212,902 at 4% or $141,934 at 6%; with 50% employer match about $141,934 at 4% or $94,623 at 6%; with 100% employer match about $106,451 at 4% or $70,967 at 6%.
Swartz & Associates Inc. 401(K) Profit Sharing Plan-16$1,675,514$136,257$8,516iApproximate average salary by contribution assumption: employee only about $212,902 at 4% or $141,934 at 6%; with 50% employer match about $141,934 at 4% or $94,623 at 6%; with 100% employer match about $106,451 at 4% or $70,967 at 6%.
2024113$1,342,579$128,696$9,900iApproximate average salary by contribution assumption: employee only about $247,492 at 4% or $164,995 at 6%; with 50% employer match about $164,995 at 4% or $109,997 at 6%; with 100% employer match about $123,746 at 4% or $82,497 at 6%.
Swartz & Associates Inc. 401(K) Profit Sharing Plan-13$1,342,579$128,696$9,900iApproximate average salary by contribution assumption: employee only about $247,492 at 4% or $164,995 at 6%; with 50% employer match about $164,995 at 4% or $109,997 at 6%; with 100% employer match about $123,746 at 4% or $82,497 at 6%.
2023114$1,063,666$112,837$8,060iApproximate average salary by contribution assumption: employee only about $201,495 at 4% or $134,330 at 6%; with 50% employer match about $134,330 at 4% or $89,553 at 6%; with 100% employer match about $100,747 at 4% or $67,165 at 6%.
Swartz & Associates Inc. 401(K) Profit Sharing Plan-14$1,063,666$112,837$8,060iApproximate average salary by contribution assumption: employee only about $201,495 at 4% or $134,330 at 6%; with 50% employer match about $134,330 at 4% or $89,553 at 6%; with 100% employer match about $100,747 at 4% or $67,165 at 6%.
2022113$784,178$100,333$7,718iApproximate average salary by contribution assumption: employee only about $192,948 at 4% or $128,632 at 6%; with 50% employer match about $128,632 at 4% or $85,755 at 6%; with 100% employer match about $96,474 at 4% or $64,316 at 6%.
Swartz & Associates Inc. 401(K) Profit Sharing Plan-13$784,178$100,333$7,718iApproximate average salary by contribution assumption: employee only about $192,948 at 4% or $128,632 at 6%; with 50% employer match about $128,632 at 4% or $85,755 at 6%; with 100% employer match about $96,474 at 4% or $64,316 at 6%.
2021113$852,194$81,187$6,245iApproximate average salary by contribution assumption: employee only about $156,129 at 4% or $104,086 at 6%; with 50% employer match about $104,086 at 4% or $69,391 at 6%; with 100% employer match about $78,064 at 4% or $52,043 at 6%.
Swartz & Associates Inc. 401(K) Profit Sharing Plan-13$852,194$81,187$6,245iApproximate average salary by contribution assumption: employee only about $156,129 at 4% or $104,086 at 6%; with 50% employer match about $104,086 at 4% or $69,391 at 6%; with 100% employer match about $78,064 at 4% or $52,043 at 6%.
2020112$630,883$78,507$6,542iApproximate average salary by contribution assumption: employee only about $163,556 at 4% or $109,038 at 6%; with 50% employer match about $109,038 at 4% or $72,692 at 6%; with 100% employer match about $81,778 at 4% or $54,519 at 6%.
Swartz & Associates Inc. 401(K) Profit Sharing Plan-12$630,883$78,507$6,542iApproximate average salary by contribution assumption: employee only about $163,556 at 4% or $109,038 at 6%; with 50% employer match about $109,038 at 4% or $72,692 at 6%; with 100% employer match about $81,778 at 4% or $54,519 at 6%.
201917$474,157$63,864$9,123iApproximate average salary by contribution assumption: employee only about $228,086 at 4% or $152,057 at 6%; with 50% employer match about $152,057 at 4% or $101,371 at 6%; with 100% employer match about $114,043 at 4% or $76,029 at 6%.
Swartz & Associates Inc. 401(K) Profit Sharing Plan-7$474,157$63,864$9,123iApproximate average salary by contribution assumption: employee only about $228,086 at 4% or $152,057 at 6%; with 50% employer match about $152,057 at 4% or $101,371 at 6%; with 100% employer match about $114,043 at 4% or $76,029 at 6%.
201816$325,807$320,040$53,340iApproximate average salary by contribution assumption: employee only about $1,333,500 at 4% or $889,000 at 6%; with 50% employer match about $889,000 at 4% or $592,667 at 6%; with 100% employer match about $666,750 at 4% or $444,500 at 6%.
Swartz & Associates Inc. 401(K) Profit Sharing Plan-6$325,807$320,040$53,340iApproximate average salary by contribution assumption: employee only about $1,333,500 at 4% or $889,000 at 6%; with 50% employer match about $889,000 at 4% or $592,667 at 6%; with 100% employer match about $666,750 at 4% or $444,500 at 6%.
201713$29,200$29,200$9,733iApproximate average salary by contribution assumption: employee only about $243,333 at 4% or $162,222 at 6%; with 50% employer match about $162,222 at 4% or $108,148 at 6%; with 100% employer match about $121,667 at 4% or $81,111 at 6%.
Swartz & Associates Inc. 401(K) Profit Sharing Plan-3$29,200$29,200$9,733iApproximate average salary by contribution assumption: employee only about $243,333 at 4% or $162,222 at 6%; with 50% employer match about $162,222 at 4% or $108,148 at 6%; with 100% employer match about $121,667 at 4% or $81,111 at 6%.