Joyce Swanson CPA
Plan context: American Institute of Cpas Retirement Plan Joyce Swanson CPA
EIN 47-0740689 • Omaha, NE • 19 filings • 8 plans
Current Snapshot
Latest Year
2019
2019 Participants
3
2019 Assets
$223,174
2019 Contributions
$511
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 3 | $223,174 | $0 | - |
| American Institute of Cpas Retirement Plan Joyce Swanson CPA | - | 3 | $223,174 | - | - |
| 2018 | 1 | 3 | $192,719 | $0 | - |
| American Institute of Cpas Retirement Plan Joyce Swanson CPA | - | 3 | $192,719 | - | - |
| 2017 | 1 | 3 | $223,651 | $0 | - |
| American Institute of Cpas Retirement Plan Joyce Swanson CPA | - | 3 | $223,651 | - | - |
| 2016 | 1 | 3 | $206,293 | $511 | $170iApproximate average salary by contribution assumption: employee only about $4,258 at 4% or $2,839 at 6%; with 50% employer match about $2,839 at 4% or $1,893 at 6%; with 100% employer match about $2,129 at 4% or $1,419 at 6%. |
| American Institute of Cpas Retirement Plan Joyce Swanson CPA | - | 3 | $206,293 | $511 | $170iApproximate average salary by contribution assumption: employee only about $4,258 at 4% or $2,839 at 6%; with 50% employer match about $2,839 at 4% or $1,893 at 6%; with 100% employer match about $2,129 at 4% or $1,419 at 6%. |
| 2015 | 1 | 2 | $197,402 | $523 | $262iApproximate average salary by contribution assumption: employee only about $6,538 at 4% or $4,358 at 6%; with 50% employer match about $4,358 at 4% or $2,906 at 6%; with 100% employer match about $3,269 at 4% or $2,179 at 6%. |
| American Institute of Cpas Retirement Plan Joyce Swanson CPA | - | 2 | $197,402 | $523 | $262iApproximate average salary by contribution assumption: employee only about $6,538 at 4% or $4,358 at 6%; with 50% employer match about $4,358 at 4% or $2,906 at 6%; with 100% employer match about $3,269 at 4% or $2,179 at 6%. |
| 2014 | 1 | 1 | $215,341 | $523 | $523iApproximate average salary by contribution assumption: employee only about $13,075 at 4% or $8,717 at 6%; with 50% employer match about $8,717 at 4% or $5,811 at 6%; with 100% employer match about $6,538 at 4% or $4,358 at 6%. |
| American Institute of Cpas Retirement Plan Joyce Swanson CPA | - | 1 | $215,341 | $523 | $523iApproximate average salary by contribution assumption: employee only about $13,075 at 4% or $8,717 at 6%; with 50% employer match about $8,717 at 4% or $5,811 at 6%; with 100% employer match about $6,538 at 4% or $4,358 at 6%. |
| 2013 | 1 | 1 | $212,858 | $523 | $523iApproximate average salary by contribution assumption: employee only about $13,075 at 4% or $8,717 at 6%; with 50% employer match about $8,717 at 4% or $5,811 at 6%; with 100% employer match about $6,538 at 4% or $4,358 at 6%. |
| American Institute of Cpas Retirement Plan Joyce Swanson CPA | - | 1 | $212,858 | $523 | $523iApproximate average salary by contribution assumption: employee only about $13,075 at 4% or $8,717 at 6%; with 50% employer match about $8,717 at 4% or $5,811 at 6%; with 100% employer match about $6,538 at 4% or $4,358 at 6%. |
| 2012 | 1 | 2 | $183,385 | $523 | $262iApproximate average salary by contribution assumption: employee only about $6,538 at 4% or $4,358 at 6%; with 50% employer match about $4,358 at 4% or $2,906 at 6%; with 100% employer match about $3,269 at 4% or $2,179 at 6%. |
| American Institute of Cpas Retirement Plan Joyce Swanson CPA | - | 2 | $183,385 | $523 | $262iApproximate average salary by contribution assumption: employee only about $6,538 at 4% or $4,358 at 6%; with 50% employer match about $4,358 at 4% or $2,906 at 6%; with 100% employer match about $3,269 at 4% or $2,179 at 6%. |
| 2011 | 1 | 2 | $167,094 | $523 | $262iApproximate average salary by contribution assumption: employee only about $6,538 at 4% or $4,358 at 6%; with 50% employer match about $4,358 at 4% or $2,906 at 6%; with 100% employer match about $3,269 at 4% or $2,179 at 6%. |
| American Institute of Cpas Retirement Plan Joyce Swanson CPA | - | 2 | $167,094 | $523 | $262iApproximate average salary by contribution assumption: employee only about $6,538 at 4% or $4,358 at 6%; with 50% employer match about $4,358 at 4% or $2,906 at 6%; with 100% employer match about $3,269 at 4% or $2,179 at 6%. |
| 2010 | 1 | 2 | $180,812 | $523 | $262iApproximate average salary by contribution assumption: employee only about $6,538 at 4% or $4,358 at 6%; with 50% employer match about $4,358 at 4% or $2,906 at 6%; with 100% employer match about $3,269 at 4% or $2,179 at 6%. |
| American Institute of Cpas Retirement Plan Joyce Swanson CPA | - | 2 | $180,812 | $523 | $262iApproximate average salary by contribution assumption: employee only about $6,538 at 4% or $4,358 at 6%; with 50% employer match about $4,358 at 4% or $2,906 at 6%; with 100% employer match about $3,269 at 4% or $2,179 at 6%. |
| 2009 | 1 | 2 | $176,630 | $523 | $262iApproximate average salary by contribution assumption: employee only about $6,538 at 4% or $4,358 at 6%; with 50% employer match about $4,358 at 4% or $2,906 at 6%; with 100% employer match about $3,269 at 4% or $2,179 at 6%. |
| American Institute of Cpas Retirement Plan Joyce Swanson CPA | - | 2 | $176,630 | $523 | $262iApproximate average salary by contribution assumption: employee only about $6,538 at 4% or $4,358 at 6%; with 50% employer match about $4,358 at 4% or $2,906 at 6%; with 100% employer match about $3,269 at 4% or $2,179 at 6%. |
| 2008 | 1 | 0 | $133,361 | $523 | - |
| American Institute of Cpas Retirement Plan Joyce Swanson CPA | - | 0 | $133,361 | $523 | - |
| 2007 | 1 | 2 | $223,981 | $523 | $262iApproximate average salary by contribution assumption: employee only about $6,538 at 4% or $4,358 at 6%; with 50% employer match about $4,358 at 4% or $2,906 at 6%; with 100% employer match about $3,269 at 4% or $2,179 at 6%. |
| American Institute of Cpas Retirement Plan Joyce Swanson CPA | - | 2 | $223,981 | $523 | $262iApproximate average salary by contribution assumption: employee only about $6,538 at 4% or $4,358 at 6%; with 50% employer match about $4,358 at 4% or $2,906 at 6%; with 100% employer match about $3,269 at 4% or $2,179 at 6%. |
| 2006 | 1 | 2 | $223,288 | $523 | $262iApproximate average salary by contribution assumption: employee only about $6,538 at 4% or $4,358 at 6%; with 50% employer match about $4,358 at 4% or $2,906 at 6%; with 100% employer match about $3,269 at 4% or $2,179 at 6%. |
| American Institute of Cpas Retirement Plan Joyce Swanson CPA | - | 2 | $223,288 | $523 | $262iApproximate average salary by contribution assumption: employee only about $6,538 at 4% or $4,358 at 6%; with 50% employer match about $4,358 at 4% or $2,906 at 6%; with 100% employer match about $3,269 at 4% or $2,179 at 6%. |
| 2005 | 1 | 2 | $198,737 | $523 | $262iApproximate average salary by contribution assumption: employee only about $6,538 at 4% or $4,358 at 6%; with 50% employer match about $4,358 at 4% or $2,906 at 6%; with 100% employer match about $3,269 at 4% or $2,179 at 6%. |
| American Institute of Cpas Retirement Plan Joyce Swanson CPA | - | 2 | $198,737 | $523 | $262iApproximate average salary by contribution assumption: employee only about $6,538 at 4% or $4,358 at 6%; with 50% employer match about $4,358 at 4% or $2,906 at 6%; with 100% employer match about $3,269 at 4% or $2,179 at 6%. |
| 2004 | 1 | 2 | $196,738 | $523 | $262iApproximate average salary by contribution assumption: employee only about $6,538 at 4% or $4,358 at 6%; with 50% employer match about $4,358 at 4% or $2,906 at 6%; with 100% employer match about $3,269 at 4% or $2,179 at 6%. |
| American Institute of Cpas Retirement Plan Joyce Swanson CPA | - | 2 | $196,738 | $523 | $262iApproximate average salary by contribution assumption: employee only about $6,538 at 4% or $4,358 at 6%; with 50% employer match about $4,358 at 4% or $2,906 at 6%; with 100% employer match about $3,269 at 4% or $2,179 at 6%. |
| 2003 | 1 | 3 | $189,973 | $1,686 | $562iApproximate average salary by contribution assumption: employee only about $14,050 at 4% or $9,367 at 6%; with 50% employer match about $9,367 at 4% or $6,244 at 6%; with 100% employer match about $7,025 at 4% or $4,683 at 6%. |
| American Institute of Cpas Retirement Plan Joyce Swanson CPA | - | 3 | $189,973 | $1,686 | $562iApproximate average salary by contribution assumption: employee only about $14,050 at 4% or $9,367 at 6%; with 50% employer match about $9,367 at 4% or $6,244 at 6%; with 100% employer match about $7,025 at 4% or $4,683 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| American Institute of Cpas Retirement Plan Joyce Swanson CPA | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| American Institute of Cpas Retirement Plan Joyce Swanson CPA | - | 3 | - | - | - |