Switzer Wealth Partners
Plan context: SWP 401(K) PLAN
EIN 47-1215585 • Spartanburg, SC • 10 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$917,696
2024 Contributions
$119,450
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $917,696 | $119,450 | $39,817iApproximate average salary by contribution assumption: employee only about $995,417 at 4% or $663,611 at 6%; with 50% employer match about $663,611 at 4% or $442,407 at 6%; with 100% employer match about $497,708 at 4% or $331,806 at 6%. |
| SWP 401(K) PLAN | - | 3 | $917,696 | $119,450 | $39,817iApproximate average salary by contribution assumption: employee only about $995,417 at 4% or $663,611 at 6%; with 50% employer match about $663,611 at 4% or $442,407 at 6%; with 100% employer match about $497,708 at 4% or $331,806 at 6%. |
| 2023 | 1 | 3 | $688,713 | $95,750 | $31,917iApproximate average salary by contribution assumption: employee only about $797,917 at 4% or $531,944 at 6%; with 50% employer match about $531,944 at 4% or $354,630 at 6%; with 100% employer match about $398,958 at 4% or $265,972 at 6%. |
| SWP 401(K) PLAN | - | 3 | $688,713 | $95,750 | $31,917iApproximate average salary by contribution assumption: employee only about $797,917 at 4% or $531,944 at 6%; with 50% employer match about $531,944 at 4% or $354,630 at 6%; with 100% employer match about $398,958 at 4% or $265,972 at 6%. |
| 2022 | 1 | 3 | $469,215 | $85,350 | $28,450iApproximate average salary by contribution assumption: employee only about $711,250 at 4% or $474,167 at 6%; with 50% employer match about $474,167 at 4% or $316,111 at 6%; with 100% employer match about $355,625 at 4% or $237,083 at 6%. |
| SWP 401(K) PLAN | - | 3 | $469,215 | $85,350 | $28,450iApproximate average salary by contribution assumption: employee only about $711,250 at 4% or $474,167 at 6%; with 50% employer match about $474,167 at 4% or $316,111 at 6%; with 100% employer match about $355,625 at 4% or $237,083 at 6%. |
| 2021 | 1 | 3 | $500,493 | $103,182 | $34,394iApproximate average salary by contribution assumption: employee only about $859,850 at 4% or $573,233 at 6%; with 50% employer match about $573,233 at 4% or $382,156 at 6%; with 100% employer match about $429,925 at 4% or $286,617 at 6%. |
| SWP 401(K) PLAN | - | 3 | $500,493 | $103,182 | $34,394iApproximate average salary by contribution assumption: employee only about $859,850 at 4% or $573,233 at 6%; with 50% employer match about $573,233 at 4% or $382,156 at 6%; with 100% employer match about $429,925 at 4% or $286,617 at 6%. |
| 2020 | 1 | 1 | $333,567 | $37,200 | $37,200iApproximate average salary by contribution assumption: employee only about $930,000 at 4% or $620,000 at 6%; with 50% employer match about $620,000 at 4% or $413,333 at 6%; with 100% employer match about $465,000 at 4% or $310,000 at 6%. |
| SWP 401(K) PLAN | - | 1 | $333,567 | $37,200 | $37,200iApproximate average salary by contribution assumption: employee only about $930,000 at 4% or $620,000 at 6%; with 50% employer match about $620,000 at 4% or $413,333 at 6%; with 100% employer match about $465,000 at 4% or $310,000 at 6%. |
| 2019 | 1 | 1 | $186,253 | $21,200 | $21,200iApproximate average salary by contribution assumption: employee only about $530,000 at 4% or $353,333 at 6%; with 50% employer match about $353,333 at 4% or $235,556 at 6%; with 100% employer match about $265,000 at 4% or $176,667 at 6%. |
| Swp 401(K) Plan | - | 1 | $186,253 | $21,200 | $21,200iApproximate average salary by contribution assumption: employee only about $530,000 at 4% or $353,333 at 6%; with 50% employer match about $353,333 at 4% or $235,556 at 6%; with 100% employer match about $265,000 at 4% or $176,667 at 6%. |
| 2018 | 1 | 1 | $178,694 | $21,200 | $21,200iApproximate average salary by contribution assumption: employee only about $530,000 at 4% or $353,333 at 6%; with 50% employer match about $353,333 at 4% or $235,556 at 6%; with 100% employer match about $265,000 at 4% or $176,667 at 6%. |
| Swp 401(K) Plan | - | 1 | $178,694 | $21,200 | $21,200iApproximate average salary by contribution assumption: employee only about $530,000 at 4% or $353,333 at 6%; with 50% employer match about $353,333 at 4% or $235,556 at 6%; with 100% employer match about $265,000 at 4% or $176,667 at 6%. |
| 2017 | 1 | 1 | $171,135 | $21,200 | $21,200iApproximate average salary by contribution assumption: employee only about $530,000 at 4% or $353,333 at 6%; with 50% employer match about $353,333 at 4% or $235,556 at 6%; with 100% employer match about $265,000 at 4% or $176,667 at 6%. |
| Swp 401(K) Plan | - | 1 | $171,135 | $21,200 | $21,200iApproximate average salary by contribution assumption: employee only about $530,000 at 4% or $353,333 at 6%; with 50% employer match about $353,333 at 4% or $235,556 at 6%; with 100% employer match about $265,000 at 4% or $176,667 at 6%. |
| 2016 | 1 | 1 | $133,440 | $15,533 | $15,533iApproximate average salary by contribution assumption: employee only about $388,325 at 4% or $258,883 at 6%; with 50% employer match about $258,883 at 4% or $172,589 at 6%; with 100% employer match about $194,163 at 4% or $129,442 at 6%. |
| Swp 401(K) Plan | - | 1 | $133,440 | $15,533 | $15,533iApproximate average salary by contribution assumption: employee only about $388,325 at 4% or $258,883 at 6%; with 50% employer match about $258,883 at 4% or $172,589 at 6%; with 100% employer match about $194,163 at 4% or $129,442 at 6%. |
| 2015 | 1 | 1 | $114,530 | $1,200 | $1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%. |
| Swp 401(K) Plan | - | 1 | $114,530 | $1,200 | $1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%. |