KATHY SWANSON REAL ESTATE LLC
Plan context: KATHY SWANSON REAL ESTATE 401(K) PLAN
EIN 47-4620807 • Altoona, IA • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$228,312
2025 Contributions
$19,371
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $228,312 | $19,371 | $9,686iApproximate average salary by contribution assumption: employee only about $242,138 at 4% or $161,425 at 6%; with 50% employer match about $161,425 at 4% or $107,617 at 6%; with 100% employer match about $121,069 at 4% or $80,713 at 6%. |
| KATHY SWANSON REAL ESTATE 401(K) PLAN | - | 2 | $228,312 | $19,371 | $9,686iApproximate average salary by contribution assumption: employee only about $242,138 at 4% or $161,425 at 6%; with 50% employer match about $161,425 at 4% or $107,617 at 6%; with 100% employer match about $121,069 at 4% or $80,713 at 6%. |
| 2024 | 1 | 2 | $183,273 | $17,980 | $8,990iApproximate average salary by contribution assumption: employee only about $224,750 at 4% or $149,833 at 6%; with 50% employer match about $149,833 at 4% or $99,889 at 6%; with 100% employer match about $112,375 at 4% or $74,917 at 6%. |
| KATHY SWANSON REAL ESTATE 401(K) PLAN | - | 2 | $183,273 | $17,980 | $8,990iApproximate average salary by contribution assumption: employee only about $224,750 at 4% or $149,833 at 6%; with 50% employer match about $149,833 at 4% or $99,889 at 6%; with 100% employer match about $112,375 at 4% or $74,917 at 6%. |
| 2023 | 1 | 2 | $151,018 | $14,576 | $7,288iApproximate average salary by contribution assumption: employee only about $182,200 at 4% or $121,467 at 6%; with 50% employer match about $121,467 at 4% or $80,978 at 6%; with 100% employer match about $91,100 at 4% or $60,733 at 6%. |
| KATHY SWANSON REAL ESTATE 401(K) PLAN | - | 2 | $151,018 | $14,576 | $7,288iApproximate average salary by contribution assumption: employee only about $182,200 at 4% or $121,467 at 6%; with 50% employer match about $121,467 at 4% or $80,978 at 6%; with 100% employer match about $91,100 at 4% or $60,733 at 6%. |
| 2022 | 1 | 2 | $119,710 | $12,966 | $6,483iApproximate average salary by contribution assumption: employee only about $162,075 at 4% or $108,050 at 6%; with 50% employer match about $108,050 at 4% or $72,033 at 6%; with 100% employer match about $81,038 at 4% or $54,025 at 6%. |
| KATHY SWANSON REAL ESTATE 401(K) PLAN | - | 2 | $119,710 | $12,966 | $6,483iApproximate average salary by contribution assumption: employee only about $162,075 at 4% or $108,050 at 6%; with 50% employer match about $108,050 at 4% or $72,033 at 6%; with 100% employer match about $81,038 at 4% or $54,025 at 6%. |
| 2021 | 1 | 2 | $127,211 | $12,815 | $6,408iApproximate average salary by contribution assumption: employee only about $160,188 at 4% or $106,792 at 6%; with 50% employer match about $106,792 at 4% or $71,194 at 6%; with 100% employer match about $80,094 at 4% or $53,396 at 6%. |
| KATHY SWANSON REAL ESTATE 401(K) PLAN | - | 2 | $127,211 | $12,815 | $6,408iApproximate average salary by contribution assumption: employee only about $160,188 at 4% or $106,792 at 6%; with 50% employer match about $106,792 at 4% or $71,194 at 6%; with 100% employer match about $80,094 at 4% or $53,396 at 6%. |
| 2020 | 1 | 2 | $101,886 | $84,074 | $42,037iApproximate average salary by contribution assumption: employee only about $1,050,925 at 4% or $700,617 at 6%; with 50% employer match about $700,617 at 4% or $467,078 at 6%; with 100% employer match about $525,463 at 4% or $350,308 at 6%. |
| KATHY SWANSON REAL ESTATE 401(K) PLAN | - | 2 | $101,886 | $84,074 | $42,037iApproximate average salary by contribution assumption: employee only about $1,050,925 at 4% or $700,617 at 6%; with 50% employer match about $700,617 at 4% or $467,078 at 6%; with 100% employer match about $525,463 at 4% or $350,308 at 6%. |
| 2019 | 1 | 2 | $4,791 | $4,510 | $2,255iApproximate average salary by contribution assumption: employee only about $56,375 at 4% or $37,583 at 6%; with 50% employer match about $37,583 at 4% or $25,056 at 6%; with 100% employer match about $28,188 at 4% or $18,792 at 6%. |
| KATHY SWANSON REAL ESTATE 401(K) PLAN | - | 2 | $4,791 | $4,510 | $2,255iApproximate average salary by contribution assumption: employee only about $56,375 at 4% or $37,583 at 6%; with 50% employer match about $37,583 at 4% or $25,056 at 6%; with 100% employer match about $28,188 at 4% or $18,792 at 6%. |