Jack Swerling
Plan context: Jack Swerling Pension Plan
EIN 57-0739436 • Columbia, SC • 41 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$4,756,118
2024 Contributions
$4,790
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 | 4 | $4,756,118 | $4,790 | $1,198iApproximate average salary by contribution assumption: employee only about $29,938 at 4% or $19,958 at 6%; with 50% employer match about $19,958 at 4% or $13,306 at 6%; with 100% employer match about $14,969 at 4% or $9,979 at 6%. |
| Jack Swerling Pension Plan | - | 4 | $4,756,118 | $4,790 | $1,198iApproximate average salary by contribution assumption: employee only about $29,938 at 4% or $19,958 at 6%; with 50% employer match about $19,958 at 4% or $13,306 at 6%; with 100% employer match about $14,969 at 4% or $9,979 at 6%. |
| 2023 | 1 | 6 | $4,739,907 | $15,095 | $2,516iApproximate average salary by contribution assumption: employee only about $62,896 at 4% or $41,931 at 6%; with 50% employer match about $41,931 at 4% or $27,954 at 6%; with 100% employer match about $31,448 at 4% or $20,965 at 6%. |
| Jack Swerling Pension Plan | - | 6 | $4,739,907 | $15,095 | $2,516iApproximate average salary by contribution assumption: employee only about $62,896 at 4% or $41,931 at 6%; with 50% employer match about $41,931 at 4% or $27,954 at 6%; with 100% employer match about $31,448 at 4% or $20,965 at 6%. |
| 2022 | 1 | 6 | $4,782,012 | $15,220 | $2,537iApproximate average salary by contribution assumption: employee only about $63,417 at 4% or $42,278 at 6%; with 50% employer match about $42,278 at 4% or $28,185 at 6%; with 100% employer match about $31,708 at 4% or $21,139 at 6%. |
| Jack Swerling Pension Plan | - | 6 | $4,782,012 | $15,220 | $2,537iApproximate average salary by contribution assumption: employee only about $63,417 at 4% or $42,278 at 6%; with 50% employer match about $42,278 at 4% or $28,185 at 6%; with 100% employer match about $31,708 at 4% or $21,139 at 6%. |
| 2021 | 1 | 5 | $5,536,867 | $15,400 | $3,080iApproximate average salary by contribution assumption: employee only about $77,000 at 4% or $51,333 at 6%; with 50% employer match about $51,333 at 4% or $34,222 at 6%; with 100% employer match about $38,500 at 4% or $25,667 at 6%. |
| Jack Swerling Pension Plan | - | 5 | $5,536,867 | $15,400 | $3,080iApproximate average salary by contribution assumption: employee only about $77,000 at 4% or $51,333 at 6%; with 50% employer match about $51,333 at 4% or $34,222 at 6%; with 100% employer match about $38,500 at 4% or $25,667 at 6%. |
| 2020 | 1 | 6 | $4,849,191 | $14,385 | $2,398iApproximate average salary by contribution assumption: employee only about $59,938 at 4% or $39,958 at 6%; with 50% employer match about $39,958 at 4% or $26,639 at 6%; with 100% employer match about $29,969 at 4% or $19,979 at 6%. |
| Jack Swerling Pension Plan | - | 6 | $4,849,191 | $14,385 | $2,398iApproximate average salary by contribution assumption: employee only about $59,938 at 4% or $39,958 at 6%; with 50% employer match about $39,958 at 4% or $26,639 at 6%; with 100% employer match about $29,969 at 4% or $19,979 at 6%. |
| 2019 | 1 | 6 | $4,310,729 | $10,565 | $1,761iApproximate average salary by contribution assumption: employee only about $44,021 at 4% or $29,347 at 6%; with 50% employer match about $29,347 at 4% or $19,565 at 6%; with 100% employer match about $22,010 at 4% or $14,674 at 6%. |
| Jack Swerling Pension Plan | - | 6 | $4,310,729 | $10,565 | $1,761iApproximate average salary by contribution assumption: employee only about $44,021 at 4% or $29,347 at 6%; with 50% employer match about $29,347 at 4% or $19,565 at 6%; with 100% employer match about $22,010 at 4% or $14,674 at 6%. |
| 2018 | 1 | 6 | $3,696,613 | $8,420 | $1,403iApproximate average salary by contribution assumption: employee only about $35,083 at 4% or $23,389 at 6%; with 50% employer match about $23,389 at 4% or $15,593 at 6%; with 100% employer match about $17,542 at 4% or $11,694 at 6%. |
| Jack Swerling Pension Plan | - | 6 | $3,696,613 | $8,420 | $1,403iApproximate average salary by contribution assumption: employee only about $35,083 at 4% or $23,389 at 6%; with 50% employer match about $23,389 at 4% or $15,593 at 6%; with 100% employer match about $17,542 at 4% or $11,694 at 6%. |
| 2017 | 1 | 8 | $4,003,194 | $7,670 | $959iApproximate average salary by contribution assumption: employee only about $23,969 at 4% or $15,979 at 6%; with 50% employer match about $15,979 at 4% or $10,653 at 6%; with 100% employer match about $11,984 at 4% or $7,990 at 6%. |
| Jack Swerling Pension Plan | - | 8 | $4,003,194 | $7,670 | $959iApproximate average salary by contribution assumption: employee only about $23,969 at 4% or $15,979 at 6%; with 50% employer match about $15,979 at 4% or $10,653 at 6%; with 100% employer match about $11,984 at 4% or $7,990 at 6%. |
| 2016 | 2 | 8 | $3,683,442 | $2,319,117 | $289,890iApproximate average salary by contribution assumption: employee only about $7,247,241 at 4% or $4,831,494 at 6%; with 50% employer match about $4,831,494 at 4% or $3,220,996 at 6%; with 100% employer match about $3,623,620 at 4% or $2,415,747 at 6%. |
| Jack Swerling Pension Plan | - | 8 | $3,683,442 | $2,319,117 | $289,890iApproximate average salary by contribution assumption: employee only about $7,247,241 at 4% or $4,831,494 at 6%; with 50% employer match about $4,831,494 at 4% or $3,220,996 at 6%; with 100% employer match about $3,623,620 at 4% or $2,415,747 at 6%. |
| JACK B. SWERLING PENSION PLAN | - | 0 | $0 | - | - |
| 2015 | 2 | 7 | $3,796,627 | $1,950 | $279iApproximate average salary by contribution assumption: employee only about $6,964 at 4% or $4,643 at 6%; with 50% employer match about $4,643 at 4% or $3,095 at 6%; with 100% employer match about $3,482 at 4% or $2,321 at 6%. |
| JACK B. SWERLING PENSION PLAN | - | 4 | $2,476,727 | - | - |
| Jack Swerling Pension Plan | - | 7 | $1,319,900 | $1,950 | $279iApproximate average salary by contribution assumption: employee only about $6,964 at 4% or $4,643 at 6%; with 50% employer match about $4,643 at 4% or $3,095 at 6%; with 100% employer match about $3,482 at 4% or $2,321 at 6%. |
| 2014 | 2 | 8 | $4,545,949 | $51,875 | $6,484iApproximate average salary by contribution assumption: employee only about $162,109 at 4% or $108,073 at 6%; with 50% employer match about $108,073 at 4% or $72,049 at 6%; with 100% employer match about $81,055 at 4% or $54,036 at 6%. |
| JACK B. SWERLING PENSION PLAN | - | 5 | $3,027,670 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Jack Swerling Pension Plan | - | 8 | $1,518,279 | $1,875 | $234iApproximate average salary by contribution assumption: employee only about $5,859 at 4% or $3,906 at 6%; with 50% employer match about $3,906 at 4% or $2,604 at 6%; with 100% employer match about $2,930 at 4% or $1,953 at 6%. |
| 2013 | 2 | 8 | $4,130,160 | $100,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| JACK B. SWERLING PENSION PLAN | - | 5 | $2,684,573 | $100,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Jack Swerling Pension Plan | - | 8 | $1,445,587 | - | - |
| 2012 | 2 | 8 | $3,319,247 | $157,914 | $19,739iApproximate average salary by contribution assumption: employee only about $493,481 at 4% or $328,988 at 6%; with 50% employer match about $328,988 at 4% or $219,325 at 6%; with 100% employer match about $246,741 at 4% or $164,494 at 6%. |
| JACK B. SWERLING PENSION PLAN | - | 5 | $2,170,323 | $157,914 | $31,583iApproximate average salary by contribution assumption: employee only about $789,570 at 4% or $526,380 at 6%; with 50% employer match about $526,380 at 4% or $350,920 at 6%; with 100% employer match about $394,785 at 4% or $263,190 at 6%. |
| Jack Swerling Pension Plan | - | 8 | $1,148,924 | - | - |
| 2011 | 2 | 8 | $2,771,519 | $382,025 | $47,753iApproximate average salary by contribution assumption: employee only about $1,193,828 at 4% or $795,885 at 6%; with 50% employer match about $795,885 at 4% or $530,590 at 6%; with 100% employer match about $596,914 at 4% or $397,943 at 6%. |
| JACK B. SWERLING PENSION PLAN | - | 5 | $1,780,049 | $334,591 | $66,918iApproximate average salary by contribution assumption: employee only about $1,672,955 at 4% or $1,115,303 at 6%; with 50% employer match about $1,115,303 at 4% or $743,536 at 6%; with 100% employer match about $836,478 at 4% or $557,652 at 6%. |
| Jack Swerling Pension Plan | - | 8 | $991,470 | $47,434 | $5,929iApproximate average salary by contribution assumption: employee only about $148,231 at 4% or $98,821 at 6%; with 50% employer match about $98,821 at 4% or $65,881 at 6%; with 100% employer match about $74,116 at 4% or $49,410 at 6%. |
| 2010 | 2 | 6 | $2,652,640 | $46,623 | $7,771iApproximate average salary by contribution assumption: employee only about $194,263 at 4% or $129,508 at 6%; with 50% employer match about $129,508 at 4% or $86,339 at 6%; with 100% employer match about $97,131 at 4% or $64,754 at 6%. |
| JACK B. SWERLING PENSION PLAN | - | 5 | $1,582,226 | - | - |
| Jack Swerling Pension Plan | - | 6 | $1,070,414 | $46,623 | $7,771iApproximate average salary by contribution assumption: employee only about $194,263 at 4% or $129,508 at 6%; with 50% employer match about $129,508 at 4% or $86,339 at 6%; with 100% employer match about $97,131 at 4% or $64,754 at 6%. |
| 2009 | 2 | 6 | $2,289,579 | $225,715 | $37,619iApproximate average salary by contribution assumption: employee only about $940,479 at 4% or $626,986 at 6%; with 50% employer match about $626,986 at 4% or $417,991 at 6%; with 100% employer match about $470,240 at 4% or $313,493 at 6%. |
| JACK B. SWERLING PENSION PLAN | - | 5 | $1,408,920 | $176,467 | $35,293iApproximate average salary by contribution assumption: employee only about $882,335 at 4% or $588,223 at 6%; with 50% employer match about $588,223 at 4% or $392,149 at 6%; with 100% employer match about $441,168 at 4% or $294,112 at 6%. |
| Jack Swerling Pension Plan | - | 6 | $880,659 | $49,248 | $8,208iApproximate average salary by contribution assumption: employee only about $205,200 at 4% or $136,800 at 6%; with 50% employer match about $136,800 at 4% or $91,200 at 6%; with 100% employer match about $102,600 at 4% or $68,400 at 6%. |
| 2008 | 2 | 6 | $1,617,979 | $179,747 | $29,958iApproximate average salary by contribution assumption: employee only about $748,946 at 4% or $499,297 at 6%; with 50% employer match about $499,297 at 4% or $332,865 at 6%; with 100% employer match about $374,473 at 4% or $249,649 at 6%. |
| JACK SWERLING PENSION PLAN | - | 6 | $935,917 | $116,201 | $19,367iApproximate average salary by contribution assumption: employee only about $484,171 at 4% or $322,781 at 6%; with 50% employer match about $322,781 at 4% or $215,187 at 6%; with 100% employer match about $242,085 at 4% or $161,390 at 6%. |
| Jack Swerling Pension Plan | - | 4 | $682,062 | $63,546 | $15,887iApproximate average salary by contribution assumption: employee only about $397,163 at 4% or $264,775 at 6%; with 50% employer match about $264,775 at 4% or $176,517 at 6%; with 100% employer match about $198,581 at 4% or $132,388 at 6%. |
| 2007 | 2 | 6 | $0 | $0 | - |
| Jack Swerling Pension Plan | - | 4 | - | - | - |
| JACK SWERLING PENSION PLAN | - | 6 | - | - | - |
| 2006 | 2 | 4 | $1,066,401 | $92,551 | $23,138iApproximate average salary by contribution assumption: employee only about $578,444 at 4% or $385,629 at 6%; with 50% employer match about $385,629 at 4% or $257,086 at 6%; with 100% employer match about $289,222 at 4% or $192,815 at 6%. |
| JACK SWERLING PENSION PLAN | - | 4 | $1,066,401 | $92,551 | $23,138iApproximate average salary by contribution assumption: employee only about $578,444 at 4% or $385,629 at 6%; with 50% employer match about $385,629 at 4% or $257,086 at 6%; with 100% employer match about $289,222 at 4% or $192,815 at 6%. |
| Jack Swerling Pension Plan | - | 4 | - | - | - |
| 2005 | 2 | 6 | $1,265,091 | $125,000 | $20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%. |
| JACK SWERLING PENSION PLAN | - | 6 | $869,204 | $125,000 | $20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%. |
| Jack Swerling Pension Plan | - | 4 | $395,887 | - | - |
| 2004 | 2 | 6 | $1,199,575 | $122,500 | $20,417iApproximate average salary by contribution assumption: employee only about $510,417 at 4% or $340,278 at 6%; with 50% employer match about $340,278 at 4% or $226,852 at 6%; with 100% employer match about $255,208 at 4% or $170,139 at 6%. |
| JACK SWERLING PENSION PLAN | - | 6 | $688,963 | $122,500 | $20,417iApproximate average salary by contribution assumption: employee only about $510,417 at 4% or $340,278 at 6%; with 50% employer match about $340,278 at 4% or $226,852 at 6%; with 100% employer match about $255,208 at 4% or $170,139 at 6%. |
| Jack Swerling Pension Plan | - | 4 | $510,612 | - | - |
| 2002 | 1 | 6 | $381,515 | $89,496 | $14,916iApproximate average salary by contribution assumption: employee only about $372,900 at 4% or $248,600 at 6%; with 50% employer match about $248,600 at 4% or $165,733 at 6%; with 100% employer match about $186,450 at 4% or $124,300 at 6%. |
| JACK SWERLING PENSION PLAN | - | 6 | $381,515 | $89,496 | $14,916iApproximate average salary by contribution assumption: employee only about $372,900 at 4% or $248,600 at 6%; with 50% employer match about $248,600 at 4% or $165,733 at 6%; with 100% employer match about $186,450 at 4% or $124,300 at 6%. |
| 2001 | 2 | 7 | $0 | $0 | - |
| Jack Swerling Pension Plan | - | 7 | - | - | - |
| JACK SWERLING PENSION PLAN | - | 6 | - | - | - |
| 2000 | 2 | 6 | $581,224 | $0 | - |
| Jack Swerling Pension Plan | - | 5 | $581,224 | - | - |
| JACK SWERLING PENSION PLAN | - | 6 | - | - | - |
| 1999 | 2 | 5 | $912,350 | $53,842 | $10,768iApproximate average salary by contribution assumption: employee only about $269,210 at 4% or $179,473 at 6%; with 50% employer match about $179,473 at 4% or $119,649 at 6%; with 100% employer match about $134,605 at 4% or $89,737 at 6%. |
| Jack Swerling Pension Plan | - | 5 | $631,602 | - | - |
| Jack Swerling Pension Plan | - | 5 | $280,748 | $53,842 | $10,768iApproximate average salary by contribution assumption: employee only about $269,210 at 4% or $179,473 at 6%; with 50% employer match about $179,473 at 4% or $119,649 at 6%; with 100% employer match about $134,605 at 4% or $89,737 at 6%. |