Civic Intelligence

Swerdlin & Company

Plan context: Swerdlin & Company 401K Profit Sharing Plan

EIN 58-1392124 • Atlanta, GA • 21 filings • 4 plans

5901 Peachtree Dunwoody Rd., B-170Atlanta, GA 30328
Current Snapshot

Latest Year

2018

2018 Participants

76

2018 Assets

$8,119,504

2018 Contributions

$534,046

Historical Graphs

Total Assets Over Time

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

$8,119,504$4,059,752$0199920102017YearValue
$8,119,504Latest year 2017

Participants Over Time

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

84420199920082017YearValue
76Latest year 2017

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
201810$0$534,046-
Swerdlin & Company 401K Profit Sharing Plan-0$0$534,046-
2017176$8,119,504$455,830$5,998iApproximate average salary by contribution assumption: employee only about $149,944 at 4% or $99,963 at 6%; with 50% employer match about $99,963 at 4% or $66,642 at 6%; with 100% employer match about $74,972 at 4% or $49,981 at 6%.
Swerdlin & Company 401K Profit Sharing Plan-76$8,119,504$455,830$5,998iApproximate average salary by contribution assumption: employee only about $149,944 at 4% or $99,963 at 6%; with 50% employer match about $99,963 at 4% or $66,642 at 6%; with 100% employer match about $74,972 at 4% or $49,981 at 6%.
2016178$6,986,497$495,056$6,347iApproximate average salary by contribution assumption: employee only about $158,672 at 4% or $105,781 at 6%; with 50% employer match about $105,781 at 4% or $70,521 at 6%; with 100% employer match about $79,336 at 4% or $52,891 at 6%.
Swerdlin & Company 401K Profit Sharing Plan-78$6,986,497$495,056$6,347iApproximate average salary by contribution assumption: employee only about $158,672 at 4% or $105,781 at 6%; with 50% employer match about $105,781 at 4% or $70,521 at 6%; with 100% employer match about $79,336 at 4% or $52,891 at 6%.
2015184$6,279,628$320,386$3,814iApproximate average salary by contribution assumption: employee only about $95,353 at 4% or $63,569 at 6%; with 50% employer match about $63,569 at 4% or $42,379 at 6%; with 100% employer match about $47,676 at 4% or $31,784 at 6%.
Swerdlin & Company 401K Profit Sharing Plan-84$6,279,628$320,386$3,814iApproximate average salary by contribution assumption: employee only about $95,353 at 4% or $63,569 at 6%; with 50% employer match about $63,569 at 4% or $42,379 at 6%; with 100% employer match about $47,676 at 4% or $31,784 at 6%.
2014176$6,361,597$281,976$3,710iApproximate average salary by contribution assumption: employee only about $92,755 at 4% or $61,837 at 6%; with 50% employer match about $61,837 at 4% or $41,225 at 6%; with 100% employer match about $46,378 at 4% or $30,918 at 6%.
Swerdlin & Company 401K Profit Sharing Plan-76$6,361,597$281,976$3,710iApproximate average salary by contribution assumption: employee only about $92,755 at 4% or $61,837 at 6%; with 50% employer match about $61,837 at 4% or $41,225 at 6%; with 100% employer match about $46,378 at 4% or $30,918 at 6%.
2013175$5,993,745$374,381$4,992iApproximate average salary by contribution assumption: employee only about $124,794 at 4% or $83,196 at 6%; with 50% employer match about $83,196 at 4% or $55,464 at 6%; with 100% employer match about $62,397 at 4% or $41,598 at 6%.
Swerdlin & Company 401K Profit Sharing Plan-75$5,993,745$374,381$4,992iApproximate average salary by contribution assumption: employee only about $124,794 at 4% or $83,196 at 6%; with 50% employer match about $83,196 at 4% or $55,464 at 6%; with 100% employer match about $62,397 at 4% or $41,598 at 6%.
2012177$5,100,081$257,883$3,349iApproximate average salary by contribution assumption: employee only about $83,728 at 4% or $55,819 at 6%; with 50% employer match about $55,819 at 4% or $37,213 at 6%; with 100% employer match about $41,864 at 4% or $27,909 at 6%.
Swerdlin & Company 401K Profit Sharing Plan-77$5,100,081$257,883$3,349iApproximate average salary by contribution assumption: employee only about $83,728 at 4% or $55,819 at 6%; with 50% employer match about $55,819 at 4% or $37,213 at 6%; with 100% employer match about $41,864 at 4% or $27,909 at 6%.
2011177$4,737,876$230,082$2,988iApproximate average salary by contribution assumption: employee only about $74,702 at 4% or $49,801 at 6%; with 50% employer match about $49,801 at 4% or $33,201 at 6%; with 100% employer match about $37,351 at 4% or $24,901 at 6%.
Swerdlin & Company 401K Profit Sharing Plan-77$4,737,876$230,082$2,988iApproximate average salary by contribution assumption: employee only about $74,702 at 4% or $49,801 at 6%; with 50% employer match about $49,801 at 4% or $33,201 at 6%; with 100% employer match about $37,351 at 4% or $24,901 at 6%.
2010177$4,639,947$190,010$2,468iApproximate average salary by contribution assumption: employee only about $61,692 at 4% or $41,128 at 6%; with 50% employer match about $41,128 at 4% or $27,418 at 6%; with 100% employer match about $30,846 at 4% or $20,564 at 6%.
Swerdlin & Company 401K Profit Sharing Plan-77$4,639,947$190,010$2,468iApproximate average salary by contribution assumption: employee only about $61,692 at 4% or $41,128 at 6%; with 50% employer match about $41,128 at 4% or $27,418 at 6%; with 100% employer match about $30,846 at 4% or $20,564 at 6%.
2009171$4,146,981$198,116$2,790iApproximate average salary by contribution assumption: employee only about $69,759 at 4% or $46,506 at 6%; with 50% employer match about $46,506 at 4% or $31,004 at 6%; with 100% employer match about $34,880 at 4% or $23,253 at 6%.
Swerdlin & Company 401K Profit Sharing Plan-71$4,146,981$198,116$2,790iApproximate average salary by contribution assumption: employee only about $69,759 at 4% or $46,506 at 6%; with 50% employer match about $46,506 at 4% or $31,004 at 6%; with 100% employer match about $34,880 at 4% or $23,253 at 6%.
2008156$3,722,656$270,853$4,837iApproximate average salary by contribution assumption: employee only about $120,917 at 4% or $80,611 at 6%; with 50% employer match about $80,611 at 4% or $53,741 at 6%; with 100% employer match about $60,458 at 4% or $40,306 at 6%.
Swerdlin & Company 401K Profit Sharing Plan-56$3,722,656$270,853$4,837iApproximate average salary by contribution assumption: employee only about $120,917 at 4% or $80,611 at 6%; with 50% employer match about $80,611 at 4% or $53,741 at 6%; with 100% employer match about $60,458 at 4% or $40,306 at 6%.
2007151$0$0-
Swerdlin & Company 401K Profit Sharing Plan-51---
2006150$4,762,841$345,133$6,903iApproximate average salary by contribution assumption: employee only about $172,567 at 4% or $115,044 at 6%; with 50% employer match about $115,044 at 4% or $76,696 at 6%; with 100% employer match about $86,283 at 4% or $57,522 at 6%.
Swerdlin & Company 401K Profit Sharing Plan-50$4,762,841$345,133$6,903iApproximate average salary by contribution assumption: employee only about $172,567 at 4% or $115,044 at 6%; with 50% employer match about $115,044 at 4% or $76,696 at 6%; with 100% employer match about $86,283 at 4% or $57,522 at 6%.
2005144$4,241,762$326,121$7,412iApproximate average salary by contribution assumption: employee only about $185,296 at 4% or $123,531 at 6%; with 50% employer match about $123,531 at 4% or $82,354 at 6%; with 100% employer match about $92,648 at 4% or $61,765 at 6%.
Swerdlin & Company 401K Profit Sharing Plan-44$4,241,762$326,121$7,412iApproximate average salary by contribution assumption: employee only about $185,296 at 4% or $123,531 at 6%; with 50% employer match about $123,531 at 4% or $82,354 at 6%; with 100% employer match about $92,648 at 4% or $61,765 at 6%.
2004141$3,656,781$266,466$6,499iApproximate average salary by contribution assumption: employee only about $162,479 at 4% or $108,320 at 6%; with 50% employer match about $108,320 at 4% or $72,213 at 6%; with 100% employer match about $81,240 at 4% or $54,160 at 6%.
Swerdlin & Company 401K Profit Sharing Plan-41$3,656,781$266,466$6,499iApproximate average salary by contribution assumption: employee only about $162,479 at 4% or $108,320 at 6%; with 50% employer match about $108,320 at 4% or $72,213 at 6%; with 100% employer match about $81,240 at 4% or $54,160 at 6%.
2003140$3,234,414$393,611$9,840iApproximate average salary by contribution assumption: employee only about $246,007 at 4% or $164,005 at 6%; with 50% employer match about $164,005 at 4% or $109,336 at 6%; with 100% employer match about $123,003 at 4% or $82,002 at 6%.
Swerdlin & Company 401K Profit Sharing Plan-40$3,234,414$393,611$9,840iApproximate average salary by contribution assumption: employee only about $246,007 at 4% or $164,005 at 6%; with 50% employer match about $164,005 at 4% or $109,336 at 6%; with 100% employer match about $123,003 at 4% or $82,002 at 6%.
2002141$2,333,982$373,668$9,114iApproximate average salary by contribution assumption: employee only about $227,846 at 4% or $151,898 at 6%; with 50% employer match about $151,898 at 4% or $101,265 at 6%; with 100% employer match about $113,923 at 4% or $75,949 at 6%.
Swerdlin & Company 401K Profit Sharing Plan-41$2,333,982$373,668$9,114iApproximate average salary by contribution assumption: employee only about $227,846 at 4% or $151,898 at 6%; with 50% employer match about $151,898 at 4% or $101,265 at 6%; with 100% employer match about $113,923 at 4% or $75,949 at 6%.
2001240$0$0-
Swerdlin & Company 401K Profit Sharing Plan-40---
Swerdlin & Company Cafeteria Plan-0---
2000129$0$0-
Swerdlin & Company 401K Profit Sharing Plan-29---
1999127$1,986,309$292,288$10,825iApproximate average salary by contribution assumption: employee only about $270,637 at 4% or $180,425 at 6%; with 50% employer match about $180,425 at 4% or $120,283 at 6%; with 100% employer match about $135,319 at 4% or $90,212 at 6%.
Swerdlin & Company 401K Profit Sharing Plan-27$1,986,309$292,288$10,825iApproximate average salary by contribution assumption: employee only about $270,637 at 4% or $180,425 at 6%; with 50% employer match about $180,425 at 4% or $120,283 at 6%; with 100% employer match about $135,319 at 4% or $90,212 at 6%.