Civic Intelligence

Swartz Investments LLC

Plan context: Swartz Investments LLC 401K Profit Sharing Plan & Trust

EIN 58-2211030 • Alpharetta, GA • 13 filings • 5 plans

1120 Sanctuary Pkwy Ste 325Alpharetta, GA 30009-7633
Current Snapshot

Latest Year

2011

2011 Participants

14

2011 Assets

$475,739

2011 Contributions

$23,968

Historical Graphs

Total Assets Over Time

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

$502,109$251,055$0199920052011YearValue
$475,739Latest year 2011

Participants Over Time

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

24120199920052011YearValue
14Latest year 2011

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
2011114$475,739$23,968$1,712iApproximate average salary by contribution assumption: employee only about $42,800 at 4% or $28,533 at 6%; with 50% employer match about $28,533 at 4% or $19,022 at 6%; with 100% employer match about $21,400 at 4% or $14,267 at 6%.
Swartz Investments LLC 401K Profit Sharing Plan & Trust-14$475,739$23,968$1,712iApproximate average salary by contribution assumption: employee only about $42,800 at 4% or $28,533 at 6%; with 50% employer match about $28,533 at 4% or $19,022 at 6%; with 100% employer match about $21,400 at 4% or $14,267 at 6%.
2010111$502,109$62,394$5,672iApproximate average salary by contribution assumption: employee only about $141,805 at 4% or $94,536 at 6%; with 50% employer match about $94,536 at 4% or $63,024 at 6%; with 100% employer match about $70,902 at 4% or $47,268 at 6%.
Swartz Investments LLC 401K Profit Sharing Plan & Trust-11$502,109$62,394$5,672iApproximate average salary by contribution assumption: employee only about $141,805 at 4% or $94,536 at 6%; with 50% employer match about $94,536 at 4% or $63,024 at 6%; with 100% employer match about $70,902 at 4% or $47,268 at 6%.
2009111$417,708$83,258$7,569iApproximate average salary by contribution assumption: employee only about $189,223 at 4% or $126,148 at 6%; with 50% employer match about $126,148 at 4% or $84,099 at 6%; with 100% employer match about $94,611 at 4% or $63,074 at 6%.
Swartz Investments LLC 401K Profit Sharing Plan & Trust-11$417,708$83,258$7,569iApproximate average salary by contribution assumption: employee only about $189,223 at 4% or $126,148 at 6%; with 50% employer match about $126,148 at 4% or $84,099 at 6%; with 100% employer match about $94,611 at 4% or $63,074 at 6%.
2008121$259,151$90,709$4,319iApproximate average salary by contribution assumption: employee only about $107,987 at 4% or $71,991 at 6%; with 50% employer match about $71,991 at 4% or $47,994 at 6%; with 100% employer match about $53,993 at 4% or $35,996 at 6%.
Swartz Investments LLC 401K Profit Sharing Plan & Trust-21$259,151$90,709$4,319iApproximate average salary by contribution assumption: employee only about $107,987 at 4% or $71,991 at 6%; with 50% employer match about $71,991 at 4% or $47,994 at 6%; with 100% employer match about $53,993 at 4% or $35,996 at 6%.
2007121$0$0-
Swartz Investments LLC 401K Profit Sharing Plan & Trust-21---
2006116$260,816$43,642$2,728iApproximate average salary by contribution assumption: employee only about $68,191 at 4% or $45,460 at 6%; with 50% employer match about $45,460 at 4% or $30,307 at 6%; with 100% employer match about $34,095 at 4% or $22,730 at 6%.
Swartz Investments LLC 401K Profit Sharing Plan & Trust-16$260,816$43,642$2,728iApproximate average salary by contribution assumption: employee only about $68,191 at 4% or $45,460 at 6%; with 50% employer match about $45,460 at 4% or $30,307 at 6%; with 100% employer match about $34,095 at 4% or $22,730 at 6%.
2005116$265,751$51,766$3,235iApproximate average salary by contribution assumption: employee only about $80,884 at 4% or $53,923 at 6%; with 50% employer match about $53,923 at 4% or $35,949 at 6%; with 100% employer match about $40,442 at 4% or $26,961 at 6%.
Swartz Investments LLC 401K Profit Sharing Plan & Trust-16$265,751$51,766$3,235iApproximate average salary by contribution assumption: employee only about $80,884 at 4% or $53,923 at 6%; with 50% employer match about $53,923 at 4% or $35,949 at 6%; with 100% employer match about $40,442 at 4% or $26,961 at 6%.
2004113$205,374$31,922$2,456iApproximate average salary by contribution assumption: employee only about $61,388 at 4% or $40,926 at 6%; with 50% employer match about $40,926 at 4% or $27,284 at 6%; with 100% employer match about $30,694 at 4% or $20,463 at 6%.
Swartz Investments LLC 401K Profit Sharing Plan & Trust-13$205,374$31,922$2,456iApproximate average salary by contribution assumption: employee only about $61,388 at 4% or $40,926 at 6%; with 50% employer match about $40,926 at 4% or $27,284 at 6%; with 100% employer match about $30,694 at 4% or $20,463 at 6%.
2003112$167,398$18,615$1,551iApproximate average salary by contribution assumption: employee only about $38,781 at 4% or $25,854 at 6%; with 50% employer match about $25,854 at 4% or $17,236 at 6%; with 100% employer match about $19,391 at 4% or $12,927 at 6%.
Swartz Investments LLC 401K Profit Sharing Plan & Trust-12$167,398$18,615$1,551iApproximate average salary by contribution assumption: employee only about $38,781 at 4% or $25,854 at 6%; with 50% employer match about $25,854 at 4% or $17,236 at 6%; with 100% employer match about $19,391 at 4% or $12,927 at 6%.
2002117$128,462$36,105$2,124iApproximate average salary by contribution assumption: employee only about $53,096 at 4% or $35,397 at 6%; with 50% employer match about $35,397 at 4% or $23,598 at 6%; with 100% employer match about $26,548 at 4% or $17,699 at 6%.
Swartz Investments LLC 401K Profit Sharing Plan & Trust-17$128,462$36,105$2,124iApproximate average salary by contribution assumption: employee only about $53,096 at 4% or $35,397 at 6%; with 50% employer match about $35,397 at 4% or $23,598 at 6%; with 100% employer match about $26,548 at 4% or $17,699 at 6%.
2001124$0$0-
Swartz Investments LLC 401K Profit Sharing Plan & Trust-24---
2000123$147,096$72,757$3,163iApproximate average salary by contribution assumption: employee only about $79,084 at 4% or $52,722 at 6%; with 50% employer match about $52,722 at 4% or $35,148 at 6%; with 100% employer match about $39,542 at 4% or $26,361 at 6%.
Swartz Investments LLC 401K Profit Sharing Plan & Trust-23$147,096$72,757$3,163iApproximate average salary by contribution assumption: employee only about $79,084 at 4% or $52,722 at 6%; with 50% employer match about $52,722 at 4% or $35,148 at 6%; with 100% employer match about $39,542 at 4% or $26,361 at 6%.
1999111$90,628$52,007$4,728iApproximate average salary by contribution assumption: employee only about $118,198 at 4% or $78,798 at 6%; with 50% employer match about $78,798 at 4% or $52,532 at 6%; with 100% employer match about $59,099 at 4% or $39,399 at 6%.
Swartz Investments LLC 401K Profit Sharing Plan & Trust-11$90,628$52,007$4,728iApproximate average salary by contribution assumption: employee only about $118,198 at 4% or $78,798 at 6%; with 50% employer match about $78,798 at 4% or $52,532 at 6%; with 100% employer match about $59,099 at 4% or $39,399 at 6%.