Civic Intelligence

Swenson & Associates, P.A.

Plan context: Swenson & Associates, Pa 401(K) P/S Plan

EIN 58-2337118 • Greenville, SC • 21 filings • 2 plans

203 West Stone AvenueGreenville, SC 29609
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,841,308

2025 Contributions

$79,235

Historical Graphs

Total Assets Over Time

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

$2,474,099$1,237,050$0200520162025YearValue
$1,841,308Latest year 2025

Participants Over Time

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

630200520152025YearValue
3Latest year 2025

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
202513$1,841,308$79,235$26,412iApproximate average salary by contribution assumption: employee only about $660,292 at 4% or $440,194 at 6%; with 50% employer match about $440,194 at 4% or $293,463 at 6%; with 100% employer match about $330,146 at 4% or $220,097 at 6%.
Swenson & Associates, Pa 401(K) P/S Plan-3$1,841,308$79,235$26,412iApproximate average salary by contribution assumption: employee only about $660,292 at 4% or $440,194 at 6%; with 50% employer match about $440,194 at 4% or $293,463 at 6%; with 100% employer match about $330,146 at 4% or $220,097 at 6%.
202413$1,993,618$73,422$24,474iApproximate average salary by contribution assumption: employee only about $611,850 at 4% or $407,900 at 6%; with 50% employer match about $407,900 at 4% or $271,933 at 6%; with 100% employer match about $305,925 at 4% or $203,950 at 6%.
Swenson & Associates, Pa 401(K) P/S Plan-3$1,993,618$73,422$24,474iApproximate average salary by contribution assumption: employee only about $611,850 at 4% or $407,900 at 6%; with 50% employer match about $407,900 at 4% or $271,933 at 6%; with 100% employer match about $305,925 at 4% or $203,950 at 6%.
202313$1,721,758$150,414$50,138iApproximate average salary by contribution assumption: employee only about $1,253,450 at 4% or $835,633 at 6%; with 50% employer match about $835,633 at 4% or $557,089 at 6%; with 100% employer match about $626,725 at 4% or $417,817 at 6%.
Swenson & Associates, Pa 401(K) P/S Plan-3$1,721,758$150,414$50,138iApproximate average salary by contribution assumption: employee only about $1,253,450 at 4% or $835,633 at 6%; with 50% employer match about $835,633 at 4% or $557,089 at 6%; with 100% employer match about $626,725 at 4% or $417,817 at 6%.
202215$2,066,026$72,622$14,524iApproximate average salary by contribution assumption: employee only about $363,110 at 4% or $242,073 at 6%; with 50% employer match about $242,073 at 4% or $161,382 at 6%; with 100% employer match about $181,555 at 4% or $121,037 at 6%.
Swenson & Associates, Pa 401(K) P/S Plan-5$2,066,026$72,622$14,524iApproximate average salary by contribution assumption: employee only about $363,110 at 4% or $242,073 at 6%; with 50% employer match about $242,073 at 4% or $161,382 at 6%; with 100% employer match about $181,555 at 4% or $121,037 at 6%.
202115$2,474,099$80,269$16,054iApproximate average salary by contribution assumption: employee only about $401,345 at 4% or $267,563 at 6%; with 50% employer match about $267,563 at 4% or $178,376 at 6%; with 100% employer match about $200,673 at 4% or $133,782 at 6%.
Swenson & Associates, Pa 401(K) P/S Plan-5$2,474,099$80,269$16,054iApproximate average salary by contribution assumption: employee only about $401,345 at 4% or $267,563 at 6%; with 50% employer match about $267,563 at 4% or $178,376 at 6%; with 100% employer match about $200,673 at 4% or $133,782 at 6%.
202015$2,055,284$81,092$16,218iApproximate average salary by contribution assumption: employee only about $405,460 at 4% or $270,307 at 6%; with 50% employer match about $270,307 at 4% or $180,204 at 6%; with 100% employer match about $202,730 at 4% or $135,153 at 6%.
Swenson & Associates, Pa 401(K) P/S Plan-5$2,055,284$81,092$16,218iApproximate average salary by contribution assumption: employee only about $405,460 at 4% or $270,307 at 6%; with 50% employer match about $270,307 at 4% or $180,204 at 6%; with 100% employer match about $202,730 at 4% or $135,153 at 6%.
201915$1,648,505$77,483$15,497iApproximate average salary by contribution assumption: employee only about $387,415 at 4% or $258,277 at 6%; with 50% employer match about $258,277 at 4% or $172,184 at 6%; with 100% employer match about $193,708 at 4% or $129,138 at 6%.
Swenson & Associates, Pa 401(K) P/S Plan-5$1,648,505$77,483$15,497iApproximate average salary by contribution assumption: employee only about $387,415 at 4% or $258,277 at 6%; with 50% employer match about $258,277 at 4% or $172,184 at 6%; with 100% employer match about $193,708 at 4% or $129,138 at 6%.
201815$1,248,526$76,240$15,248iApproximate average salary by contribution assumption: employee only about $381,200 at 4% or $254,133 at 6%; with 50% employer match about $254,133 at 4% or $169,422 at 6%; with 100% employer match about $190,600 at 4% or $127,067 at 6%.
Swenson & Associates, Pa 401(K) P/S Plan-5$1,248,526$76,240$15,248iApproximate average salary by contribution assumption: employee only about $381,200 at 4% or $254,133 at 6%; with 50% employer match about $254,133 at 4% or $169,422 at 6%; with 100% employer match about $190,600 at 4% or $127,067 at 6%.
201715$1,245,913$72,247$14,449iApproximate average salary by contribution assumption: employee only about $361,235 at 4% or $240,823 at 6%; with 50% employer match about $240,823 at 4% or $160,549 at 6%; with 100% employer match about $180,618 at 4% or $120,412 at 6%.
Swenson & Associates, Pa 401(K) P/S Plan-5$1,245,913$72,247$14,449iApproximate average salary by contribution assumption: employee only about $361,235 at 4% or $240,823 at 6%; with 50% employer match about $240,823 at 4% or $160,549 at 6%; with 100% employer match about $180,618 at 4% or $120,412 at 6%.
201615$952,792$70,938$14,188iApproximate average salary by contribution assumption: employee only about $354,690 at 4% or $236,460 at 6%; with 50% employer match about $236,460 at 4% or $157,640 at 6%; with 100% employer match about $177,345 at 4% or $118,230 at 6%.
Swenson & Associates, Pa 401(K) P/S Plan-5$952,792$70,938$14,188iApproximate average salary by contribution assumption: employee only about $354,690 at 4% or $236,460 at 6%; with 50% employer match about $236,460 at 4% or $157,640 at 6%; with 100% employer match about $177,345 at 4% or $118,230 at 6%.
201516$827,396$69,190$11,532iApproximate average salary by contribution assumption: employee only about $288,292 at 4% or $192,194 at 6%; with 50% employer match about $192,194 at 4% or $128,130 at 6%; with 100% employer match about $144,146 at 4% or $96,097 at 6%.
Swenson & Associates, Pa 401(K) P/S Plan-6$827,396$69,190$11,532iApproximate average salary by contribution assumption: employee only about $288,292 at 4% or $192,194 at 6%; with 50% employer match about $192,194 at 4% or $128,130 at 6%; with 100% employer match about $144,146 at 4% or $96,097 at 6%.
201416$740,286$68,972$11,495iApproximate average salary by contribution assumption: employee only about $287,383 at 4% or $191,589 at 6%; with 50% employer match about $191,589 at 4% or $127,726 at 6%; with 100% employer match about $143,692 at 4% or $95,794 at 6%.
Swenson & Associates, Pa 401(K) P/S Plan-6$740,286$68,972$11,495iApproximate average salary by contribution assumption: employee only about $287,383 at 4% or $191,589 at 6%; with 50% employer match about $191,589 at 4% or $127,726 at 6%; with 100% employer match about $143,692 at 4% or $95,794 at 6%.
201316$631,417$64,513$10,752iApproximate average salary by contribution assumption: employee only about $268,804 at 4% or $179,203 at 6%; with 50% employer match about $179,203 at 4% or $119,469 at 6%; with 100% employer match about $134,402 at 4% or $89,601 at 6%.
Swenson & Associates, Pa 401(K) P/S Plan-6$631,417$64,513$10,752iApproximate average salary by contribution assumption: employee only about $268,804 at 4% or $179,203 at 6%; with 50% employer match about $179,203 at 4% or $119,469 at 6%; with 100% employer match about $134,402 at 4% or $89,601 at 6%.
201216$432,052$53,152$8,859iApproximate average salary by contribution assumption: employee only about $221,467 at 4% or $147,644 at 6%; with 50% employer match about $147,644 at 4% or $98,430 at 6%; with 100% employer match about $110,733 at 4% or $73,822 at 6%.
Swenson & Associates, Pa 401(K) P/S Plan-6$432,052$53,152$8,859iApproximate average salary by contribution assumption: employee only about $221,467 at 4% or $147,644 at 6%; with 50% employer match about $147,644 at 4% or $98,430 at 6%; with 100% employer match about $110,733 at 4% or $73,822 at 6%.
201115$316,767$46,663$9,333iApproximate average salary by contribution assumption: employee only about $233,315 at 4% or $155,543 at 6%; with 50% employer match about $155,543 at 4% or $103,696 at 6%; with 100% employer match about $116,658 at 4% or $77,772 at 6%.
Swenson & Associates, Pa 401(K) P/S Plan-5$316,767$46,663$9,333iApproximate average salary by contribution assumption: employee only about $233,315 at 4% or $155,543 at 6%; with 50% employer match about $155,543 at 4% or $103,696 at 6%; with 100% employer match about $116,658 at 4% or $77,772 at 6%.
201015$291,375$44,510$8,902iApproximate average salary by contribution assumption: employee only about $222,550 at 4% or $148,367 at 6%; with 50% employer match about $148,367 at 4% or $98,911 at 6%; with 100% employer match about $111,275 at 4% or $74,183 at 6%.
Swenson & Associates, Pa 401(K) P/S Plan-5$291,375$44,510$8,902iApproximate average salary by contribution assumption: employee only about $222,550 at 4% or $148,367 at 6%; with 50% employer match about $148,367 at 4% or $98,911 at 6%; with 100% employer match about $111,275 at 4% or $74,183 at 6%.
200915$210,429$41,052$8,210iApproximate average salary by contribution assumption: employee only about $205,260 at 4% or $136,840 at 6%; with 50% employer match about $136,840 at 4% or $91,227 at 6%; with 100% employer match about $102,630 at 4% or $68,420 at 6%.
Swenson & Associates, Pa 401(K) P/S Plan-5$210,429$41,052$8,210iApproximate average salary by contribution assumption: employee only about $205,260 at 4% or $136,840 at 6%; with 50% employer match about $136,840 at 4% or $91,227 at 6%; with 100% employer match about $102,630 at 4% or $68,420 at 6%.
200815$115,059$45,022$9,004iApproximate average salary by contribution assumption: employee only about $225,110 at 4% or $150,073 at 6%; with 50% employer match about $150,073 at 4% or $100,049 at 6%; with 100% employer match about $112,555 at 4% or $75,037 at 6%.
Swenson & Associates, Pa 401(K) P/S Plan-5$115,059$45,022$9,004iApproximate average salary by contribution assumption: employee only about $225,110 at 4% or $150,073 at 6%; with 50% employer match about $150,073 at 4% or $100,049 at 6%; with 100% employer match about $112,555 at 4% or $75,037 at 6%.
200714$0$0-
Swenson & Associates, Pa 401(K) P/S Plan-4---
200614$83,890$38,047$9,512iApproximate average salary by contribution assumption: employee only about $237,794 at 4% or $158,529 at 6%; with 50% employer match about $158,529 at 4% or $105,686 at 6%; with 100% employer match about $118,897 at 4% or $79,265 at 6%.
Swenson & Associates, Pa 401(K) P/S Plan-4$83,890$38,047$9,512iApproximate average salary by contribution assumption: employee only about $237,794 at 4% or $158,529 at 6%; with 50% employer match about $158,529 at 4% or $105,686 at 6%; with 100% employer match about $118,897 at 4% or $79,265 at 6%.
200513$36,092$33,706$11,235iApproximate average salary by contribution assumption: employee only about $280,883 at 4% or $187,256 at 6%; with 50% employer match about $187,256 at 4% or $124,837 at 6%; with 100% employer match about $140,442 at 4% or $93,628 at 6%.
Swenson & Associates, Pa 401(K) P/S Plan-3$36,092$33,706$11,235iApproximate average salary by contribution assumption: employee only about $280,883 at 4% or $187,256 at 6%; with 50% employer match about $187,256 at 4% or $124,837 at 6%; with 100% employer match about $140,442 at 4% or $93,628 at 6%.