Robert M. Swedroe Architects and Planners, P.A.
Plan context: Robert M. Swedroe Architects 401(K) Plan
EIN 59-1498108 • Miami, FL • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$3,619,262
2024 Contributions
$99,761
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 | 9 | $3,619,262 | $99,761 | $11,085iApproximate average salary by contribution assumption: employee only about $277,114 at 4% or $184,743 at 6%; with 50% employer match about $184,743 at 4% or $123,162 at 6%; with 100% employer match about $138,557 at 4% or $92,371 at 6%. |
| Robert M. Swedroe Architects 401(K) Plan | - | 9 | $3,619,262 | $99,761 | $11,085iApproximate average salary by contribution assumption: employee only about $277,114 at 4% or $184,743 at 6%; with 50% employer match about $184,743 at 4% or $123,162 at 6%; with 100% employer match about $138,557 at 4% or $92,371 at 6%. |
| 2023 | 1 | 9 | $3,099,283 | $99,812 | $11,090iApproximate average salary by contribution assumption: employee only about $277,256 at 4% or $184,837 at 6%; with 50% employer match about $184,837 at 4% or $123,225 at 6%; with 100% employer match about $138,628 at 4% or $92,419 at 6%. |
| Robert M. Swedroe Architects 401(K) Plan | - | 9 | $3,099,283 | $99,812 | $11,090iApproximate average salary by contribution assumption: employee only about $277,256 at 4% or $184,837 at 6%; with 50% employer match about $184,837 at 4% or $123,225 at 6%; with 100% employer match about $138,628 at 4% or $92,419 at 6%. |
| 2022 | 1 | 9 | $2,638,780 | $132,278 | $14,698iApproximate average salary by contribution assumption: employee only about $367,439 at 4% or $244,959 at 6%; with 50% employer match about $244,959 at 4% or $163,306 at 6%; with 100% employer match about $183,719 at 4% or $122,480 at 6%. |
| Robert M. Swedroe Architects 401(K) Plan | - | 9 | $2,638,780 | $132,278 | $14,698iApproximate average salary by contribution assumption: employee only about $367,439 at 4% or $244,959 at 6%; with 50% employer match about $244,959 at 4% or $163,306 at 6%; with 100% employer match about $183,719 at 4% or $122,480 at 6%. |
| 2021 | 1 | 9 | $2,899,670 | $59,799 | $6,644iApproximate average salary by contribution assumption: employee only about $166,108 at 4% or $110,739 at 6%; with 50% employer match about $110,739 at 4% or $73,826 at 6%; with 100% employer match about $83,054 at 4% or $55,369 at 6%. |
| Robert M. Swedroe Architects 401(K) Plan | - | 9 | $2,899,670 | $59,799 | $6,644iApproximate average salary by contribution assumption: employee only about $166,108 at 4% or $110,739 at 6%; with 50% employer match about $110,739 at 4% or $73,826 at 6%; with 100% employer match about $83,054 at 4% or $55,369 at 6%. |
| 2020 | 1 | 9 | $2,527,092 | $59,510 | $6,612iApproximate average salary by contribution assumption: employee only about $165,306 at 4% or $110,204 at 6%; with 50% employer match about $110,204 at 4% or $73,469 at 6%; with 100% employer match about $82,653 at 4% or $55,102 at 6%. |
| Robert M. Swedroe Architects 401(K) Plan | - | 9 | $2,527,092 | $59,510 | $6,612iApproximate average salary by contribution assumption: employee only about $165,306 at 4% or $110,204 at 6%; with 50% employer match about $110,204 at 4% or $73,469 at 6%; with 100% employer match about $82,653 at 4% or $55,102 at 6%. |
| 2019 | 1 | 9 | $1,811,034 | $66,820 | $7,424iApproximate average salary by contribution assumption: employee only about $185,611 at 4% or $123,741 at 6%; with 50% employer match about $123,741 at 4% or $82,494 at 6%; with 100% employer match about $92,806 at 4% or $61,870 at 6%. |
| Robert M. Swedroe Architects 401(K) Plan | - | 9 | $1,811,034 | $66,820 | $7,424iApproximate average salary by contribution assumption: employee only about $185,611 at 4% or $123,741 at 6%; with 50% employer match about $123,741 at 4% or $82,494 at 6%; with 100% employer match about $92,806 at 4% or $61,870 at 6%. |
| 2018 | 1 | 8 | $1,386,989 | $54,460 | $6,808iApproximate average salary by contribution assumption: employee only about $170,188 at 4% or $113,458 at 6%; with 50% employer match about $113,458 at 4% or $75,639 at 6%; with 100% employer match about $85,094 at 4% or $56,729 at 6%. |
| Robert M. Swedroe Architects 401(K) Plan | - | 8 | $1,386,989 | $54,460 | $6,808iApproximate average salary by contribution assumption: employee only about $170,188 at 4% or $113,458 at 6%; with 50% employer match about $113,458 at 4% or $75,639 at 6%; with 100% employer match about $85,094 at 4% or $56,729 at 6%. |
| 2017 | 1 | 8 | $1,409,861 | $45,280 | $5,660iApproximate average salary by contribution assumption: employee only about $141,500 at 4% or $94,333 at 6%; with 50% employer match about $94,333 at 4% or $62,889 at 6%; with 100% employer match about $70,750 at 4% or $47,167 at 6%. |
| Robert M. Swedroe Architects 401(K) Plan | - | 8 | $1,409,861 | $45,280 | $5,660iApproximate average salary by contribution assumption: employee only about $141,500 at 4% or $94,333 at 6%; with 50% employer match about $94,333 at 4% or $62,889 at 6%; with 100% employer match about $70,750 at 4% or $47,167 at 6%. |
| 2016 | 1 | 8 | $1,130,814 | $26,600 | $3,325iApproximate average salary by contribution assumption: employee only about $83,125 at 4% or $55,417 at 6%; with 50% employer match about $55,417 at 4% or $36,944 at 6%; with 100% employer match about $41,563 at 4% or $27,708 at 6%. |
| Robert M. Swedroe Architects 401(K) Plan | - | 8 | $1,130,814 | $26,600 | $3,325iApproximate average salary by contribution assumption: employee only about $83,125 at 4% or $55,417 at 6%; with 50% employer match about $55,417 at 4% or $36,944 at 6%; with 100% employer match about $41,563 at 4% or $27,708 at 6%. |
| 2015 | 1 | 8 | $1,061,251 | $27,100 | $3,388iApproximate average salary by contribution assumption: employee only about $84,688 at 4% or $56,458 at 6%; with 50% employer match about $56,458 at 4% or $37,639 at 6%; with 100% employer match about $42,344 at 4% or $28,229 at 6%. |
| Robert M. Swedroe Architects 401(K) Plan | - | 8 | $1,061,251 | $27,100 | $3,388iApproximate average salary by contribution assumption: employee only about $84,688 at 4% or $56,458 at 6%; with 50% employer match about $56,458 at 4% or $37,639 at 6%; with 100% employer match about $42,344 at 4% or $28,229 at 6%. |
| 2014 | 1 | 15 | $1,200,839 | $150,697 | $10,046iApproximate average salary by contribution assumption: employee only about $251,162 at 4% or $167,441 at 6%; with 50% employer match about $167,441 at 4% or $111,627 at 6%; with 100% employer match about $125,581 at 4% or $83,721 at 6%. |
| Robert M. Swedroe Architects 401(K) Plan | - | 15 | $1,200,839 | $150,697 | $10,046iApproximate average salary by contribution assumption: employee only about $251,162 at 4% or $167,441 at 6%; with 50% employer match about $167,441 at 4% or $111,627 at 6%; with 100% employer match about $125,581 at 4% or $83,721 at 6%. |
| 2013 | 1 | 14 | $1,001,789 | $0 | - |
| Robert M. Swedroe Architects 401(K) Plan | - | 14 | $1,001,789 | - | - |
| 2012 | 1 | 15 | $909,149 | $0 | - |
| Robert M. Swedroe Architects 401(K) Plan | - | 15 | $909,149 | - | - |
| 2011 | 1 | 18 | $814,532 | $0 | - |
| Robert M. Swedroe Architects 401(K) Plan | - | 18 | $814,532 | - | - |
| 2010 | 1 | 18 | $1,222,026 | $0 | - |
| Robert M. Swedroe Architects 401(K) Plan | - | 18 | $1,222,026 | - | - |
| 2009 | 1 | 27 | $1,585,904 | $11,668 | $432iApproximate average salary by contribution assumption: employee only about $10,804 at 4% or $7,202 at 6%; with 50% employer match about $7,202 at 4% or $4,802 at 6%; with 100% employer match about $5,402 at 4% or $3,601 at 6%. |
| Robert M. Swedroe Architects 401(K) Plan | - | 27 | $1,585,904 | $11,668 | $432iApproximate average salary by contribution assumption: employee only about $10,804 at 4% or $7,202 at 6%; with 50% employer match about $7,202 at 4% or $4,802 at 6%; with 100% employer match about $5,402 at 4% or $3,601 at 6%. |
| 2008 | 1 | 25 | $2,092,207 | $208,130 | $8,325iApproximate average salary by contribution assumption: employee only about $208,130 at 4% or $138,753 at 6%; with 50% employer match about $138,753 at 4% or $92,502 at 6%; with 100% employer match about $104,065 at 4% or $69,377 at 6%. |
| Robert M. Swedroe Architects 401(K) Plan | - | 25 | $2,092,207 | $208,130 | $8,325iApproximate average salary by contribution assumption: employee only about $208,130 at 4% or $138,753 at 6%; with 50% employer match about $138,753 at 4% or $92,502 at 6%; with 100% employer match about $104,065 at 4% or $69,377 at 6%. |
| 2007 | 1 | 33 | $2,979,501 | $539,034 | $16,334iApproximate average salary by contribution assumption: employee only about $408,359 at 4% or $272,239 at 6%; with 50% employer match about $272,239 at 4% or $181,493 at 6%; with 100% employer match about $204,180 at 4% or $136,120 at 6%. |
| Robert M. Swedroe Architects 401(K) Plan | - | 33 | $2,979,501 | $539,034 | $16,334iApproximate average salary by contribution assumption: employee only about $408,359 at 4% or $272,239 at 6%; with 50% employer match about $272,239 at 4% or $181,493 at 6%; with 100% employer match about $204,180 at 4% or $136,120 at 6%. |
| 2006 | 1 | 35 | $2,269,435 | $319,835 | $9,138iApproximate average salary by contribution assumption: employee only about $228,454 at 4% or $152,302 at 6%; with 50% employer match about $152,302 at 4% or $101,535 at 6%; with 100% employer match about $114,227 at 4% or $76,151 at 6%. |
| Robert M. Swedroe Architects 401(K) Plan | - | 35 | $2,269,435 | $319,835 | $9,138iApproximate average salary by contribution assumption: employee only about $228,454 at 4% or $152,302 at 6%; with 50% employer match about $152,302 at 4% or $101,535 at 6%; with 100% employer match about $114,227 at 4% or $76,151 at 6%. |
| 2005 | 1 | 34 | $1,732,744 | $329,979 | $9,705iApproximate average salary by contribution assumption: employee only about $242,632 at 4% or $161,754 at 6%; with 50% employer match about $161,754 at 4% or $107,836 at 6%; with 100% employer match about $121,316 at 4% or $80,877 at 6%. |
| Robert M. Swedroe Architects 401(K) Plan | - | 34 | $1,732,744 | $329,979 | $9,705iApproximate average salary by contribution assumption: employee only about $242,632 at 4% or $161,754 at 6%; with 50% employer match about $161,754 at 4% or $107,836 at 6%; with 100% employer match about $121,316 at 4% or $80,877 at 6%. |
| 2004 | 1 | 24 | $1,341,274 | $334,075 | $13,920iApproximate average salary by contribution assumption: employee only about $347,995 at 4% or $231,997 at 6%; with 50% employer match about $231,997 at 4% or $154,664 at 6%; with 100% employer match about $173,997 at 4% or $115,998 at 6%. |
| Robert M. Swedroe Architects 401(K) Plan | - | 24 | $1,341,274 | $334,075 | $13,920iApproximate average salary by contribution assumption: employee only about $347,995 at 4% or $231,997 at 6%; with 50% employer match about $231,997 at 4% or $154,664 at 6%; with 100% employer match about $173,997 at 4% or $115,998 at 6%. |
| 2003 | 1 | 25 | $894,355 | $196,994 | $7,880iApproximate average salary by contribution assumption: employee only about $196,994 at 4% or $131,329 at 6%; with 50% employer match about $131,329 at 4% or $87,553 at 6%; with 100% employer match about $98,497 at 4% or $65,665 at 6%. |
| Robert M. Swedroe Architects 401(K) Plan | - | 25 | $894,355 | $196,994 | $7,880iApproximate average salary by contribution assumption: employee only about $196,994 at 4% or $131,329 at 6%; with 50% employer match about $131,329 at 4% or $87,553 at 6%; with 100% employer match about $98,497 at 4% or $65,665 at 6%. |
| 2002 | 1 | 27 | $532,254 | $215,841 | $7,994iApproximate average salary by contribution assumption: employee only about $199,853 at 4% or $133,235 at 6%; with 50% employer match about $133,235 at 4% or $88,823 at 6%; with 100% employer match about $99,926 at 4% or $66,618 at 6%. |
| Robert M. Swedroe Architects 401(K) Plan | - | 27 | $532,254 | $215,841 | $7,994iApproximate average salary by contribution assumption: employee only about $199,853 at 4% or $133,235 at 6%; with 50% employer match about $133,235 at 4% or $88,823 at 6%; with 100% employer match about $99,926 at 4% or $66,618 at 6%. |
| 2001 | 1 | 21 | $434,598 | $189,138 | $9,007iApproximate average salary by contribution assumption: employee only about $225,164 at 4% or $150,110 at 6%; with 50% employer match about $150,110 at 4% or $100,073 at 6%; with 100% employer match about $112,582 at 4% or $75,055 at 6%. |
| Robert M. Swedroe Architects 401(K) Plan | - | 21 | $434,598 | $189,138 | $9,007iApproximate average salary by contribution assumption: employee only about $225,164 at 4% or $150,110 at 6%; with 50% employer match about $150,110 at 4% or $100,073 at 6%; with 100% employer match about $112,582 at 4% or $75,055 at 6%. |
| 2000 | 1 | 20 | $0 | $0 | - |
| Robert M Swedroe Architects-Planners Aia Pa Defined Benefit Pension Plan | - | 20 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Robert M Swedroe Architects-Planners Aia Pa Defined Benefit Pension Plan | - | 0 | - | - | - |