Civic Intelligence

Sovereign Wealth Management

Plan context: Swm Safeharbor Plan

EIN 62-1742400 • Memphis, TN • 7 filings • 4 plans

999 S. Shady Grove Road, Suite 301Memphis, TN 38120
Current Snapshot

Latest Year

2010

2010 Participants

16

2010 Assets

$392,838

2010 Contributions

$43,844

Historical Graphs

Total Assets Over Time

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

$392,838$196,419$0200420072009YearValue
$392,838Latest year 2009

Participants Over Time

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

1680200420072009YearValue
16Latest year 2009

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
201010$0$43,844-
Swm Safeharbor Plan-0$0$43,844-
2009116$392,838$78,422$4,901iApproximate average salary by contribution assumption: employee only about $122,534 at 4% or $81,690 at 6%; with 50% employer match about $81,690 at 4% or $54,460 at 6%; with 100% employer match about $61,267 at 4% or $40,845 at 6%.
Swm Safeharbor Plan-16$392,838$78,422$4,901iApproximate average salary by contribution assumption: employee only about $122,534 at 4% or $81,690 at 6%; with 50% employer match about $81,690 at 4% or $54,460 at 6%; with 100% employer match about $61,267 at 4% or $40,845 at 6%.
2008112$250,739$98,379$8,198iApproximate average salary by contribution assumption: employee only about $204,956 at 4% or $136,638 at 6%; with 50% employer match about $136,638 at 4% or $91,092 at 6%; with 100% employer match about $102,478 at 4% or $68,319 at 6%.
Swm Safeharbor Plan-12$250,739$98,379$8,198iApproximate average salary by contribution assumption: employee only about $204,956 at 4% or $136,638 at 6%; with 50% employer match about $136,638 at 4% or $91,092 at 6%; with 100% employer match about $102,478 at 4% or $68,319 at 6%.
2007110$261,083$102,379$10,238iApproximate average salary by contribution assumption: employee only about $255,948 at 4% or $170,632 at 6%; with 50% employer match about $170,632 at 4% or $113,754 at 6%; with 100% employer match about $127,974 at 4% or $85,316 at 6%.
Swm Safeharbor Plan-10$261,083$102,379$10,238iApproximate average salary by contribution assumption: employee only about $255,948 at 4% or $170,632 at 6%; with 50% employer match about $170,632 at 4% or $113,754 at 6%; with 100% employer match about $127,974 at 4% or $85,316 at 6%.
200618$151,951$63,494$7,937iApproximate average salary by contribution assumption: employee only about $198,419 at 4% or $132,279 at 6%; with 50% employer match about $132,279 at 4% or $88,186 at 6%; with 100% employer match about $99,209 at 4% or $66,140 at 6%.
Swm Safeharbor Plan-8$151,951$63,494$7,937iApproximate average salary by contribution assumption: employee only about $198,419 at 4% or $132,279 at 6%; with 50% employer match about $132,279 at 4% or $88,186 at 6%; with 100% employer match about $99,209 at 4% or $66,140 at 6%.
200516$76,491$49,149$8,192iApproximate average salary by contribution assumption: employee only about $204,788 at 4% or $136,525 at 6%; with 50% employer match about $136,525 at 4% or $91,017 at 6%; with 100% employer match about $102,394 at 4% or $68,263 at 6%.
Swm Safeharbor Plan-6$76,491$49,149$8,192iApproximate average salary by contribution assumption: employee only about $204,788 at 4% or $136,525 at 6%; with 50% employer match about $136,525 at 4% or $91,017 at 6%; with 100% employer match about $102,394 at 4% or $68,263 at 6%.
200416$27,010$26,378$4,396iApproximate average salary by contribution assumption: employee only about $109,908 at 4% or $73,272 at 6%; with 50% employer match about $73,272 at 4% or $48,848 at 6%; with 100% employer match about $54,954 at 4% or $36,636 at 6%.
Swm Safeharbor Plan-6$27,010$26,378$4,396iApproximate average salary by contribution assumption: employee only about $109,908 at 4% or $73,272 at 6%; with 50% employer match about $73,272 at 4% or $48,848 at 6%; with 100% employer match about $54,954 at 4% or $36,636 at 6%.