Civic Intelligence

Swope, Lamberson & Guilkey, P.A.

Plan context: Swope, Lamberson & Guilkey, P.A. 401K Employee Retirement Plan

EIN 65-0344312 • 6 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

23

2004 Assets

$405,796

2004 Contributions

$61,648

Historical Graphs

Total Assets Over Time

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

$597,841$298,921$0199920022003YearValue
$405,796Latest year 2003

Participants Over Time

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

24120199920012003YearValue
23Latest year 2003

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
200410$0$0-
Swope, Lamberson & Guilkey, P.A. 401K Employee Retirement Plan-0---
2003123$405,796$61,648$2,680iApproximate average salary by contribution assumption: employee only about $67,009 at 4% or $44,672 at 6%; with 50% employer match about $44,672 at 4% or $29,782 at 6%; with 100% employer match about $33,504 at 4% or $22,336 at 6%.
Swope, Lamberson & Guilkey, P.A. 401K Employee Retirement Plan-23$405,796$61,648$2,680iApproximate average salary by contribution assumption: employee only about $67,009 at 4% or $44,672 at 6%; with 50% employer match about $44,672 at 4% or $29,782 at 6%; with 100% employer match about $33,504 at 4% or $22,336 at 6%.
2002120$315,933$102,891$5,145iApproximate average salary by contribution assumption: employee only about $128,614 at 4% or $85,743 at 6%; with 50% employer match about $85,743 at 4% or $57,162 at 6%; with 100% employer match about $64,307 at 4% or $42,871 at 6%.
Swope, Lamberson & Guilkey, P.A. 401K Employee Retirement Plan-20$315,933$102,891$5,145iApproximate average salary by contribution assumption: employee only about $128,614 at 4% or $85,743 at 6%; with 50% employer match about $85,743 at 4% or $57,162 at 6%; with 100% employer match about $64,307 at 4% or $42,871 at 6%.
2001124$0$0-
Swope, Lamberson & Guilkey, P.A. 401K Employee Retirement Plan-24---
2000118$597,841$61,052$3,392iApproximate average salary by contribution assumption: employee only about $84,794 at 4% or $56,530 at 6%; with 50% employer match about $56,530 at 4% or $37,686 at 6%; with 100% employer match about $42,397 at 4% or $28,265 at 6%.
Swope, Lamberson & Guilkey, P.A. 401K Employee Retirement Plan-18$597,841$61,052$3,392iApproximate average salary by contribution assumption: employee only about $84,794 at 4% or $56,530 at 6%; with 50% employer match about $56,530 at 4% or $37,686 at 6%; with 100% employer match about $42,397 at 4% or $28,265 at 6%.
1999113$499,120$44,978$3,460iApproximate average salary by contribution assumption: employee only about $86,496 at 4% or $57,664 at 6%; with 50% employer match about $57,664 at 4% or $38,443 at 6%; with 100% employer match about $43,248 at 4% or $28,832 at 6%.
Swope, Lamberson & Guilkey, P.A. 401K Employee Retirement Plan-13$499,120$44,978$3,460iApproximate average salary by contribution assumption: employee only about $86,496 at 4% or $57,664 at 6%; with 50% employer match about $57,664 at 4% or $38,443 at 6%; with 100% employer match about $43,248 at 4% or $28,832 at 6%.