Civic Intelligence

Swanson Associates P A

Plan context: Swanson Associates P A

EIN 71-0892944 • Carrboro, NC • 12 filings • 5 plans

100 E. Carr StreetCarrboro, NC 27510
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$801,946

2018 Contributions

$42,969

Historical Graphs

Total Assets Over Time

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

$819,373$409,687$0200720132018YearValue
$801,946Latest year 2018

Participants Over Time

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

320200720132018YearValue
2Latest year 2018

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
201812$801,946$42,969$21,485iApproximate average salary by contribution assumption: employee only about $537,113 at 4% or $358,075 at 6%; with 50% employer match about $358,075 at 4% or $238,717 at 6%; with 100% employer match about $268,556 at 4% or $179,038 at 6%.
Swanson Associates P A-2$801,946$42,969$21,485iApproximate average salary by contribution assumption: employee only about $537,113 at 4% or $358,075 at 6%; with 50% employer match about $358,075 at 4% or $238,717 at 6%; with 100% employer match about $268,556 at 4% or $179,038 at 6%.
201712$819,373$341,825$170,913iApproximate average salary by contribution assumption: employee only about $4,272,813 at 4% or $2,848,542 at 6%; with 50% employer match about $2,848,542 at 4% or $1,899,028 at 6%; with 100% employer match about $2,136,406 at 4% or $1,424,271 at 6%.
Swanson Associates P A-2$819,373$341,825$170,913iApproximate average salary by contribution assumption: employee only about $4,272,813 at 4% or $2,848,542 at 6%; with 50% employer match about $2,848,542 at 4% or $1,899,028 at 6%; with 100% employer match about $2,136,406 at 4% or $1,424,271 at 6%.
201612$415,833$18,451$9,226iApproximate average salary by contribution assumption: employee only about $230,638 at 4% or $153,758 at 6%; with 50% employer match about $153,758 at 4% or $102,506 at 6%; with 100% employer match about $115,319 at 4% or $76,879 at 6%.
Swanson Associates P A-2$415,833$18,451$9,226iApproximate average salary by contribution assumption: employee only about $230,638 at 4% or $153,758 at 6%; with 50% employer match about $153,758 at 4% or $102,506 at 6%; with 100% employer match about $115,319 at 4% or $76,879 at 6%.
201512$372,243$9,310$4,655iApproximate average salary by contribution assumption: employee only about $116,375 at 4% or $77,583 at 6%; with 50% employer match about $77,583 at 4% or $51,722 at 6%; with 100% employer match about $58,188 at 4% or $38,792 at 6%.
Swanson Associates P A-2$372,243$9,310$4,655iApproximate average salary by contribution assumption: employee only about $116,375 at 4% or $77,583 at 6%; with 50% employer match about $77,583 at 4% or $51,722 at 6%; with 100% employer match about $58,188 at 4% or $38,792 at 6%.
201412$365,954$16,074$8,037iApproximate average salary by contribution assumption: employee only about $200,925 at 4% or $133,950 at 6%; with 50% employer match about $133,950 at 4% or $89,300 at 6%; with 100% employer match about $100,463 at 4% or $66,975 at 6%.
Swanson Associates P A-2$365,954$16,074$8,037iApproximate average salary by contribution assumption: employee only about $200,925 at 4% or $133,950 at 6%; with 50% employer match about $133,950 at 4% or $89,300 at 6%; with 100% employer match about $100,463 at 4% or $66,975 at 6%.
201312$340,583$12,716$6,358iApproximate average salary by contribution assumption: employee only about $158,950 at 4% or $105,967 at 6%; with 50% employer match about $105,967 at 4% or $70,644 at 6%; with 100% employer match about $79,475 at 4% or $52,983 at 6%.
Swanson Associates P A-2$340,583$12,716$6,358iApproximate average salary by contribution assumption: employee only about $158,950 at 4% or $105,967 at 6%; with 50% employer match about $105,967 at 4% or $70,644 at 6%; with 100% employer match about $79,475 at 4% or $52,983 at 6%.
201212$242,678$15,427$7,714iApproximate average salary by contribution assumption: employee only about $192,838 at 4% or $128,558 at 6%; with 50% employer match about $128,558 at 4% or $85,706 at 6%; with 100% employer match about $96,419 at 4% or $64,279 at 6%.
Swanson Associates P A-2$242,678$15,427$7,714iApproximate average salary by contribution assumption: employee only about $192,838 at 4% or $128,558 at 6%; with 50% employer match about $128,558 at 4% or $85,706 at 6%; with 100% employer match about $96,419 at 4% or $64,279 at 6%.
201113$228,350$15,853$5,284iApproximate average salary by contribution assumption: employee only about $132,108 at 4% or $88,072 at 6%; with 50% employer match about $88,072 at 4% or $58,715 at 6%; with 100% employer match about $66,054 at 4% or $44,036 at 6%.
Swanson Associates P A-3$228,350$15,853$5,284iApproximate average salary by contribution assumption: employee only about $132,108 at 4% or $88,072 at 6%; with 50% employer match about $88,072 at 4% or $58,715 at 6%; with 100% employer match about $66,054 at 4% or $44,036 at 6%.
201013$211,577$16,736$5,579iApproximate average salary by contribution assumption: employee only about $139,467 at 4% or $92,978 at 6%; with 50% employer match about $92,978 at 4% or $61,985 at 6%; with 100% employer match about $69,733 at 4% or $46,489 at 6%.
Swanson Associates P A-3$211,577$16,736$5,579iApproximate average salary by contribution assumption: employee only about $139,467 at 4% or $92,978 at 6%; with 50% employer match about $92,978 at 4% or $61,985 at 6%; with 100% employer match about $69,733 at 4% or $46,489 at 6%.
200913$157,762$56,882$18,961iApproximate average salary by contribution assumption: employee only about $474,017 at 4% or $316,011 at 6%; with 50% employer match about $316,011 at 4% or $210,674 at 6%; with 100% employer match about $237,008 at 4% or $158,006 at 6%.
Swanson Associates P A-3$157,762$56,882$18,961iApproximate average salary by contribution assumption: employee only about $474,017 at 4% or $316,011 at 6%; with 50% employer match about $316,011 at 4% or $210,674 at 6%; with 100% employer match about $237,008 at 4% or $158,006 at 6%.
200813$60,376$53,992$17,997iApproximate average salary by contribution assumption: employee only about $449,933 at 4% or $299,956 at 6%; with 50% employer match about $299,956 at 4% or $199,970 at 6%; with 100% employer match about $224,967 at 4% or $149,978 at 6%.
Swanson Associates P A-3$60,376$53,992$17,997iApproximate average salary by contribution assumption: employee only about $449,933 at 4% or $299,956 at 6%; with 50% employer match about $299,956 at 4% or $199,970 at 6%; with 100% employer match about $224,967 at 4% or $149,978 at 6%.
200713$48,735$48,817$16,272iApproximate average salary by contribution assumption: employee only about $406,808 at 4% or $271,206 at 6%; with 50% employer match about $271,206 at 4% or $180,804 at 6%; with 100% employer match about $203,404 at 4% or $135,603 at 6%.
Swanson Associates P A-3$48,735$48,817$16,272iApproximate average salary by contribution assumption: employee only about $406,808 at 4% or $271,206 at 6%; with 50% employer match about $271,206 at 4% or $180,804 at 6%; with 100% employer match about $203,404 at 4% or $135,603 at 6%.