Civic Intelligence

Kathleen a. Swanson

Plan context: Kathleen a. Swanson Profit Sharing Plan

EIN 73-1391689 • Bartlesville, OK • 18 filings • 1 plans

124 W. Frank Phillips Blvd.Bartlesville, OK 74003
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$1,562,798

2016 Contributions

$77,062

Historical Graphs

Total Assets Over Time

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

$1,562,798$781,399$0199920072015YearValue
$1,562,798Latest year 2015

Participants Over Time

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

420199920072015YearValue
4Latest year 2015

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
201610$0$0-
Kathleen a. Swanson Profit Sharing Plan-0$0--
201514$1,562,798$77,062$19,266iApproximate average salary by contribution assumption: employee only about $481,638 at 4% or $321,092 at 6%; with 50% employer match about $321,092 at 4% or $214,061 at 6%; with 100% employer match about $240,819 at 4% or $160,546 at 6%.
Kathleen a. Swanson Profit Sharing Plan-4$1,562,798$77,062$19,266iApproximate average salary by contribution assumption: employee only about $481,638 at 4% or $321,092 at 6%; with 50% employer match about $321,092 at 4% or $214,061 at 6%; with 100% employer match about $240,819 at 4% or $160,546 at 6%.
201414$1,506,265$75,669$18,917iApproximate average salary by contribution assumption: employee only about $472,931 at 4% or $315,288 at 6%; with 50% employer match about $315,288 at 4% or $210,192 at 6%; with 100% employer match about $236,466 at 4% or $157,644 at 6%.
Kathleen a. Swanson Profit Sharing Plan-4$1,506,265$75,669$18,917iApproximate average salary by contribution assumption: employee only about $472,931 at 4% or $315,288 at 6%; with 50% employer match about $315,288 at 4% or $210,192 at 6%; with 100% employer match about $236,466 at 4% or $157,644 at 6%.
201314$1,345,082$73,643$18,411iApproximate average salary by contribution assumption: employee only about $460,269 at 4% or $306,846 at 6%; with 50% employer match about $306,846 at 4% or $204,564 at 6%; with 100% employer match about $230,134 at 4% or $153,423 at 6%.
Kathleen a. Swanson Profit Sharing Plan-4$1,345,082$73,643$18,411iApproximate average salary by contribution assumption: employee only about $460,269 at 4% or $306,846 at 6%; with 50% employer match about $306,846 at 4% or $204,564 at 6%; with 100% employer match about $230,134 at 4% or $153,423 at 6%.
201214$1,152,915$70,642$17,661iApproximate average salary by contribution assumption: employee only about $441,513 at 4% or $294,342 at 6%; with 50% employer match about $294,342 at 4% or $196,228 at 6%; with 100% employer match about $220,756 at 4% or $147,171 at 6%.
Kathleen a. Swanson Profit Sharing Plan-4$1,152,915$70,642$17,661iApproximate average salary by contribution assumption: employee only about $441,513 at 4% or $294,342 at 6%; with 50% employer match about $294,342 at 4% or $196,228 at 6%; with 100% employer match about $220,756 at 4% or $147,171 at 6%.
201113$1,068,979$64,191$21,397iApproximate average salary by contribution assumption: employee only about $534,925 at 4% or $356,617 at 6%; with 50% employer match about $356,617 at 4% or $237,744 at 6%; with 100% employer match about $267,463 at 4% or $178,308 at 6%.
Kathleen a. Swanson Profit Sharing Plan-3$1,068,979$64,191$21,397iApproximate average salary by contribution assumption: employee only about $534,925 at 4% or $356,617 at 6%; with 50% employer match about $356,617 at 4% or $237,744 at 6%; with 100% employer match about $267,463 at 4% or $178,308 at 6%.
201013$974,212$63,538$21,179iApproximate average salary by contribution assumption: employee only about $529,483 at 4% or $352,989 at 6%; with 50% employer match about $352,989 at 4% or $235,326 at 6%; with 100% employer match about $264,742 at 4% or $176,494 at 6%.
Kathleen a. Swanson Profit Sharing Plan-3$974,212$63,538$21,179iApproximate average salary by contribution assumption: employee only about $529,483 at 4% or $352,989 at 6%; with 50% employer match about $352,989 at 4% or $235,326 at 6%; with 100% employer match about $264,742 at 4% or $176,494 at 6%.
200913$884,695$63,530$21,177iApproximate average salary by contribution assumption: employee only about $529,417 at 4% or $352,944 at 6%; with 50% employer match about $352,944 at 4% or $235,296 at 6%; with 100% employer match about $264,708 at 4% or $176,472 at 6%.
Kathleen a. Swanson Profit Sharing Plan-3$884,695$63,530$21,177iApproximate average salary by contribution assumption: employee only about $529,417 at 4% or $352,944 at 6%; with 50% employer match about $352,944 at 4% or $235,296 at 6%; with 100% employer match about $264,708 at 4% or $176,472 at 6%.
200813$817,267$47,334$15,778iApproximate average salary by contribution assumption: employee only about $394,450 at 4% or $262,967 at 6%; with 50% employer match about $262,967 at 4% or $175,311 at 6%; with 100% employer match about $197,225 at 4% or $131,483 at 6%.
Kathleen a. Swanson Profit Sharing Plan-3$817,267$47,334$15,778iApproximate average salary by contribution assumption: employee only about $394,450 at 4% or $262,967 at 6%; with 50% employer match about $262,967 at 4% or $175,311 at 6%; with 100% employer match about $197,225 at 4% or $131,483 at 6%.
200712$720,071$55,577$27,789iApproximate average salary by contribution assumption: employee only about $694,713 at 4% or $463,142 at 6%; with 50% employer match about $463,142 at 4% or $308,761 at 6%; with 100% employer match about $347,356 at 4% or $231,571 at 6%.
Kathleen a. Swanson Profit Sharing Plan-2$720,071$55,577$27,789iApproximate average salary by contribution assumption: employee only about $694,713 at 4% or $463,142 at 6%; with 50% employer match about $463,142 at 4% or $308,761 at 6%; with 100% employer match about $347,356 at 4% or $231,571 at 6%.
200614$608,422$59,730$14,933iApproximate average salary by contribution assumption: employee only about $373,313 at 4% or $248,875 at 6%; with 50% employer match about $248,875 at 4% or $165,917 at 6%; with 100% employer match about $186,656 at 4% or $124,438 at 6%.
Kathleen a. Swanson Profit Sharing Plan-4$608,422$59,730$14,933iApproximate average salary by contribution assumption: employee only about $373,313 at 4% or $248,875 at 6%; with 50% employer match about $248,875 at 4% or $165,917 at 6%; with 100% employer match about $186,656 at 4% or $124,438 at 6%.
200513$486,286$54,691$18,230iApproximate average salary by contribution assumption: employee only about $455,758 at 4% or $303,839 at 6%; with 50% employer match about $303,839 at 4% or $202,559 at 6%; with 100% employer match about $227,879 at 4% or $151,919 at 6%.
Kathleen a. Swanson Profit Sharing Plan-3$486,286$54,691$18,230iApproximate average salary by contribution assumption: employee only about $455,758 at 4% or $303,839 at 6%; with 50% employer match about $303,839 at 4% or $202,559 at 6%; with 100% employer match about $227,879 at 4% or $151,919 at 6%.
200413$414,847$53,426$17,809iApproximate average salary by contribution assumption: employee only about $445,217 at 4% or $296,811 at 6%; with 50% employer match about $296,811 at 4% or $197,874 at 6%; with 100% employer match about $222,608 at 4% or $148,406 at 6%.
Kathleen a. Swanson Profit Sharing Plan-3$414,847$53,426$17,809iApproximate average salary by contribution assumption: employee only about $445,217 at 4% or $296,811 at 6%; with 50% employer match about $296,811 at 4% or $197,874 at 6%; with 100% employer match about $222,608 at 4% or $148,406 at 6%.
200312$333,950$46,229$23,115iApproximate average salary by contribution assumption: employee only about $577,863 at 4% or $385,242 at 6%; with 50% employer match about $385,242 at 4% or $256,828 at 6%; with 100% employer match about $288,931 at 4% or $192,621 at 6%.
Kathleen a. Swanson Profit Sharing Plan-2$333,950$46,229$23,115iApproximate average salary by contribution assumption: employee only about $577,863 at 4% or $385,242 at 6%; with 50% employer match about $385,242 at 4% or $256,828 at 6%; with 100% employer match about $288,931 at 4% or $192,621 at 6%.
200212$259,484$49,647$24,824iApproximate average salary by contribution assumption: employee only about $620,588 at 4% or $413,725 at 6%; with 50% employer match about $413,725 at 4% or $275,817 at 6%; with 100% employer match about $310,294 at 4% or $206,863 at 6%.
Kathleen a. Swanson Profit Sharing Plan-2$259,484$49,647$24,824iApproximate average salary by contribution assumption: employee only about $620,588 at 4% or $413,725 at 6%; with 50% employer match about $413,725 at 4% or $275,817 at 6%; with 100% employer match about $310,294 at 4% or $206,863 at 6%.
200113$252,713$33,694$11,231iApproximate average salary by contribution assumption: employee only about $280,783 at 4% or $187,189 at 6%; with 50% employer match about $187,189 at 4% or $124,793 at 6%; with 100% employer match about $140,392 at 4% or $93,594 at 6%.
Kathleen a. Swanson Profit Sharing Plan-3$252,713$33,694$11,231iApproximate average salary by contribution assumption: employee only about $280,783 at 4% or $187,189 at 6%; with 50% employer match about $187,189 at 4% or $124,793 at 6%; with 100% employer match about $140,392 at 4% or $93,594 at 6%.
200013$245,593$33,065$11,022iApproximate average salary by contribution assumption: employee only about $275,542 at 4% or $183,694 at 6%; with 50% employer match about $183,694 at 4% or $122,463 at 6%; with 100% employer match about $137,771 at 4% or $91,847 at 6%.
Kathleen a. Swanson Profit Sharing Plan-3$245,593$33,065$11,022iApproximate average salary by contribution assumption: employee only about $275,542 at 4% or $183,694 at 6%; with 50% employer match about $183,694 at 4% or $122,463 at 6%; with 100% employer match about $137,771 at 4% or $91,847 at 6%.
199913$226,489$32,044$10,681iApproximate average salary by contribution assumption: employee only about $267,033 at 4% or $178,022 at 6%; with 50% employer match about $178,022 at 4% or $118,681 at 6%; with 100% employer match about $133,517 at 4% or $89,011 at 6%.
Kathleen a. Swanson Profit Sharing Plan-3$226,489$32,044$10,681iApproximate average salary by contribution assumption: employee only about $267,033 at 4% or $178,022 at 6%; with 50% employer match about $178,022 at 4% or $118,681 at 6%; with 100% employer match about $133,517 at 4% or $89,011 at 6%.