Pena Swayze & Co., L.L.P.
Plan context: Pena Swayze & Co., L.L.P. 401(K) Plan
EIN 74-1953863 • 6 filings • 2 plans
Current Snapshot
Latest Year
2010
2010 Participants
8
2010 Assets
$407,062
2010 Contributions
$40,808
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 8 | $407,062 | $40,808 | $5,101iApproximate average salary by contribution assumption: employee only about $127,525 at 4% or $85,017 at 6%; with 50% employer match about $85,017 at 4% or $56,678 at 6%; with 100% employer match about $63,763 at 4% or $42,508 at 6%. |
| Pena Swayze & Co., L.L.P. 401(K) Plan | - | 8 | $407,062 | $40,808 | $5,101iApproximate average salary by contribution assumption: employee only about $127,525 at 4% or $85,017 at 6%; with 50% employer match about $85,017 at 4% or $56,678 at 6%; with 100% employer match about $63,763 at 4% or $42,508 at 6%. |
| 2009 | 1 | 9 | $416,906 | $88,393 | $9,821iApproximate average salary by contribution assumption: employee only about $245,536 at 4% or $163,691 at 6%; with 50% employer match about $163,691 at 4% or $109,127 at 6%; with 100% employer match about $122,768 at 4% or $81,845 at 6%. |
| Pena Swayze & Co., L.L.P. 401(K) Plan | - | 9 | $416,906 | $88,393 | $9,821iApproximate average salary by contribution assumption: employee only about $245,536 at 4% or $163,691 at 6%; with 50% employer match about $163,691 at 4% or $109,127 at 6%; with 100% employer match about $122,768 at 4% or $81,845 at 6%. |
| 2008 | 1 | 12 | $399,344 | $101,433 | $8,453iApproximate average salary by contribution assumption: employee only about $211,319 at 4% or $140,879 at 6%; with 50% employer match about $140,879 at 4% or $93,919 at 6%; with 100% employer match about $105,659 at 4% or $70,440 at 6%. |
| Pena Swayze & Co., L.L.P. 401(K) Plan | - | 12 | $399,344 | $101,433 | $8,453iApproximate average salary by contribution assumption: employee only about $211,319 at 4% or $140,879 at 6%; with 50% employer match about $140,879 at 4% or $93,919 at 6%; with 100% employer match about $105,659 at 4% or $70,440 at 6%. |
| 2007 | 1 | 14 | $0 | $0 | - |
| Pena Swayze & Co., L.L.P. 401(K) Plan | - | 14 | - | - | - |
| 2006 | 1 | 14 | $525,451 | $375,575 | $26,827iApproximate average salary by contribution assumption: employee only about $670,670 at 4% or $447,113 at 6%; with 50% employer match about $447,113 at 4% or $298,075 at 6%; with 100% employer match about $335,335 at 4% or $223,557 at 6%. |
| Pena Swayze & Co., L.L.P. 401(K) Plan | - | 14 | $525,451 | $375,575 | $26,827iApproximate average salary by contribution assumption: employee only about $670,670 at 4% or $447,113 at 6%; with 50% employer match about $447,113 at 4% or $298,075 at 6%; with 100% employer match about $335,335 at 4% or $223,557 at 6%. |
| 2005 | 1 | 13 | $115,733 | $113,957 | $8,766iApproximate average salary by contribution assumption: employee only about $219,148 at 4% or $146,099 at 6%; with 50% employer match about $146,099 at 4% or $97,399 at 6%; with 100% employer match about $109,574 at 4% or $73,049 at 6%. |
| Pena Swayze & Co., L.L.P. 401(K) Plan | - | 13 | $115,733 | $113,957 | $8,766iApproximate average salary by contribution assumption: employee only about $219,148 at 4% or $146,099 at 6%; with 50% employer match about $146,099 at 4% or $97,399 at 6%; with 100% employer match about $109,574 at 4% or $73,049 at 6%. |