Civic Intelligence

Hamilton-Swift, Ludc Inc.

Plan context: Hamilton-Swift, Ludc Inc. 401K Sh Profit Sharing Plan

EIN 77-0494739 • Santa Cruz, CA • 11 filings • 3 plans

500 Chestnut Street #100Santa Cruz, CA 95060
Current Snapshot

Latest Year

2016

2016 Participants

5

2016 Assets

$796,892

2016 Contributions

$81,168

Historical Graphs

Total Assets Over Time

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

$1,048,009$524,005$0200620112016YearValue
$796,892Latest year 2016

Participants Over Time

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

740200620112016YearValue
5Latest year 2016

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
201615$796,892$81,168$16,234iApproximate average salary by contribution assumption: employee only about $405,840 at 4% or $270,560 at 6%; with 50% employer match about $270,560 at 4% or $180,373 at 6%; with 100% employer match about $202,920 at 4% or $135,280 at 6%.
Hamilton-Swift, Ludc Inc. 401K Sh Profit Sharing Plan-5$796,892$81,168$16,234iApproximate average salary by contribution assumption: employee only about $405,840 at 4% or $270,560 at 6%; with 50% employer match about $270,560 at 4% or $180,373 at 6%; with 100% employer match about $202,920 at 4% or $135,280 at 6%.
201516$1,048,009$146,213$24,369iApproximate average salary by contribution assumption: employee only about $609,221 at 4% or $406,147 at 6%; with 50% employer match about $406,147 at 4% or $270,765 at 6%; with 100% employer match about $304,610 at 4% or $203,074 at 6%.
Hamilton-Swift, Ludc Inc. 401K Sh Profit Sharing Plan-6$1,048,009$146,213$24,369iApproximate average salary by contribution assumption: employee only about $609,221 at 4% or $406,147 at 6%; with 50% employer match about $406,147 at 4% or $270,765 at 6%; with 100% employer match about $304,610 at 4% or $203,074 at 6%.
201416$922,150$85,384$14,231iApproximate average salary by contribution assumption: employee only about $355,767 at 4% or $237,178 at 6%; with 50% employer match about $237,178 at 4% or $158,119 at 6%; with 100% employer match about $177,883 at 4% or $118,589 at 6%.
Hamilton-Swift, Ludc Inc. 401K Sh Profit Sharing Plan-6$922,150$85,384$14,231iApproximate average salary by contribution assumption: employee only about $355,767 at 4% or $237,178 at 6%; with 50% employer match about $237,178 at 4% or $158,119 at 6%; with 100% employer match about $177,883 at 4% or $118,589 at 6%.
201316$805,360$86,897$14,483iApproximate average salary by contribution assumption: employee only about $362,071 at 4% or $241,381 at 6%; with 50% employer match about $241,381 at 4% or $160,920 at 6%; with 100% employer match about $181,035 at 4% or $120,690 at 6%.
Hamilton-Swift, Ludc Inc. 401K Sh Profit Sharing Plan-6$805,360$86,897$14,483iApproximate average salary by contribution assumption: employee only about $362,071 at 4% or $241,381 at 6%; with 50% employer match about $241,381 at 4% or $160,920 at 6%; with 100% employer match about $181,035 at 4% or $120,690 at 6%.
201217$568,770$82,386$11,769iApproximate average salary by contribution assumption: employee only about $294,236 at 4% or $196,157 at 6%; with 50% employer match about $196,157 at 4% or $130,771 at 6%; with 100% employer match about $147,118 at 4% or $98,079 at 6%.
Hamilton-Swift, Ludc Inc. 401K Sh Profit Sharing Plan-7$568,770$82,386$11,769iApproximate average salary by contribution assumption: employee only about $294,236 at 4% or $196,157 at 6%; with 50% employer match about $196,157 at 4% or $130,771 at 6%; with 100% employer match about $147,118 at 4% or $98,079 at 6%.
201117$444,035$80,987$11,570iApproximate average salary by contribution assumption: employee only about $289,239 at 4% or $192,826 at 6%; with 50% employer match about $192,826 at 4% or $128,551 at 6%; with 100% employer match about $144,620 at 4% or $96,413 at 6%.
Hamilton-Swift, Ludc Inc. 401K Sh Profit Sharing Plan-7$444,035$80,987$11,570iApproximate average salary by contribution assumption: employee only about $289,239 at 4% or $192,826 at 6%; with 50% employer match about $192,826 at 4% or $128,551 at 6%; with 100% employer match about $144,620 at 4% or $96,413 at 6%.
201017$413,170$80,924$11,561iApproximate average salary by contribution assumption: employee only about $289,014 at 4% or $192,676 at 6%; with 50% employer match about $192,676 at 4% or $128,451 at 6%; with 100% employer match about $144,507 at 4% or $96,338 at 6%.
Hamilton-Swift, Ludc Inc. 401K Sh Profit Sharing Plan-7$413,170$80,924$11,561iApproximate average salary by contribution assumption: employee only about $289,014 at 4% or $192,676 at 6%; with 50% employer match about $192,676 at 4% or $128,451 at 6%; with 100% employer match about $144,507 at 4% or $96,338 at 6%.
200917$302,047$75,725$10,818iApproximate average salary by contribution assumption: employee only about $270,446 at 4% or $180,298 at 6%; with 50% employer match about $180,298 at 4% or $120,198 at 6%; with 100% employer match about $135,223 at 4% or $90,149 at 6%.
Hamilton-Swift, Ludc Inc. 401K Sh Profit Sharing Plan-7$302,047$75,725$10,818iApproximate average salary by contribution assumption: employee only about $270,446 at 4% or $180,298 at 6%; with 50% employer match about $180,298 at 4% or $120,198 at 6%; with 100% employer match about $135,223 at 4% or $90,149 at 6%.
200815$215,604$74,904$14,981iApproximate average salary by contribution assumption: employee only about $374,520 at 4% or $249,680 at 6%; with 50% employer match about $249,680 at 4% or $166,453 at 6%; with 100% employer match about $187,260 at 4% or $124,840 at 6%.
Hamilton-Swift, Ludc Inc. 401K Sh Profit Sharing Plan-5$215,604$74,904$14,981iApproximate average salary by contribution assumption: employee only about $374,520 at 4% or $249,680 at 6%; with 50% employer match about $249,680 at 4% or $166,453 at 6%; with 100% employer match about $187,260 at 4% or $124,840 at 6%.
200716$139,055$70,402$11,734iApproximate average salary by contribution assumption: employee only about $293,342 at 4% or $195,561 at 6%; with 50% employer match about $195,561 at 4% or $130,374 at 6%; with 100% employer match about $146,671 at 4% or $97,781 at 6%.
Hamilton-Swift, Ludc Inc. 401K Sh Profit Sharing Plan-6$139,055$70,402$11,734iApproximate average salary by contribution assumption: employee only about $293,342 at 4% or $195,561 at 6%; with 50% employer match about $195,561 at 4% or $130,374 at 6%; with 100% employer match about $146,671 at 4% or $97,781 at 6%.
200615$64,639$64,274$12,855iApproximate average salary by contribution assumption: employee only about $321,370 at 4% or $214,247 at 6%; with 50% employer match about $214,247 at 4% or $142,831 at 6%; with 100% employer match about $160,685 at 4% or $107,123 at 6%.
Hamilton-Swift, Ludc Inc. 401K Sh Profit Sharing Plan-5$64,639$64,274$12,855iApproximate average salary by contribution assumption: employee only about $321,370 at 4% or $214,247 at 6%; with 50% employer match about $214,247 at 4% or $142,831 at 6%; with 100% employer match about $160,685 at 4% or $107,123 at 6%.