Civic Intelligence

J.A. Swanson Agency

Plan context: J a Swanson Agency Profit Sharing Plan

EIN 81-0240803 • Pendroy, MT • 26 filings • 3 plans

140 Highway 219Post Office Box 147Pendroy, MT 59467-0147
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,974,746

2024 Contributions

$73,308

Historical Graphs

Total Assets Over Time

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

$2,175,938$1,087,969$0200020182024YearValue
$1,974,746Latest year 2024

Participants Over Time

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

950200020122024YearValue
7Latest year 2024

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
202417$1,974,746$73,308$10,473iApproximate average salary by contribution assumption: employee only about $261,814 at 4% or $174,543 at 6%; with 50% employer match about $174,543 at 4% or $116,362 at 6%; with 100% employer match about $130,907 at 4% or $87,271 at 6%.
J a Swanson Agency Profit Sharing Plan-7$1,974,746$73,308$10,473iApproximate average salary by contribution assumption: employee only about $261,814 at 4% or $174,543 at 6%; with 50% employer match about $174,543 at 4% or $116,362 at 6%; with 100% employer match about $130,907 at 4% or $87,271 at 6%.
202318$2,175,938$106,112$13,264iApproximate average salary by contribution assumption: employee only about $331,600 at 4% or $221,067 at 6%; with 50% employer match about $221,067 at 4% or $147,378 at 6%; with 100% employer match about $165,800 at 4% or $110,533 at 6%.
J a Swanson Agency Profit Sharing Plan-8$2,175,938$106,112$13,264iApproximate average salary by contribution assumption: employee only about $331,600 at 4% or $221,067 at 6%; with 50% employer match about $221,067 at 4% or $147,378 at 6%; with 100% employer match about $165,800 at 4% or $110,533 at 6%.
202219$1,879,764$94,856$10,540iApproximate average salary by contribution assumption: employee only about $263,489 at 4% or $175,659 at 6%; with 50% employer match about $175,659 at 4% or $117,106 at 6%; with 100% employer match about $131,744 at 4% or $87,830 at 6%.
J a Swanson Agency Profit Sharing Plan-9$1,879,764$94,856$10,540iApproximate average salary by contribution assumption: employee only about $263,489 at 4% or $175,659 at 6%; with 50% employer match about $175,659 at 4% or $117,106 at 6%; with 100% employer match about $131,744 at 4% or $87,830 at 6%.
202118$1,963,797$87,288$10,911iApproximate average salary by contribution assumption: employee only about $272,775 at 4% or $181,850 at 6%; with 50% employer match about $181,850 at 4% or $121,233 at 6%; with 100% employer match about $136,388 at 4% or $90,925 at 6%.
J a Swanson Agency Profit Sharing Plan-8$1,963,797$87,288$10,911iApproximate average salary by contribution assumption: employee only about $272,775 at 4% or $181,850 at 6%; with 50% employer match about $181,850 at 4% or $121,233 at 6%; with 100% employer match about $136,388 at 4% or $90,925 at 6%.
202018$1,711,882$86,928$10,866iApproximate average salary by contribution assumption: employee only about $271,650 at 4% or $181,100 at 6%; with 50% employer match about $181,100 at 4% or $120,733 at 6%; with 100% employer match about $135,825 at 4% or $90,550 at 6%.
J a Swanson Agency Profit Sharing Plan-8$1,711,882$86,928$10,866iApproximate average salary by contribution assumption: employee only about $271,650 at 4% or $181,100 at 6%; with 50% employer match about $181,100 at 4% or $120,733 at 6%; with 100% employer match about $135,825 at 4% or $90,550 at 6%.
201918$1,504,558$73,400$9,175iApproximate average salary by contribution assumption: employee only about $229,375 at 4% or $152,917 at 6%; with 50% employer match about $152,917 at 4% or $101,944 at 6%; with 100% employer match about $114,688 at 4% or $76,458 at 6%.
J a Swanson Agency Profit Sharing Plan-8$1,504,558$73,400$9,175iApproximate average salary by contribution assumption: employee only about $229,375 at 4% or $152,917 at 6%; with 50% employer match about $152,917 at 4% or $101,944 at 6%; with 100% employer match about $114,688 at 4% or $76,458 at 6%.
201818$1,284,273$75,435$9,429iApproximate average salary by contribution assumption: employee only about $235,734 at 4% or $157,156 at 6%; with 50% employer match about $157,156 at 4% or $104,771 at 6%; with 100% employer match about $117,867 at 4% or $78,578 at 6%.
J a Swanson Agency Profit Sharing Plan-8$1,284,273$75,435$9,429iApproximate average salary by contribution assumption: employee only about $235,734 at 4% or $157,156 at 6%; with 50% employer match about $157,156 at 4% or $104,771 at 6%; with 100% employer match about $117,867 at 4% or $78,578 at 6%.
201718$1,234,396$49,500$6,188iApproximate average salary by contribution assumption: employee only about $154,688 at 4% or $103,125 at 6%; with 50% employer match about $103,125 at 4% or $68,750 at 6%; with 100% employer match about $77,344 at 4% or $51,563 at 6%.
J a Swanson Agency Profit Sharing Plan-8$1,234,396$49,500$6,188iApproximate average salary by contribution assumption: employee only about $154,688 at 4% or $103,125 at 6%; with 50% employer match about $103,125 at 4% or $68,750 at 6%; with 100% employer match about $77,344 at 4% or $51,563 at 6%.
201618$1,119,220$56,278$7,035iApproximate average salary by contribution assumption: employee only about $175,869 at 4% or $117,246 at 6%; with 50% employer match about $117,246 at 4% or $78,164 at 6%; with 100% employer match about $87,934 at 4% or $58,623 at 6%.
J a Swanson Agency Profit Sharing Plan-8$1,119,220$56,278$7,035iApproximate average salary by contribution assumption: employee only about $175,869 at 4% or $117,246 at 6%; with 50% employer match about $117,246 at 4% or $78,164 at 6%; with 100% employer match about $87,934 at 4% or $58,623 at 6%.
201528$1,016,372$51,090$6,386iApproximate average salary by contribution assumption: employee only about $159,656 at 4% or $106,438 at 6%; with 50% employer match about $106,438 at 4% or $70,958 at 6%; with 100% employer match about $79,828 at 4% or $53,219 at 6%.
J a Swanson Agency Profit Sharing Plan-8$1,016,372$51,090$6,386iApproximate average salary by contribution assumption: employee only about $159,656 at 4% or $106,438 at 6%; with 50% employer match about $106,438 at 4% or $70,958 at 6%; with 100% employer match about $79,828 at 4% or $53,219 at 6%.
J a Swanson Agency Profit Sharing Plan-7---
201417$0$0-
J a Swanson Agency Profit Sharing Plan-7---
201317$0$0-
J a Swanson Agency Profit Sharing Plan-7---
201217$0$0-
J a Swanson Agency Profit Sharing Plan-7---
201117$0$0-
J a Swanson Agency Profit Sharing Plan-7---
201017$0$0-
J a Swanson Agency Profit Sharing Plan-7---
200917$0$0-
J a Swanson Agency Profit Sharing Plan-7---
200817$0$0-
J a Swanson Agency Profit Sharing Plan-7---
200717$0$0-
J a Swanson Agency Profit Sharing Plan-7---
200617$0$0-
J a Swanson Agency Profit Sharing Plan-7---
200517$0$0-
J a Swanson Agency Profit Sharing Plan-7---
200417$514,828$36,596$5,228iApproximate average salary by contribution assumption: employee only about $130,700 at 4% or $87,133 at 6%; with 50% employer match about $87,133 at 4% or $58,089 at 6%; with 100% employer match about $65,350 at 4% or $43,567 at 6%.
J a Swanson Agency Profit Sharing Plan-7$514,828$36,596$5,228iApproximate average salary by contribution assumption: employee only about $130,700 at 4% or $87,133 at 6%; with 50% employer match about $87,133 at 4% or $58,089 at 6%; with 100% employer match about $65,350 at 4% or $43,567 at 6%.
200317$0$0-
J a Swanson Agency Profit Sharing Plan-7---
200215$321,133$34,124$6,825iApproximate average salary by contribution assumption: employee only about $170,620 at 4% or $113,747 at 6%; with 50% employer match about $113,747 at 4% or $75,831 at 6%; with 100% employer match about $85,310 at 4% or $56,873 at 6%.
J a Swanson Agency Profit Sharing Plan-5$321,133$34,124$6,825iApproximate average salary by contribution assumption: employee only about $170,620 at 4% or $113,747 at 6%; with 50% employer match about $113,747 at 4% or $75,831 at 6%; with 100% employer match about $85,310 at 4% or $56,873 at 6%.
200115$0$0-
J a Swanson Agency Profit Sharing Plan-5---
200016$310,151$30,250$5,042iApproximate average salary by contribution assumption: employee only about $126,042 at 4% or $84,028 at 6%; with 50% employer match about $84,028 at 4% or $56,019 at 6%; with 100% employer match about $63,021 at 4% or $42,014 at 6%.
J a Swanson Agency Profit Sharing Plan-6$310,151$30,250$5,042iApproximate average salary by contribution assumption: employee only about $126,042 at 4% or $84,028 at 6%; with 50% employer match about $84,028 at 4% or $56,019 at 6%; with 100% employer match about $63,021 at 4% or $42,014 at 6%.