Civic Intelligence

SWB CONSULTING, LLC. DBA ACCOUNTEAM

Plan context: ACCOUNTEAM 401(K) PLAN

EIN 81-3472347 • San Jose, CA • 7 filings • 1 plans

632 Boynton Ave.San Jose, CA 95117
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$314,305

2025 Contributions

$37,354

Historical Graphs

Total Assets Over Time

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

$314,305$157,153$0201920222025YearValue
$314,305Latest year 2025

Participants Over Time

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

530201920222025YearValue
4Latest year 2025

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
202514$314,305$37,354$9,339iApproximate average salary by contribution assumption: employee only about $233,463 at 4% or $155,642 at 6%; with 50% employer match about $155,642 at 4% or $103,761 at 6%; with 100% employer match about $116,731 at 4% or $77,821 at 6%.
ACCOUNTEAM 401(K) PLAN-4$314,305$37,354$9,339iApproximate average salary by contribution assumption: employee only about $233,463 at 4% or $155,642 at 6%; with 50% employer match about $155,642 at 4% or $103,761 at 6%; with 100% employer match about $116,731 at 4% or $77,821 at 6%.
202414$238,731$41,822$10,456iApproximate average salary by contribution assumption: employee only about $261,388 at 4% or $174,258 at 6%; with 50% employer match about $174,258 at 4% or $116,172 at 6%; with 100% employer match about $130,694 at 4% or $87,129 at 6%.
ACCOUNTEAM 401(K) PLAN-4$238,731$41,822$10,456iApproximate average salary by contribution assumption: employee only about $261,388 at 4% or $174,258 at 6%; with 50% employer match about $174,258 at 4% or $116,172 at 6%; with 100% employer match about $130,694 at 4% or $87,129 at 6%.
202314$174,933$51,787$12,947iApproximate average salary by contribution assumption: employee only about $323,669 at 4% or $215,779 at 6%; with 50% employer match about $215,779 at 4% or $143,853 at 6%; with 100% employer match about $161,834 at 4% or $107,890 at 6%.
ACCOUNTEAM 401(K) PLAN-4$174,933$51,787$12,947iApproximate average salary by contribution assumption: employee only about $323,669 at 4% or $215,779 at 6%; with 50% employer match about $215,779 at 4% or $143,853 at 6%; with 100% employer match about $161,834 at 4% or $107,890 at 6%.
202215$101,919$68,675$13,735iApproximate average salary by contribution assumption: employee only about $343,375 at 4% or $228,917 at 6%; with 50% employer match about $228,917 at 4% or $152,611 at 6%; with 100% employer match about $171,688 at 4% or $114,458 at 6%.
ACCOUNTEAM 401(K) PLAN-5$101,919$68,675$13,735iApproximate average salary by contribution assumption: employee only about $343,375 at 4% or $228,917 at 6%; with 50% employer match about $228,917 at 4% or $152,611 at 6%; with 100% employer match about $171,688 at 4% or $114,458 at 6%.
202115$145,120$48,843$9,769iApproximate average salary by contribution assumption: employee only about $244,215 at 4% or $162,810 at 6%; with 50% employer match about $162,810 at 4% or $108,540 at 6%; with 100% employer match about $122,108 at 4% or $81,405 at 6%.
ACCOUNTEAM 401(K) PLAN-5$145,120$48,843$9,769iApproximate average salary by contribution assumption: employee only about $244,215 at 4% or $162,810 at 6%; with 50% employer match about $162,810 at 4% or $108,540 at 6%; with 100% employer match about $122,108 at 4% or $81,405 at 6%.
202015$83,619$42,549$8,510iApproximate average salary by contribution assumption: employee only about $212,745 at 4% or $141,830 at 6%; with 50% employer match about $141,830 at 4% or $94,553 at 6%; with 100% employer match about $106,372 at 4% or $70,915 at 6%.
ACCOUNTEAM 401(K) PLAN-5$83,619$42,549$8,510iApproximate average salary by contribution assumption: employee only about $212,745 at 4% or $141,830 at 6%; with 50% employer match about $141,830 at 4% or $94,553 at 6%; with 100% employer match about $106,372 at 4% or $70,915 at 6%.
201915$30,296$28,492$5,698iApproximate average salary by contribution assumption: employee only about $142,460 at 4% or $94,973 at 6%; with 50% employer match about $94,973 at 4% or $63,316 at 6%; with 100% employer match about $71,230 at 4% or $47,487 at 6%.
ACCOUNTEAM 401(K) PLAN-5$30,296$28,492$5,698iApproximate average salary by contribution assumption: employee only about $142,460 at 4% or $94,973 at 6%; with 50% employer match about $94,973 at 4% or $63,316 at 6%; with 100% employer match about $71,230 at 4% or $47,487 at 6%.