Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$542,351
2024 Contributions
$134,659
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $542,351 | $0 | - |
| Swezey Experiences 401K | - | 1 | $542,351 | - | - |
| 2023 | 1 | 1 | $212,968 | $0 | - |
| Swezey Experiences 401K | - | 1 | $212,968 | - | - |
| 2022 | 1 | 1 | $54,073 | $0 | - |
| Swezey Experiences 401K | - | 1 | $54,073 | - | - |
| 2021 | 1 | 1 | $102,179 | $0 | - |
| Swezey Experiences 401K | - | 1 | $102,179 | - | - |
| 2020 | 1 | 1 | $108,665 | $0 | - |
| Swezey Experiences 401K | - | 1 | $108,665 | - | - |
| 2019 | 1 | 1 | $185,349 | $0 | - |
| Swezey Experiences 401K | - | 1 | $185,349 | - | - |
| 2018 | 1 | 1 | $135,735 | $134,659 | $134,659iApproximate average salary by contribution assumption: employee only about $3,366,475 at 4% or $2,244,317 at 6%; with 50% employer match about $2,244,317 at 4% or $1,496,211 at 6%; with 100% employer match about $1,683,238 at 4% or $1,122,158 at 6%. |
| Swezey Experiences 401K | - | 1 | $135,735 | $134,659 | $134,659iApproximate average salary by contribution assumption: employee only about $3,366,475 at 4% or $2,244,317 at 6%; with 50% employer match about $2,244,317 at 4% or $1,496,211 at 6%; with 100% employer match about $1,683,238 at 4% or $1,122,158 at 6%. |