Swendsey Properties Inc
Plan context: Swendsey 401K Trust
EIN 83-2003644 • Charlotte, NC • 7 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$944,502
2024 Contributions
$526,000
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 | $944,502 | $0 | - |
| Swendsey 401K Trust | - | 1 | $944,502 | - | - |
| 2023 | 1 | 1 | $956,926 | $0 | - |
| Swendsey 401K Trust | - | 1 | $956,926 | - | - |
| 2022 | 1 | 1 | $933,860 | $0 | - |
| Swendsey 401K Trust | - | 1 | $933,860 | - | - |
| 2021 | 1 | 1 | $962,160 | $0 | - |
| Swendsey 401K Trust | - | 1 | $962,160 | - | - |
| 2020 | 1 | 1 | $528,752 | $0 | - |
| Swendsey 401K Trust | - | 1 | $528,752 | - | - |
| 2019 | 1 | 1 | $528,752 | $0 | - |
| Swendsey 401K Trust | - | 1 | $528,752 | - | - |
| 2018 | 1 | 1 | $528,752 | $526,000 | $526,000iApproximate average salary by contribution assumption: employee only about $13,150,000 at 4% or $8,766,667 at 6%; with 50% employer match about $8,766,667 at 4% or $5,844,444 at 6%; with 100% employer match about $6,575,000 at 4% or $4,383,333 at 6%. |
| Swendsey 401K Trust | - | 1 | $528,752 | $526,000 | $526,000iApproximate average salary by contribution assumption: employee only about $13,150,000 at 4% or $8,766,667 at 6%; with 50% employer match about $8,766,667 at 4% or $5,844,444 at 6%; with 100% employer match about $6,575,000 at 4% or $4,383,333 at 6%. |