Civic Intelligence

Sears & Swanson PC.

Plan context: Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust

EIN 84-1137879 • Colorado Springs, CO • 26 filings • 4 plans

2 North Cascade Avenue, Suite 1250Colorado Springs, CO 80903
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,250,962

2024 Contributions

$61,000

Historical Graphs

Total Assets Over Time

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

$1,278,596$639,298$0199920122024YearValue
$1,250,962Latest year 2024

Participants Over Time

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

950199920122024YearValue
6Latest 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
202416$1,250,962$61,000$10,167iApproximate average salary by contribution assumption: employee only about $254,167 at 4% or $169,444 at 6%; with 50% employer match about $169,444 at 4% or $112,963 at 6%; with 100% employer match about $127,083 at 4% or $84,722 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-6$1,250,962$61,000$10,167iApproximate average salary by contribution assumption: employee only about $254,167 at 4% or $169,444 at 6%; with 50% employer match about $169,444 at 4% or $112,963 at 6%; with 100% employer match about $127,083 at 4% or $84,722 at 6%.
202317$1,085,265$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-7$1,085,265$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
202217$815,103$60,806$8,687iApproximate average salary by contribution assumption: employee only about $217,164 at 4% or $144,776 at 6%; with 50% employer match about $144,776 at 4% or $96,517 at 6%; with 100% employer match about $108,582 at 4% or $72,388 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-7$815,103$60,806$8,687iApproximate average salary by contribution assumption: employee only about $217,164 at 4% or $144,776 at 6%; with 50% employer match about $144,776 at 4% or $96,517 at 6%; with 100% employer match about $108,582 at 4% or $72,388 at 6%.
202118$1,278,596$59,627$7,453iApproximate average salary by contribution assumption: employee only about $186,334 at 4% or $124,223 at 6%; with 50% employer match about $124,223 at 4% or $82,815 at 6%; with 100% employer match about $93,167 at 4% or $62,111 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-8$1,278,596$59,627$7,453iApproximate average salary by contribution assumption: employee only about $186,334 at 4% or $124,223 at 6%; with 50% employer match about $124,223 at 4% or $82,815 at 6%; with 100% employer match about $93,167 at 4% or $62,111 at 6%.
202018$1,177,474$61,180$7,648iApproximate average salary by contribution assumption: employee only about $191,188 at 4% or $127,458 at 6%; with 50% employer match about $127,458 at 4% or $84,972 at 6%; with 100% employer match about $95,594 at 4% or $63,729 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-8$1,177,474$61,180$7,648iApproximate average salary by contribution assumption: employee only about $191,188 at 4% or $127,458 at 6%; with 50% employer match about $127,458 at 4% or $84,972 at 6%; with 100% employer match about $95,594 at 4% or $63,729 at 6%.
201918$698,374$53,954$6,744iApproximate average salary by contribution assumption: employee only about $168,606 at 4% or $112,404 at 6%; with 50% employer match about $112,404 at 4% or $74,936 at 6%; with 100% employer match about $84,303 at 4% or $56,202 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-8$698,374$53,954$6,744iApproximate average salary by contribution assumption: employee only about $168,606 at 4% or $112,404 at 6%; with 50% employer match about $112,404 at 4% or $74,936 at 6%; with 100% employer match about $84,303 at 4% or $56,202 at 6%.
201817$497,878$66,334$9,476iApproximate average salary by contribution assumption: employee only about $236,907 at 4% or $157,938 at 6%; with 50% employer match about $157,938 at 4% or $105,292 at 6%; with 100% employer match about $118,454 at 4% or $78,969 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-7$497,878$66,334$9,476iApproximate average salary by contribution assumption: employee only about $236,907 at 4% or $157,938 at 6%; with 50% employer match about $157,938 at 4% or $105,292 at 6%; with 100% employer match about $118,454 at 4% or $78,969 at 6%.
201717$535,802$53,152$7,593iApproximate average salary by contribution assumption: employee only about $189,829 at 4% or $126,552 at 6%; with 50% employer match about $126,552 at 4% or $84,368 at 6%; with 100% employer match about $94,914 at 4% or $63,276 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-7$535,802$53,152$7,593iApproximate average salary by contribution assumption: employee only about $189,829 at 4% or $126,552 at 6%; with 50% employer match about $126,552 at 4% or $84,368 at 6%; with 100% employer match about $94,914 at 4% or $63,276 at 6%.
201616$435,699$25,860$4,310iApproximate average salary by contribution assumption: employee only about $107,750 at 4% or $71,833 at 6%; with 50% employer match about $71,833 at 4% or $47,889 at 6%; with 100% employer match about $53,875 at 4% or $35,917 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-6$435,699$25,860$4,310iApproximate average salary by contribution assumption: employee only about $107,750 at 4% or $71,833 at 6%; with 50% employer match about $71,833 at 4% or $47,889 at 6%; with 100% employer match about $53,875 at 4% or $35,917 at 6%.
201515$358,040$45,066$9,013iApproximate average salary by contribution assumption: employee only about $225,330 at 4% or $150,220 at 6%; with 50% employer match about $150,220 at 4% or $100,147 at 6%; with 100% employer match about $112,665 at 4% or $75,110 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-5$358,040$45,066$9,013iApproximate average salary by contribution assumption: employee only about $225,330 at 4% or $150,220 at 6%; with 50% employer match about $150,220 at 4% or $100,147 at 6%; with 100% employer match about $112,665 at 4% or $75,110 at 6%.
201415$344,171$26,458$5,292iApproximate average salary by contribution assumption: employee only about $132,290 at 4% or $88,193 at 6%; with 50% employer match about $88,193 at 4% or $58,796 at 6%; with 100% employer match about $66,145 at 4% or $44,097 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-5$344,171$26,458$5,292iApproximate average salary by contribution assumption: employee only about $132,290 at 4% or $88,193 at 6%; with 50% employer match about $88,193 at 4% or $58,796 at 6%; with 100% employer match about $66,145 at 4% or $44,097 at 6%.
201317$438,640$16,595$2,371iApproximate average salary by contribution assumption: employee only about $59,268 at 4% or $39,512 at 6%; with 50% employer match about $39,512 at 4% or $26,341 at 6%; with 100% employer match about $29,634 at 4% or $19,756 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-7$438,640$16,595$2,371iApproximate average salary by contribution assumption: employee only about $59,268 at 4% or $39,512 at 6%; with 50% employer match about $39,512 at 4% or $26,341 at 6%; with 100% employer match about $29,634 at 4% or $19,756 at 6%.
201219$393,983$24,611$2,735iApproximate average salary by contribution assumption: employee only about $68,364 at 4% or $45,576 at 6%; with 50% employer match about $45,576 at 4% or $30,384 at 6%; with 100% employer match about $34,182 at 4% or $22,788 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-9$393,983$24,611$2,735iApproximate average salary by contribution assumption: employee only about $68,364 at 4% or $45,576 at 6%; with 50% employer match about $45,576 at 4% or $30,384 at 6%; with 100% employer match about $34,182 at 4% or $22,788 at 6%.
201118$341,043$30,225$3,778iApproximate average salary by contribution assumption: employee only about $94,453 at 4% or $62,969 at 6%; with 50% employer match about $62,969 at 4% or $41,979 at 6%; with 100% employer match about $47,227 at 4% or $31,484 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-8$341,043$30,225$3,778iApproximate average salary by contribution assumption: employee only about $94,453 at 4% or $62,969 at 6%; with 50% employer match about $62,969 at 4% or $41,979 at 6%; with 100% employer match about $47,227 at 4% or $31,484 at 6%.
201017$314,947$46,827$6,690iApproximate average salary by contribution assumption: employee only about $167,239 at 4% or $111,493 at 6%; with 50% employer match about $111,493 at 4% or $74,329 at 6%; with 100% employer match about $83,620 at 4% or $55,746 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-7$314,947$46,827$6,690iApproximate average salary by contribution assumption: employee only about $167,239 at 4% or $111,493 at 6%; with 50% employer match about $111,493 at 4% or $74,329 at 6%; with 100% employer match about $83,620 at 4% or $55,746 at 6%.
200918$262,554$5,191$649iApproximate average salary by contribution assumption: employee only about $16,222 at 4% or $10,815 at 6%; with 50% employer match about $10,815 at 4% or $7,210 at 6%; with 100% employer match about $8,111 at 4% or $5,407 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-8$262,554$5,191$649iApproximate average salary by contribution assumption: employee only about $16,222 at 4% or $10,815 at 6%; with 50% employer match about $10,815 at 4% or $7,210 at 6%; with 100% employer match about $8,111 at 4% or $5,407 at 6%.
200817$252,250$42,165$6,024iApproximate average salary by contribution assumption: employee only about $150,589 at 4% or $100,393 at 6%; with 50% employer match about $100,393 at 4% or $66,929 at 6%; with 100% employer match about $75,295 at 4% or $50,196 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-7$252,250$42,165$6,024iApproximate average salary by contribution assumption: employee only about $150,589 at 4% or $100,393 at 6%; with 50% employer match about $100,393 at 4% or $66,929 at 6%; with 100% employer match about $75,295 at 4% or $50,196 at 6%.
200717$332,699$21,962$3,137iApproximate average salary by contribution assumption: employee only about $78,436 at 4% or $52,290 at 6%; with 50% employer match about $52,290 at 4% or $34,860 at 6%; with 100% employer match about $39,218 at 4% or $26,145 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-7$332,699$21,962$3,137iApproximate average salary by contribution assumption: employee only about $78,436 at 4% or $52,290 at 6%; with 50% employer match about $52,290 at 4% or $34,860 at 6%; with 100% employer match about $39,218 at 4% or $26,145 at 6%.
200616$295,235$18,638$3,106iApproximate average salary by contribution assumption: employee only about $77,658 at 4% or $51,772 at 6%; with 50% employer match about $51,772 at 4% or $34,515 at 6%; with 100% employer match about $38,829 at 4% or $25,886 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-6$295,235$18,638$3,106iApproximate average salary by contribution assumption: employee only about $77,658 at 4% or $51,772 at 6%; with 50% employer match about $51,772 at 4% or $34,515 at 6%; with 100% employer match about $38,829 at 4% or $25,886 at 6%.
200517$253,691$16,560$2,366iApproximate average salary by contribution assumption: employee only about $59,143 at 4% or $39,429 at 6%; with 50% employer match about $39,429 at 4% or $26,286 at 6%; with 100% employer match about $29,571 at 4% or $19,714 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-7$253,691$16,560$2,366iApproximate average salary by contribution assumption: employee only about $59,143 at 4% or $39,429 at 6%; with 50% employer match about $39,429 at 4% or $26,286 at 6%; with 100% employer match about $29,571 at 4% or $19,714 at 6%.
200416$223,429$13,877$2,313iApproximate average salary by contribution assumption: employee only about $57,821 at 4% or $38,547 at 6%; with 50% employer match about $38,547 at 4% or $25,698 at 6%; with 100% employer match about $28,910 at 4% or $19,274 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-6$223,429$13,877$2,313iApproximate average salary by contribution assumption: employee only about $57,821 at 4% or $38,547 at 6%; with 50% employer match about $38,547 at 4% or $25,698 at 6%; with 100% employer match about $28,910 at 4% or $19,274 at 6%.
200315$194,521$4,022$804iApproximate average salary by contribution assumption: employee only about $20,110 at 4% or $13,407 at 6%; with 50% employer match about $13,407 at 4% or $8,938 at 6%; with 100% employer match about $10,055 at 4% or $6,703 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-5$194,521$4,022$804iApproximate average salary by contribution assumption: employee only about $20,110 at 4% or $13,407 at 6%; with 50% employer match about $13,407 at 4% or $8,938 at 6%; with 100% employer match about $10,055 at 4% or $6,703 at 6%.
200216$144,176$4,493$749iApproximate average salary by contribution assumption: employee only about $18,721 at 4% or $12,481 at 6%; with 50% employer match about $12,481 at 4% or $8,320 at 6%; with 100% employer match about $9,360 at 4% or $6,240 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-6$144,176$4,493$749iApproximate average salary by contribution assumption: employee only about $18,721 at 4% or $12,481 at 6%; with 50% employer match about $12,481 at 4% or $8,320 at 6%; with 100% employer match about $9,360 at 4% or $6,240 at 6%.
200115$190,596$11,121$2,224iApproximate average salary by contribution assumption: employee only about $55,605 at 4% or $37,070 at 6%; with 50% employer match about $37,070 at 4% or $24,713 at 6%; with 100% employer match about $27,802 at 4% or $18,535 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-5$190,596$11,121$2,224iApproximate average salary by contribution assumption: employee only about $55,605 at 4% or $37,070 at 6%; with 50% employer match about $37,070 at 4% or $24,713 at 6%; with 100% employer match about $27,802 at 4% or $18,535 at 6%.
200015$231,039$7,779$1,556iApproximate average salary by contribution assumption: employee only about $38,895 at 4% or $25,930 at 6%; with 50% employer match about $25,930 at 4% or $17,287 at 6%; with 100% employer match about $19,448 at 4% or $12,965 at 6%.
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-5$231,039$7,779$1,556iApproximate average salary by contribution assumption: employee only about $38,895 at 4% or $25,930 at 6%; with 50% employer match about $25,930 at 4% or $17,287 at 6%; with 100% employer match about $19,448 at 4% or $12,965 at 6%.
199915$216,684$0-
Sears, Anderson & Swanson PC. Profit Sharing Plan and Trust-5$216,684--