Civic Intelligence

Swaim, Schrandt & Davidson PC.

Plan context: SWAIM & CARLOW, P.C. 401(K) PROFIT SHARING PLAN

EIN 85-0412869 • Albuquerque, NM • 18 filings • 5 plans

4830 Juan Tabo N.e., Suite FAlbuquerque, NM 87111
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$494,448

2024 Contributions

$105,077

Historical Graphs

Total Assets Over Time

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

$636,840$318,420$0199920162024YearValue
$494,448Latest year 2024

Participants Over Time

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

1470199920162024YearValue
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$494,448$105,077$15,011iApproximate average salary by contribution assumption: employee only about $375,275 at 4% or $250,183 at 6%; with 50% employer match about $250,183 at 4% or $166,789 at 6%; with 100% employer match about $187,638 at 4% or $125,092 at 6%.
SWAIM & CARLOW, P.C. 401(K) PROFIT SHARING PLAN-7$494,448$105,077$15,011iApproximate average salary by contribution assumption: employee only about $375,275 at 4% or $250,183 at 6%; with 50% employer match about $250,183 at 4% or $166,789 at 6%; with 100% employer match about $187,638 at 4% or $125,092 at 6%.
202316$351,441$91,136$15,189iApproximate average salary by contribution assumption: employee only about $379,733 at 4% or $253,156 at 6%; with 50% employer match about $253,156 at 4% or $168,770 at 6%; with 100% employer match about $189,867 at 4% or $126,578 at 6%.
SWAIM & CARLOW, P.C. 401(K) PROFIT SHARING PLAN-6$351,441$91,136$15,189iApproximate average salary by contribution assumption: employee only about $379,733 at 4% or $253,156 at 6%; with 50% employer match about $253,156 at 4% or $168,770 at 6%; with 100% employer match about $189,867 at 4% or $126,578 at 6%.
202215$278,802$66,736$13,347iApproximate average salary by contribution assumption: employee only about $333,680 at 4% or $222,453 at 6%; with 50% employer match about $222,453 at 4% or $148,302 at 6%; with 100% employer match about $166,840 at 4% or $111,227 at 6%.
SWAIM & CARLOW, P.C. 401(K) PROFIT SHARING PLAN-5$278,802$66,736$13,347iApproximate average salary by contribution assumption: employee only about $333,680 at 4% or $222,453 at 6%; with 50% employer match about $222,453 at 4% or $148,302 at 6%; with 100% employer match about $166,840 at 4% or $111,227 at 6%.
202117$349,897$68,635$9,805iApproximate average salary by contribution assumption: employee only about $245,125 at 4% or $163,417 at 6%; with 50% employer match about $163,417 at 4% or $108,944 at 6%; with 100% employer match about $122,563 at 4% or $81,708 at 6%.
SWAIM & CARLOW, P.C. 401(K) PROFIT SHARING PLAN-7$349,897$68,635$9,805iApproximate average salary by contribution assumption: employee only about $245,125 at 4% or $163,417 at 6%; with 50% employer match about $163,417 at 4% or $108,944 at 6%; with 100% employer match about $122,563 at 4% or $81,708 at 6%.
202018$532,222$65,953$8,244iApproximate average salary by contribution assumption: employee only about $206,103 at 4% or $137,402 at 6%; with 50% employer match about $137,402 at 4% or $91,601 at 6%; with 100% employer match about $103,052 at 4% or $68,701 at 6%.
SWAIM & CARLOW, P.C. 401(K) PROFIT SHARING PLAN-8$532,222$65,953$8,244iApproximate average salary by contribution assumption: employee only about $206,103 at 4% or $137,402 at 6%; with 50% employer match about $137,402 at 4% or $91,601 at 6%; with 100% employer match about $103,052 at 4% or $68,701 at 6%.
201918$484,649$83,964$10,496iApproximate average salary by contribution assumption: employee only about $262,388 at 4% or $174,925 at 6%; with 50% employer match about $174,925 at 4% or $116,617 at 6%; with 100% employer match about $131,194 at 4% or $87,463 at 6%.
SWAIM & DANNER, P.C. 401(K) PROFIT SHARING PLAN-8$484,649$83,964$10,496iApproximate average salary by contribution assumption: employee only about $262,388 at 4% or $174,925 at 6%; with 50% employer match about $174,925 at 4% or $116,617 at 6%; with 100% employer match about $131,194 at 4% or $87,463 at 6%.
2018111$344,034$75,792$6,890iApproximate average salary by contribution assumption: employee only about $172,255 at 4% or $114,836 at 6%; with 50% employer match about $114,836 at 4% or $76,558 at 6%; with 100% employer match about $86,127 at 4% or $57,418 at 6%.
SWAIM & DANNER, P.C. 401(K) PROFIT SHARING PLAN-11$344,034$75,792$6,890iApproximate average salary by contribution assumption: employee only about $172,255 at 4% or $114,836 at 6%; with 50% employer match about $114,836 at 4% or $76,558 at 6%; with 100% employer match about $86,127 at 4% or $57,418 at 6%.
2017110$299,080$64,428$6,443iApproximate average salary by contribution assumption: employee only about $161,070 at 4% or $107,380 at 6%; with 50% employer match about $107,380 at 4% or $71,587 at 6%; with 100% employer match about $80,535 at 4% or $53,690 at 6%.
SWAIM & DANNER, P.C. 401(K) PROFIT SHARING PLAN-10$299,080$64,428$6,443iApproximate average salary by contribution assumption: employee only about $161,070 at 4% or $107,380 at 6%; with 50% employer match about $107,380 at 4% or $71,587 at 6%; with 100% employer match about $80,535 at 4% or $53,690 at 6%.
2016110$213,949$63,716$6,372iApproximate average salary by contribution assumption: employee only about $159,290 at 4% or $106,193 at 6%; with 50% employer match about $106,193 at 4% or $70,796 at 6%; with 100% employer match about $79,645 at 4% or $53,097 at 6%.
SWAIM & DANNER 401(K) PROFIT SHARING PLAN-10$213,949$63,716$6,372iApproximate average salary by contribution assumption: employee only about $159,290 at 4% or $106,193 at 6%; with 50% employer match about $106,193 at 4% or $70,796 at 6%; with 100% employer match about $79,645 at 4% or $53,097 at 6%.
201519$573,659$90,307$10,034iApproximate average salary by contribution assumption: employee only about $250,853 at 4% or $167,235 at 6%; with 50% employer match about $167,235 at 4% or $111,490 at 6%; with 100% employer match about $125,426 at 4% or $83,618 at 6%.
SWAIM & FINLAYSON, P.C. 401(K) PROFIT SHARING PLAN-9$573,659$90,307$10,034iApproximate average salary by contribution assumption: employee only about $250,853 at 4% or $167,235 at 6%; with 50% employer match about $167,235 at 4% or $111,490 at 6%; with 100% employer match about $125,426 at 4% or $83,618 at 6%.
2014112$636,840$96,213$8,018iApproximate average salary by contribution assumption: employee only about $200,444 at 4% or $133,629 at 6%; with 50% employer match about $133,629 at 4% or $89,086 at 6%; with 100% employer match about $100,222 at 4% or $66,815 at 6%.
SWAIM & FINLAYSON, P.C. 401(K) PROFIT SHARING PLAN-12$636,840$96,213$8,018iApproximate average salary by contribution assumption: employee only about $200,444 at 4% or $133,629 at 6%; with 50% employer match about $133,629 at 4% or $89,086 at 6%; with 100% employer match about $100,222 at 4% or $66,815 at 6%.
2013114$474,550$113,127$8,081iApproximate average salary by contribution assumption: employee only about $202,013 at 4% or $134,675 at 6%; with 50% employer match about $134,675 at 4% or $89,783 at 6%; with 100% employer match about $101,006 at 4% or $67,338 at 6%.
SWAIM & FINLAYSON, P.C. 401(K) PROFIT SHARING PLAN-14$474,550$113,127$8,081iApproximate average salary by contribution assumption: employee only about $202,013 at 4% or $134,675 at 6%; with 50% employer match about $134,675 at 4% or $89,783 at 6%; with 100% employer match about $101,006 at 4% or $67,338 at 6%.
2012110$293,181$104,797$10,480iApproximate average salary by contribution assumption: employee only about $261,993 at 4% or $174,662 at 6%; with 50% employer match about $174,662 at 4% or $116,441 at 6%; with 100% employer match about $130,996 at 4% or $87,331 at 6%.
SWAIM & FINLAYSON, P.C. 401(K) PROFIT SHARING PLAN-10$293,181$104,797$10,480iApproximate average salary by contribution assumption: employee only about $261,993 at 4% or $174,662 at 6%; with 50% employer match about $174,662 at 4% or $116,441 at 6%; with 100% employer match about $130,996 at 4% or $87,331 at 6%.
2011111$159,922$129,246$11,750iApproximate average salary by contribution assumption: employee only about $293,741 at 4% or $195,827 at 6%; with 50% employer match about $195,827 at 4% or $130,552 at 6%; with 100% employer match about $146,870 at 4% or $97,914 at 6%.
SWAIM & FINLAYSON, P.C. 401(K) PROFIT SHARING PLAN-11$159,922$129,246$11,750iApproximate average salary by contribution assumption: employee only about $293,741 at 4% or $195,827 at 6%; with 50% employer match about $195,827 at 4% or $130,552 at 6%; with 100% employer match about $146,870 at 4% or $97,914 at 6%.
201015$34,637$34,637$6,927iApproximate average salary by contribution assumption: employee only about $173,185 at 4% or $115,457 at 6%; with 50% employer match about $115,457 at 4% or $76,971 at 6%; with 100% employer match about $86,593 at 4% or $57,728 at 6%.
SWAIM & FINLAYSON, P.C. 401(K) PROFIT SHARING PLAN-5$34,637$34,637$6,927iApproximate average salary by contribution assumption: employee only about $173,185 at 4% or $115,457 at 6%; with 50% employer match about $115,457 at 4% or $76,971 at 6%; with 100% employer match about $86,593 at 4% or $57,728 at 6%.
200110$0$0-
Swaim & Schrandt PC. Profit Sharing Plan and Trust-0---
200016$48,499$0-
Swaim & Schrandt PC. Profit Sharing Plan and Trust-6$48,499--
199916$59,318$0-
Swaim & Schrandt PC. Profit Sharing Plan and Trust-6$59,318--