Civic Intelligence

Swaim Associates Ltd.

Plan context: Swaim Associates Ltd. 401(K) Plan

EIN 86-0695557 • Tucson, AZ • 27 filings • 6 plans

7350 E. Speedway Blvd, Suite 210Tucson, AZ 85710
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$6,564,577

2024 Contributions

$353,243

Historical Graphs

Total Assets Over Time

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

$6,564,577$3,282,289$0199920132024YearValue
$6,564,577Latest year 2024

Participants Over Time

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

24120199920122024YearValue
23Latest 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
2024123$6,564,577$353,243$15,358iApproximate average salary by contribution assumption: employee only about $383,960 at 4% or $255,973 at 6%; with 50% employer match about $255,973 at 4% or $170,649 at 6%; with 100% employer match about $191,980 at 4% or $127,987 at 6%.
Swaim Associates Ltd. 401(K) Plan-23$6,564,577$353,243$15,358iApproximate average salary by contribution assumption: employee only about $383,960 at 4% or $255,973 at 6%; with 50% employer match about $255,973 at 4% or $170,649 at 6%; with 100% employer match about $191,980 at 4% or $127,987 at 6%.
2023121$5,547,787$411,644$19,602iApproximate average salary by contribution assumption: employee only about $490,052 at 4% or $326,702 at 6%; with 50% employer match about $326,702 at 4% or $217,801 at 6%; with 100% employer match about $245,026 at 4% or $163,351 at 6%.
Swaim Associates Ltd. 401(K) Plan-21$5,547,787$411,644$19,602iApproximate average salary by contribution assumption: employee only about $490,052 at 4% or $326,702 at 6%; with 50% employer match about $326,702 at 4% or $217,801 at 6%; with 100% employer match about $245,026 at 4% or $163,351 at 6%.
2022121$4,461,726$380,091$18,100iApproximate average salary by contribution assumption: employee only about $452,489 at 4% or $301,660 at 6%; with 50% employer match about $301,660 at 4% or $201,106 at 6%; with 100% employer match about $226,245 at 4% or $150,830 at 6%.
Swaim Associates Ltd. 401(K) Plan-21$4,461,726$380,091$18,100iApproximate average salary by contribution assumption: employee only about $452,489 at 4% or $301,660 at 6%; with 50% employer match about $301,660 at 4% or $201,106 at 6%; with 100% employer match about $226,245 at 4% or $150,830 at 6%.
2021121$4,969,736$352,320$16,777iApproximate average salary by contribution assumption: employee only about $419,429 at 4% or $279,619 at 6%; with 50% employer match about $279,619 at 4% or $186,413 at 6%; with 100% employer match about $209,714 at 4% or $139,810 at 6%.
Swaim Associates Ltd. 401(K) Plan-21$4,969,736$352,320$16,777iApproximate average salary by contribution assumption: employee only about $419,429 at 4% or $279,619 at 6%; with 50% employer match about $279,619 at 4% or $186,413 at 6%; with 100% employer match about $209,714 at 4% or $139,810 at 6%.
2020121$4,095,056$335,715$15,986iApproximate average salary by contribution assumption: employee only about $399,661 at 4% or $266,440 at 6%; with 50% employer match about $266,440 at 4% or $177,627 at 6%; with 100% employer match about $199,830 at 4% or $133,220 at 6%.
Swaim Associates Ltd. 401(K) Plan-21$4,095,056$335,715$15,986iApproximate average salary by contribution assumption: employee only about $399,661 at 4% or $266,440 at 6%; with 50% employer match about $266,440 at 4% or $177,627 at 6%; with 100% employer match about $199,830 at 4% or $133,220 at 6%.
2019124$3,504,358$333,548$13,898iApproximate average salary by contribution assumption: employee only about $347,446 at 4% or $231,631 at 6%; with 50% employer match about $231,631 at 4% or $154,420 at 6%; with 100% employer match about $173,723 at 4% or $115,815 at 6%.
Swaim Associates Ltd. 401(K) Plan-24$3,504,358$333,548$13,898iApproximate average salary by contribution assumption: employee only about $347,446 at 4% or $231,631 at 6%; with 50% employer match about $231,631 at 4% or $154,420 at 6%; with 100% employer match about $173,723 at 4% or $115,815 at 6%.
2018120$2,714,675$302,500$15,125iApproximate average salary by contribution assumption: employee only about $378,125 at 4% or $252,083 at 6%; with 50% employer match about $252,083 at 4% or $168,056 at 6%; with 100% employer match about $189,063 at 4% or $126,042 at 6%.
Swaim Associates Ltd. 401(K) Plan-20$2,714,675$302,500$15,125iApproximate average salary by contribution assumption: employee only about $378,125 at 4% or $252,083 at 6%; with 50% employer match about $252,083 at 4% or $168,056 at 6%; with 100% employer match about $189,063 at 4% or $126,042 at 6%.
2017119$2,573,262$296,715$15,617iApproximate average salary by contribution assumption: employee only about $390,414 at 4% or $260,276 at 6%; with 50% employer match about $260,276 at 4% or $173,518 at 6%; with 100% employer match about $195,207 at 4% or $130,138 at 6%.
Swaim Associates Ltd. 401(K) Plan-19$2,573,262$296,715$15,617iApproximate average salary by contribution assumption: employee only about $390,414 at 4% or $260,276 at 6%; with 50% employer match about $260,276 at 4% or $173,518 at 6%; with 100% employer match about $195,207 at 4% or $130,138 at 6%.
2016120$2,058,668$265,896$13,295iApproximate average salary by contribution assumption: employee only about $332,370 at 4% or $221,580 at 6%; with 50% employer match about $221,580 at 4% or $147,720 at 6%; with 100% employer match about $166,185 at 4% or $110,790 at 6%.
Swaim Associates Ltd. 401(K) Plan-20$2,058,668$265,896$13,295iApproximate average salary by contribution assumption: employee only about $332,370 at 4% or $221,580 at 6%; with 50% employer match about $221,580 at 4% or $147,720 at 6%; with 100% employer match about $166,185 at 4% or $110,790 at 6%.
2015117$1,718,334$141,075$8,299iApproximate average salary by contribution assumption: employee only about $207,463 at 4% or $138,309 at 6%; with 50% employer match about $138,309 at 4% or $92,206 at 6%; with 100% employer match about $103,732 at 4% or $69,154 at 6%.
Swaim Associates Ltd. 401(K) Plan-17$1,718,334$141,075$8,299iApproximate average salary by contribution assumption: employee only about $207,463 at 4% or $138,309 at 6%; with 50% employer match about $138,309 at 4% or $92,206 at 6%; with 100% employer match about $103,732 at 4% or $69,154 at 6%.
2014115$1,624,211$126,847$8,456iApproximate average salary by contribution assumption: employee only about $211,412 at 4% or $140,941 at 6%; with 50% employer match about $140,941 at 4% or $93,961 at 6%; with 100% employer match about $105,706 at 4% or $70,471 at 6%.
Swaim Associates Ltd. 401(K) Plan-15$1,624,211$126,847$8,456iApproximate average salary by contribution assumption: employee only about $211,412 at 4% or $140,941 at 6%; with 50% employer match about $140,941 at 4% or $93,961 at 6%; with 100% employer match about $105,706 at 4% or $70,471 at 6%.
2013118$1,586,546$102,161$5,676iApproximate average salary by contribution assumption: employee only about $141,890 at 4% or $94,594 at 6%; with 50% employer match about $94,594 at 4% or $63,062 at 6%; with 100% employer match about $70,945 at 4% or $47,297 at 6%.
Swaim Associates Ltd. 401(K) Plan-18$1,586,546$102,161$5,676iApproximate average salary by contribution assumption: employee only about $141,890 at 4% or $94,594 at 6%; with 50% employer match about $94,594 at 4% or $63,062 at 6%; with 100% employer match about $70,945 at 4% or $47,297 at 6%.
2012117$1,326,368$156,594$9,211iApproximate average salary by contribution assumption: employee only about $230,285 at 4% or $153,524 at 6%; with 50% employer match about $153,524 at 4% or $102,349 at 6%; with 100% employer match about $115,143 at 4% or $76,762 at 6%.
Swaim Associates Ltd. 401(K) Plan-17$1,326,368$156,594$9,211iApproximate average salary by contribution assumption: employee only about $230,285 at 4% or $153,524 at 6%; with 50% employer match about $153,524 at 4% or $102,349 at 6%; with 100% employer match about $115,143 at 4% or $76,762 at 6%.
2011118$1,080,916$145,721$8,096iApproximate average salary by contribution assumption: employee only about $202,390 at 4% or $134,927 at 6%; with 50% employer match about $134,927 at 4% or $89,951 at 6%; with 100% employer match about $101,195 at 4% or $67,463 at 6%.
Swaim Associates Ltd. 401(K) Plan-18$1,080,916$145,721$8,096iApproximate average salary by contribution assumption: employee only about $202,390 at 4% or $134,927 at 6%; with 50% employer match about $134,927 at 4% or $89,951 at 6%; with 100% employer match about $101,195 at 4% or $67,463 at 6%.
2010118$1,040,156$139,308$7,739iApproximate average salary by contribution assumption: employee only about $193,483 at 4% or $128,989 at 6%; with 50% employer match about $128,989 at 4% or $85,993 at 6%; with 100% employer match about $96,742 at 4% or $64,494 at 6%.
Swaim Associates Ltd. 401(K) Plan-18$1,040,156$139,308$7,739iApproximate average salary by contribution assumption: employee only about $193,483 at 4% or $128,989 at 6%; with 50% employer match about $128,989 at 4% or $85,993 at 6%; with 100% employer match about $96,742 at 4% or $64,494 at 6%.
2009119$845,438$130,438$6,865iApproximate average salary by contribution assumption: employee only about $171,629 at 4% or $114,419 at 6%; with 50% employer match about $114,419 at 4% or $76,280 at 6%; with 100% employer match about $85,814 at 4% or $57,210 at 6%.
Swaim Associates Ltd. 401(K) Plan-19$845,438$130,438$6,865iApproximate average salary by contribution assumption: employee only about $171,629 at 4% or $114,419 at 6%; with 50% employer match about $114,419 at 4% or $76,280 at 6%; with 100% employer match about $85,814 at 4% or $57,210 at 6%.
2008116$630,390$115,605$7,225iApproximate average salary by contribution assumption: employee only about $180,633 at 4% or $120,422 at 6%; with 50% employer match about $120,422 at 4% or $80,281 at 6%; with 100% employer match about $90,316 at 4% or $60,211 at 6%.
Swaim Associates Ltd. 401(K) Plan-16$630,390$115,605$7,225iApproximate average salary by contribution assumption: employee only about $180,633 at 4% or $120,422 at 6%; with 50% employer match about $120,422 at 4% or $80,281 at 6%; with 100% employer match about $90,316 at 4% or $60,211 at 6%.
2007114$773,441$95,101$6,793iApproximate average salary by contribution assumption: employee only about $169,823 at 4% or $113,215 at 6%; with 50% employer match about $113,215 at 4% or $75,477 at 6%; with 100% employer match about $84,912 at 4% or $56,608 at 6%.
Swaim Associates Ltd. 401(K) Plan-14$773,441$95,101$6,793iApproximate average salary by contribution assumption: employee only about $169,823 at 4% or $113,215 at 6%; with 50% employer match about $113,215 at 4% or $75,477 at 6%; with 100% employer match about $84,912 at 4% or $56,608 at 6%.
2006114$635,718$104,162$7,440iApproximate average salary by contribution assumption: employee only about $186,004 at 4% or $124,002 at 6%; with 50% employer match about $124,002 at 4% or $82,668 at 6%; with 100% employer match about $93,002 at 4% or $62,001 at 6%.
Swaim Associates Ltd. 401(K) Plan-14$635,718$104,162$7,440iApproximate average salary by contribution assumption: employee only about $186,004 at 4% or $124,002 at 6%; with 50% employer match about $124,002 at 4% or $82,668 at 6%; with 100% employer match about $93,002 at 4% or $62,001 at 6%.
2005113$480,850$72,686$5,591iApproximate average salary by contribution assumption: employee only about $139,781 at 4% or $93,187 at 6%; with 50% employer match about $93,187 at 4% or $62,125 at 6%; with 100% employer match about $69,890 at 4% or $46,594 at 6%.
Swaim Associates Ltd. 401(K) Plan-13$480,850$72,686$5,591iApproximate average salary by contribution assumption: employee only about $139,781 at 4% or $93,187 at 6%; with 50% employer match about $93,187 at 4% or $62,125 at 6%; with 100% employer match about $69,890 at 4% or $46,594 at 6%.
2004111$394,494$63,912$5,810iApproximate average salary by contribution assumption: employee only about $145,255 at 4% or $96,836 at 6%; with 50% employer match about $96,836 at 4% or $64,558 at 6%; with 100% employer match about $72,627 at 4% or $48,418 at 6%.
Swaim Associates Ltd. 401(K) Plan-11$394,494$63,912$5,810iApproximate average salary by contribution assumption: employee only about $145,255 at 4% or $96,836 at 6%; with 50% employer match about $96,836 at 4% or $64,558 at 6%; with 100% employer match about $72,627 at 4% or $48,418 at 6%.
200219$202,914$57,647$6,405iApproximate average salary by contribution assumption: employee only about $160,131 at 4% or $106,754 at 6%; with 50% employer match about $106,754 at 4% or $71,169 at 6%; with 100% employer match about $80,065 at 4% or $53,377 at 6%.
Swaim Associates Ltd. 401(K) Plan-9$202,914$57,647$6,405iApproximate average salary by contribution assumption: employee only about $160,131 at 4% or $106,754 at 6%; with 50% employer match about $106,754 at 4% or $71,169 at 6%; with 100% employer match about $80,065 at 4% or $53,377 at 6%.
200137$0$0-
Swaim Associates Ltd. 401(K) Plan-7---
SWAIM ASSOCIATS LTD FRINGE BENEFIT PLAN-0---
SWAIM ASSOCIATES LTD FRINGE BENEFIT PLAN-0---
200017$157,474$27,193$3,885iApproximate average salary by contribution assumption: employee only about $97,118 at 4% or $64,745 at 6%; with 50% employer match about $64,745 at 4% or $43,163 at 6%; with 100% employer match about $48,559 at 4% or $32,373 at 6%.
Swaim Associates Ltd. 401(K) Plan-7$157,474$27,193$3,885iApproximate average salary by contribution assumption: employee only about $97,118 at 4% or $64,745 at 6%; with 50% employer match about $64,745 at 4% or $43,163 at 6%; with 100% employer match about $48,559 at 4% or $32,373 at 6%.
199915$142,616$23,843$4,769iApproximate average salary by contribution assumption: employee only about $119,215 at 4% or $79,477 at 6%; with 50% employer match about $79,477 at 4% or $52,984 at 6%; with 100% employer match about $59,608 at 4% or $39,738 at 6%.
Swaim Associates Ltd. 401(K) Plan-5$142,616$23,843$4,769iApproximate average salary by contribution assumption: employee only about $119,215 at 4% or $79,477 at 6%; with 50% employer match about $79,477 at 4% or $52,984 at 6%; with 100% employer match about $59,608 at 4% or $39,738 at 6%.