NEILSON, SWANSON, DIETRICH, SMITH, PLLC
Plan context: NEILSON, SWANSON, DIETRICH, SMITH, PLLC 401(K) PLAN
EIN 86-3919935 • Missoula, MT • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$1,024,627
2025 Contributions
$70,000
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $1,024,627 | $70,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| NEILSON, SWANSON, DIETRICH, SMITH, PLLC 401(K) PLAN | - | 2 | $1,024,627 | $70,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| 2024 | 1 | 2 | $817,354 | $257,877 | $128,939iApproximate average salary by contribution assumption: employee only about $3,223,463 at 4% or $2,148,975 at 6%; with 50% employer match about $2,148,975 at 4% or $1,432,650 at 6%; with 100% employer match about $1,611,731 at 4% or $1,074,488 at 6%. |
| NEILSON, SWANSON, DIETRICH, SMITH, PLLC 401(K) PLAN | - | 2 | $817,354 | $257,877 | $128,939iApproximate average salary by contribution assumption: employee only about $3,223,463 at 4% or $2,148,975 at 6%; with 50% employer match about $2,148,975 at 4% or $1,432,650 at 6%; with 100% employer match about $1,611,731 at 4% or $1,074,488 at 6%. |
| 2023 | 1 | 1 | $384,857 | $66,000 | $66,000iApproximate average salary by contribution assumption: employee only about $1,650,000 at 4% or $1,100,000 at 6%; with 50% employer match about $1,100,000 at 4% or $733,333 at 6%; with 100% employer match about $825,000 at 4% or $550,000 at 6%. |
| NEILSON, SWANSON, DIETRICH, SMITH, PLLC 401(K) PLAN | - | 1 | $384,857 | $66,000 | $66,000iApproximate average salary by contribution assumption: employee only about $1,650,000 at 4% or $1,100,000 at 6%; with 50% employer match about $1,100,000 at 4% or $733,333 at 6%; with 100% employer match about $825,000 at 4% or $550,000 at 6%. |
| 2022 | 1 | 1 | $283,307 | $61,000 | $61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%. |
| NEILSON, SWANSON, DIETRICH, PLLC 401(K) PLAN | - | 1 | $283,307 | $61,000 | $61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%. |
| 2021 | 1 | 1 | $270,136 | $260,943 | $260,943iApproximate average salary by contribution assumption: employee only about $6,523,575 at 4% or $4,349,050 at 6%; with 50% employer match about $4,349,050 at 4% or $2,899,367 at 6%; with 100% employer match about $3,261,788 at 4% or $2,174,525 at 6%. |
| NEILSON, SWANSON, DIETRICH, PLLC 401(K) PLAN | - | 1 | $270,136 | $260,943 | $260,943iApproximate average salary by contribution assumption: employee only about $6,523,575 at 4% or $4,349,050 at 6%; with 50% employer match about $4,349,050 at 4% or $2,899,367 at 6%; with 100% employer match about $3,261,788 at 4% or $2,174,525 at 6%. |