Civic Intelligence

Richer, Swan & Overholt, A.P.C.

Plan context: Richer, Swan & Overholt, a Professional Corp 401K Profit Sharing Plan

EIN 87-0456839 • South Jordan, UT • 14 filings • 4 plans

901 W. Baxter DriveSouth Jordan, UT 84095
Current Snapshot

Latest Year

2012

2012 Participants

8

2012 Assets

$1,098,748

2012 Contributions

$4,582

Historical Graphs

Total Assets Over Time

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

$1,340,067$670,034$0199920052011YearValue
$1,098,748Latest year 2011

Participants Over Time

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

20100199920052011YearValue
8Latest year 2011

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
201210$0$4,582-
Richer, Swan & Overholt, a Professional Corp 401K Profit Sharing Plan-0-$4,582-
201118$1,098,748$20,913$2,614iApproximate average salary by contribution assumption: employee only about $65,353 at 4% or $43,569 at 6%; with 50% employer match about $43,569 at 4% or $29,046 at 6%; with 100% employer match about $32,677 at 4% or $21,784 at 6%.
Richer, Swan & Overholt, a Professional Corp 401K Profit Sharing Plan-8$1,098,748$20,913$2,614iApproximate average salary by contribution assumption: employee only about $65,353 at 4% or $43,569 at 6%; with 50% employer match about $43,569 at 4% or $29,046 at 6%; with 100% employer match about $32,677 at 4% or $21,784 at 6%.
201019$1,271,632$46,089$5,121iApproximate average salary by contribution assumption: employee only about $128,025 at 4% or $85,350 at 6%; with 50% employer match about $85,350 at 4% or $56,900 at 6%; with 100% employer match about $64,013 at 4% or $42,675 at 6%.
Richer, Swan & Overholt, a Professional Corp 401K Profit Sharing Plan-9$1,271,632$46,089$5,121iApproximate average salary by contribution assumption: employee only about $128,025 at 4% or $85,350 at 6%; with 50% employer match about $85,350 at 4% or $56,900 at 6%; with 100% employer match about $64,013 at 4% or $42,675 at 6%.
200918$1,103,920$61,731$7,716iApproximate average salary by contribution assumption: employee only about $192,909 at 4% or $128,606 at 6%; with 50% employer match about $128,606 at 4% or $85,738 at 6%; with 100% employer match about $96,455 at 4% or $64,303 at 6%.
Richer, Swan & Overholt, a Professional Corp 401K Profit Sharing Plan-8$1,103,920$61,731$7,716iApproximate average salary by contribution assumption: employee only about $192,909 at 4% or $128,606 at 6%; with 50% employer match about $128,606 at 4% or $85,738 at 6%; with 100% employer match about $96,455 at 4% or $64,303 at 6%.
200818$854,599$76,912$9,614iApproximate average salary by contribution assumption: employee only about $240,350 at 4% or $160,233 at 6%; with 50% employer match about $160,233 at 4% or $106,822 at 6%; with 100% employer match about $120,175 at 4% or $80,117 at 6%.
Richer, Swan & Overholt, a Professional Corp 401K Profit Sharing Plan-8$854,599$76,912$9,614iApproximate average salary by contribution assumption: employee only about $240,350 at 4% or $160,233 at 6%; with 50% employer match about $160,233 at 4% or $106,822 at 6%; with 100% employer match about $120,175 at 4% or $80,117 at 6%.
2007111$1,340,067$72,872$6,625iApproximate average salary by contribution assumption: employee only about $165,618 at 4% or $110,412 at 6%; with 50% employer match about $110,412 at 4% or $73,608 at 6%; with 100% employer match about $82,809 at 4% or $55,206 at 6%.
Richer, Swan & Overholt, a Professional Corp 401K Profit Sharing Plan-11$1,340,067$72,872$6,625iApproximate average salary by contribution assumption: employee only about $165,618 at 4% or $110,412 at 6%; with 50% employer match about $110,412 at 4% or $73,608 at 6%; with 100% employer match about $82,809 at 4% or $55,206 at 6%.
2006113$1,177,915$106,918$8,224iApproximate average salary by contribution assumption: employee only about $205,612 at 4% or $137,074 at 6%; with 50% employer match about $137,074 at 4% or $91,383 at 6%; with 100% employer match about $102,806 at 4% or $68,537 at 6%.
Richer, Swan & Overholt, a Professional Corp 401K Profit Sharing Plan-13$1,177,915$106,918$8,224iApproximate average salary by contribution assumption: employee only about $205,612 at 4% or $137,074 at 6%; with 50% employer match about $137,074 at 4% or $91,383 at 6%; with 100% employer match about $102,806 at 4% or $68,537 at 6%.
2005114$1,009,886$92,995$6,643iApproximate average salary by contribution assumption: employee only about $166,063 at 4% or $110,708 at 6%; with 50% employer match about $110,708 at 4% or $73,806 at 6%; with 100% employer match about $83,031 at 4% or $55,354 at 6%.
Richer, Swan & Overholt, a Professional Corp 401K Profit Sharing Plan-14$1,009,886$92,995$6,643iApproximate average salary by contribution assumption: employee only about $166,063 at 4% or $110,708 at 6%; with 50% employer match about $110,708 at 4% or $73,806 at 6%; with 100% employer match about $83,031 at 4% or $55,354 at 6%.
2004113$838,605$107,347$8,257iApproximate average salary by contribution assumption: employee only about $206,437 at 4% or $137,624 at 6%; with 50% employer match about $137,624 at 4% or $91,750 at 6%; with 100% employer match about $103,218 at 4% or $68,812 at 6%.
Richer, Swan & Overholt, a Professional Corp 401K Profit Sharing Plan-13$838,605$107,347$8,257iApproximate average salary by contribution assumption: employee only about $206,437 at 4% or $137,624 at 6%; with 50% employer match about $137,624 at 4% or $91,750 at 6%; with 100% employer match about $103,218 at 4% or $68,812 at 6%.
2003114$829,557$87,835$6,274iApproximate average salary by contribution assumption: employee only about $156,848 at 4% or $104,565 at 6%; with 50% employer match about $104,565 at 4% or $69,710 at 6%; with 100% employer match about $78,424 at 4% or $52,283 at 6%.
Richer, Swan & Overholt, a Professional Corp 401K Profit Sharing Plan-14$829,557$87,835$6,274iApproximate average salary by contribution assumption: employee only about $156,848 at 4% or $104,565 at 6%; with 50% employer match about $104,565 at 4% or $69,710 at 6%; with 100% employer match about $78,424 at 4% or $52,283 at 6%.
2002116$632,877$87,015$5,438iApproximate average salary by contribution assumption: employee only about $135,961 at 4% or $90,641 at 6%; with 50% employer match about $90,641 at 4% or $60,427 at 6%; with 100% employer match about $67,980 at 4% or $45,320 at 6%.
Richer, Swan & Overholt, a Professional Corp 401K Profit Sharing Plan-16$632,877$87,015$5,438iApproximate average salary by contribution assumption: employee only about $135,961 at 4% or $90,641 at 6%; with 50% employer match about $90,641 at 4% or $60,427 at 6%; with 100% employer match about $67,980 at 4% or $45,320 at 6%.
2001111$771,404$56,804$5,164iApproximate average salary by contribution assumption: employee only about $129,100 at 4% or $86,067 at 6%; with 50% employer match about $86,067 at 4% or $57,378 at 6%; with 100% employer match about $64,550 at 4% or $43,033 at 6%.
Richer, Swan & Overholt, a Professional Corp 401K Profit Sharing Plan-11$771,404$56,804$5,164iApproximate average salary by contribution assumption: employee only about $129,100 at 4% or $86,067 at 6%; with 50% employer match about $86,067 at 4% or $57,378 at 6%; with 100% employer match about $64,550 at 4% or $43,033 at 6%.
2000120$742,858$100,259$5,013iApproximate average salary by contribution assumption: employee only about $125,324 at 4% or $83,549 at 6%; with 50% employer match about $83,549 at 4% or $55,699 at 6%; with 100% employer match about $62,662 at 4% or $41,775 at 6%.
Richer, Swan & Overholt, a Professional Corp 401K Profit Sharing Plan-20$742,858$100,259$5,013iApproximate average salary by contribution assumption: employee only about $125,324 at 4% or $83,549 at 6%; with 50% employer match about $83,549 at 4% or $55,699 at 6%; with 100% employer match about $62,662 at 4% or $41,775 at 6%.
1999111$850,157$103,520$9,411iApproximate average salary by contribution assumption: employee only about $235,273 at 4% or $156,848 at 6%; with 50% employer match about $156,848 at 4% or $104,566 at 6%; with 100% employer match about $117,636 at 4% or $78,424 at 6%.
Richer, Swan & Overholt, a Professional Corp 401K Profit Sharing Plan-11$850,157$103,520$9,411iApproximate average salary by contribution assumption: employee only about $235,273 at 4% or $156,848 at 6%; with 50% employer match about $156,848 at 4% or $104,566 at 6%; with 100% employer match about $117,636 at 4% or $78,424 at 6%.