Sieben Wealth Planning LLC
Plan context: Swp 401(K) Plan
EIN 87-2425159 • Edina, MN • 2 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$1,327,457
2025 Contributions
$93,272
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 | $1,327,457 | $93,272 | $46,636iApproximate average salary by contribution assumption: employee only about $1,165,900 at 4% or $777,267 at 6%; with 50% employer match about $777,267 at 4% or $518,178 at 6%; with 100% employer match about $582,950 at 4% or $388,633 at 6%. |
| Swp 401(K) Plan | - | 2 | $1,327,457 | $93,272 | $46,636iApproximate average salary by contribution assumption: employee only about $1,165,900 at 4% or $777,267 at 6%; with 50% employer match about $777,267 at 4% or $518,178 at 6%; with 100% employer match about $582,950 at 4% or $388,633 at 6%. |
| 2024 | 1 | 2 | $1,100,812 | $947,842 | $473,921iApproximate average salary by contribution assumption: employee only about $11,848,025 at 4% or $7,898,683 at 6%; with 50% employer match about $7,898,683 at 4% or $5,265,789 at 6%; with 100% employer match about $5,924,013 at 4% or $3,949,342 at 6%. |
| Swp 401(K) Plan | - | 2 | $1,100,812 | $947,842 | $473,921iApproximate average salary by contribution assumption: employee only about $11,848,025 at 4% or $7,898,683 at 6%; with 50% employer match about $7,898,683 at 4% or $5,265,789 at 6%; with 100% employer match about $5,924,013 at 4% or $3,949,342 at 6%. |