Civic Intelligence

Swan & Gardiner LLC

Plan context: The Swan & Gardiner 401K Profit Sharing Plan & Trust

EIN 88-0384266 • 20 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$4,909,198

2024 Contributions

$329,706

Historical Graphs

Total Assets Over Time

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

$4,909,198$2,454,599$0200520162024YearValue
$4,909,198Latest year 2024

Participants Over Time

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

1790200520152024YearValue
17Latest 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
2024117$4,909,198$329,706$19,394iApproximate average salary by contribution assumption: employee only about $484,862 at 4% or $323,241 at 6%; with 50% employer match about $323,241 at 4% or $215,494 at 6%; with 100% employer match about $242,431 at 4% or $161,621 at 6%.
The Swan & Gardiner 401K Profit Sharing Plan & Trust-17$4,909,198$329,706$19,394iApproximate average salary by contribution assumption: employee only about $484,862 at 4% or $323,241 at 6%; with 50% employer match about $323,241 at 4% or $215,494 at 6%; with 100% employer match about $242,431 at 4% or $161,621 at 6%.
2023114$4,350,282$824,725$58,909iApproximate average salary by contribution assumption: employee only about $1,472,723 at 4% or $981,815 at 6%; with 50% employer match about $981,815 at 4% or $654,544 at 6%; with 100% employer match about $736,362 at 4% or $490,908 at 6%.
The Swan & Gardiner 401K Profit Sharing Plan & Trust-14$4,350,282$824,725$58,909iApproximate average salary by contribution assumption: employee only about $1,472,723 at 4% or $981,815 at 6%; with 50% employer match about $981,815 at 4% or $654,544 at 6%; with 100% employer match about $736,362 at 4% or $490,908 at 6%.
2022116$3,319,567$280,434$17,527iApproximate average salary by contribution assumption: employee only about $438,178 at 4% or $292,119 at 6%; with 50% employer match about $292,119 at 4% or $194,746 at 6%; with 100% employer match about $219,089 at 4% or $146,059 at 6%.
The Swan & Gardiner 401K Profit Sharing Plan & Trust-16$3,319,567$280,434$17,527iApproximate average salary by contribution assumption: employee only about $438,178 at 4% or $292,119 at 6%; with 50% employer match about $292,119 at 4% or $194,746 at 6%; with 100% employer match about $219,089 at 4% or $146,059 at 6%.
2021116$3,217,543$267,746$16,734iApproximate average salary by contribution assumption: employee only about $418,353 at 4% or $278,902 at 6%; with 50% employer match about $278,902 at 4% or $185,935 at 6%; with 100% employer match about $209,177 at 4% or $139,451 at 6%.
The Swan & Gardiner 401K Profit Sharing Plan & Trust-16$3,217,543$267,746$16,734iApproximate average salary by contribution assumption: employee only about $418,353 at 4% or $278,902 at 6%; with 50% employer match about $278,902 at 4% or $185,935 at 6%; with 100% employer match about $209,177 at 4% or $139,451 at 6%.
2020115$2,776,508$254,557$16,970iApproximate average salary by contribution assumption: employee only about $424,262 at 4% or $282,841 at 6%; with 50% employer match about $282,841 at 4% or $188,561 at 6%; with 100% employer match about $212,131 at 4% or $141,421 at 6%.
The Swan & Gardiner 401K Profit Sharing Plan & Trust-15$2,776,508$254,557$16,970iApproximate average salary by contribution assumption: employee only about $424,262 at 4% or $282,841 at 6%; with 50% employer match about $282,841 at 4% or $188,561 at 6%; with 100% employer match about $212,131 at 4% or $141,421 at 6%.
2019113$2,403,557$248,600$19,123iApproximate average salary by contribution assumption: employee only about $478,077 at 4% or $318,718 at 6%; with 50% employer match about $318,718 at 4% or $212,479 at 6%; with 100% employer match about $239,038 at 4% or $159,359 at 6%.
The Swan & Gardiner 401K Profit Sharing Plan & Trust-13$2,403,557$248,600$19,123iApproximate average salary by contribution assumption: employee only about $478,077 at 4% or $318,718 at 6%; with 50% employer match about $318,718 at 4% or $212,479 at 6%; with 100% employer match about $239,038 at 4% or $159,359 at 6%.
2018113$2,045,150$483,579$37,198iApproximate average salary by contribution assumption: employee only about $929,960 at 4% or $619,973 at 6%; with 50% employer match about $619,973 at 4% or $413,315 at 6%; with 100% employer match about $464,980 at 4% or $309,987 at 6%.
The Swan & Gardiner 401K Profit Sharing Plan & Trust-13$2,045,150$483,579$37,198iApproximate average salary by contribution assumption: employee only about $929,960 at 4% or $619,973 at 6%; with 50% employer match about $619,973 at 4% or $413,315 at 6%; with 100% employer match about $464,980 at 4% or $309,987 at 6%.
2017111$1,685,791$233,937$21,267iApproximate average salary by contribution assumption: employee only about $531,675 at 4% or $354,450 at 6%; with 50% employer match about $354,450 at 4% or $236,300 at 6%; with 100% employer match about $265,838 at 4% or $177,225 at 6%.
The Swan & Gardiner 401K Profit Sharing Plan & Trust-11$1,685,791$233,937$21,267iApproximate average salary by contribution assumption: employee only about $531,675 at 4% or $354,450 at 6%; with 50% employer match about $354,450 at 4% or $236,300 at 6%; with 100% employer match about $265,838 at 4% or $177,225 at 6%.
2016113$1,332,063$225,848$17,373iApproximate average salary by contribution assumption: employee only about $434,323 at 4% or $289,549 at 6%; with 50% employer match about $289,549 at 4% or $193,032 at 6%; with 100% employer match about $217,162 at 4% or $144,774 at 6%.
The Swan & Gardiner 401K Profit Sharing Plan & Trust-13$1,332,063$225,848$17,373iApproximate average salary by contribution assumption: employee only about $434,323 at 4% or $289,549 at 6%; with 50% employer match about $289,549 at 4% or $193,032 at 6%; with 100% employer match about $217,162 at 4% or $144,774 at 6%.
2015113$1,216,764$226,375$17,413iApproximate average salary by contribution assumption: employee only about $435,337 at 4% or $290,224 at 6%; with 50% employer match about $290,224 at 4% or $193,483 at 6%; with 100% employer match about $217,668 at 4% or $145,112 at 6%.
The Swan & Gardiner 401K Profit Sharing Plan & Trust-13$1,216,764$226,375$17,413iApproximate average salary by contribution assumption: employee only about $435,337 at 4% or $290,224 at 6%; with 50% employer match about $290,224 at 4% or $193,483 at 6%; with 100% employer match about $217,668 at 4% or $145,112 at 6%.
2014112$1,189,589$221,341$18,445iApproximate average salary by contribution assumption: employee only about $461,127 at 4% or $307,418 at 6%; with 50% employer match about $307,418 at 4% or $204,945 at 6%; with 100% employer match about $230,564 at 4% or $153,709 at 6%.
The Swan & Gardiner 401K Profit Sharing Plan & Trust-12$1,189,589$221,341$18,445iApproximate average salary by contribution assumption: employee only about $461,127 at 4% or $307,418 at 6%; with 50% employer match about $307,418 at 4% or $204,945 at 6%; with 100% employer match about $230,564 at 4% or $153,709 at 6%.
2013112$1,709,811$234,223$19,519iApproximate average salary by contribution assumption: employee only about $487,965 at 4% or $325,310 at 6%; with 50% employer match about $325,310 at 4% or $216,873 at 6%; with 100% employer match about $243,982 at 4% or $162,655 at 6%.
The Swan & Gardiner 401K Profit Sharing Plan & Trust-12$1,709,811$234,223$19,519iApproximate average salary by contribution assumption: employee only about $487,965 at 4% or $325,310 at 6%; with 50% employer match about $325,310 at 4% or $216,873 at 6%; with 100% employer match about $243,982 at 4% or $162,655 at 6%.
2012111$1,261,924$182,235$16,567iApproximate average salary by contribution assumption: employee only about $414,170 at 4% or $276,114 at 6%; with 50% employer match about $276,114 at 4% or $184,076 at 6%; with 100% employer match about $207,085 at 4% or $138,057 at 6%.
The Swan & Gardiner 401K Profit Sharing Plan & Trust-11$1,261,924$182,235$16,567iApproximate average salary by contribution assumption: employee only about $414,170 at 4% or $276,114 at 6%; with 50% employer match about $276,114 at 4% or $184,076 at 6%; with 100% employer match about $207,085 at 4% or $138,057 at 6%.
2011112$971,514$163,954$13,663iApproximate average salary by contribution assumption: employee only about $341,571 at 4% or $227,714 at 6%; with 50% employer match about $227,714 at 4% or $151,809 at 6%; with 100% employer match about $170,785 at 4% or $113,857 at 6%.
The Swan & Gardiner 401K Profit Sharing Plan & Trust-12$971,514$163,954$13,663iApproximate average salary by contribution assumption: employee only about $341,571 at 4% or $227,714 at 6%; with 50% employer match about $227,714 at 4% or $151,809 at 6%; with 100% employer match about $170,785 at 4% or $113,857 at 6%.
2010112$844,149$165,973$13,831iApproximate average salary by contribution assumption: employee only about $345,777 at 4% or $230,518 at 6%; with 50% employer match about $230,518 at 4% or $153,679 at 6%; with 100% employer match about $172,889 at 4% or $115,259 at 6%.
The Swan & Gardiner 401K Profit Sharing Plan & Trust-12$844,149$165,973$13,831iApproximate average salary by contribution assumption: employee only about $345,777 at 4% or $230,518 at 6%; with 50% employer match about $230,518 at 4% or $153,679 at 6%; with 100% employer match about $172,889 at 4% or $115,259 at 6%.
2009113$639,343$147,030$11,310iApproximate average salary by contribution assumption: employee only about $282,750 at 4% or $188,500 at 6%; with 50% employer match about $188,500 at 4% or $125,667 at 6%; with 100% employer match about $141,375 at 4% or $94,250 at 6%.
The Swan & Gardiner 401K Profit Sharing Plan & Trust-13$639,343$147,030$11,310iApproximate average salary by contribution assumption: employee only about $282,750 at 4% or $188,500 at 6%; with 50% employer match about $188,500 at 4% or $125,667 at 6%; with 100% employer match about $141,375 at 4% or $94,250 at 6%.
2008111$0$0-
The Swan & Gardiner 401K Profit Sharing Plan & Trust-11---
200718$0$0-
The Swan & Gardiner 401K Profit Sharing Plan & Trust-8---
200617$270,273$104,688$14,955iApproximate average salary by contribution assumption: employee only about $373,886 at 4% or $249,257 at 6%; with 50% employer match about $249,257 at 4% or $166,171 at 6%; with 100% employer match about $186,943 at 4% or $124,629 at 6%.
The Swan & Gardiner 401K Profit Sharing Plan & Trust-7$270,273$104,688$14,955iApproximate average salary by contribution assumption: employee only about $373,886 at 4% or $249,257 at 6%; with 50% employer match about $249,257 at 4% or $166,171 at 6%; with 100% employer match about $186,943 at 4% or $124,629 at 6%.
200519$100,064$100,075$11,119iApproximate average salary by contribution assumption: employee only about $277,986 at 4% or $185,324 at 6%; with 50% employer match about $185,324 at 4% or $123,549 at 6%; with 100% employer match about $138,993 at 4% or $92,662 at 6%.
The Swan & Gardiner 401K Profit Sharing Plan & Trust-9$100,064$100,075$11,119iApproximate average salary by contribution assumption: employee only about $277,986 at 4% or $185,324 at 6%; with 50% employer match about $185,324 at 4% or $123,549 at 6%; with 100% employer match about $138,993 at 4% or $92,662 at 6%.