Sw Synergy LLC DBA Catalyst Planning Partners
Plan context: Sw Synergy LLC Profit Sharing 401(K) Plan
EIN 88-1992616 • Chicago, IL • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
15
2025 Assets
$1,337,428
2025 Contributions
$205,201
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 | 15 | $1,337,428 | $205,201 | $13,680iApproximate average salary by contribution assumption: employee only about $342,002 at 4% or $228,001 at 6%; with 50% employer match about $228,001 at 4% or $152,001 at 6%; with 100% employer match about $171,001 at 4% or $114,001 at 6%. |
| Sw Synergy LLC Profit Sharing 401(K) Plan | - | 15 | $1,337,428 | $205,201 | $13,680iApproximate average salary by contribution assumption: employee only about $342,002 at 4% or $228,001 at 6%; with 50% employer match about $228,001 at 4% or $152,001 at 6%; with 100% employer match about $171,001 at 4% or $114,001 at 6%. |
| 2024 | 1 | 13 | $928,498 | $226,575 | $17,429iApproximate average salary by contribution assumption: employee only about $435,721 at 4% or $290,481 at 6%; with 50% employer match about $290,481 at 4% or $193,654 at 6%; with 100% employer match about $217,861 at 4% or $145,240 at 6%. |
| Sw Synergy LLC Profit Sharing 401(K) Plan | - | 13 | $928,498 | $226,575 | $17,429iApproximate average salary by contribution assumption: employee only about $435,721 at 4% or $290,481 at 6%; with 50% employer match about $290,481 at 4% or $193,654 at 6%; with 100% employer match about $217,861 at 4% or $145,240 at 6%. |
| 2023 | 1 | 12 | $603,390 | $544,478 | $45,373iApproximate average salary by contribution assumption: employee only about $1,134,329 at 4% or $756,219 at 6%; with 50% employer match about $756,219 at 4% or $504,146 at 6%; with 100% employer match about $567,165 at 4% or $378,110 at 6%. |
| Sw Synergy LLC Profit Sharing 401(K) Plan | - | 12 | $603,390 | $544,478 | $45,373iApproximate average salary by contribution assumption: employee only about $1,134,329 at 4% or $756,219 at 6%; with 50% employer match about $756,219 at 4% or $504,146 at 6%; with 100% employer match about $567,165 at 4% or $378,110 at 6%. |