Civic Intelligence

Daniel a. Swanson, C.P.A., P.S.

Plan context: Daniel a. Swanson & Associates Ps Profit-Sharing Plan

EIN 91-1270890 • 10 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$90,806

2008 Contributions

$32,478

Historical Graphs

Total Assets Over Time

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

$207,909$103,955$0199920042008YearValue
$90,806Latest year 2008

Participants Over Time

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

210199920042008YearValue
1Latest year 2008

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
200811$90,806$32,478$32,478iApproximate average salary by contribution assumption: employee only about $811,950 at 4% or $541,300 at 6%; with 50% employer match about $541,300 at 4% or $360,867 at 6%; with 100% employer match about $405,975 at 4% or $270,650 at 6%.
Daniel a. Swanson & Associates Ps Profit-Sharing Plan-1$90,806$32,478$32,478iApproximate average salary by contribution assumption: employee only about $811,950 at 4% or $541,300 at 6%; with 50% employer match about $541,300 at 4% or $360,867 at 6%; with 100% employer match about $405,975 at 4% or $270,650 at 6%.
200711$0$0-
Daniel a. Swanson & Associates Ps Profit-Sharing Plan-1---
200611$207,828$923$923iApproximate average salary by contribution assumption: employee only about $23,075 at 4% or $15,383 at 6%; with 50% employer match about $15,383 at 4% or $10,256 at 6%; with 100% employer match about $11,538 at 4% or $7,692 at 6%.
Daniel a. Swanson & Associates Ps Profit-Sharing Plan-1$207,828$923$923iApproximate average salary by contribution assumption: employee only about $23,075 at 4% or $15,383 at 6%; with 50% employer match about $15,383 at 4% or $10,256 at 6%; with 100% employer match about $11,538 at 4% or $7,692 at 6%.
200511$155,247$936$936iApproximate average salary by contribution assumption: employee only about $23,400 at 4% or $15,600 at 6%; with 50% employer match about $15,600 at 4% or $10,400 at 6%; with 100% employer match about $11,700 at 4% or $7,800 at 6%.
Daniel a. Swanson & Associates Ps Profit-Sharing Plan-1$155,247$936$936iApproximate average salary by contribution assumption: employee only about $23,400 at 4% or $15,600 at 6%; with 50% employer match about $15,600 at 4% or $10,400 at 6%; with 100% employer match about $11,700 at 4% or $7,800 at 6%.
200411$121,413$5,960$5,960iApproximate average salary by contribution assumption: employee only about $149,000 at 4% or $99,333 at 6%; with 50% employer match about $99,333 at 4% or $66,222 at 6%; with 100% employer match about $74,500 at 4% or $49,667 at 6%.
Daniel a. Swanson & Associates Ps Profit-Sharing Plan-1$121,413$5,960$5,960iApproximate average salary by contribution assumption: employee only about $149,000 at 4% or $99,333 at 6%; with 50% employer match about $99,333 at 4% or $66,222 at 6%; with 100% employer match about $74,500 at 4% or $49,667 at 6%.
200311$101,718$5,788$5,788iApproximate average salary by contribution assumption: employee only about $144,700 at 4% or $96,467 at 6%; with 50% employer match about $96,467 at 4% or $64,311 at 6%; with 100% employer match about $72,350 at 4% or $48,233 at 6%.
Daniel a. Swanson & Associates Ps Profit-Sharing Plan-1$101,718$5,788$5,788iApproximate average salary by contribution assumption: employee only about $144,700 at 4% or $96,467 at 6%; with 50% employer match about $96,467 at 4% or $64,311 at 6%; with 100% employer match about $72,350 at 4% or $48,233 at 6%.
200211$0$0-
Daniel a. Swanson & Associates Ps Profit-Sharing Plan-1---
200111$0$0-
Daniel a. Swanson & Associates Ps Profit-Sharing Plan-1---
200011$141,610$15,604$15,604iApproximate average salary by contribution assumption: employee only about $390,100 at 4% or $260,067 at 6%; with 50% employer match about $260,067 at 4% or $173,378 at 6%; with 100% employer match about $195,050 at 4% or $130,033 at 6%.
Daniel a. Swanson & Associates Ps Profit-Sharing Plan-1$141,610$15,604$15,604iApproximate average salary by contribution assumption: employee only about $390,100 at 4% or $260,067 at 6%; with 50% employer match about $260,067 at 4% or $173,378 at 6%; with 100% employer match about $195,050 at 4% or $130,033 at 6%.
199912$207,909$10,036$5,018iApproximate average salary by contribution assumption: employee only about $125,450 at 4% or $83,633 at 6%; with 50% employer match about $83,633 at 4% or $55,756 at 6%; with 100% employer match about $62,725 at 4% or $41,817 at 6%.
Daniel a. Swanson & Associates Ps Profit-Sharing Plan-2$207,909$10,036$5,018iApproximate average salary by contribution assumption: employee only about $125,450 at 4% or $83,633 at 6%; with 50% employer match about $83,633 at 4% or $55,756 at 6%; with 100% employer match about $62,725 at 4% or $41,817 at 6%.