Civic Intelligence

James S. Swanson, D.D.S.

Plan context: James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust

EIN 91-1492440 • Seattle, WA • 30 filings • 6 plans

4115 University Way NE Ste #117Seattle, WA 98105
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,061,950

2024 Contributions

$70,389

Historical Graphs

Total Assets Over Time

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

$2,061,950$1,030,975$0199920132024YearValue
$2,061,950Latest year 2024

Participants Over Time

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

630199920122024YearValue
5Latest 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
202415$2,061,950$70,389$14,078iApproximate average salary by contribution assumption: employee only about $351,945 at 4% or $234,630 at 6%; with 50% employer match about $234,630 at 4% or $156,420 at 6%; with 100% employer match about $175,973 at 4% or $117,315 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-5$2,061,950$70,389$14,078iApproximate average salary by contribution assumption: employee only about $351,945 at 4% or $234,630 at 6%; with 50% employer match about $234,630 at 4% or $156,420 at 6%; with 100% employer match about $175,973 at 4% or $117,315 at 6%.
202315$1,825,338$82,851$16,570iApproximate average salary by contribution assumption: employee only about $414,255 at 4% or $276,170 at 6%; with 50% employer match about $276,170 at 4% or $184,113 at 6%; with 100% employer match about $207,128 at 4% or $138,085 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-5$1,825,338$82,851$16,570iApproximate average salary by contribution assumption: employee only about $414,255 at 4% or $276,170 at 6%; with 50% employer match about $276,170 at 4% or $184,113 at 6%; with 100% employer match about $207,128 at 4% or $138,085 at 6%.
202214$1,605,773$81,381$20,345iApproximate average salary by contribution assumption: employee only about $508,631 at 4% or $339,088 at 6%; with 50% employer match about $339,088 at 4% or $226,058 at 6%; with 100% employer match about $254,316 at 4% or $169,544 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-4$1,605,773$81,381$20,345iApproximate average salary by contribution assumption: employee only about $508,631 at 4% or $339,088 at 6%; with 50% employer match about $339,088 at 4% or $226,058 at 6%; with 100% employer match about $254,316 at 4% or $169,544 at 6%.
202115$1,637,479$82,146$16,429iApproximate average salary by contribution assumption: employee only about $410,730 at 4% or $273,820 at 6%; with 50% employer match about $273,820 at 4% or $182,547 at 6%; with 100% employer match about $205,365 at 4% or $136,910 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-5$1,637,479$82,146$16,429iApproximate average salary by contribution assumption: employee only about $410,730 at 4% or $273,820 at 6%; with 50% employer match about $273,820 at 4% or $182,547 at 6%; with 100% employer match about $205,365 at 4% or $136,910 at 6%.
202015$1,494,425$79,306$15,861iApproximate average salary by contribution assumption: employee only about $396,530 at 4% or $264,353 at 6%; with 50% employer match about $264,353 at 4% or $176,236 at 6%; with 100% employer match about $198,265 at 4% or $132,177 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-5$1,494,425$79,306$15,861iApproximate average salary by contribution assumption: employee only about $396,530 at 4% or $264,353 at 6%; with 50% employer match about $264,353 at 4% or $176,236 at 6%; with 100% employer match about $198,265 at 4% or $132,177 at 6%.
201915$1,461,871$63,334$12,667iApproximate average salary by contribution assumption: employee only about $316,670 at 4% or $211,113 at 6%; with 50% employer match about $211,113 at 4% or $140,742 at 6%; with 100% employer match about $158,335 at 4% or $105,557 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-5$1,461,871$63,334$12,667iApproximate average salary by contribution assumption: employee only about $316,670 at 4% or $211,113 at 6%; with 50% employer match about $211,113 at 4% or $140,742 at 6%; with 100% employer match about $158,335 at 4% or $105,557 at 6%.
201815$1,322,701$63,501$12,700iApproximate average salary by contribution assumption: employee only about $317,505 at 4% or $211,670 at 6%; with 50% employer match about $211,670 at 4% or $141,113 at 6%; with 100% employer match about $158,753 at 4% or $105,835 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-5$1,322,701$63,501$12,700iApproximate average salary by contribution assumption: employee only about $317,505 at 4% or $211,670 at 6%; with 50% employer match about $211,670 at 4% or $141,113 at 6%; with 100% employer match about $158,753 at 4% or $105,835 at 6%.
201715$1,262,599$63,620$12,724iApproximate average salary by contribution assumption: employee only about $318,100 at 4% or $212,067 at 6%; with 50% employer match about $212,067 at 4% or $141,378 at 6%; with 100% employer match about $159,050 at 4% or $106,033 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-5$1,262,599$63,620$12,724iApproximate average salary by contribution assumption: employee only about $318,100 at 4% or $212,067 at 6%; with 50% employer match about $212,067 at 4% or $141,378 at 6%; with 100% employer match about $159,050 at 4% or $106,033 at 6%.
201615$1,147,830$70,933$14,187iApproximate average salary by contribution assumption: employee only about $354,665 at 4% or $236,443 at 6%; with 50% employer match about $236,443 at 4% or $157,629 at 6%; with 100% employer match about $177,333 at 4% or $118,222 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-5$1,147,830$70,933$14,187iApproximate average salary by contribution assumption: employee only about $354,665 at 4% or $236,443 at 6%; with 50% employer match about $236,443 at 4% or $157,629 at 6%; with 100% employer match about $177,333 at 4% or $118,222 at 6%.
201515$1,060,698$39,430$7,886iApproximate average salary by contribution assumption: employee only about $197,150 at 4% or $131,433 at 6%; with 50% employer match about $131,433 at 4% or $87,622 at 6%; with 100% employer match about $98,575 at 4% or $65,717 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-5$1,060,698$39,430$7,886iApproximate average salary by contribution assumption: employee only about $197,150 at 4% or $131,433 at 6%; with 50% employer match about $131,433 at 4% or $87,622 at 6%; with 100% employer match about $98,575 at 4% or $65,717 at 6%.
201415$1,019,845$61,086$12,217iApproximate average salary by contribution assumption: employee only about $305,430 at 4% or $203,620 at 6%; with 50% employer match about $203,620 at 4% or $135,747 at 6%; with 100% employer match about $152,715 at 4% or $101,810 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-5$1,019,845$61,086$12,217iApproximate average salary by contribution assumption: employee only about $305,430 at 4% or $203,620 at 6%; with 50% employer match about $203,620 at 4% or $135,747 at 6%; with 100% employer match about $152,715 at 4% or $101,810 at 6%.
201315$946,785$69,055$13,811iApproximate average salary by contribution assumption: employee only about $345,275 at 4% or $230,183 at 6%; with 50% employer match about $230,183 at 4% or $153,456 at 6%; with 100% employer match about $172,638 at 4% or $115,092 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-5$946,785$69,055$13,811iApproximate average salary by contribution assumption: employee only about $345,275 at 4% or $230,183 at 6%; with 50% employer match about $230,183 at 4% or $153,456 at 6%; with 100% employer match about $172,638 at 4% or $115,092 at 6%.
201216$854,063$71,516$11,919iApproximate average salary by contribution assumption: employee only about $297,983 at 4% or $198,656 at 6%; with 50% employer match about $198,656 at 4% or $132,437 at 6%; with 100% employer match about $148,992 at 4% or $99,328 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-6$854,063$71,516$11,919iApproximate average salary by contribution assumption: employee only about $297,983 at 4% or $198,656 at 6%; with 50% employer match about $198,656 at 4% or $132,437 at 6%; with 100% employer match about $148,992 at 4% or $99,328 at 6%.
201115$770,349$69,281$13,856iApproximate average salary by contribution assumption: employee only about $346,405 at 4% or $230,937 at 6%; with 50% employer match about $230,937 at 4% or $153,958 at 6%; with 100% employer match about $173,203 at 4% or $115,468 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-5$770,349$69,281$13,856iApproximate average salary by contribution assumption: employee only about $346,405 at 4% or $230,937 at 6%; with 50% employer match about $230,937 at 4% or $153,958 at 6%; with 100% employer match about $173,203 at 4% or $115,468 at 6%.
201015$721,632$67,610$13,522iApproximate average salary by contribution assumption: employee only about $338,050 at 4% or $225,367 at 6%; with 50% employer match about $225,367 at 4% or $150,244 at 6%; with 100% employer match about $169,025 at 4% or $112,683 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-5$721,632$67,610$13,522iApproximate average salary by contribution assumption: employee only about $338,050 at 4% or $225,367 at 6%; with 50% employer match about $225,367 at 4% or $150,244 at 6%; with 100% employer match about $169,025 at 4% or $112,683 at 6%.
200915$684,062$84,186$16,837iApproximate average salary by contribution assumption: employee only about $420,930 at 4% or $280,620 at 6%; with 50% employer match about $280,620 at 4% or $187,080 at 6%; with 100% employer match about $210,465 at 4% or $140,310 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-5$684,062$84,186$16,837iApproximate average salary by contribution assumption: employee only about $420,930 at 4% or $280,620 at 6%; with 50% employer match about $280,620 at 4% or $187,080 at 6%; with 100% employer match about $210,465 at 4% or $140,310 at 6%.
200815$0$0-
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-5---
200715$0$0-
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-5---
200615$490,992$53,692$10,738iApproximate average salary by contribution assumption: employee only about $268,460 at 4% or $178,973 at 6%; with 50% employer match about $178,973 at 4% or $119,316 at 6%; with 100% employer match about $134,230 at 4% or $89,487 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-5$490,992$53,692$10,738iApproximate average salary by contribution assumption: employee only about $268,460 at 4% or $178,973 at 6%; with 50% employer match about $178,973 at 4% or $119,316 at 6%; with 100% employer match about $134,230 at 4% or $89,487 at 6%.
200515$416,942$51,392$10,278iApproximate average salary by contribution assumption: employee only about $256,960 at 4% or $171,307 at 6%; with 50% employer match about $171,307 at 4% or $114,204 at 6%; with 100% employer match about $128,480 at 4% or $85,653 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-5$416,942$51,392$10,278iApproximate average salary by contribution assumption: employee only about $256,960 at 4% or $171,307 at 6%; with 50% employer match about $171,307 at 4% or $114,204 at 6%; with 100% employer match about $128,480 at 4% or $85,653 at 6%.
200415$356,275$58,345$11,669iApproximate average salary by contribution assumption: employee only about $291,725 at 4% or $194,483 at 6%; with 50% employer match about $194,483 at 4% or $129,656 at 6%; with 100% employer match about $145,863 at 4% or $97,242 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-5$356,275$58,345$11,669iApproximate average salary by contribution assumption: employee only about $291,725 at 4% or $194,483 at 6%; with 50% employer match about $194,483 at 4% or $129,656 at 6%; with 100% employer match about $145,863 at 4% or $97,242 at 6%.
200315$294,841$62,313$12,463iApproximate average salary by contribution assumption: employee only about $311,565 at 4% or $207,710 at 6%; with 50% employer match about $207,710 at 4% or $138,473 at 6%; with 100% employer match about $155,783 at 4% or $103,855 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-5$294,841$62,313$12,463iApproximate average salary by contribution assumption: employee only about $311,565 at 4% or $207,710 at 6%; with 50% employer match about $207,710 at 4% or $138,473 at 6%; with 100% employer match about $155,783 at 4% or $103,855 at 6%.
200224$221,567$34,119$8,530iApproximate average salary by contribution assumption: employee only about $213,244 at 4% or $142,163 at 6%; with 50% employer match about $142,163 at 4% or $94,775 at 6%; with 100% employer match about $106,622 at 4% or $71,081 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-4$221,567$34,119$8,530iApproximate average salary by contribution assumption: employee only about $213,244 at 4% or $142,163 at 6%; with 50% employer match about $142,163 at 4% or $94,775 at 6%; with 100% employer match about $106,622 at 4% or $71,081 at 6%.
James S. Swanson, D.D.S. Money Purchase Pension Plan and Trust-0---
200123$79,673$18,326$6,109iApproximate average salary by contribution assumption: employee only about $152,717 at 4% or $101,811 at 6%; with 50% employer match about $101,811 at 4% or $67,874 at 6%; with 100% employer match about $76,358 at 4% or $50,906 at 6%.
James S. Swanson, D.D.S. Money Purchase Pension Plan and Trust-3$79,673$18,326$6,109iApproximate average salary by contribution assumption: employee only about $152,717 at 4% or $101,811 at 6%; with 50% employer match about $101,811 at 4% or $67,874 at 6%; with 100% employer match about $76,358 at 4% or $50,906 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-3---
200023$132,220$38,982$12,994iApproximate average salary by contribution assumption: employee only about $324,850 at 4% or $216,567 at 6%; with 50% employer match about $216,567 at 4% or $144,378 at 6%; with 100% employer match about $162,425 at 4% or $108,283 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-3$68,778$19,643$6,548iApproximate average salary by contribution assumption: employee only about $163,692 at 4% or $109,128 at 6%; with 50% employer match about $109,128 at 4% or $72,752 at 6%; with 100% employer match about $81,846 at 4% or $54,564 at 6%.
James S. Swanson, D.D.S. Money Purchase Pension Plan and Trust-3$63,442$19,339$6,446iApproximate average salary by contribution assumption: employee only about $161,158 at 4% or $107,439 at 6%; with 50% employer match about $107,439 at 4% or $71,626 at 6%; with 100% employer match about $80,579 at 4% or $53,719 at 6%.
199922$111,846$33,943$16,972iApproximate average salary by contribution assumption: employee only about $424,288 at 4% or $282,858 at 6%; with 50% employer match about $282,858 at 4% or $188,572 at 6%; with 100% employer match about $212,144 at 4% or $141,429 at 6%.
James S. Swanson, D.D.S. 401(K) Profit Sharing Plan & Trust-2$62,459$16,687$8,344iApproximate average salary by contribution assumption: employee only about $208,588 at 4% or $139,058 at 6%; with 50% employer match about $139,058 at 4% or $92,706 at 6%; with 100% employer match about $104,294 at 4% or $69,529 at 6%.
James S. Swanson, D.D.S. Money Purchase Pension Plan and Trust-2$49,387$17,256$8,628iApproximate average salary by contribution assumption: employee only about $215,700 at 4% or $143,800 at 6%; with 50% employer match about $143,800 at 4% or $95,867 at 6%; with 100% employer match about $107,850 at 4% or $71,900 at 6%.