Civic Intelligence

Swartz Moving and Storage Company

Plan context: Swartz Moving & Storage Company Nonunion Employees Profit Sharing Plan

EIN 93-0408264 • Portland, OR • 15 filings • 4 plans

9611 NE Sunderland RdPortland, OR 97211-1718
Current Snapshot

Latest Year

2013

2013 Participants

19

2013 Assets

$5,515,158

2013 Contributions

$251,259

Historical Graphs

Total Assets Over Time

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

$11,577,940$5,788,970$0199920052012YearValue
$5,515,158Latest year 2012

Participants Over Time

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

37190199920052012YearValue
19Latest year 2012

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
201310$0$251,259-
Swartz Moving & Storage Company Nonunion Employees Profit Sharing Plan-0$0$251,259-
2012119$5,515,158$0-
Swartz Moving & Storage Company Nonunion Employees Profit Sharing Plan-19$5,515,158--
2011119$5,115,626$0-
Swartz Moving & Storage Company Nonunion Employees Profit Sharing Plan-19$5,115,626--
2010123$5,673,075$0-
Swartz Moving & Storage Company Nonunion Employees Profit Sharing Plan-23$5,673,075--
2009235$11,577,940$373,469$10,671iApproximate average salary by contribution assumption: employee only about $266,764 at 4% or $177,842 at 6%; with 50% employer match about $177,842 at 4% or $118,562 at 6%; with 100% employer match about $133,382 at 4% or $88,921 at 6%.
Swartz Moving & Storage Company Nonunion Employees Profit Sharing Plan-35$5,925,249$193,135$5,518iApproximate average salary by contribution assumption: employee only about $137,954 at 4% or $91,969 at 6%; with 50% employer match about $91,969 at 4% or $61,313 at 6%; with 100% employer match about $68,977 at 4% or $45,985 at 6%.
Swartz Moving & Storage Company Nonunion Employees Profit Sharing Plan-30$5,652,691$180,334$6,011iApproximate average salary by contribution assumption: employee only about $150,278 at 4% or $100,186 at 6%; with 50% employer match about $100,186 at 4% or $66,790 at 6%; with 100% employer match about $75,139 at 4% or $50,093 at 6%.
2008133$5,078,077$327,899$9,936iApproximate average salary by contribution assumption: employee only about $248,408 at 4% or $165,606 at 6%; with 50% employer match about $165,606 at 4% or $110,404 at 6%; with 100% employer match about $124,204 at 4% or $82,803 at 6%.
Swartz Moving & Storage Company Nonunion Employees Profit Sharing Plan-33$5,078,077$327,899$9,936iApproximate average salary by contribution assumption: employee only about $248,408 at 4% or $165,606 at 6%; with 50% employer match about $165,606 at 4% or $110,404 at 6%; with 100% employer match about $124,204 at 4% or $82,803 at 6%.
2006137$6,155,831$329,175$8,897iApproximate average salary by contribution assumption: employee only about $222,416 at 4% or $148,277 at 6%; with 50% employer match about $148,277 at 4% or $98,851 at 6%; with 100% employer match about $111,208 at 4% or $74,139 at 6%.
Swartz Moving & Storage Company Nonunion Employees Profit Sharing Plan-37$6,155,831$329,175$8,897iApproximate average salary by contribution assumption: employee only about $222,416 at 4% or $148,277 at 6%; with 50% employer match about $148,277 at 4% or $98,851 at 6%; with 100% employer match about $111,208 at 4% or $74,139 at 6%.
2005133$5,145,898$154,742$4,689iApproximate average salary by contribution assumption: employee only about $117,229 at 4% or $78,153 at 6%; with 50% employer match about $78,153 at 4% or $52,102 at 6%; with 100% employer match about $58,614 at 4% or $39,076 at 6%.
Swartz Moving & Storage Company Nonunion Employees Profit Sharing Plan-33$5,145,898$154,742$4,689iApproximate average salary by contribution assumption: employee only about $117,229 at 4% or $78,153 at 6%; with 50% employer match about $78,153 at 4% or $52,102 at 6%; with 100% employer match about $58,614 at 4% or $39,076 at 6%.
2004130$4,743,029$297,730$9,924iApproximate average salary by contribution assumption: employee only about $248,108 at 4% or $165,406 at 6%; with 50% employer match about $165,406 at 4% or $110,270 at 6%; with 100% employer match about $124,054 at 4% or $82,703 at 6%.
Swartz Moving & Storage Company Nonunion Employees Profit Sharing Plan-30$4,743,029$297,730$9,924iApproximate average salary by contribution assumption: employee only about $248,108 at 4% or $165,406 at 6%; with 50% employer match about $165,406 at 4% or $110,270 at 6%; with 100% employer match about $124,054 at 4% or $82,703 at 6%.
2003131$4,148,608$170,814$5,510iApproximate average salary by contribution assumption: employee only about $137,753 at 4% or $91,835 at 6%; with 50% employer match about $91,835 at 4% or $61,224 at 6%; with 100% employer match about $68,877 at 4% or $45,918 at 6%.
Swartz Moving & Storage Company Nonunion Employees Profit Sharing Plan-31$4,148,608$170,814$5,510iApproximate average salary by contribution assumption: employee only about $137,753 at 4% or $91,835 at 6%; with 50% employer match about $91,835 at 4% or $61,224 at 6%; with 100% employer match about $68,877 at 4% or $45,918 at 6%.
2002133$3,888,151$283,581$8,593iApproximate average salary by contribution assumption: employee only about $214,834 at 4% or $143,223 at 6%; with 50% employer match about $143,223 at 4% or $95,482 at 6%; with 100% employer match about $107,417 at 4% or $71,611 at 6%.
Swartz Moving & Storage Company Nonunion Employees Profit Sharing Plan-33$3,888,151$283,581$8,593iApproximate average salary by contribution assumption: employee only about $214,834 at 4% or $143,223 at 6%; with 50% employer match about $143,223 at 4% or $95,482 at 6%; with 100% employer match about $107,417 at 4% or $71,611 at 6%.
2001136$4,238,640$290,026$8,056iApproximate average salary by contribution assumption: employee only about $201,407 at 4% or $134,271 at 6%; with 50% employer match about $134,271 at 4% or $89,514 at 6%; with 100% employer match about $100,703 at 4% or $67,136 at 6%.
Swartz Moving & Storage Company Nonunion Employees Profit Sharing Plan-36$4,238,640$290,026$8,056iApproximate average salary by contribution assumption: employee only about $201,407 at 4% or $134,271 at 6%; with 50% employer match about $134,271 at 4% or $89,514 at 6%; with 100% employer match about $100,703 at 4% or $67,136 at 6%.
2000129$4,436,863$215,092$7,417iApproximate average salary by contribution assumption: employee only about $185,424 at 4% or $123,616 at 6%; with 50% employer match about $123,616 at 4% or $82,411 at 6%; with 100% employer match about $92,712 at 4% or $61,808 at 6%.
Swartz Moving & Storage Company Nonunion Employees Profit Sharing Plan-29$4,436,863$215,092$7,417iApproximate average salary by contribution assumption: employee only about $185,424 at 4% or $123,616 at 6%; with 50% employer match about $123,616 at 4% or $82,411 at 6%; with 100% employer match about $92,712 at 4% or $61,808 at 6%.
1999132$4,587,921$224,274$7,009iApproximate average salary by contribution assumption: employee only about $175,214 at 4% or $116,809 at 6%; with 50% employer match about $116,809 at 4% or $77,873 at 6%; with 100% employer match about $87,607 at 4% or $58,405 at 6%.
Swartz Moving & Storage Company Nonunion Employees Profit Sharing Plan-32$4,587,921$224,274$7,009iApproximate average salary by contribution assumption: employee only about $175,214 at 4% or $116,809 at 6%; with 50% employer match about $116,809 at 4% or $77,873 at 6%; with 100% employer match about $87,607 at 4% or $58,405 at 6%.