Civic Intelligence

Alan Swimmer, D.D.S. Inc.

Plan context: SWIMMER RETIREMENT PLAN

EIN 94-2546807 • Lafayette, CA • 26 filings • 5 plans

907 Moraga Rd.Lafayette, CA 94549
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$4,672,939

2024 Contributions

$41,336

Historical Graphs

Total Assets Over Time

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

$4,725,422$2,362,711$0199920132024YearValue
$4,672,939Latest year 2024

Participants Over Time

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

1790199920122024YearValue
10Latest 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
2024110$4,672,939$41,336$4,134iApproximate average salary by contribution assumption: employee only about $103,340 at 4% or $68,893 at 6%; with 50% employer match about $68,893 at 4% or $45,929 at 6%; with 100% employer match about $51,670 at 4% or $34,447 at 6%.
SWIMMER RETIREMENT PLAN-10$4,672,939$41,336$4,134iApproximate average salary by contribution assumption: employee only about $103,340 at 4% or $68,893 at 6%; with 50% employer match about $68,893 at 4% or $45,929 at 6%; with 100% employer match about $51,670 at 4% or $34,447 at 6%.
2023110$4,536,932$41,848$4,185iApproximate average salary by contribution assumption: employee only about $104,620 at 4% or $69,747 at 6%; with 50% employer match about $69,747 at 4% or $46,498 at 6%; with 100% employer match about $52,310 at 4% or $34,873 at 6%.
SWIMMER RETIREMENT PLAN-10$4,536,932$41,848$4,185iApproximate average salary by contribution assumption: employee only about $104,620 at 4% or $69,747 at 6%; with 50% employer match about $69,747 at 4% or $46,498 at 6%; with 100% employer match about $52,310 at 4% or $34,873 at 6%.
2022110$4,201,300$39,942$3,994iApproximate average salary by contribution assumption: employee only about $99,855 at 4% or $66,570 at 6%; with 50% employer match about $66,570 at 4% or $44,380 at 6%; with 100% employer match about $49,928 at 4% or $33,285 at 6%.
SWIMMER RETIREMENT PLAN-10$4,201,300$39,942$3,994iApproximate average salary by contribution assumption: employee only about $99,855 at 4% or $66,570 at 6%; with 50% employer match about $66,570 at 4% or $44,380 at 6%; with 100% employer match about $49,928 at 4% or $33,285 at 6%.
2021111$4,725,422$45,183$4,108iApproximate average salary by contribution assumption: employee only about $102,689 at 4% or $68,459 at 6%; with 50% employer match about $68,459 at 4% or $45,639 at 6%; with 100% employer match about $51,344 at 4% or $34,230 at 6%.
SWIMMER RETIREMENT PLAN-11$4,725,422$45,183$4,108iApproximate average salary by contribution assumption: employee only about $102,689 at 4% or $68,459 at 6%; with 50% employer match about $68,459 at 4% or $45,639 at 6%; with 100% employer match about $51,344 at 4% or $34,230 at 6%.
2020111$4,087,318$68,153$6,196iApproximate average salary by contribution assumption: employee only about $154,893 at 4% or $103,262 at 6%; with 50% employer match about $103,262 at 4% or $68,841 at 6%; with 100% employer match about $77,447 at 4% or $51,631 at 6%.
SWIMMER RETIREMENT PLAN-11$4,087,318$68,153$6,196iApproximate average salary by contribution assumption: employee only about $154,893 at 4% or $103,262 at 6%; with 50% employer match about $103,262 at 4% or $68,841 at 6%; with 100% employer match about $77,447 at 4% or $51,631 at 6%.
201919$3,664,636$53,380$5,931iApproximate average salary by contribution assumption: employee only about $148,278 at 4% or $98,852 at 6%; with 50% employer match about $98,852 at 4% or $65,901 at 6%; with 100% employer match about $74,139 at 4% or $49,426 at 6%.
SWIMMER RETIREMENT PLAN-9$3,664,636$53,380$5,931iApproximate average salary by contribution assumption: employee only about $148,278 at 4% or $98,852 at 6%; with 50% employer match about $98,852 at 4% or $65,901 at 6%; with 100% employer match about $74,139 at 4% or $49,426 at 6%.
2018110$3,246,095$87,220$8,722iApproximate average salary by contribution assumption: employee only about $218,050 at 4% or $145,367 at 6%; with 50% employer match about $145,367 at 4% or $96,911 at 6%; with 100% employer match about $109,025 at 4% or $72,683 at 6%.
SWIMMER RETIREMENT PLAN-10$3,246,095$87,220$8,722iApproximate average salary by contribution assumption: employee only about $218,050 at 4% or $145,367 at 6%; with 50% employer match about $145,367 at 4% or $96,911 at 6%; with 100% employer match about $109,025 at 4% or $72,683 at 6%.
2017113$3,494,258$144,655$11,127iApproximate average salary by contribution assumption: employee only about $278,183 at 4% or $185,455 at 6%; with 50% employer match about $185,455 at 4% or $123,637 at 6%; with 100% employer match about $139,091 at 4% or $92,728 at 6%.
DS RETIREMENT PLAN-13$3,494,258$144,655$11,127iApproximate average salary by contribution assumption: employee only about $278,183 at 4% or $185,455 at 6%; with 50% employer match about $185,455 at 4% or $123,637 at 6%; with 100% employer match about $139,091 at 4% or $92,728 at 6%.
2016114$2,946,671$166,862$11,919iApproximate average salary by contribution assumption: employee only about $297,968 at 4% or $198,645 at 6%; with 50% employer match about $198,645 at 4% or $132,430 at 6%; with 100% employer match about $148,984 at 4% or $99,323 at 6%.
DS RETIREMENT PLAN-14$2,946,671$166,862$11,919iApproximate average salary by contribution assumption: employee only about $297,968 at 4% or $198,645 at 6%; with 50% employer match about $198,645 at 4% or $132,430 at 6%; with 100% employer match about $148,984 at 4% or $99,323 at 6%.
2015112$2,457,379$152,352$12,696iApproximate average salary by contribution assumption: employee only about $317,400 at 4% or $211,600 at 6%; with 50% employer match about $211,600 at 4% or $141,067 at 6%; with 100% employer match about $158,700 at 4% or $105,800 at 6%.
DS RETIREMENT PLAN-12$2,457,379$152,352$12,696iApproximate average salary by contribution assumption: employee only about $317,400 at 4% or $211,600 at 6%; with 50% employer match about $211,600 at 4% or $141,067 at 6%; with 100% employer match about $158,700 at 4% or $105,800 at 6%.
2014113$2,418,845$2,247,359$172,874iApproximate average salary by contribution assumption: employee only about $4,321,844 at 4% or $2,881,229 at 6%; with 50% employer match about $2,881,229 at 4% or $1,920,820 at 6%; with 100% employer match about $2,160,922 at 4% or $1,440,615 at 6%.
DS RETIREMENT PLAN-13$2,418,845$2,247,359$172,874iApproximate average salary by contribution assumption: employee only about $4,321,844 at 4% or $2,881,229 at 6%; with 50% employer match about $2,881,229 at 4% or $1,920,820 at 6%; with 100% employer match about $2,160,922 at 4% or $1,440,615 at 6%.
2013112$89,054$88,994$7,416iApproximate average salary by contribution assumption: employee only about $185,404 at 4% or $123,603 at 6%; with 50% employer match about $123,603 at 4% or $82,402 at 6%; with 100% employer match about $92,702 at 4% or $61,801 at 6%.
DS RETIREMENT PLAN-12$89,054$88,994$7,416iApproximate average salary by contribution assumption: employee only about $185,404 at 4% or $123,603 at 6%; with 50% employer match about $123,603 at 4% or $82,402 at 6%; with 100% employer match about $92,702 at 4% or $61,801 at 6%.
2012117$3,073,912$216,737$12,749iApproximate average salary by contribution assumption: employee only about $318,731 at 4% or $212,487 at 6%; with 50% employer match about $212,487 at 4% or $141,658 at 6%; with 100% employer match about $159,365 at 4% or $106,244 at 6%.
Alan J. Swimmer, D.D.S. Inc. 401K Safe Harbor Plan-17$3,073,912$216,737$12,749iApproximate average salary by contribution assumption: employee only about $318,731 at 4% or $212,487 at 6%; with 50% employer match about $212,487 at 4% or $141,658 at 6%; with 100% employer match about $159,365 at 4% or $106,244 at 6%.
2011115$2,493,351$209,100$13,940iApproximate average salary by contribution assumption: employee only about $348,500 at 4% or $232,333 at 6%; with 50% employer match about $232,333 at 4% or $154,889 at 6%; with 100% employer match about $174,250 at 4% or $116,167 at 6%.
Alan J. Swimmer, D.D.S. Inc. 401K Safe Harbor Plan-15$2,493,351$209,100$13,940iApproximate average salary by contribution assumption: employee only about $348,500 at 4% or $232,333 at 6%; with 50% employer match about $232,333 at 4% or $154,889 at 6%; with 100% employer match about $174,250 at 4% or $116,167 at 6%.
2010116$2,376,616$475,210$29,701iApproximate average salary by contribution assumption: employee only about $742,516 at 4% or $495,010 at 6%; with 50% employer match about $495,010 at 4% or $330,007 at 6%; with 100% employer match about $371,258 at 4% or $247,505 at 6%.
Alan J. Swimmer, D.D.S. Inc. 401K Safe Harbor Plan-16$2,376,616$475,210$29,701iApproximate average salary by contribution assumption: employee only about $742,516 at 4% or $495,010 at 6%; with 50% employer match about $495,010 at 4% or $330,007 at 6%; with 100% employer match about $371,258 at 4% or $247,505 at 6%.
2009116$1,593,916$230,010$14,376iApproximate average salary by contribution assumption: employee only about $359,391 at 4% or $239,594 at 6%; with 50% employer match about $239,594 at 4% or $159,729 at 6%; with 100% employer match about $179,695 at 4% or $119,797 at 6%.
Alan J. Swimmer, D.D.S. Inc. 401K Safe Harbor Plan-16$1,593,916$230,010$14,376iApproximate average salary by contribution assumption: employee only about $359,391 at 4% or $239,594 at 6%; with 50% employer match about $239,594 at 4% or $159,729 at 6%; with 100% employer match about $179,695 at 4% or $119,797 at 6%.
2008112$1,028,997$158,346$13,196iApproximate average salary by contribution assumption: employee only about $329,888 at 4% or $219,925 at 6%; with 50% employer match about $219,925 at 4% or $146,617 at 6%; with 100% employer match about $164,944 at 4% or $109,963 at 6%.
Alan J. Swimmer, D.D.S. Inc. 401K Safe Harbor Plan-12$1,028,997$158,346$13,196iApproximate average salary by contribution assumption: employee only about $329,888 at 4% or $219,925 at 6%; with 50% employer match about $219,925 at 4% or $146,617 at 6%; with 100% employer match about $164,944 at 4% or $109,963 at 6%.
2007113$1,407,119$196,180$15,091iApproximate average salary by contribution assumption: employee only about $377,269 at 4% or $251,513 at 6%; with 50% employer match about $251,513 at 4% or $167,675 at 6%; with 100% employer match about $188,635 at 4% or $125,756 at 6%.
Alan J. Swimmer, D.D.S. Inc. 401K Safe Harbor Plan-13$1,407,119$196,180$15,091iApproximate average salary by contribution assumption: employee only about $377,269 at 4% or $251,513 at 6%; with 50% employer match about $251,513 at 4% or $167,675 at 6%; with 100% employer match about $188,635 at 4% or $125,756 at 6%.
2006114$1,153,507$129,377$9,241iApproximate average salary by contribution assumption: employee only about $231,030 at 4% or $154,020 at 6%; with 50% employer match about $154,020 at 4% or $102,680 at 6%; with 100% employer match about $115,515 at 4% or $77,010 at 6%.
Alan J. Swimmer, D.D.S. Inc. 401K Safe Harbor Plan-14$1,153,507$129,377$9,241iApproximate average salary by contribution assumption: employee only about $231,030 at 4% or $154,020 at 6%; with 50% employer match about $154,020 at 4% or $102,680 at 6%; with 100% employer match about $115,515 at 4% or $77,010 at 6%.
2005113$572,779$89,810$6,908iApproximate average salary by contribution assumption: employee only about $172,712 at 4% or $115,141 at 6%; with 50% employer match about $115,141 at 4% or $76,761 at 6%; with 100% employer match about $86,356 at 4% or $57,571 at 6%.
Alan J. Swimmer, D.D.S. Inc. 401K Safe Harbor Plan-13$572,779$89,810$6,908iApproximate average salary by contribution assumption: employee only about $172,712 at 4% or $115,141 at 6%; with 50% employer match about $115,141 at 4% or $76,761 at 6%; with 100% employer match about $86,356 at 4% or $57,571 at 6%.
2004114$785,115$84,724$6,052iApproximate average salary by contribution assumption: employee only about $151,293 at 4% or $100,862 at 6%; with 50% employer match about $100,862 at 4% or $67,241 at 6%; with 100% employer match about $75,646 at 4% or $50,431 at 6%.
Alan J. Swimmer, D.D.S. Inc. 401K Safe Harbor Plan-14$785,115$84,724$6,052iApproximate average salary by contribution assumption: employee only about $151,293 at 4% or $100,862 at 6%; with 50% employer match about $100,862 at 4% or $67,241 at 6%; with 100% employer match about $75,646 at 4% or $50,431 at 6%.
2003114$812,005$87,811$6,272iApproximate average salary by contribution assumption: employee only about $156,805 at 4% or $104,537 at 6%; with 50% employer match about $104,537 at 4% or $69,691 at 6%; with 100% employer match about $78,403 at 4% or $52,268 at 6%.
Alan J. Swimmer, D.D.S. Inc. 401K Safe Harbor Plan-14$812,005$87,811$6,272iApproximate average salary by contribution assumption: employee only about $156,805 at 4% or $104,537 at 6%; with 50% employer match about $104,537 at 4% or $69,691 at 6%; with 100% employer match about $78,403 at 4% or $52,268 at 6%.
2002114$577,618$78,468$5,605iApproximate average salary by contribution assumption: employee only about $140,121 at 4% or $93,414 at 6%; with 50% employer match about $93,414 at 4% or $62,276 at 6%; with 100% employer match about $70,061 at 4% or $46,707 at 6%.
Alan J. Swimmer, D.D.S. Inc. 401K Safe Harbor Plan-14$577,618$78,468$5,605iApproximate average salary by contribution assumption: employee only about $140,121 at 4% or $93,414 at 6%; with 50% employer match about $93,414 at 4% or $62,276 at 6%; with 100% employer match about $70,061 at 4% or $46,707 at 6%.
2001115$0$0-
Alan J. Swimmer, D.D.S. Inc. 401K Safe Harbor Plan-15---
2000111$0$0-
Alan J. Swimmer, D.D.S. Inc. 401K Safe Harbor Plan-11---
1999110$496,800$76,595$7,660iApproximate average salary by contribution assumption: employee only about $191,488 at 4% or $127,658 at 6%; with 50% employer match about $127,658 at 4% or $85,106 at 6%; with 100% employer match about $95,744 at 4% or $63,829 at 6%.
Alan J. Swimmer, D.D.S. Inc. 401K Safe Harbor Plan-10$496,800$76,595$7,660iApproximate average salary by contribution assumption: employee only about $191,488 at 4% or $127,658 at 6%; with 50% employer match about $127,658 at 4% or $85,106 at 6%; with 100% employer match about $95,744 at 4% or $63,829 at 6%.