Civic Intelligence

Selvin Wraith LLP

Plan context: Swh Cash Balance Plan

EIN 94-3413362 • Oakland, CA • 32 filings • 5 plans

6250 Claremont Avenue, Suite 200Oakland, CA 94618
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$9,255,524

2024 Contributions

$841,442

Historical Graphs

Total Assets Over Time

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

$9,255,524$4,627,762$0200220142024YearValue
$9,255,524Latest year 2024

Participants Over Time

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

1580200220132024YearValue
8Latest 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
202428$9,255,524$841,442$105,180iApproximate average salary by contribution assumption: employee only about $2,629,506 at 4% or $1,753,004 at 6%; with 50% employer match about $1,753,004 at 4% or $1,168,669 at 6%; with 100% employer match about $1,314,753 at 4% or $876,502 at 6%.
Swh Cash Balance Plan-5$5,304,848$390,000$78,000iApproximate average salary by contribution assumption: employee only about $1,950,000 at 4% or $1,300,000 at 6%; with 50% employer match about $1,300,000 at 4% or $866,667 at 6%; with 100% employer match about $975,000 at 4% or $650,000 at 6%.
Sw 401(K) Plan-8$3,950,676$451,442$56,430iApproximate average salary by contribution assumption: employee only about $1,410,756 at 4% or $940,504 at 6%; with 50% employer match about $940,504 at 4% or $627,003 at 6%; with 100% employer match about $705,378 at 4% or $470,252 at 6%.
2023210$7,735,159$833,439$83,344iApproximate average salary by contribution assumption: employee only about $2,083,597 at 4% or $1,389,065 at 6%; with 50% employer match about $1,389,065 at 4% or $926,043 at 6%; with 100% employer match about $1,041,799 at 4% or $694,533 at 6%.
Swh Cash Balance Plan-5$4,567,220$564,335$112,867iApproximate average salary by contribution assumption: employee only about $2,821,675 at 4% or $1,881,117 at 6%; with 50% employer match about $1,881,117 at 4% or $1,254,078 at 6%; with 100% employer match about $1,410,838 at 4% or $940,558 at 6%.
Sw 401(K) Plan-10$3,167,939$269,104$26,910iApproximate average salary by contribution assumption: employee only about $672,760 at 4% or $448,507 at 6%; with 50% employer match about $448,507 at 4% or $299,004 at 6%; with 100% employer match about $336,380 at 4% or $224,253 at 6%.
2022214$8,805,706$972,618$69,473iApproximate average salary by contribution assumption: employee only about $1,736,818 at 4% or $1,157,879 at 6%; with 50% employer match about $1,157,879 at 4% or $771,919 at 6%; with 100% employer match about $868,409 at 4% or $578,939 at 6%.
Sw 401(K) Plan-14$5,137,535$230,618$16,473iApproximate average salary by contribution assumption: employee only about $411,818 at 4% or $274,545 at 6%; with 50% employer match about $274,545 at 4% or $183,030 at 6%; with 100% employer match about $205,909 at 4% or $137,273 at 6%.
Swh Cash Balance Plan-6$3,668,171$742,000$123,667iApproximate average salary by contribution assumption: employee only about $3,091,667 at 4% or $2,061,111 at 6%; with 50% employer match about $2,061,111 at 4% or $1,374,074 at 6%; with 100% employer match about $1,545,833 at 4% or $1,030,556 at 6%.
2021214$9,009,305$849,470$60,676iApproximate average salary by contribution assumption: employee only about $1,516,911 at 4% or $1,011,274 at 6%; with 50% employer match about $1,011,274 at 4% or $674,183 at 6%; with 100% employer match about $758,455 at 4% or $505,637 at 6%.
Sw 401(K) Plan-14$5,720,220$349,032$24,931iApproximate average salary by contribution assumption: employee only about $623,271 at 4% or $415,514 at 6%; with 50% employer match about $415,514 at 4% or $277,010 at 6%; with 100% employer match about $311,636 at 4% or $207,757 at 6%.
Swh Cash Balance Plan-5$3,289,085$500,438$100,088iApproximate average salary by contribution assumption: employee only about $2,502,190 at 4% or $1,668,127 at 6%; with 50% employer match about $1,668,127 at 4% or $1,112,084 at 6%; with 100% employer match about $1,251,095 at 4% or $834,063 at 6%.
2020212$7,589,447$858,875$71,573iApproximate average salary by contribution assumption: employee only about $1,789,323 at 4% or $1,192,882 at 6%; with 50% employer match about $1,192,882 at 4% or $795,255 at 6%; with 100% employer match about $894,661 at 4% or $596,441 at 6%.
Sw 401(K) Plan-12$4,962,054$367,926$30,661iApproximate average salary by contribution assumption: employee only about $766,513 at 4% or $511,008 at 6%; with 50% employer match about $511,008 at 4% or $340,672 at 6%; with 100% employer match about $383,256 at 4% or $255,504 at 6%.
Swh Cash Balance Plan-5$2,627,393$490,949$98,190iApproximate average salary by contribution assumption: employee only about $2,454,745 at 4% or $1,636,497 at 6%; with 50% employer match about $1,636,497 at 4% or $1,090,998 at 6%; with 100% employer match about $1,227,373 at 4% or $818,248 at 6%.
2019214$6,115,596$866,566$61,898iApproximate average salary by contribution assumption: employee only about $1,547,439 at 4% or $1,031,626 at 6%; with 50% employer match about $1,031,626 at 4% or $687,751 at 6%; with 100% employer match about $773,720 at 4% or $515,813 at 6%.
Sw 401(K) Plan-14$4,175,811$385,751$27,554iApproximate average salary by contribution assumption: employee only about $688,841 at 4% or $459,227 at 6%; with 50% employer match about $459,227 at 4% or $306,152 at 6%; with 100% employer match about $344,421 at 4% or $229,614 at 6%.
Swh Cash Balance Plan-5$1,939,785$480,815$96,163iApproximate average salary by contribution assumption: employee only about $2,404,075 at 4% or $1,602,717 at 6%; with 50% employer match about $1,602,717 at 4% or $1,068,478 at 6%; with 100% employer match about $1,202,038 at 4% or $801,358 at 6%.
2018212$5,170,749$823,545$68,629iApproximate average salary by contribution assumption: employee only about $1,715,719 at 4% or $1,143,813 at 6%; with 50% employer match about $1,143,813 at 4% or $762,542 at 6%; with 100% employer match about $857,859 at 4% or $571,906 at 6%.
Sw 401(K) Plan-12$3,850,443$343,545$28,629iApproximate average salary by contribution assumption: employee only about $715,719 at 4% or $477,146 at 6%; with 50% employer match about $477,146 at 4% or $318,097 at 6%; with 100% employer match about $357,859 at 4% or $238,573 at 6%.
Swh Cash Balance Plan-5$1,320,306$480,000$96,000iApproximate average salary by contribution assumption: employee only about $2,400,000 at 4% or $1,600,000 at 6%; with 50% employer match about $1,600,000 at 4% or $1,066,667 at 6%; with 100% employer match about $1,200,000 at 4% or $800,000 at 6%.
2017210$4,539,483$705,798$70,580iApproximate average salary by contribution assumption: employee only about $1,764,495 at 4% or $1,176,330 at 6%; with 50% employer match about $1,176,330 at 4% or $784,220 at 6%; with 100% employer match about $882,248 at 4% or $588,165 at 6%.
Sw 401(K) Plan-10$3,657,080$282,559$28,256iApproximate average salary by contribution assumption: employee only about $706,398 at 4% or $470,932 at 6%; with 50% employer match about $470,932 at 4% or $313,954 at 6%; with 100% employer match about $353,199 at 4% or $235,466 at 6%.
Swh Cash Balance Plan-5$882,403$423,239$84,648iApproximate average salary by contribution assumption: employee only about $2,116,195 at 4% or $1,410,797 at 6%; with 50% employer match about $1,410,797 at 4% or $940,531 at 6%; with 100% employer match about $1,058,098 at 4% or $705,398 at 6%.
2016211$3,626,296$664,621$60,420iApproximate average salary by contribution assumption: employee only about $1,510,502 at 4% or $1,007,002 at 6%; with 50% employer match about $1,007,002 at 4% or $671,334 at 6%; with 100% employer match about $755,251 at 4% or $503,501 at 6%.
Sw 401(K) Plan-11$3,208,109$246,435$22,403iApproximate average salary by contribution assumption: employee only about $560,080 at 4% or $373,386 at 6%; with 50% employer match about $373,386 at 4% or $248,924 at 6%; with 100% employer match about $280,040 at 4% or $186,693 at 6%.
Swh Cash Balance Plan-6$418,187$418,186$69,698iApproximate average salary by contribution assumption: employee only about $1,742,442 at 4% or $1,161,628 at 6%; with 50% employer match about $1,161,628 at 4% or $774,419 at 6%; with 100% employer match about $871,221 at 4% or $580,814 at 6%.
2015111$2,821,374$295,307$26,846iApproximate average salary by contribution assumption: employee only about $671,152 at 4% or $447,435 at 6%; with 50% employer match about $447,435 at 4% or $298,290 at 6%; with 100% employer match about $335,576 at 4% or $223,717 at 6%.
Sw 401(K) Plan-11$2,821,374$295,307$26,846iApproximate average salary by contribution assumption: employee only about $671,152 at 4% or $447,435 at 6%; with 50% employer match about $447,435 at 4% or $298,290 at 6%; with 100% employer match about $335,576 at 4% or $223,717 at 6%.
2014111$2,655,775$288,384$26,217iApproximate average salary by contribution assumption: employee only about $655,418 at 4% or $436,945 at 6%; with 50% employer match about $436,945 at 4% or $291,297 at 6%; with 100% employer match about $327,709 at 4% or $218,473 at 6%.
Sw 401(K) Plan-11$2,655,775$288,384$26,217iApproximate average salary by contribution assumption: employee only about $655,418 at 4% or $436,945 at 6%; with 50% employer match about $436,945 at 4% or $291,297 at 6%; with 100% employer match about $327,709 at 4% or $218,473 at 6%.
2013114$2,405,817$318,575$22,755iApproximate average salary by contribution assumption: employee only about $568,884 at 4% or $379,256 at 6%; with 50% employer match about $379,256 at 4% or $252,837 at 6%; with 100% employer match about $284,442 at 4% or $189,628 at 6%.
Sw 401(K) Plan-14$2,405,817$318,575$22,755iApproximate average salary by contribution assumption: employee only about $568,884 at 4% or $379,256 at 6%; with 50% employer match about $379,256 at 4% or $252,837 at 6%; with 100% employer match about $284,442 at 4% or $189,628 at 6%.
2012115$2,450,978$314,238$20,949iApproximate average salary by contribution assumption: employee only about $523,730 at 4% or $349,153 at 6%; with 50% employer match about $349,153 at 4% or $232,769 at 6%; with 100% employer match about $261,865 at 4% or $174,577 at 6%.
Sw 401(K) Plan-15$2,450,978$314,238$20,949iApproximate average salary by contribution assumption: employee only about $523,730 at 4% or $349,153 at 6%; with 50% employer match about $349,153 at 4% or $232,769 at 6%; with 100% employer match about $261,865 at 4% or $174,577 at 6%.
2011112$2,142,092$281,851$23,488iApproximate average salary by contribution assumption: employee only about $587,190 at 4% or $391,460 at 6%; with 50% employer match about $391,460 at 4% or $260,973 at 6%; with 100% employer match about $293,595 at 4% or $195,730 at 6%.
Sw 401(K) Plan-12$2,142,092$281,851$23,488iApproximate average salary by contribution assumption: employee only about $587,190 at 4% or $391,460 at 6%; with 50% employer match about $391,460 at 4% or $260,973 at 6%; with 100% employer match about $293,595 at 4% or $195,730 at 6%.
2010111$2,032,256$276,146$25,104iApproximate average salary by contribution assumption: employee only about $627,605 at 4% or $418,403 at 6%; with 50% employer match about $418,403 at 4% or $278,935 at 6%; with 100% employer match about $313,802 at 4% or $209,202 at 6%.
Sw 401(K) Plan-11$2,032,256$276,146$25,104iApproximate average salary by contribution assumption: employee only about $627,605 at 4% or $418,403 at 6%; with 50% employer match about $418,403 at 4% or $278,935 at 6%; with 100% employer match about $313,802 at 4% or $209,202 at 6%.
2009111$1,744,343$268,687$24,426iApproximate average salary by contribution assumption: employee only about $610,652 at 4% or $407,102 at 6%; with 50% employer match about $407,102 at 4% or $271,401 at 6%; with 100% employer match about $305,326 at 4% or $203,551 at 6%.
Sw 401(K) Plan-11$1,744,343$268,687$24,426iApproximate average salary by contribution assumption: employee only about $610,652 at 4% or $407,102 at 6%; with 50% employer match about $407,102 at 4% or $271,401 at 6%; with 100% employer match about $305,326 at 4% or $203,551 at 6%.
2008111$1,354,587$295,136$26,831iApproximate average salary by contribution assumption: employee only about $670,764 at 4% or $447,176 at 6%; with 50% employer match about $447,176 at 4% or $298,117 at 6%; with 100% employer match about $335,382 at 4% or $223,588 at 6%.
Sw 401(K) Plan-11$1,354,587$295,136$26,831iApproximate average salary by contribution assumption: employee only about $670,764 at 4% or $447,176 at 6%; with 50% employer match about $447,176 at 4% or $298,117 at 6%; with 100% employer match about $335,382 at 4% or $223,588 at 6%.
2007112$0$0-
Sw 401(K) Plan-12---
2006111$1,011,890$254,800$23,164iApproximate average salary by contribution assumption: employee only about $579,091 at 4% or $386,061 at 6%; with 50% employer match about $386,061 at 4% or $257,374 at 6%; with 100% employer match about $289,545 at 4% or $193,030 at 6%.
Sw 401(K) Plan-11$1,011,890$254,800$23,164iApproximate average salary by contribution assumption: employee only about $579,091 at 4% or $386,061 at 6%; with 50% employer match about $386,061 at 4% or $257,374 at 6%; with 100% employer match about $289,545 at 4% or $193,030 at 6%.
2005114$743,270$225,561$16,112iApproximate average salary by contribution assumption: employee only about $402,788 at 4% or $268,525 at 6%; with 50% employer match about $268,525 at 4% or $179,017 at 6%; with 100% employer match about $201,394 at 4% or $134,263 at 6%.
Sw 401(K) Plan-14$743,270$225,561$16,112iApproximate average salary by contribution assumption: employee only about $402,788 at 4% or $268,525 at 6%; with 50% employer match about $268,525 at 4% or $179,017 at 6%; with 100% employer match about $201,394 at 4% or $134,263 at 6%.
2004111$479,923$199,029$18,094iApproximate average salary by contribution assumption: employee only about $452,339 at 4% or $301,559 at 6%; with 50% employer match about $301,559 at 4% or $201,039 at 6%; with 100% employer match about $226,169 at 4% or $150,780 at 6%.
Sw 401(K) Plan-11$479,923$199,029$18,094iApproximate average salary by contribution assumption: employee only about $452,339 at 4% or $301,559 at 6%; with 50% employer match about $301,559 at 4% or $201,039 at 6%; with 100% employer match about $226,169 at 4% or $150,780 at 6%.
2003110$261,805$188,983$18,898iApproximate average salary by contribution assumption: employee only about $472,458 at 4% or $314,972 at 6%; with 50% employer match about $314,972 at 4% or $209,981 at 6%; with 100% employer match about $236,229 at 4% or $157,486 at 6%.
Sw 401(K) Plan-10$261,805$188,983$18,898iApproximate average salary by contribution assumption: employee only about $472,458 at 4% or $314,972 at 6%; with 50% employer match about $314,972 at 4% or $209,981 at 6%; with 100% employer match about $236,229 at 4% or $157,486 at 6%.
200219$77,093$77,329$8,592iApproximate average salary by contribution assumption: employee only about $214,803 at 4% or $143,202 at 6%; with 50% employer match about $143,202 at 4% or $95,468 at 6%; with 100% employer match about $107,401 at 4% or $71,601 at 6%.
Sw 401(K) Plan-9$77,093$77,329$8,592iApproximate average salary by contribution assumption: employee only about $214,803 at 4% or $143,202 at 6%; with 50% employer match about $143,202 at 4% or $95,468 at 6%; with 100% employer match about $107,401 at 4% or $71,601 at 6%.