Civic Intelligence

Robert Swift & Associates Inc.

Plan context: Robert Swift & Associates Inc. Profit Sharing Plan & Trust

EIN 95-2575041 • 19 filings • 10 plans

Current Snapshot

Latest Year

2008

2008 Participants

4

2008 Assets

$1,268,987

2008 Contributions

$49,803

Historical Graphs

Total Assets Over Time

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

$1,268,987$634,494$0199920042006YearValue
$1,268,987Latest year 2006

Participants Over Time

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

420199920032007YearValue
4Latest year 2007

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
200810$0$0-
Robert Swift & Associates Inc. Profit Sharing Plan & Trust-0---
200714$0$0-
Robert Swift & Associates Inc. Profit Sharing Plan & Trust-4---
200614$1,268,987$49,803$12,451iApproximate average salary by contribution assumption: employee only about $311,269 at 4% or $207,513 at 6%; with 50% employer match about $207,513 at 4% or $138,342 at 6%; with 100% employer match about $155,634 at 4% or $103,756 at 6%.
Robert Swift & Associates Inc. Profit Sharing Plan & Trust-4$1,268,987$49,803$12,451iApproximate average salary by contribution assumption: employee only about $311,269 at 4% or $207,513 at 6%; with 50% employer match about $207,513 at 4% or $138,342 at 6%; with 100% employer match about $155,634 at 4% or $103,756 at 6%.
200524$1,134,372$1,062,442$265,611iApproximate average salary by contribution assumption: employee only about $6,640,263 at 4% or $4,426,842 at 6%; with 50% employer match about $4,426,842 at 4% or $2,951,228 at 6%; with 100% employer match about $3,320,131 at 4% or $2,213,421 at 6%.
Robert Swift & Associates Inc. Profit Sharing Plan & Trust-4$1,134,372$1,062,442$265,611iApproximate average salary by contribution assumption: employee only about $6,640,263 at 4% or $4,426,842 at 6%; with 50% employer match about $4,426,842 at 4% or $2,951,228 at 6%; with 100% employer match about $3,320,131 at 4% or $2,213,421 at 6%.
Robert Swift & Associates Inc. Defined Benefit Pension Plan and Trust-0---
200424$1,070,938$67,561$16,890iApproximate average salary by contribution assumption: employee only about $422,256 at 4% or $281,504 at 6%; with 50% employer match about $281,504 at 4% or $187,669 at 6%; with 100% employer match about $211,128 at 4% or $140,752 at 6%.
Robert Swift & Associates Inc. Defined Benefit Pension Plan and Trust-4$1,013,488$27,651$6,913iApproximate average salary by contribution assumption: employee only about $172,819 at 4% or $115,213 at 6%; with 50% employer match about $115,213 at 4% or $76,808 at 6%; with 100% employer match about $86,409 at 4% or $57,606 at 6%.
Robert Swift & Associates Inc. Profit Sharing Plan & Trust-4$57,450$39,910$9,978iApproximate average salary by contribution assumption: employee only about $249,438 at 4% or $166,292 at 6%; with 50% employer match about $166,292 at 4% or $110,861 at 6%; with 100% employer match about $124,719 at 4% or $83,146 at 6%.
200324$950,911$60,313$15,078iApproximate average salary by contribution assumption: employee only about $376,956 at 4% or $251,304 at 6%; with 50% employer match about $251,304 at 4% or $167,536 at 6%; with 100% employer match about $188,478 at 4% or $125,652 at 6%.
Robert Swift & Associates Inc. Defined Benefit Pension Plan and Trust-4$950,911$60,313$15,078iApproximate average salary by contribution assumption: employee only about $376,956 at 4% or $251,304 at 6%; with 50% employer match about $251,304 at 4% or $167,536 at 6%; with 100% employer match about $188,478 at 4% or $125,652 at 6%.
Robert Swift & Associates Inc. Profit Sharing Plan & Trust-4---
200234$13,986$0-
Robert Swift & Associates Inc. Profit Sharing Plan & Trust-4$13,986--
Robert Swift & Associates Inc. Defined Benefit Pension Plan and Trust-4---
Robert Swift & Associates Inc. Profit Sharing Plan & Trust-0---
200124$0$0-
Robert Swift & Associates Inc. Profit Sharing Plan & Trust-3---
Robert Swift & Associates Inc. Defined Benefit Pension Plan and Trust-4---
200024$0$0-
Robert Swift & Associates Inc. Defined Benefit Pension Plan and Trust-0---
Robert Swift & Associates Inc. Profit Sharing Plan & Trust-4---
199934$647,963$270,260$67,565iApproximate average salary by contribution assumption: employee only about $1,689,125 at 4% or $1,126,083 at 6%; with 50% employer match about $1,126,083 at 4% or $750,722 at 6%; with 100% employer match about $844,563 at 4% or $563,042 at 6%.
Robert Swift & Associates Inc. Profit Sharing Plan & Trust-4$598,098$220,395$55,099iApproximate average salary by contribution assumption: employee only about $1,377,469 at 4% or $918,313 at 6%; with 50% employer match about $918,313 at 4% or $612,208 at 6%; with 100% employer match about $688,734 at 4% or $459,156 at 6%.
Robert Swift & Associates Inc. Defined Benefit Pension Plan and Trust-3$49,865$49,865$16,622iApproximate average salary by contribution assumption: employee only about $415,542 at 4% or $277,028 at 6%; with 50% employer match about $277,028 at 4% or $184,685 at 6%; with 100% employer match about $207,771 at 4% or $138,514 at 6%.
Robert Swift & Associates Inc. Target Benefit Pension Plan & Trust-0---