Civic Intelligence

Richard Swatt Dds Inc

Plan context: Richard Swatt Dds Inc 401(K) Profit Sharing Plan & Trust

EIN 95-4020864 • Sherman Oaks, CA • 6 filings • 2 plans

4955 Van Nuys Blvd Suite#722Sherman Oaks, CA 91403
Current Snapshot

Latest Year

2019

2019 Participants

12

2019 Assets

$353,243

2019 Contributions

$61,157

Historical Graphs

Total Assets Over Time

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

$353,243$176,622$0201420172019YearValue
$353,243Latest year 2019

Participants Over Time

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

1260201420172019YearValue
12Latest year 2019

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
2019112$353,243$61,157$5,096iApproximate average salary by contribution assumption: employee only about $127,410 at 4% or $84,940 at 6%; with 50% employer match about $84,940 at 4% or $56,627 at 6%; with 100% employer match about $63,705 at 4% or $42,470 at 6%.
Richard Swatt Dds Inc 401(K) Profit Sharing Plan & Trust-12$353,243$61,157$5,096iApproximate average salary by contribution assumption: employee only about $127,410 at 4% or $84,940 at 6%; with 50% employer match about $84,940 at 4% or $56,627 at 6%; with 100% employer match about $63,705 at 4% or $42,470 at 6%.
2018111$262,100$62,647$5,695iApproximate average salary by contribution assumption: employee only about $142,380 at 4% or $94,920 at 6%; with 50% employer match about $94,920 at 4% or $63,280 at 6%; with 100% employer match about $71,190 at 4% or $47,460 at 6%.
Richard Swatt Dds Inc 401(K) Profit Sharing Plan & Trust-11$262,100$62,647$5,695iApproximate average salary by contribution assumption: employee only about $142,380 at 4% or $94,920 at 6%; with 50% employer match about $94,920 at 4% or $63,280 at 6%; with 100% employer match about $71,190 at 4% or $47,460 at 6%.
2017112$225,889$60,182$5,015iApproximate average salary by contribution assumption: employee only about $125,379 at 4% or $83,586 at 6%; with 50% employer match about $83,586 at 4% or $55,724 at 6%; with 100% employer match about $62,690 at 4% or $41,793 at 6%.
Richard Swatt Dds Inc 401(K) Profit Sharing Plan & Trust-12$225,889$60,182$5,015iApproximate average salary by contribution assumption: employee only about $125,379 at 4% or $83,586 at 6%; with 50% employer match about $83,586 at 4% or $55,724 at 6%; with 100% employer match about $62,690 at 4% or $41,793 at 6%.
2016111$154,661$59,635$5,421iApproximate average salary by contribution assumption: employee only about $135,534 at 4% or $90,356 at 6%; with 50% employer match about $90,356 at 4% or $60,237 at 6%; with 100% employer match about $67,767 at 4% or $45,178 at 6%.
Richard Swatt Dds Inc 401(K) Profit Sharing Plan & Trust-11$154,661$59,635$5,421iApproximate average salary by contribution assumption: employee only about $135,534 at 4% or $90,356 at 6%; with 50% employer match about $90,356 at 4% or $60,237 at 6%; with 100% employer match about $67,767 at 4% or $45,178 at 6%.
2015111$92,713$60,257$5,478iApproximate average salary by contribution assumption: employee only about $136,948 at 4% or $91,298 at 6%; with 50% employer match about $91,298 at 4% or $60,866 at 6%; with 100% employer match about $68,474 at 4% or $45,649 at 6%.
Richard Swatt Dds Inc 401(K) Profit Sharing Plan & Trust-11$92,713$60,257$5,478iApproximate average salary by contribution assumption: employee only about $136,948 at 4% or $91,298 at 6%; with 50% employer match about $91,298 at 4% or $60,866 at 6%; with 100% employer match about $68,474 at 4% or $45,649 at 6%.
201416$34,832$34,587$5,765iApproximate average salary by contribution assumption: employee only about $144,113 at 4% or $96,075 at 6%; with 50% employer match about $96,075 at 4% or $64,050 at 6%; with 100% employer match about $72,056 at 4% or $48,038 at 6%.
Richard Swatt Dds Inc 401(K) Profit Sharing Plan & Trust-6$34,832$34,587$5,765iApproximate average salary by contribution assumption: employee only about $144,113 at 4% or $96,075 at 6%; with 50% employer match about $96,075 at 4% or $64,050 at 6%; with 100% employer match about $72,056 at 4% or $48,038 at 6%.