James D. Swoish Inc.
Plan context: James D. Swoish Inc. Employee Stock Ownership Plan
EIN 99-0140291 • Honolulu, HI • 22 filings • 3 plans
Current Snapshot
Latest Year
2020
2020 Participants
36
2020 Assets
$2,413,348
2020 Contributions
$123,563
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 36 | $2,413,348 | $123,563 | $3,432iApproximate average salary by contribution assumption: employee only about $85,808 at 4% or $57,205 at 6%; with 50% employer match about $57,205 at 4% or $38,137 at 6%; with 100% employer match about $42,904 at 4% or $28,603 at 6%. |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 36 | $2,413,348 | $123,563 | $3,432iApproximate average salary by contribution assumption: employee only about $85,808 at 4% or $57,205 at 6%; with 50% employer match about $57,205 at 4% or $38,137 at 6%; with 100% employer match about $42,904 at 4% or $28,603 at 6%. |
| 2019 | 1 | 35 | $1,991,875 | $136,686 | $3,905iApproximate average salary by contribution assumption: employee only about $97,633 at 4% or $65,089 at 6%; with 50% employer match about $65,089 at 4% or $43,392 at 6%; with 100% employer match about $48,816 at 4% or $32,544 at 6%. |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 35 | $1,991,875 | $136,686 | $3,905iApproximate average salary by contribution assumption: employee only about $97,633 at 4% or $65,089 at 6%; with 50% employer match about $65,089 at 4% or $43,392 at 6%; with 100% employer match about $48,816 at 4% or $32,544 at 6%. |
| 2018 | 1 | 35 | $1,579,860 | $170,490 | $4,871iApproximate average salary by contribution assumption: employee only about $121,779 at 4% or $81,186 at 6%; with 50% employer match about $81,186 at 4% or $54,124 at 6%; with 100% employer match about $60,889 at 4% or $40,593 at 6%. |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 35 | $1,579,860 | $170,490 | $4,871iApproximate average salary by contribution assumption: employee only about $121,779 at 4% or $81,186 at 6%; with 50% employer match about $81,186 at 4% or $54,124 at 6%; with 100% employer match about $60,889 at 4% or $40,593 at 6%. |
| 2017 | 1 | 31 | $1,542,396 | $113,572 | $3,664iApproximate average salary by contribution assumption: employee only about $91,590 at 4% or $61,060 at 6%; with 50% employer match about $61,060 at 4% or $40,707 at 6%; with 100% employer match about $45,795 at 4% or $30,530 at 6%. |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 31 | $1,542,396 | $113,572 | $3,664iApproximate average salary by contribution assumption: employee only about $91,590 at 4% or $61,060 at 6%; with 50% employer match about $61,060 at 4% or $40,707 at 6%; with 100% employer match about $45,795 at 4% or $30,530 at 6%. |
| 2016 | 1 | 33 | $1,324,840 | $86,336 | $2,616iApproximate average salary by contribution assumption: employee only about $65,406 at 4% or $43,604 at 6%; with 50% employer match about $43,604 at 4% or $29,069 at 6%; with 100% employer match about $32,703 at 4% or $21,802 at 6%. |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 33 | $1,324,840 | $86,336 | $2,616iApproximate average salary by contribution assumption: employee only about $65,406 at 4% or $43,604 at 6%; with 50% employer match about $43,604 at 4% or $29,069 at 6%; with 100% employer match about $32,703 at 4% or $21,802 at 6%. |
| 2015 | 1 | 33 | $1,340,885 | $98,536 | $2,986iApproximate average salary by contribution assumption: employee only about $74,648 at 4% or $49,766 at 6%; with 50% employer match about $49,766 at 4% or $33,177 at 6%; with 100% employer match about $37,324 at 4% or $24,883 at 6%. |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 33 | $1,340,885 | $98,536 | $2,986iApproximate average salary by contribution assumption: employee only about $74,648 at 4% or $49,766 at 6%; with 50% employer match about $49,766 at 4% or $33,177 at 6%; with 100% employer match about $37,324 at 4% or $24,883 at 6%. |
| 2014 | 1 | 35 | $1,359,005 | $85,143 | $2,433iApproximate average salary by contribution assumption: employee only about $60,816 at 4% or $40,544 at 6%; with 50% employer match about $40,544 at 4% or $27,030 at 6%; with 100% employer match about $30,408 at 4% or $20,272 at 6%. |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 35 | $1,359,005 | $85,143 | $2,433iApproximate average salary by contribution assumption: employee only about $60,816 at 4% or $40,544 at 6%; with 50% employer match about $40,544 at 4% or $27,030 at 6%; with 100% employer match about $30,408 at 4% or $20,272 at 6%. |
| 2013 | 1 | 30 | $1,191,261 | $139,844 | $4,661iApproximate average salary by contribution assumption: employee only about $116,537 at 4% or $77,691 at 6%; with 50% employer match about $77,691 at 4% or $51,794 at 6%; with 100% employer match about $58,268 at 4% or $38,846 at 6%. |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 30 | $1,191,261 | $139,844 | $4,661iApproximate average salary by contribution assumption: employee only about $116,537 at 4% or $77,691 at 6%; with 50% employer match about $77,691 at 4% or $51,794 at 6%; with 100% employer match about $58,268 at 4% or $38,846 at 6%. |
| 2012 | 1 | 20 | $940,408 | $83,111 | $4,156iApproximate average salary by contribution assumption: employee only about $103,889 at 4% or $69,259 at 6%; with 50% employer match about $69,259 at 4% or $46,173 at 6%; with 100% employer match about $51,944 at 4% or $34,630 at 6%. |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 20 | $940,408 | $83,111 | $4,156iApproximate average salary by contribution assumption: employee only about $103,889 at 4% or $69,259 at 6%; with 50% employer match about $69,259 at 4% or $46,173 at 6%; with 100% employer match about $51,944 at 4% or $34,630 at 6%. |
| 2011 | 1 | 20 | $795,274 | $77,854 | $3,893iApproximate average salary by contribution assumption: employee only about $97,318 at 4% or $64,878 at 6%; with 50% employer match about $64,878 at 4% or $43,252 at 6%; with 100% employer match about $48,659 at 4% or $32,439 at 6%. |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 20 | $795,274 | $77,854 | $3,893iApproximate average salary by contribution assumption: employee only about $97,318 at 4% or $64,878 at 6%; with 50% employer match about $64,878 at 4% or $43,252 at 6%; with 100% employer match about $48,659 at 4% or $32,439 at 6%. |
| 2010 | 1 | 22 | $783,392 | $158,862 | $7,221iApproximate average salary by contribution assumption: employee only about $180,525 at 4% or $120,350 at 6%; with 50% employer match about $120,350 at 4% or $80,233 at 6%; with 100% employer match about $90,263 at 4% or $60,175 at 6%. |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 22 | $783,392 | $158,862 | $7,221iApproximate average salary by contribution assumption: employee only about $180,525 at 4% or $120,350 at 6%; with 50% employer match about $120,350 at 4% or $80,233 at 6%; with 100% employer match about $90,263 at 4% or $60,175 at 6%. |
| 2009 | 1 | 21 | $532,365 | $121,528 | $5,787iApproximate average salary by contribution assumption: employee only about $144,676 at 4% or $96,451 at 6%; with 50% employer match about $96,451 at 4% or $64,301 at 6%; with 100% employer match about $72,338 at 4% or $48,225 at 6%. |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 21 | $532,365 | $121,528 | $5,787iApproximate average salary by contribution assumption: employee only about $144,676 at 4% or $96,451 at 6%; with 50% employer match about $96,451 at 4% or $64,301 at 6%; with 100% employer match about $72,338 at 4% or $48,225 at 6%. |
| 2008 | 1 | 27 | $0 | $0 | - |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 27 | - | - | - |
| 2007 | 1 | 27 | $0 | $0 | - |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 27 | - | - | - |
| 2006 | 1 | 37 | $328,093 | $47,134 | $1,274iApproximate average salary by contribution assumption: employee only about $31,847 at 4% or $21,232 at 6%; with 50% employer match about $21,232 at 4% or $14,154 at 6%; with 100% employer match about $15,924 at 4% or $10,616 at 6%. |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 37 | $328,093 | $47,134 | $1,274iApproximate average salary by contribution assumption: employee only about $31,847 at 4% or $21,232 at 6%; with 50% employer match about $21,232 at 4% or $14,154 at 6%; with 100% employer match about $15,924 at 4% or $10,616 at 6%. |
| 2005 | 1 | 39 | $267,200 | $98,462 | $2,525iApproximate average salary by contribution assumption: employee only about $63,117 at 4% or $42,078 at 6%; with 50% employer match about $42,078 at 4% or $28,052 at 6%; with 100% employer match about $31,558 at 4% or $21,039 at 6%. |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 39 | $267,200 | $98,462 | $2,525iApproximate average salary by contribution assumption: employee only about $63,117 at 4% or $42,078 at 6%; with 50% employer match about $42,078 at 4% or $28,052 at 6%; with 100% employer match about $31,558 at 4% or $21,039 at 6%. |
| 2004 | 1 | 44 | $159,241 | $48,442 | $1,101iApproximate average salary by contribution assumption: employee only about $27,524 at 4% or $18,349 at 6%; with 50% employer match about $18,349 at 4% or $12,233 at 6%; with 100% employer match about $13,762 at 4% or $9,175 at 6%. |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 44 | $159,241 | $48,442 | $1,101iApproximate average salary by contribution assumption: employee only about $27,524 at 4% or $18,349 at 6%; with 50% employer match about $18,349 at 4% or $12,233 at 6%; with 100% employer match about $13,762 at 4% or $9,175 at 6%. |
| 2003 | 1 | 43 | $95,195 | $63,191 | $1,470iApproximate average salary by contribution assumption: employee only about $36,739 at 4% or $24,493 at 6%; with 50% employer match about $24,493 at 4% or $16,328 at 6%; with 100% employer match about $18,369 at 4% or $12,246 at 6%. |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 43 | $95,195 | $63,191 | $1,470iApproximate average salary by contribution assumption: employee only about $36,739 at 4% or $24,493 at 6%; with 50% employer match about $24,493 at 4% or $16,328 at 6%; with 100% employer match about $18,369 at 4% or $12,246 at 6%. |
| 2002 | 1 | 0 | $0 | $0 | - |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 0 | - | - | - |
| 2001 | 1 | 18 | $0 | $0 | - |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 18 | - | - | - |
| 2000 | 1 | 21 | $466 | $60,000 | $2,857iApproximate average salary by contribution assumption: employee only about $71,429 at 4% or $47,619 at 6%; with 50% employer match about $47,619 at 4% or $31,746 at 6%; with 100% employer match about $35,714 at 4% or $23,810 at 6%. |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 21 | $466 | $60,000 | $2,857iApproximate average salary by contribution assumption: employee only about $71,429 at 4% or $47,619 at 6%; with 50% employer match about $47,619 at 4% or $31,746 at 6%; with 100% employer match about $35,714 at 4% or $23,810 at 6%. |
| 1999 | 1 | 21 | $478,690 | $193,909 | $9,234iApproximate average salary by contribution assumption: employee only about $230,844 at 4% or $153,896 at 6%; with 50% employer match about $153,896 at 4% or $102,597 at 6%; with 100% employer match about $115,422 at 4% or $76,948 at 6%. |
| James D. Swoish Inc. Employee Stock Ownership Plan | - | 21 | $478,690 | $193,909 | $9,234iApproximate average salary by contribution assumption: employee only about $230,844 at 4% or $153,896 at 6%; with 50% employer match about $153,896 at 4% or $102,597 at 6%; with 100% employer match about $115,422 at 4% or $76,948 at 6%. |