SWK MANAGEMENT, INC. 401(K) PLAN

Plan Contact

  • Address: 9625 WES KEARNEY WAY,RIVERVIEW,FL
  • Contact person: THOMAS REED SPANGLER
  • Phone: (813) 621-0855

Plan General Information

SWK MANAGEMENT, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of SWK MANAGEMENT, INC. 401(K) PLAN is $2,872,275.00.This plan was established in 2017.

SWK MANAGEMENT, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in SWK MANAGEMENT, INC. 401(K) PLAN is 306

SWK MANAGEMENT, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2021, the average participant retirement account value for SWK MANAGEMENT, INC. 401(K) PLAN is $9,386.00

SWK MANAGEMENT, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for SWK MANAGEMENT, INC. 401(K) PLAN is $2,215.00.

SWK MANAGEMENT, INC. 401(K) PLAN Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in SWK MANAGEMENT, INC. 401(K) PLAN is approximately $702.00
Investing in this additonal $702.00 for 20 years would give you extra $44,947.00, assuming a 10% annual return.

SWK MANAGEMENT, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2021, SWK MANAGEMENT, INC. 401(K) PLAN allocates $214,904.00 to match its employees' contributions, providing an employer match rate of 63.40% of their contributions

SWK MANAGEMENT, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of SWK MANAGEMENT, INC. 401(K) PLAN is 22.56%.

SWK MANAGEMENT, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for SWK MANAGEMENT, INC. 401(K) PLAN is 13.53%. This measures the effectiveness of the plan participants' investments in the year.

SWK MANAGEMENT, INC. 401(K) PLAN Expense Ratio

In 2021, the investment and administrative expense ratio of SWK MANAGEMENT, INC. 401(K) PLAN is 1.03%.

Enrollment Features

SWK MANAGEMENT, INC. 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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