Civic Intelligence

Sweet and Associates LLC

Plan context: Sweet and Associates 401(K) and Profit Sharing Plan

EIN 04-3707528 • Milwaukee, WI • 18 filings • 4 plans

2510 East Capitol DrMilwaukee, WI 53211
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$3,297,210

2024 Contributions

$121,977

Historical Graphs

Total Assets Over Time

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

$3,297,210$1,648,605$0200820162024YearValue
$3,297,210Latest year 2024

Participants Over Time

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

530200720162024YearValue
4Latest 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
202414$3,297,210$121,977$30,494iApproximate average salary by contribution assumption: employee only about $762,356 at 4% or $508,238 at 6%; with 50% employer match about $508,238 at 4% or $338,825 at 6%; with 100% employer match about $381,178 at 4% or $254,119 at 6%.
Sweet and Associates 401(K) and Profit Sharing Plan-4$3,297,210$121,977$30,494iApproximate average salary by contribution assumption: employee only about $762,356 at 4% or $508,238 at 6%; with 50% employer match about $508,238 at 4% or $338,825 at 6%; with 100% employer match about $381,178 at 4% or $254,119 at 6%.
202314$2,673,585$84,081$21,020iApproximate average salary by contribution assumption: employee only about $525,506 at 4% or $350,338 at 6%; with 50% employer match about $350,338 at 4% or $233,558 at 6%; with 100% employer match about $262,753 at 4% or $175,169 at 6%.
Sweet and Associates 401(K) and Profit Sharing Plan-4$2,673,585$84,081$21,020iApproximate average salary by contribution assumption: employee only about $525,506 at 4% or $350,338 at 6%; with 50% employer match about $350,338 at 4% or $233,558 at 6%; with 100% employer match about $262,753 at 4% or $175,169 at 6%.
202213$2,169,284$119,994$39,998iApproximate average salary by contribution assumption: employee only about $999,950 at 4% or $666,633 at 6%; with 50% employer match about $666,633 at 4% or $444,422 at 6%; with 100% employer match about $499,975 at 4% or $333,317 at 6%.
Sweet and Associates 401(K) and Profit Sharing Plan-3$2,169,284$119,994$39,998iApproximate average salary by contribution assumption: employee only about $999,950 at 4% or $666,633 at 6%; with 50% employer match about $666,633 at 4% or $444,422 at 6%; with 100% employer match about $499,975 at 4% or $333,317 at 6%.
202113$2,396,316$67,456$22,485iApproximate average salary by contribution assumption: employee only about $562,133 at 4% or $374,756 at 6%; with 50% employer match about $374,756 at 4% or $249,837 at 6%; with 100% employer match about $281,067 at 4% or $187,378 at 6%.
Sweet and Associates 401(K) and Profit Sharing Plan-3$2,396,316$67,456$22,485iApproximate average salary by contribution assumption: employee only about $562,133 at 4% or $374,756 at 6%; with 50% employer match about $374,756 at 4% or $249,837 at 6%; with 100% employer match about $281,067 at 4% or $187,378 at 6%.
202014$1,992,346$65,665$16,416iApproximate average salary by contribution assumption: employee only about $410,406 at 4% or $273,604 at 6%; with 50% employer match about $273,604 at 4% or $182,403 at 6%; with 100% employer match about $205,203 at 4% or $136,802 at 6%.
Sweet and Associates 401(K) and Profit Sharing Plan-4$1,992,346$65,665$16,416iApproximate average salary by contribution assumption: employee only about $410,406 at 4% or $273,604 at 6%; with 50% employer match about $273,604 at 4% or $182,403 at 6%; with 100% employer match about $205,203 at 4% or $136,802 at 6%.
201914$1,681,291$65,930$16,483iApproximate average salary by contribution assumption: employee only about $412,063 at 4% or $274,708 at 6%; with 50% employer match about $274,708 at 4% or $183,139 at 6%; with 100% employer match about $206,031 at 4% or $137,354 at 6%.
Sweet and Associates 401(K) and Profit Sharing Plan-4$1,681,291$65,930$16,483iApproximate average salary by contribution assumption: employee only about $412,063 at 4% or $274,708 at 6%; with 50% employer match about $274,708 at 4% or $183,139 at 6%; with 100% employer match about $206,031 at 4% or $137,354 at 6%.
201814$1,319,441$58,612$14,653iApproximate average salary by contribution assumption: employee only about $366,325 at 4% or $244,217 at 6%; with 50% employer match about $244,217 at 4% or $162,811 at 6%; with 100% employer match about $183,163 at 4% or $122,108 at 6%.
Sweet and Associates 401(K) and Profit Sharing Plan-4$1,319,441$58,612$14,653iApproximate average salary by contribution assumption: employee only about $366,325 at 4% or $244,217 at 6%; with 50% employer match about $244,217 at 4% or $162,811 at 6%; with 100% employer match about $183,163 at 4% or $122,108 at 6%.
201714$1,310,591$100,105$25,026iApproximate average salary by contribution assumption: employee only about $625,656 at 4% or $417,104 at 6%; with 50% employer match about $417,104 at 4% or $278,069 at 6%; with 100% employer match about $312,828 at 4% or $208,552 at 6%.
Sweet and Associates 401(K) and Profit Sharing Plan-4$1,310,591$100,105$25,026iApproximate average salary by contribution assumption: employee only about $625,656 at 4% or $417,104 at 6%; with 50% employer match about $417,104 at 4% or $278,069 at 6%; with 100% employer match about $312,828 at 4% or $208,552 at 6%.
201614$1,036,164$99,137$24,784iApproximate average salary by contribution assumption: employee only about $619,606 at 4% or $413,071 at 6%; with 50% employer match about $413,071 at 4% or $275,381 at 6%; with 100% employer match about $309,803 at 4% or $206,535 at 6%.
Sweet and Associates 401(K) and Profit Sharing Plan-4$1,036,164$99,137$24,784iApproximate average salary by contribution assumption: employee only about $619,606 at 4% or $413,071 at 6%; with 50% employer match about $413,071 at 4% or $275,381 at 6%; with 100% employer match about $309,803 at 4% or $206,535 at 6%.
201514$858,474$56,986$14,247iApproximate average salary by contribution assumption: employee only about $356,163 at 4% or $237,442 at 6%; with 50% employer match about $237,442 at 4% or $158,294 at 6%; with 100% employer match about $178,081 at 4% or $118,721 at 6%.
Sweet and Associates 401(K) and Profit Sharing Plan-4$858,474$56,986$14,247iApproximate average salary by contribution assumption: employee only about $356,163 at 4% or $237,442 at 6%; with 50% employer match about $237,442 at 4% or $158,294 at 6%; with 100% employer match about $178,081 at 4% or $118,721 at 6%.
201414$799,395$27,342$6,836iApproximate average salary by contribution assumption: employee only about $170,888 at 4% or $113,925 at 6%; with 50% employer match about $113,925 at 4% or $75,950 at 6%; with 100% employer match about $85,444 at 4% or $56,963 at 6%.
Sweet and Associates 401(K) and Profit Sharing Plan-4$799,395$27,342$6,836iApproximate average salary by contribution assumption: employee only about $170,888 at 4% or $113,925 at 6%; with 50% employer match about $113,925 at 4% or $75,950 at 6%; with 100% employer match about $85,444 at 4% or $56,963 at 6%.
201314$723,826$57,005$14,251iApproximate average salary by contribution assumption: employee only about $356,281 at 4% or $237,521 at 6%; with 50% employer match about $237,521 at 4% or $158,347 at 6%; with 100% employer match about $178,141 at 4% or $118,760 at 6%.
Sweet and Associates 401(K) and Profit Sharing Plan-4$723,826$57,005$14,251iApproximate average salary by contribution assumption: employee only about $356,281 at 4% or $237,521 at 6%; with 50% employer match about $237,521 at 4% or $158,347 at 6%; with 100% employer match about $178,141 at 4% or $118,760 at 6%.
201214$581,957$88,056$22,014iApproximate average salary by contribution assumption: employee only about $550,350 at 4% or $366,900 at 6%; with 50% employer match about $366,900 at 4% or $244,600 at 6%; with 100% employer match about $275,175 at 4% or $183,450 at 6%.
Sweet and Associates 401(K) and Profit Sharing Plan-4$581,957$88,056$22,014iApproximate average salary by contribution assumption: employee only about $550,350 at 4% or $366,900 at 6%; with 50% employer match about $366,900 at 4% or $244,600 at 6%; with 100% employer match about $275,175 at 4% or $183,450 at 6%.
201115$459,727$90,165$18,033iApproximate average salary by contribution assumption: employee only about $450,825 at 4% or $300,550 at 6%; with 50% employer match about $300,550 at 4% or $200,367 at 6%; with 100% employer match about $225,413 at 4% or $150,275 at 6%.
Sweet and Associates 401(K) and Profit Sharing Plan-5$459,727$90,165$18,033iApproximate average salary by contribution assumption: employee only about $450,825 at 4% or $300,550 at 6%; with 50% employer match about $300,550 at 4% or $200,367 at 6%; with 100% employer match about $225,413 at 4% or $150,275 at 6%.
201015$367,015$93,757$18,751iApproximate average salary by contribution assumption: employee only about $468,785 at 4% or $312,523 at 6%; with 50% employer match about $312,523 at 4% or $208,349 at 6%; with 100% employer match about $234,393 at 4% or $156,262 at 6%.
Sweet and Associates 401(K) and Profit Sharing Plan-5$367,015$93,757$18,751iApproximate average salary by contribution assumption: employee only about $468,785 at 4% or $312,523 at 6%; with 50% employer match about $312,523 at 4% or $208,349 at 6%; with 100% employer match about $234,393 at 4% or $156,262 at 6%.
200914$243,576$85,064$21,266iApproximate average salary by contribution assumption: employee only about $531,650 at 4% or $354,433 at 6%; with 50% employer match about $354,433 at 4% or $236,289 at 6%; with 100% employer match about $265,825 at 4% or $177,217 at 6%.
Sweet and Associates 401(K) and Profit Sharing Plan-4$243,576$85,064$21,266iApproximate average salary by contribution assumption: employee only about $531,650 at 4% or $354,433 at 6%; with 50% employer match about $354,433 at 4% or $236,289 at 6%; with 100% employer match about $265,825 at 4% or $177,217 at 6%.
200814$126,580$76,067$19,017iApproximate average salary by contribution assumption: employee only about $475,419 at 4% or $316,946 at 6%; with 50% employer match about $316,946 at 4% or $211,297 at 6%; with 100% employer match about $237,709 at 4% or $158,473 at 6%.
Sweet and Associates 401(K) and Profit Sharing Plan-4$126,580$76,067$19,017iApproximate average salary by contribution assumption: employee only about $475,419 at 4% or $316,946 at 6%; with 50% employer match about $316,946 at 4% or $211,297 at 6%; with 100% employer match about $237,709 at 4% or $158,473 at 6%.
200714$0$0-
Sweet and Associates 401(K) and Profit Sharing Plan-4---