Civic Intelligence

Sweet & Associates, P.A.

Plan context: Sweet & Associates, P.A. Employees Savings Trust

EIN 20-1509897 • Jackson, MS • 15 filings • 3 plans

158 E. Pascagula StreetJackson, MS 39201
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,212,648

2024 Contributions

$26,762

Historical Graphs

Total Assets Over Time

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

$1,212,648$606,324$0201120182024YearValue
$1,212,648Latest year 2024

Participants Over Time

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

1370201120182024YearValue
8Latest 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
202428$1,212,648$26,762$3,345iApproximate average salary by contribution assumption: employee only about $83,631 at 4% or $55,754 at 6%; with 50% employer match about $55,754 at 4% or $37,169 at 6%; with 100% employer match about $41,816 at 4% or $27,877 at 6%.
Sweet & Associates, P.A. Employees Savings Trust-8$606,324$13,381$1,673iApproximate average salary by contribution assumption: employee only about $41,816 at 4% or $27,877 at 6%; with 50% employer match about $27,877 at 4% or $18,585 at 6%; with 100% employer match about $20,908 at 4% or $13,939 at 6%.
Sweet & Associates, P.A. Employees Savings Trust-8$606,324$13,381$1,673iApproximate average salary by contribution assumption: employee only about $41,816 at 4% or $27,877 at 6%; with 50% employer match about $27,877 at 4% or $18,585 at 6%; with 100% employer match about $20,908 at 4% or $13,939 at 6%.
202318$532,067$6,173$772iApproximate average salary by contribution assumption: employee only about $19,291 at 4% or $12,860 at 6%; with 50% employer match about $12,860 at 4% or $8,574 at 6%; with 100% employer match about $9,645 at 4% or $6,430 at 6%.
Sweet & Associates, P.A. Employees Savings Trust-8$532,067$6,173$772iApproximate average salary by contribution assumption: employee only about $19,291 at 4% or $12,860 at 6%; with 50% employer match about $12,860 at 4% or $8,574 at 6%; with 100% employer match about $9,645 at 4% or $6,430 at 6%.
202219$525,646$61,050$6,783iApproximate average salary by contribution assumption: employee only about $169,583 at 4% or $113,056 at 6%; with 50% employer match about $113,056 at 4% or $75,370 at 6%; with 100% employer match about $84,792 at 4% or $56,528 at 6%.
Sweet & Associates, P.A. Employees Savings Trust-9$525,646$61,050$6,783iApproximate average salary by contribution assumption: employee only about $169,583 at 4% or $113,056 at 6%; with 50% employer match about $113,056 at 4% or $75,370 at 6%; with 100% employer match about $84,792 at 4% or $56,528 at 6%.
202119$521,888$5,314$590iApproximate average salary by contribution assumption: employee only about $14,761 at 4% or $9,841 at 6%; with 50% employer match about $9,841 at 4% or $6,560 at 6%; with 100% employer match about $7,381 at 4% or $4,920 at 6%.
Sweet & Associates, P.A. Employees Savings Trust-9$521,888$5,314$590iApproximate average salary by contribution assumption: employee only about $14,761 at 4% or $9,841 at 6%; with 50% employer match about $9,841 at 4% or $6,560 at 6%; with 100% employer match about $7,381 at 4% or $4,920 at 6%.
2020111$476,062$3,844$349iApproximate average salary by contribution assumption: employee only about $8,736 at 4% or $5,824 at 6%; with 50% employer match about $5,824 at 4% or $3,883 at 6%; with 100% employer match about $4,368 at 4% or $2,912 at 6%.
Sweet & Associates, P.A. Employees Savings Trust-11$476,062$3,844$349iApproximate average salary by contribution assumption: employee only about $8,736 at 4% or $5,824 at 6%; with 50% employer match about $5,824 at 4% or $3,883 at 6%; with 100% employer match about $4,368 at 4% or $2,912 at 6%.
2019111$429,287$37,941$3,449iApproximate average salary by contribution assumption: employee only about $86,230 at 4% or $57,486 at 6%; with 50% employer match about $57,486 at 4% or $38,324 at 6%; with 100% employer match about $43,115 at 4% or $28,743 at 6%.
Sweet & Associates, P.A. Employees Savings Trust-11$429,287$37,941$3,449iApproximate average salary by contribution assumption: employee only about $86,230 at 4% or $57,486 at 6%; with 50% employer match about $57,486 at 4% or $38,324 at 6%; with 100% employer match about $43,115 at 4% or $28,743 at 6%.
2018111$349,232$5,719$520iApproximate average salary by contribution assumption: employee only about $12,998 at 4% or $8,665 at 6%; with 50% employer match about $8,665 at 4% or $5,777 at 6%; with 100% employer match about $6,499 at 4% or $4,333 at 6%.
Sweet & Associates, P.A. Employees Savings Trust-11$349,232$5,719$520iApproximate average salary by contribution assumption: employee only about $12,998 at 4% or $8,665 at 6%; with 50% employer match about $8,665 at 4% or $5,777 at 6%; with 100% employer match about $6,499 at 4% or $4,333 at 6%.
2017113$348,998$36,888$2,838iApproximate average salary by contribution assumption: employee only about $70,938 at 4% or $47,292 at 6%; with 50% employer match about $47,292 at 4% or $31,528 at 6%; with 100% employer match about $35,469 at 4% or $23,646 at 6%.
Sweet & Associates, P.A. Employees Savings Trust-13$348,998$36,888$2,838iApproximate average salary by contribution assumption: employee only about $70,938 at 4% or $47,292 at 6%; with 50% employer match about $47,292 at 4% or $31,528 at 6%; with 100% employer match about $35,469 at 4% or $23,646 at 6%.
2016113$285,073$5,873$452iApproximate average salary by contribution assumption: employee only about $11,294 at 4% or $7,529 at 6%; with 50% employer match about $7,529 at 4% or $5,020 at 6%; with 100% employer match about $5,647 at 4% or $3,765 at 6%.
Sweet & Associates, P.A. Employees Savings Trust-13$285,073$5,873$452iApproximate average salary by contribution assumption: employee only about $11,294 at 4% or $7,529 at 6%; with 50% employer match about $7,529 at 4% or $5,020 at 6%; with 100% employer match about $5,647 at 4% or $3,765 at 6%.
2015113$270,612$6,180$475iApproximate average salary by contribution assumption: employee only about $11,885 at 4% or $7,923 at 6%; with 50% employer match about $7,923 at 4% or $5,282 at 6%; with 100% employer match about $5,942 at 4% or $3,962 at 6%.
Sweet & Associates, P.A. Employees Savings Trust-13$270,612$6,180$475iApproximate average salary by contribution assumption: employee only about $11,885 at 4% or $7,923 at 6%; with 50% employer match about $7,923 at 4% or $5,282 at 6%; with 100% employer match about $5,942 at 4% or $3,962 at 6%.
2014113$1,038,656$3,536$272iApproximate average salary by contribution assumption: employee only about $6,800 at 4% or $4,533 at 6%; with 50% employer match about $4,533 at 4% or $3,022 at 6%; with 100% employer match about $3,400 at 4% or $2,267 at 6%.
Sweet & Associates, P.A. Employees Savings Trust-13$1,038,656$3,536$272iApproximate average salary by contribution assumption: employee only about $6,800 at 4% or $4,533 at 6%; with 50% employer match about $4,533 at 4% or $3,022 at 6%; with 100% employer match about $3,400 at 4% or $2,267 at 6%.
2013113$974,314$31,077$2,391iApproximate average salary by contribution assumption: employee only about $59,763 at 4% or $39,842 at 6%; with 50% employer match about $39,842 at 4% or $26,562 at 6%; with 100% employer match about $29,882 at 4% or $19,921 at 6%.
Sweet & Associates, P.A. Employees Savings Trust-13$974,314$31,077$2,391iApproximate average salary by contribution assumption: employee only about $59,763 at 4% or $39,842 at 6%; with 50% employer match about $39,842 at 4% or $26,562 at 6%; with 100% employer match about $29,882 at 4% or $19,921 at 6%.
2012112$766,120$3,690$308iApproximate average salary by contribution assumption: employee only about $7,688 at 4% or $5,125 at 6%; with 50% employer match about $5,125 at 4% or $3,417 at 6%; with 100% employer match about $3,844 at 4% or $2,563 at 6%.
Sweet & Associates, P.A. Employees Savings Trust-12$766,120$3,690$308iApproximate average salary by contribution assumption: employee only about $7,688 at 4% or $5,125 at 6%; with 50% employer match about $5,125 at 4% or $3,417 at 6%; with 100% employer match about $3,844 at 4% or $2,563 at 6%.
2011112$675,066$14,550$1,213iApproximate average salary by contribution assumption: employee only about $30,313 at 4% or $20,208 at 6%; with 50% employer match about $20,208 at 4% or $13,472 at 6%; with 100% employer match about $15,156 at 4% or $10,104 at 6%.
Sweet & Associates, P.A. Employees Savings Trust-12$675,066$14,550$1,213iApproximate average salary by contribution assumption: employee only about $30,313 at 4% or $20,208 at 6%; with 50% employer match about $20,208 at 4% or $13,472 at 6%; with 100% employer match about $15,156 at 4% or $10,104 at 6%.