Civic Intelligence

Sweet, Stevens, Tucker & Katz LLP

Plan context: Sweet, Stevens, Tucker & Katz Retirement Savings Plan

EIN 23-2807059 • New Britain, PA • 26 filings • 7 plans

331 E Butler AveNew Britain, PA 18901
Current Snapshot

Latest Year

2024

2024 Participants

42

2024 Assets

$11,123,666

2024 Contributions

$790,053

Historical Graphs

Total Assets Over Time

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

$11,980,176$5,990,088$0199920132024YearValue
$11,123,666Latest year 2024

Participants Over Time

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

42210199920122024YearValue
42Latest 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
2024142$11,123,666$790,053$18,811iApproximate average salary by contribution assumption: employee only about $470,270 at 4% or $313,513 at 6%; with 50% employer match about $313,513 at 4% or $209,009 at 6%; with 100% employer match about $235,135 at 4% or $156,757 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-42$11,123,666$790,053$18,811iApproximate average salary by contribution assumption: employee only about $470,270 at 4% or $313,513 at 6%; with 50% employer match about $313,513 at 4% or $209,009 at 6%; with 100% employer match about $235,135 at 4% or $156,757 at 6%.
2023139$11,873,209$677,740$17,378iApproximate average salary by contribution assumption: employee only about $434,449 at 4% or $289,632 at 6%; with 50% employer match about $289,632 at 4% or $193,088 at 6%; with 100% employer match about $217,224 at 4% or $144,816 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-39$11,873,209$677,740$17,378iApproximate average salary by contribution assumption: employee only about $434,449 at 4% or $289,632 at 6%; with 50% employer match about $289,632 at 4% or $193,088 at 6%; with 100% employer match about $217,224 at 4% or $144,816 at 6%.
2022139$10,639,760$702,613$18,016iApproximate average salary by contribution assumption: employee only about $450,393 at 4% or $300,262 at 6%; with 50% employer match about $300,262 at 4% or $200,175 at 6%; with 100% employer match about $225,196 at 4% or $150,131 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-39$10,639,760$702,613$18,016iApproximate average salary by contribution assumption: employee only about $450,393 at 4% or $300,262 at 6%; with 50% employer match about $300,262 at 4% or $200,175 at 6%; with 100% employer match about $225,196 at 4% or $150,131 at 6%.
2021141$11,980,176$644,043$15,708iApproximate average salary by contribution assumption: employee only about $392,709 at 4% or $261,806 at 6%; with 50% employer match about $261,806 at 4% or $174,537 at 6%; with 100% employer match about $196,355 at 4% or $130,903 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-41$11,980,176$644,043$15,708iApproximate average salary by contribution assumption: employee only about $392,709 at 4% or $261,806 at 6%; with 50% employer match about $261,806 at 4% or $174,537 at 6%; with 100% employer match about $196,355 at 4% or $130,903 at 6%.
2020142$10,358,896$658,756$15,685iApproximate average salary by contribution assumption: employee only about $392,117 at 4% or $261,411 at 6%; with 50% employer match about $261,411 at 4% or $174,274 at 6%; with 100% employer match about $196,058 at 4% or $130,706 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-42$10,358,896$658,756$15,685iApproximate average salary by contribution assumption: employee only about $392,117 at 4% or $261,411 at 6%; with 50% employer match about $261,411 at 4% or $174,274 at 6%; with 100% employer match about $196,058 at 4% or $130,706 at 6%.
2019135$8,584,750$523,554$14,959iApproximate average salary by contribution assumption: employee only about $373,967 at 4% or $249,311 at 6%; with 50% employer match about $249,311 at 4% or $166,208 at 6%; with 100% employer match about $186,984 at 4% or $124,656 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-35$8,584,750$523,554$14,959iApproximate average salary by contribution assumption: employee only about $373,967 at 4% or $249,311 at 6%; with 50% employer match about $249,311 at 4% or $166,208 at 6%; with 100% employer match about $186,984 at 4% or $124,656 at 6%.
2018129$7,201,723$433,742$14,957iApproximate average salary by contribution assumption: employee only about $373,916 at 4% or $249,277 at 6%; with 50% employer match about $249,277 at 4% or $166,185 at 6%; with 100% employer match about $186,958 at 4% or $124,639 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-29$7,201,723$433,742$14,957iApproximate average salary by contribution assumption: employee only about $373,916 at 4% or $249,277 at 6%; with 50% employer match about $249,277 at 4% or $166,185 at 6%; with 100% employer match about $186,958 at 4% or $124,639 at 6%.
2017129$7,594,834$399,480$13,775iApproximate average salary by contribution assumption: employee only about $344,379 at 4% or $229,586 at 6%; with 50% employer match about $229,586 at 4% or $153,057 at 6%; with 100% employer match about $172,190 at 4% or $114,793 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-29$7,594,834$399,480$13,775iApproximate average salary by contribution assumption: employee only about $344,379 at 4% or $229,586 at 6%; with 50% employer match about $229,586 at 4% or $153,057 at 6%; with 100% employer match about $172,190 at 4% or $114,793 at 6%.
2016135$6,338,246$426,822$12,195iApproximate average salary by contribution assumption: employee only about $304,873 at 4% or $203,249 at 6%; with 50% employer match about $203,249 at 4% or $135,499 at 6%; with 100% employer match about $152,436 at 4% or $101,624 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-35$6,338,246$426,822$12,195iApproximate average salary by contribution assumption: employee only about $304,873 at 4% or $203,249 at 6%; with 50% employer match about $203,249 at 4% or $135,499 at 6%; with 100% employer match about $152,436 at 4% or $101,624 at 6%.
2015136$5,565,161$396,526$11,015iApproximate average salary by contribution assumption: employee only about $275,365 at 4% or $183,577 at 6%; with 50% employer match about $183,577 at 4% or $122,385 at 6%; with 100% employer match about $137,683 at 4% or $91,788 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-36$5,565,161$396,526$11,015iApproximate average salary by contribution assumption: employee only about $275,365 at 4% or $183,577 at 6%; with 50% employer match about $183,577 at 4% or $122,385 at 6%; with 100% employer match about $137,683 at 4% or $91,788 at 6%.
2014130$5,490,878$377,229$12,574iApproximate average salary by contribution assumption: employee only about $314,358 at 4% or $209,572 at 6%; with 50% employer match about $209,572 at 4% or $139,714 at 6%; with 100% employer match about $157,179 at 4% or $104,786 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-30$5,490,878$377,229$12,574iApproximate average salary by contribution assumption: employee only about $314,358 at 4% or $209,572 at 6%; with 50% employer match about $209,572 at 4% or $139,714 at 6%; with 100% employer match about $157,179 at 4% or $104,786 at 6%.
2013130$4,925,398$379,124$12,637iApproximate average salary by contribution assumption: employee only about $315,937 at 4% or $210,624 at 6%; with 50% employer match about $210,624 at 4% or $140,416 at 6%; with 100% employer match about $157,968 at 4% or $105,312 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-30$4,925,398$379,124$12,637iApproximate average salary by contribution assumption: employee only about $315,937 at 4% or $210,624 at 6%; with 50% employer match about $210,624 at 4% or $140,416 at 6%; with 100% employer match about $157,968 at 4% or $105,312 at 6%.
2012130$3,889,039$401,376$13,379iApproximate average salary by contribution assumption: employee only about $334,480 at 4% or $222,987 at 6%; with 50% employer match about $222,987 at 4% or $148,658 at 6%; with 100% employer match about $167,240 at 4% or $111,493 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-30$3,889,039$401,376$13,379iApproximate average salary by contribution assumption: employee only about $334,480 at 4% or $222,987 at 6%; with 50% employer match about $222,987 at 4% or $148,658 at 6%; with 100% employer match about $167,240 at 4% or $111,493 at 6%.
2011128$3,834,703$333,057$11,895iApproximate average salary by contribution assumption: employee only about $297,372 at 4% or $198,248 at 6%; with 50% employer match about $198,248 at 4% or $132,165 at 6%; with 100% employer match about $148,686 at 4% or $99,124 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-28$3,834,703$333,057$11,895iApproximate average salary by contribution assumption: employee only about $297,372 at 4% or $198,248 at 6%; with 50% employer match about $198,248 at 4% or $132,165 at 6%; with 100% employer match about $148,686 at 4% or $99,124 at 6%.
2010136$3,471,771$358,843$9,968iApproximate average salary by contribution assumption: employee only about $249,197 at 4% or $166,131 at 6%; with 50% employer match about $166,131 at 4% or $110,754 at 6%; with 100% employer match about $124,598 at 4% or $83,066 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-36$3,471,771$358,843$9,968iApproximate average salary by contribution assumption: employee only about $249,197 at 4% or $166,131 at 6%; with 50% employer match about $166,131 at 4% or $110,754 at 6%; with 100% employer match about $124,598 at 4% or $83,066 at 6%.
2009131$2,785,266$264,114$8,520iApproximate average salary by contribution assumption: employee only about $212,995 at 4% or $141,997 at 6%; with 50% employer match about $141,997 at 4% or $94,665 at 6%; with 100% employer match about $106,498 at 4% or $70,998 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-31$2,785,266$264,114$8,520iApproximate average salary by contribution assumption: employee only about $212,995 at 4% or $141,997 at 6%; with 50% employer match about $141,997 at 4% or $94,665 at 6%; with 100% employer match about $106,498 at 4% or $70,998 at 6%.
2008122$2,046,117$245,783$11,172iApproximate average salary by contribution assumption: employee only about $279,299 at 4% or $186,199 at 6%; with 50% employer match about $186,199 at 4% or $124,133 at 6%; with 100% employer match about $139,649 at 4% or $93,100 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-22$2,046,117$245,783$11,172iApproximate average salary by contribution assumption: employee only about $279,299 at 4% or $186,199 at 6%; with 50% employer match about $186,199 at 4% or $124,133 at 6%; with 100% employer match about $139,649 at 4% or $93,100 at 6%.
2007126$3,027,316$287,689$11,065iApproximate average salary by contribution assumption: employee only about $276,624 at 4% or $184,416 at 6%; with 50% employer match about $184,416 at 4% or $122,944 at 6%; with 100% employer match about $138,312 at 4% or $92,208 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-26$3,027,316$287,689$11,065iApproximate average salary by contribution assumption: employee only about $276,624 at 4% or $184,416 at 6%; with 50% employer match about $184,416 at 4% or $122,944 at 6%; with 100% employer match about $138,312 at 4% or $92,208 at 6%.
2006127$2,583,190$338,303$12,530iApproximate average salary by contribution assumption: employee only about $313,244 at 4% or $208,829 at 6%; with 50% employer match about $208,829 at 4% or $139,219 at 6%; with 100% employer match about $156,622 at 4% or $104,415 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-27$2,583,190$338,303$12,530iApproximate average salary by contribution assumption: employee only about $313,244 at 4% or $208,829 at 6%; with 50% employer match about $208,829 at 4% or $139,219 at 6%; with 100% employer match about $156,622 at 4% or $104,415 at 6%.
2005128$2,036,814$209,825$7,494iApproximate average salary by contribution assumption: employee only about $187,344 at 4% or $124,896 at 6%; with 50% employer match about $124,896 at 4% or $83,264 at 6%; with 100% employer match about $93,672 at 4% or $62,448 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-28$2,036,814$209,825$7,494iApproximate average salary by contribution assumption: employee only about $187,344 at 4% or $124,896 at 6%; with 50% employer match about $124,896 at 4% or $83,264 at 6%; with 100% employer match about $93,672 at 4% or $62,448 at 6%.
2004124$1,742,560$191,516$7,980iApproximate average salary by contribution assumption: employee only about $199,496 at 4% or $132,997 at 6%; with 50% employer match about $132,997 at 4% or $88,665 at 6%; with 100% employer match about $99,748 at 4% or $66,499 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-24$1,742,560$191,516$7,980iApproximate average salary by contribution assumption: employee only about $199,496 at 4% or $132,997 at 6%; with 50% employer match about $132,997 at 4% or $88,665 at 6%; with 100% employer match about $99,748 at 4% or $66,499 at 6%.
2003125$1,534,602$165,745$6,630iApproximate average salary by contribution assumption: employee only about $165,745 at 4% or $110,497 at 6%; with 50% employer match about $110,497 at 4% or $73,664 at 6%; with 100% employer match about $82,873 at 4% or $55,248 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-25$1,534,602$165,745$6,630iApproximate average salary by contribution assumption: employee only about $165,745 at 4% or $110,497 at 6%; with 50% employer match about $110,497 at 4% or $73,664 at 6%; with 100% employer match about $82,873 at 4% or $55,248 at 6%.
2002127$1,101,831$152,892$5,663iApproximate average salary by contribution assumption: employee only about $141,567 at 4% or $94,378 at 6%; with 50% employer match about $94,378 at 4% or $62,919 at 6%; with 100% employer match about $70,783 at 4% or $47,189 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-27$1,101,831$152,892$5,663iApproximate average salary by contribution assumption: employee only about $141,567 at 4% or $94,378 at 6%; with 50% employer match about $94,378 at 4% or $62,919 at 6%; with 100% employer match about $70,783 at 4% or $47,189 at 6%.
2001127$0$0-
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-27---
2000126$0$0-
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-26---
1999119$1,700,214$115,033$6,054iApproximate average salary by contribution assumption: employee only about $151,359 at 4% or $100,906 at 6%; with 50% employer match about $100,906 at 4% or $67,271 at 6%; with 100% employer match about $75,680 at 4% or $50,453 at 6%.
Sweet, Stevens, Tucker & Katz Retirement Savings Plan-19$1,700,214$115,033$6,054iApproximate average salary by contribution assumption: employee only about $151,359 at 4% or $100,906 at 6%; with 50% employer match about $100,906 at 4% or $67,271 at 6%; with 100% employer match about $75,680 at 4% or $50,453 at 6%.