Civic Intelligence

Sweeney & Associates, Inc.

Plan context: Sweeney & Associates Inc. 401K Plan

EIN 33-0786900 • Murrieta, CA • 25 filings • 1 plans

38730 Sky Canyon DriveSuite CMurrieta, CA 92563
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$3,122,783

2024 Contributions

$149,492

Historical Graphs

Total Assets Over Time

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

$3,122,783$1,561,392$0200020132024YearValue
$3,122,783Latest year 2024

Participants Over Time

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

20100200020122024YearValue
18Latest 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
2024118$3,122,783$149,492$8,305iApproximate average salary by contribution assumption: employee only about $207,628 at 4% or $138,419 at 6%; with 50% employer match about $138,419 at 4% or $92,279 at 6%; with 100% employer match about $103,814 at 4% or $69,209 at 6%.
Sweeney & Associates Inc. 401K Plan-18$3,122,783$149,492$8,305iApproximate average salary by contribution assumption: employee only about $207,628 at 4% or $138,419 at 6%; with 50% employer match about $138,419 at 4% or $92,279 at 6%; with 100% employer match about $103,814 at 4% or $69,209 at 6%.
2023118$2,546,215$152,202$8,456iApproximate average salary by contribution assumption: employee only about $211,392 at 4% or $140,928 at 6%; with 50% employer match about $140,928 at 4% or $93,952 at 6%; with 100% employer match about $105,696 at 4% or $70,464 at 6%.
Sweeney & Associates Inc. 401K Plan-18$2,546,215$152,202$8,456iApproximate average salary by contribution assumption: employee only about $211,392 at 4% or $140,928 at 6%; with 50% employer match about $140,928 at 4% or $93,952 at 6%; with 100% employer match about $105,696 at 4% or $70,464 at 6%.
2022118$1,990,570$137,419$7,634iApproximate average salary by contribution assumption: employee only about $190,860 at 4% or $127,240 at 6%; with 50% employer match about $127,240 at 4% or $84,827 at 6%; with 100% employer match about $95,430 at 4% or $63,620 at 6%.
Sweeney & Associates Inc. 401K Plan-18$1,990,570$137,419$7,634iApproximate average salary by contribution assumption: employee only about $190,860 at 4% or $127,240 at 6%; with 50% employer match about $127,240 at 4% or $84,827 at 6%; with 100% employer match about $95,430 at 4% or $63,620 at 6%.
2021116$2,355,707$117,062$7,316iApproximate average salary by contribution assumption: employee only about $182,909 at 4% or $121,940 at 6%; with 50% employer match about $121,940 at 4% or $81,293 at 6%; with 100% employer match about $91,455 at 4% or $60,970 at 6%.
Sweeney & Associates Inc. 401K Plan-16$2,355,707$117,062$7,316iApproximate average salary by contribution assumption: employee only about $182,909 at 4% or $121,940 at 6%; with 50% employer match about $121,940 at 4% or $81,293 at 6%; with 100% employer match about $91,455 at 4% or $60,970 at 6%.
2020115$1,892,486$106,890$7,126iApproximate average salary by contribution assumption: employee only about $178,150 at 4% or $118,767 at 6%; with 50% employer match about $118,767 at 4% or $79,178 at 6%; with 100% employer match about $89,075 at 4% or $59,383 at 6%.
Sweeney & Associates Inc. 401K Plan-15$1,892,486$106,890$7,126iApproximate average salary by contribution assumption: employee only about $178,150 at 4% or $118,767 at 6%; with 50% employer match about $118,767 at 4% or $79,178 at 6%; with 100% employer match about $89,075 at 4% or $59,383 at 6%.
2019116$1,546,976$115,344$7,209iApproximate average salary by contribution assumption: employee only about $180,225 at 4% or $120,150 at 6%; with 50% employer match about $120,150 at 4% or $80,100 at 6%; with 100% employer match about $90,113 at 4% or $60,075 at 6%.
Sweeney & Associates Inc. 401K Plan-16$1,546,976$115,344$7,209iApproximate average salary by contribution assumption: employee only about $180,225 at 4% or $120,150 at 6%; with 50% employer match about $120,150 at 4% or $80,100 at 6%; with 100% employer match about $90,113 at 4% or $60,075 at 6%.
2018115$1,144,498$98,416$6,561iApproximate average salary by contribution assumption: employee only about $164,027 at 4% or $109,351 at 6%; with 50% employer match about $109,351 at 4% or $72,901 at 6%; with 100% employer match about $82,013 at 4% or $54,676 at 6%.
Sweeney & Associates Inc. 401K Plan-15$1,144,498$98,416$6,561iApproximate average salary by contribution assumption: employee only about $164,027 at 4% or $109,351 at 6%; with 50% employer match about $109,351 at 4% or $72,901 at 6%; with 100% employer match about $82,013 at 4% or $54,676 at 6%.
2017113$1,191,618$76,737$5,903iApproximate average salary by contribution assumption: employee only about $147,571 at 4% or $98,381 at 6%; with 50% employer match about $98,381 at 4% or $65,587 at 6%; with 100% employer match about $73,786 at 4% or $49,190 at 6%.
Sweeney & Associates Inc. 401K Plan-13$1,191,618$76,737$5,903iApproximate average salary by contribution assumption: employee only about $147,571 at 4% or $98,381 at 6%; with 50% employer match about $98,381 at 4% or $65,587 at 6%; with 100% employer match about $73,786 at 4% or $49,190 at 6%.
2016113$913,178$75,123$5,779iApproximate average salary by contribution assumption: employee only about $144,467 at 4% or $96,312 at 6%; with 50% employer match about $96,312 at 4% or $64,208 at 6%; with 100% employer match about $72,234 at 4% or $48,156 at 6%.
Sweeney & Associates Inc. 401K Plan-13$913,178$75,123$5,779iApproximate average salary by contribution assumption: employee only about $144,467 at 4% or $96,312 at 6%; with 50% employer match about $96,312 at 4% or $64,208 at 6%; with 100% employer match about $72,234 at 4% or $48,156 at 6%.
2015114$835,688$76,661$5,476iApproximate average salary by contribution assumption: employee only about $136,895 at 4% or $91,263 at 6%; with 50% employer match about $91,263 at 4% or $60,842 at 6%; with 100% employer match about $68,447 at 4% or $45,632 at 6%.
Sweeney & Associates Inc. 401K Plan-14$835,688$76,661$5,476iApproximate average salary by contribution assumption: employee only about $136,895 at 4% or $91,263 at 6%; with 50% employer match about $91,263 at 4% or $60,842 at 6%; with 100% employer match about $68,447 at 4% or $45,632 at 6%.
2014112$759,389$58,172$4,848iApproximate average salary by contribution assumption: employee only about $121,192 at 4% or $80,794 at 6%; with 50% employer match about $80,794 at 4% or $53,863 at 6%; with 100% employer match about $60,596 at 4% or $40,397 at 6%.
Sweeney & Associates Inc. 401K Plan-12$759,389$58,172$4,848iApproximate average salary by contribution assumption: employee only about $121,192 at 4% or $80,794 at 6%; with 50% employer match about $80,794 at 4% or $53,863 at 6%; with 100% employer match about $60,596 at 4% or $40,397 at 6%.
2013110$692,060$46,391$4,639iApproximate average salary by contribution assumption: employee only about $115,978 at 4% or $77,318 at 6%; with 50% employer match about $77,318 at 4% or $51,546 at 6%; with 100% employer match about $57,989 at 4% or $38,659 at 6%.
Sweeney & Associates Inc. 401K Plan-10$692,060$46,391$4,639iApproximate average salary by contribution assumption: employee only about $115,978 at 4% or $77,318 at 6%; with 50% employer match about $77,318 at 4% or $51,546 at 6%; with 100% employer match about $57,989 at 4% or $38,659 at 6%.
2012110$520,518$50,058$5,006iApproximate average salary by contribution assumption: employee only about $125,145 at 4% or $83,430 at 6%; with 50% employer match about $83,430 at 4% or $55,620 at 6%; with 100% employer match about $62,573 at 4% or $41,715 at 6%.
Sweeney & Associates Inc. 401K Plan-10$520,518$50,058$5,006iApproximate average salary by contribution assumption: employee only about $125,145 at 4% or $83,430 at 6%; with 50% employer match about $83,430 at 4% or $55,620 at 6%; with 100% employer match about $62,573 at 4% or $41,715 at 6%.
201119$420,245$43,023$4,780iApproximate average salary by contribution assumption: employee only about $119,508 at 4% or $79,672 at 6%; with 50% employer match about $79,672 at 4% or $53,115 at 6%; with 100% employer match about $59,754 at 4% or $39,836 at 6%.
Sweeney & Associates Inc. 401K Plan-9$420,245$43,023$4,780iApproximate average salary by contribution assumption: employee only about $119,508 at 4% or $79,672 at 6%; with 50% employer match about $79,672 at 4% or $53,115 at 6%; with 100% employer match about $59,754 at 4% or $39,836 at 6%.
2010110$455,723$46,568$4,657iApproximate average salary by contribution assumption: employee only about $116,420 at 4% or $77,613 at 6%; with 50% employer match about $77,613 at 4% or $51,742 at 6%; with 100% employer match about $58,210 at 4% or $38,807 at 6%.
Sweeney & Associates Inc. 401K Plan-10$455,723$46,568$4,657iApproximate average salary by contribution assumption: employee only about $116,420 at 4% or $77,613 at 6%; with 50% employer match about $77,613 at 4% or $51,742 at 6%; with 100% employer match about $58,210 at 4% or $38,807 at 6%.
2009113$359,494$49,553$3,812iApproximate average salary by contribution assumption: employee only about $95,294 at 4% or $63,529 at 6%; with 50% employer match about $63,529 at 4% or $42,353 at 6%; with 100% employer match about $47,647 at 4% or $31,765 at 6%.
Sweeney & Associates Inc. 401K Plan-13$359,494$49,553$3,812iApproximate average salary by contribution assumption: employee only about $95,294 at 4% or $63,529 at 6%; with 50% employer match about $63,529 at 4% or $42,353 at 6%; with 100% employer match about $47,647 at 4% or $31,765 at 6%.
2008116$288,171$49,381$3,086iApproximate average salary by contribution assumption: employee only about $77,158 at 4% or $51,439 at 6%; with 50% employer match about $51,439 at 4% or $34,292 at 6%; with 100% employer match about $38,579 at 4% or $25,719 at 6%.
Sweeney & Associates Inc. 401K Plan-16$288,171$49,381$3,086iApproximate average salary by contribution assumption: employee only about $77,158 at 4% or $51,439 at 6%; with 50% employer match about $51,439 at 4% or $34,292 at 6%; with 100% employer match about $38,579 at 4% or $25,719 at 6%.
2007120$0$0-
Sweeney & Associates Inc. 401K Plan-20---
2006118$393,924$56,197$3,122iApproximate average salary by contribution assumption: employee only about $78,051 at 4% or $52,034 at 6%; with 50% employer match about $52,034 at 4% or $34,690 at 6%; with 100% employer match about $39,026 at 4% or $26,017 at 6%.
Sweeney & Associates Inc. 401K Plan-18$393,924$56,197$3,122iApproximate average salary by contribution assumption: employee only about $78,051 at 4% or $52,034 at 6%; with 50% employer match about $52,034 at 4% or $34,690 at 6%; with 100% employer match about $39,026 at 4% or $26,017 at 6%.
2005118$282,374$46,459$2,581iApproximate average salary by contribution assumption: employee only about $64,526 at 4% or $43,018 at 6%; with 50% employer match about $43,018 at 4% or $28,678 at 6%; with 100% employer match about $32,263 at 4% or $21,509 at 6%.
Sweeney & Associates Inc. 401K Plan-18$282,374$46,459$2,581iApproximate average salary by contribution assumption: employee only about $64,526 at 4% or $43,018 at 6%; with 50% employer match about $43,018 at 4% or $28,678 at 6%; with 100% employer match about $32,263 at 4% or $21,509 at 6%.
2004116$210,218$42,898$2,681iApproximate average salary by contribution assumption: employee only about $67,028 at 4% or $44,685 at 6%; with 50% employer match about $44,685 at 4% or $29,790 at 6%; with 100% employer match about $33,514 at 4% or $22,343 at 6%.
Sweeney & Associates Inc. 401K Plan-16$210,218$42,898$2,681iApproximate average salary by contribution assumption: employee only about $67,028 at 4% or $44,685 at 6%; with 50% employer match about $44,685 at 4% or $29,790 at 6%; with 100% employer match about $33,514 at 4% or $22,343 at 6%.
2003113$0$0-
Sweeney & Associates Inc. 401K Plan-13---
2002116$71,801$40,464$2,529iApproximate average salary by contribution assumption: employee only about $63,225 at 4% or $42,150 at 6%; with 50% employer match about $42,150 at 4% or $28,100 at 6%; with 100% employer match about $31,613 at 4% or $21,075 at 6%.
Sweeney & Associates Inc. 401K Plan-16$71,801$40,464$2,529iApproximate average salary by contribution assumption: employee only about $63,225 at 4% or $42,150 at 6%; with 50% employer match about $42,150 at 4% or $28,100 at 6%; with 100% employer match about $31,613 at 4% or $21,075 at 6%.
2001115$44,757$42,836$2,856iApproximate average salary by contribution assumption: employee only about $71,393 at 4% or $47,596 at 6%; with 50% employer match about $47,596 at 4% or $31,730 at 6%; with 100% employer match about $35,697 at 4% or $23,798 at 6%.
Sweeney & Associates Inc. 401K Plan-15$44,757$42,836$2,856iApproximate average salary by contribution assumption: employee only about $71,393 at 4% or $47,596 at 6%; with 50% employer match about $47,596 at 4% or $31,730 at 6%; with 100% employer match about $35,697 at 4% or $23,798 at 6%.
2000112$12,482$12,712$1,059iApproximate average salary by contribution assumption: employee only about $26,483 at 4% or $17,656 at 6%; with 50% employer match about $17,656 at 4% or $11,770 at 6%; with 100% employer match about $13,242 at 4% or $8,828 at 6%.
Sweeney & Associates Inc. 401K Plan-12$12,482$12,712$1,059iApproximate average salary by contribution assumption: employee only about $26,483 at 4% or $17,656 at 6%; with 50% employer match about $17,656 at 4% or $11,770 at 6%; with 100% employer match about $13,242 at 4% or $8,828 at 6%.