Civic Intelligence

Monroe Sweeris & Tromp PC.

Plan context: Monroe, Sweeris & Tromp PLC Savings and Retirement

EIN 38-2621598 • 26 filings • 8 plans

Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$2,768,220

2024 Contributions

$325,303

Historical Graphs

Total Assets Over Time

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

$6,791,541$3,395,771$0199920142024YearValue
$2,768,220Latest year 2024

Participants Over Time

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

1890199920122024YearValue
16Latest 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
2024116$2,768,220$325,303$20,331iApproximate average salary by contribution assumption: employee only about $508,286 at 4% or $338,857 at 6%; with 50% employer match about $338,857 at 4% or $225,905 at 6%; with 100% employer match about $254,143 at 4% or $169,429 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-16$2,768,220$325,303$20,331iApproximate average salary by contribution assumption: employee only about $508,286 at 4% or $338,857 at 6%; with 50% employer match about $338,857 at 4% or $225,905 at 6%; with 100% employer match about $254,143 at 4% or $169,429 at 6%.
2023111$4,197,696$295,021$26,820iApproximate average salary by contribution assumption: employee only about $670,502 at 4% or $447,002 at 6%; with 50% employer match about $447,002 at 4% or $298,001 at 6%; with 100% employer match about $335,251 at 4% or $223,501 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-11$4,197,696$295,021$26,820iApproximate average salary by contribution assumption: employee only about $670,502 at 4% or $447,002 at 6%; with 50% employer match about $447,002 at 4% or $298,001 at 6%; with 100% employer match about $335,251 at 4% or $223,501 at 6%.
2022111$3,517,797$279,478$25,407iApproximate average salary by contribution assumption: employee only about $635,177 at 4% or $423,452 at 6%; with 50% employer match about $423,452 at 4% or $282,301 at 6%; with 100% employer match about $317,589 at 4% or $211,726 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-11$3,517,797$279,478$25,407iApproximate average salary by contribution assumption: employee only about $635,177 at 4% or $423,452 at 6%; with 50% employer match about $423,452 at 4% or $282,301 at 6%; with 100% employer match about $317,589 at 4% or $211,726 at 6%.
2021111$4,858,289$270,009$24,546iApproximate average salary by contribution assumption: employee only about $613,657 at 4% or $409,105 at 6%; with 50% employer match about $409,105 at 4% or $272,736 at 6%; with 100% employer match about $306,828 at 4% or $204,552 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-11$4,858,289$270,009$24,546iApproximate average salary by contribution assumption: employee only about $613,657 at 4% or $409,105 at 6%; with 50% employer match about $409,105 at 4% or $272,736 at 6%; with 100% employer match about $306,828 at 4% or $204,552 at 6%.
2020113$4,729,118$255,569$19,659iApproximate average salary by contribution assumption: employee only about $491,479 at 4% or $327,653 at 6%; with 50% employer match about $327,653 at 4% or $218,435 at 6%; with 100% employer match about $245,739 at 4% or $163,826 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-13$4,729,118$255,569$19,659iApproximate average salary by contribution assumption: employee only about $491,479 at 4% or $327,653 at 6%; with 50% employer match about $327,653 at 4% or $218,435 at 6%; with 100% employer match about $245,739 at 4% or $163,826 at 6%.
2019115$4,635,954$299,945$19,996iApproximate average salary by contribution assumption: employee only about $499,908 at 4% or $333,272 at 6%; with 50% employer match about $333,272 at 4% or $222,181 at 6%; with 100% employer match about $249,954 at 4% or $166,636 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-15$4,635,954$299,945$19,996iApproximate average salary by contribution assumption: employee only about $499,908 at 4% or $333,272 at 6%; with 50% employer match about $333,272 at 4% or $222,181 at 6%; with 100% employer match about $249,954 at 4% or $166,636 at 6%.
2018113$5,554,871$257,900$19,838iApproximate average salary by contribution assumption: employee only about $495,962 at 4% or $330,641 at 6%; with 50% employer match about $330,641 at 4% or $220,427 at 6%; with 100% employer match about $247,981 at 4% or $165,321 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-13$5,554,871$257,900$19,838iApproximate average salary by contribution assumption: employee only about $495,962 at 4% or $330,641 at 6%; with 50% employer match about $330,641 at 4% or $220,427 at 6%; with 100% employer match about $247,981 at 4% or $165,321 at 6%.
2017117$5,734,437$248,482$14,617iApproximate average salary by contribution assumption: employee only about $365,415 at 4% or $243,610 at 6%; with 50% employer match about $243,610 at 4% or $162,407 at 6%; with 100% employer match about $182,707 at 4% or $121,805 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-17$5,734,437$248,482$14,617iApproximate average salary by contribution assumption: employee only about $365,415 at 4% or $243,610 at 6%; with 50% employer match about $243,610 at 4% or $162,407 at 6%; with 100% employer match about $182,707 at 4% or $121,805 at 6%.
2016115$5,209,604$276,095$18,406iApproximate average salary by contribution assumption: employee only about $460,158 at 4% or $306,772 at 6%; with 50% employer match about $306,772 at 4% or $204,515 at 6%; with 100% employer match about $230,079 at 4% or $153,386 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-15$5,209,604$276,095$18,406iApproximate average salary by contribution assumption: employee only about $460,158 at 4% or $306,772 at 6%; with 50% employer match about $306,772 at 4% or $204,515 at 6%; with 100% employer match about $230,079 at 4% or $153,386 at 6%.
2015118$5,276,339$249,576$13,865iApproximate average salary by contribution assumption: employee only about $346,633 at 4% or $231,089 at 6%; with 50% employer match about $231,089 at 4% or $154,059 at 6%; with 100% employer match about $173,317 at 4% or $115,544 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-18$5,276,339$249,576$13,865iApproximate average salary by contribution assumption: employee only about $346,633 at 4% or $231,089 at 6%; with 50% employer match about $231,089 at 4% or $154,059 at 6%; with 100% employer match about $173,317 at 4% or $115,544 at 6%.
2014116$5,661,433$240,866$15,054iApproximate average salary by contribution assumption: employee only about $376,353 at 4% or $250,902 at 6%; with 50% employer match about $250,902 at 4% or $167,268 at 6%; with 100% employer match about $188,177 at 4% or $125,451 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-16$5,661,433$240,866$15,054iApproximate average salary by contribution assumption: employee only about $376,353 at 4% or $250,902 at 6%; with 50% employer match about $250,902 at 4% or $167,268 at 6%; with 100% employer match about $188,177 at 4% or $125,451 at 6%.
2013117$6,791,541$273,664$16,098iApproximate average salary by contribution assumption: employee only about $402,447 at 4% or $268,298 at 6%; with 50% employer match about $268,298 at 4% or $178,865 at 6%; with 100% employer match about $201,224 at 4% or $134,149 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-17$6,791,541$273,664$16,098iApproximate average salary by contribution assumption: employee only about $402,447 at 4% or $268,298 at 6%; with 50% employer match about $268,298 at 4% or $178,865 at 6%; with 100% employer match about $201,224 at 4% or $134,149 at 6%.
2012116$5,838,403$335,981$20,999iApproximate average salary by contribution assumption: employee only about $524,970 at 4% or $349,980 at 6%; with 50% employer match about $349,980 at 4% or $233,320 at 6%; with 100% employer match about $262,485 at 4% or $174,990 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-16$5,838,403$335,981$20,999iApproximate average salary by contribution assumption: employee only about $524,970 at 4% or $349,980 at 6%; with 50% employer match about $349,980 at 4% or $233,320 at 6%; with 100% employer match about $262,485 at 4% or $174,990 at 6%.
2011116$4,961,945$335,439$20,965iApproximate average salary by contribution assumption: employee only about $524,123 at 4% or $349,416 at 6%; with 50% employer match about $349,416 at 4% or $232,944 at 6%; with 100% employer match about $262,062 at 4% or $174,708 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-16$4,961,945$335,439$20,965iApproximate average salary by contribution assumption: employee only about $524,123 at 4% or $349,416 at 6%; with 50% employer match about $349,416 at 4% or $232,944 at 6%; with 100% employer match about $262,062 at 4% or $174,708 at 6%.
2010117$4,708,900$322,919$18,995iApproximate average salary by contribution assumption: employee only about $474,881 at 4% or $316,587 at 6%; with 50% employer match about $316,587 at 4% or $211,058 at 6%; with 100% employer match about $237,440 at 4% or $158,294 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-17$4,708,900$322,919$18,995iApproximate average salary by contribution assumption: employee only about $474,881 at 4% or $316,587 at 6%; with 50% employer match about $316,587 at 4% or $211,058 at 6%; with 100% employer match about $237,440 at 4% or $158,294 at 6%.
2009116$3,849,858$353,044$22,065iApproximate average salary by contribution assumption: employee only about $551,631 at 4% or $367,754 at 6%; with 50% employer match about $367,754 at 4% or $245,169 at 6%; with 100% employer match about $275,816 at 4% or $183,877 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-16$3,849,858$353,044$22,065iApproximate average salary by contribution assumption: employee only about $551,631 at 4% or $367,754 at 6%; with 50% employer match about $367,754 at 4% or $245,169 at 6%; with 100% employer match about $275,816 at 4% or $183,877 at 6%.
2008116$2,994,653$311,379$19,461iApproximate average salary by contribution assumption: employee only about $486,530 at 4% or $324,353 at 6%; with 50% employer match about $324,353 at 4% or $216,235 at 6%; with 100% employer match about $243,265 at 4% or $162,177 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-16$2,994,653$311,379$19,461iApproximate average salary by contribution assumption: employee only about $486,530 at 4% or $324,353 at 6%; with 50% employer match about $324,353 at 4% or $216,235 at 6%; with 100% employer match about $243,265 at 4% or $162,177 at 6%.
2007114$0$0-
Monroe, Sweeris & Tromp PLC Savings and Retirement-14---
2006115$4,056,837$297,530$19,835iApproximate average salary by contribution assumption: employee only about $495,883 at 4% or $330,589 at 6%; with 50% employer match about $330,589 at 4% or $220,393 at 6%; with 100% employer match about $247,942 at 4% or $165,294 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-15$4,056,837$297,530$19,835iApproximate average salary by contribution assumption: employee only about $495,883 at 4% or $330,589 at 6%; with 50% employer match about $330,589 at 4% or $220,393 at 6%; with 100% employer match about $247,942 at 4% or $165,294 at 6%.
2005115$3,374,603$289,237$19,282iApproximate average salary by contribution assumption: employee only about $482,062 at 4% or $321,374 at 6%; with 50% employer match about $321,374 at 4% or $214,250 at 6%; with 100% employer match about $241,031 at 4% or $160,687 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-15$3,374,603$289,237$19,282iApproximate average salary by contribution assumption: employee only about $482,062 at 4% or $321,374 at 6%; with 50% employer match about $321,374 at 4% or $214,250 at 6%; with 100% employer match about $241,031 at 4% or $160,687 at 6%.
2004115$2,881,887$265,090$17,673iApproximate average salary by contribution assumption: employee only about $441,817 at 4% or $294,544 at 6%; with 50% employer match about $294,544 at 4% or $196,363 at 6%; with 100% employer match about $220,908 at 4% or $147,272 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-15$2,881,887$265,090$17,673iApproximate average salary by contribution assumption: employee only about $441,817 at 4% or $294,544 at 6%; with 50% employer match about $294,544 at 4% or $196,363 at 6%; with 100% employer match about $220,908 at 4% or $147,272 at 6%.
2002213$1,797,896$294,411$22,647iApproximate average salary by contribution assumption: employee only about $566,175 at 4% or $377,450 at 6%; with 50% employer match about $377,450 at 4% or $251,633 at 6%; with 100% employer match about $283,088 at 4% or $188,725 at 6%.
Monroe, Sweeris & Tromp PLC Savings and Retirement-13$1,797,896$60,534$4,656iApproximate average salary by contribution assumption: employee only about $116,412 at 4% or $77,608 at 6%; with 50% employer match about $77,608 at 4% or $51,738 at 6%; with 100% employer match about $58,206 at 4% or $38,804 at 6%.
Moroe Sweeris & Tromp CPA Profit Sharing Plan-0-$233,877-
2001112$0$0-
Moroe Sweeris & Tromp CPA Profit Sharing Plan-12---
2000112$0$0-
Moroe Sweeris & Tromp CPA Profit Sharing Plan-12---
1999113$1,555,351$133,005$10,231iApproximate average salary by contribution assumption: employee only about $255,779 at 4% or $170,519 at 6%; with 50% employer match about $170,519 at 4% or $113,679 at 6%; with 100% employer match about $127,889 at 4% or $85,260 at 6%.
Moroe Sweeris & Tromp CPA Profit Sharing Plan-13$1,555,351$133,005$10,231iApproximate average salary by contribution assumption: employee only about $255,779 at 4% or $170,519 at 6%; with 50% employer match about $170,519 at 4% or $113,679 at 6%; with 100% employer match about $127,889 at 4% or $85,260 at 6%.