James a. Sweet, CPA
Plan context: James a. Sweet, CPA Keogh Plan
EIN 39-1244219 • 18 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$2,058,281
2024 Contributions
$30,989
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $2,058,281 | $30,989 | $30,989iApproximate average salary by contribution assumption: employee only about $774,725 at 4% or $516,483 at 6%; with 50% employer match about $516,483 at 4% or $344,322 at 6%; with 100% employer match about $387,363 at 4% or $258,242 at 6%. |
| James a. Sweet, CPA Keogh Plan | - | 1 | $2,058,281 | $30,989 | $30,989iApproximate average salary by contribution assumption: employee only about $774,725 at 4% or $516,483 at 6%; with 50% employer match about $516,483 at 4% or $344,322 at 6%; with 100% employer match about $387,363 at 4% or $258,242 at 6%. |
| 2023 | 1 | 1 | $2,020,766 | $28,122 | $28,122iApproximate average salary by contribution assumption: employee only about $703,050 at 4% or $468,700 at 6%; with 50% employer match about $468,700 at 4% or $312,467 at 6%; with 100% employer match about $351,525 at 4% or $234,350 at 6%. |
| James a. Sweet, CPA Keogh Plan | - | 1 | $2,020,766 | $28,122 | $28,122iApproximate average salary by contribution assumption: employee only about $703,050 at 4% or $468,700 at 6%; with 50% employer match about $468,700 at 4% or $312,467 at 6%; with 100% employer match about $351,525 at 4% or $234,350 at 6%. |
| 2022 | 1 | 1 | $2,064,849 | $42,361 | $42,361iApproximate average salary by contribution assumption: employee only about $1,059,025 at 4% or $706,017 at 6%; with 50% employer match about $706,017 at 4% or $470,678 at 6%; with 100% employer match about $529,513 at 4% or $353,008 at 6%. |
| James a. Sweet, CPA Keogh Plan | - | 1 | $2,064,849 | $42,361 | $42,361iApproximate average salary by contribution assumption: employee only about $1,059,025 at 4% or $706,017 at 6%; with 50% employer match about $706,017 at 4% or $470,678 at 6%; with 100% employer match about $529,513 at 4% or $353,008 at 6%. |
| 2021 | 1 | 1 | $2,512,293 | $40,564 | $40,564iApproximate average salary by contribution assumption: employee only about $1,014,100 at 4% or $676,067 at 6%; with 50% employer match about $676,067 at 4% or $450,711 at 6%; with 100% employer match about $507,050 at 4% or $338,033 at 6%. |
| James a. Sweet, CPA Keogh Plan | - | 1 | $2,512,293 | $40,564 | $40,564iApproximate average salary by contribution assumption: employee only about $1,014,100 at 4% or $676,067 at 6%; with 50% employer match about $676,067 at 4% or $450,711 at 6%; with 100% employer match about $507,050 at 4% or $338,033 at 6%. |
| 2020 | 1 | 1 | $2,353,779 | $39,920 | $39,920iApproximate average salary by contribution assumption: employee only about $998,000 at 4% or $665,333 at 6%; with 50% employer match about $665,333 at 4% or $443,556 at 6%; with 100% employer match about $499,000 at 4% or $332,667 at 6%. |
| James a. Sweet, CPA Keogh Plan | - | 1 | $2,353,779 | $39,920 | $39,920iApproximate average salary by contribution assumption: employee only about $998,000 at 4% or $665,333 at 6%; with 50% employer match about $665,333 at 4% or $443,556 at 6%; with 100% employer match about $499,000 at 4% or $332,667 at 6%. |
| 2019 | 1 | 1 | $2,213,634 | $45,833 | $45,833iApproximate average salary by contribution assumption: employee only about $1,145,825 at 4% or $763,883 at 6%; with 50% employer match about $763,883 at 4% or $509,256 at 6%; with 100% employer match about $572,913 at 4% or $381,942 at 6%. |
| James a. Sweet, CPA Keogh Plan | - | 1 | $2,213,634 | $45,833 | $45,833iApproximate average salary by contribution assumption: employee only about $1,145,825 at 4% or $763,883 at 6%; with 50% employer match about $763,883 at 4% or $509,256 at 6%; with 100% employer match about $572,913 at 4% or $381,942 at 6%. |
| 2018 | 1 | 1 | $1,916,947 | $45,585 | $45,585iApproximate average salary by contribution assumption: employee only about $1,139,625 at 4% or $759,750 at 6%; with 50% employer match about $759,750 at 4% or $506,500 at 6%; with 100% employer match about $569,813 at 4% or $379,875 at 6%. |
| James a. Sweet, CPA Keogh Plan | - | 1 | $1,916,947 | $45,585 | $45,585iApproximate average salary by contribution assumption: employee only about $1,139,625 at 4% or $759,750 at 6%; with 50% employer match about $759,750 at 4% or $506,500 at 6%; with 100% employer match about $569,813 at 4% or $379,875 at 6%. |
| 2017 | 1 | 1 | $2,071,563 | $46,792 | $46,792iApproximate average salary by contribution assumption: employee only about $1,169,800 at 4% or $779,867 at 6%; with 50% employer match about $779,867 at 4% or $519,911 at 6%; with 100% employer match about $584,900 at 4% or $389,933 at 6%. |
| James a. Sweet, CPA Keogh Plan | - | 1 | $2,071,563 | $46,792 | $46,792iApproximate average salary by contribution assumption: employee only about $1,169,800 at 4% or $779,867 at 6%; with 50% employer match about $779,867 at 4% or $519,911 at 6%; with 100% employer match about $584,900 at 4% or $389,933 at 6%. |
| 2016 | 1 | 1 | $1,898,928 | $40,955 | $40,955iApproximate average salary by contribution assumption: employee only about $1,023,875 at 4% or $682,583 at 6%; with 50% employer match about $682,583 at 4% or $455,056 at 6%; with 100% employer match about $511,938 at 4% or $341,292 at 6%. |
| James a. Sweet, CPA Keogh Plan | - | 1 | $1,898,928 | $40,955 | $40,955iApproximate average salary by contribution assumption: employee only about $1,023,875 at 4% or $682,583 at 6%; with 50% employer match about $682,583 at 4% or $455,056 at 6%; with 100% employer match about $511,938 at 4% or $341,292 at 6%. |
| 2015 | 1 | 0 | $1,757,684 | $39,232 | - |
| James a. Sweet, CPA Keogh Plan | - | - | $1,757,684 | $39,232 | - |
| 2014 | 1 | 0 | $1,810,509 | $44,415 | - |
| James a. Sweet, CPA Keogh Plan | - | - | $1,810,509 | $44,415 | - |
| 2013 | 1 | 1 | $1,674,463 | $39,170 | $39,170iApproximate average salary by contribution assumption: employee only about $979,250 at 4% or $652,833 at 6%; with 50% employer match about $652,833 at 4% or $435,222 at 6%; with 100% employer match about $489,625 at 4% or $326,417 at 6%. |
| James a. Sweet, CPA Keogh Plan | - | 1 | $1,674,463 | $39,170 | $39,170iApproximate average salary by contribution assumption: employee only about $979,250 at 4% or $652,833 at 6%; with 50% employer match about $652,833 at 4% or $435,222 at 6%; with 100% employer match about $489,625 at 4% or $326,417 at 6%. |
| 2012 | 1 | 1 | $1,375,743 | $38,969 | $38,969iApproximate average salary by contribution assumption: employee only about $974,225 at 4% or $649,483 at 6%; with 50% employer match about $649,483 at 4% or $432,989 at 6%; with 100% employer match about $487,113 at 4% or $324,742 at 6%. |
| James a. Sweet, CPA Keogh Plan | - | 1 | $1,375,743 | $38,969 | $38,969iApproximate average salary by contribution assumption: employee only about $974,225 at 4% or $649,483 at 6%; with 50% employer match about $649,483 at 4% or $432,989 at 6%; with 100% employer match about $487,113 at 4% or $324,742 at 6%. |
| 2004 | 1 | 3 | $1,439,092 | $44,988 | $14,996iApproximate average salary by contribution assumption: employee only about $374,900 at 4% or $249,933 at 6%; with 50% employer match about $249,933 at 4% or $166,622 at 6%; with 100% employer match about $187,450 at 4% or $124,967 at 6%. |
| James a. Sweet, CPA Keogh Plan | - | 3 | $1,439,092 | $44,988 | $14,996iApproximate average salary by contribution assumption: employee only about $374,900 at 4% or $249,933 at 6%; with 50% employer match about $249,933 at 4% or $166,622 at 6%; with 100% employer match about $187,450 at 4% or $124,967 at 6%. |
| 2003 | 1 | 3 | $1,269,525 | $39,600 | $13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%. |
| James a. Sweet, CPA Keogh Plan | - | 3 | $1,269,525 | $39,600 | $13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| James a. Sweet, CPA Keogh Plan | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| James a. Sweet, CPA Keogh Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| James a. Sweet, CPA Keogh Plan | - | 3 | - | - | - |