Current Snapshot
Latest Year
2011
2011 Participants
1
2011 Assets
$1,246,536
2011 Contributions
$36,643
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 1 | $1,246,536 | $36,643 | $36,643iApproximate average salary by contribution assumption: employee only about $916,075 at 4% or $610,717 at 6%; with 50% employer match about $610,717 at 4% or $407,144 at 6%; with 100% employer match about $458,038 at 4% or $305,358 at 6%. |
| James a. Sweet, CPA Keogh Plan | - | 1 | $1,246,536 | $36,643 | $36,643iApproximate average salary by contribution assumption: employee only about $916,075 at 4% or $610,717 at 6%; with 50% employer match about $610,717 at 4% or $407,144 at 6%; with 100% employer match about $458,038 at 4% or $305,358 at 6%. |
| 2010 | 1 | 1 | $1,207,231 | $42,325 | $42,325iApproximate average salary by contribution assumption: employee only about $1,058,125 at 4% or $705,417 at 6%; with 50% employer match about $705,417 at 4% or $470,278 at 6%; with 100% employer match about $529,063 at 4% or $352,708 at 6%. |
| James a. Sweet, CPA Keogh Plan | - | 1 | $1,207,231 | $42,325 | $42,325iApproximate average salary by contribution assumption: employee only about $1,058,125 at 4% or $705,417 at 6%; with 50% employer match about $705,417 at 4% or $470,278 at 6%; with 100% employer match about $529,063 at 4% or $352,708 at 6%. |
| 2009 | 1 | 1 | $1,014,420 | $43,529 | $43,529iApproximate average salary by contribution assumption: employee only about $1,088,225 at 4% or $725,483 at 6%; with 50% employer match about $725,483 at 4% or $483,656 at 6%; with 100% employer match about $544,113 at 4% or $362,742 at 6%. |
| James a. Sweet, CPA Keogh Plan | - | 1 | $1,014,420 | $43,529 | $43,529iApproximate average salary by contribution assumption: employee only about $1,088,225 at 4% or $725,483 at 6%; with 50% employer match about $725,483 at 4% or $483,656 at 6%; with 100% employer match about $544,113 at 4% or $362,742 at 6%. |
| 2008 | 1 | 0 | $860,097 | $38,490 | - |
| James a. Sweet, CPA Keogh Plan | - | 0 | $860,097 | $38,490 | - |
| 2007 | 1 | 1 | $1,119,740 | $10,007 | $10,007iApproximate average salary by contribution assumption: employee only about $250,175 at 4% or $166,783 at 6%; with 50% employer match about $166,783 at 4% or $111,189 at 6%; with 100% employer match about $125,088 at 4% or $83,392 at 6%. |
| James a. Sweet, CPA Keogh Plan | - | 1 | $1,119,740 | $10,007 | $10,007iApproximate average salary by contribution assumption: employee only about $250,175 at 4% or $166,783 at 6%; with 50% employer match about $166,783 at 4% or $111,189 at 6%; with 100% employer match about $125,088 at 4% or $83,392 at 6%. |
| 2006 | 1 | 1 | $1,155,085 | $5,788 | $5,788iApproximate average salary by contribution assumption: employee only about $144,700 at 4% or $96,467 at 6%; with 50% employer match about $96,467 at 4% or $64,311 at 6%; with 100% employer match about $72,350 at 4% or $48,233 at 6%. |
| James a. Sweet, CPA Keogh Plan | - | 1 | $1,155,085 | $5,788 | $5,788iApproximate average salary by contribution assumption: employee only about $144,700 at 4% or $96,467 at 6%; with 50% employer match about $96,467 at 4% or $64,311 at 6%; with 100% employer match about $72,350 at 4% or $48,233 at 6%. |
| 2005 | 1 | 3 | $1,499,605 | $0 | - |
| James a. Sweet, CPA Keogh Plan | - | 3 | $1,499,605 | - | - |