Civic Intelligence

Sweet & Associates PC.

Plan context: Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust

EIN 47-0603335 • Omaha, NE • 26 filings • 6 plans

2407 S. 130th CircleOmaha, NE 68144
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$3,380,980

2024 Contributions

$69,307

Historical Graphs

Total Assets Over Time

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

$4,357,024$2,178,512$0199920122024YearValue
$3,380,980Latest year 2024

Participants Over Time

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

1370199920122024YearValue
10Latest 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
2024110$3,380,980$69,307$6,931iApproximate average salary by contribution assumption: employee only about $173,268 at 4% or $115,512 at 6%; with 50% employer match about $115,512 at 4% or $77,008 at 6%; with 100% employer match about $86,634 at 4% or $57,756 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-10$3,380,980$69,307$6,931iApproximate average salary by contribution assumption: employee only about $173,268 at 4% or $115,512 at 6%; with 50% employer match about $115,512 at 4% or $77,008 at 6%; with 100% employer match about $86,634 at 4% or $57,756 at 6%.
2023110$2,991,075$90,111$9,011iApproximate average salary by contribution assumption: employee only about $225,278 at 4% or $150,185 at 6%; with 50% employer match about $150,185 at 4% or $100,123 at 6%; with 100% employer match about $112,639 at 4% or $75,093 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-10$2,991,075$90,111$9,011iApproximate average salary by contribution assumption: employee only about $225,278 at 4% or $150,185 at 6%; with 50% employer match about $150,185 at 4% or $100,123 at 6%; with 100% employer match about $112,639 at 4% or $75,093 at 6%.
2022112$3,511,690$135,992$11,333iApproximate average salary by contribution assumption: employee only about $283,317 at 4% or $188,878 at 6%; with 50% employer match about $188,878 at 4% or $125,919 at 6%; with 100% employer match about $141,658 at 4% or $94,439 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-12$3,511,690$135,992$11,333iApproximate average salary by contribution assumption: employee only about $283,317 at 4% or $188,878 at 6%; with 50% employer match about $188,878 at 4% or $125,919 at 6%; with 100% employer match about $141,658 at 4% or $94,439 at 6%.
2021113$4,357,024$133,356$10,258iApproximate average salary by contribution assumption: employee only about $256,454 at 4% or $170,969 at 6%; with 50% employer match about $170,969 at 4% or $113,979 at 6%; with 100% employer match about $128,227 at 4% or $85,485 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-13$4,357,024$133,356$10,258iApproximate average salary by contribution assumption: employee only about $256,454 at 4% or $170,969 at 6%; with 50% employer match about $170,969 at 4% or $113,979 at 6%; with 100% employer match about $128,227 at 4% or $85,485 at 6%.
2020112$3,750,247$120,950$10,079iApproximate average salary by contribution assumption: employee only about $251,979 at 4% or $167,986 at 6%; with 50% employer match about $167,986 at 4% or $111,991 at 6%; with 100% employer match about $125,990 at 4% or $83,993 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-12$3,750,247$120,950$10,079iApproximate average salary by contribution assumption: employee only about $251,979 at 4% or $167,986 at 6%; with 50% employer match about $167,986 at 4% or $111,991 at 6%; with 100% employer match about $125,990 at 4% or $83,993 at 6%.
2019112$3,250,342$115,435$9,620iApproximate average salary by contribution assumption: employee only about $240,490 at 4% or $160,326 at 6%; with 50% employer match about $160,326 at 4% or $106,884 at 6%; with 100% employer match about $120,245 at 4% or $80,163 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-12$3,250,342$115,435$9,620iApproximate average salary by contribution assumption: employee only about $240,490 at 4% or $160,326 at 6%; with 50% employer match about $160,326 at 4% or $106,884 at 6%; with 100% employer match about $120,245 at 4% or $80,163 at 6%.
2018112$2,691,316$149,441$12,453iApproximate average salary by contribution assumption: employee only about $311,335 at 4% or $207,557 at 6%; with 50% employer match about $207,557 at 4% or $138,371 at 6%; with 100% employer match about $155,668 at 4% or $103,778 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-12$2,691,316$149,441$12,453iApproximate average salary by contribution assumption: employee only about $311,335 at 4% or $207,557 at 6%; with 50% employer match about $207,557 at 4% or $138,371 at 6%; with 100% employer match about $155,668 at 4% or $103,778 at 6%.
2017111$2,615,263$172,068$15,643iApproximate average salary by contribution assumption: employee only about $391,064 at 4% or $260,709 at 6%; with 50% employer match about $260,709 at 4% or $173,806 at 6%; with 100% employer match about $195,532 at 4% or $130,355 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-11$2,615,263$172,068$15,643iApproximate average salary by contribution assumption: employee only about $391,064 at 4% or $260,709 at 6%; with 50% employer match about $260,709 at 4% or $173,806 at 6%; with 100% employer match about $195,532 at 4% or $130,355 at 6%.
2016110$2,782,147$106,906$10,691iApproximate average salary by contribution assumption: employee only about $267,265 at 4% or $178,177 at 6%; with 50% employer match about $178,177 at 4% or $118,784 at 6%; with 100% employer match about $133,633 at 4% or $89,088 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-10$2,782,147$106,906$10,691iApproximate average salary by contribution assumption: employee only about $267,265 at 4% or $178,177 at 6%; with 50% employer match about $178,177 at 4% or $118,784 at 6%; with 100% employer match about $133,633 at 4% or $89,088 at 6%.
2015110$2,601,255$129,293$12,929iApproximate average salary by contribution assumption: employee only about $323,233 at 4% or $215,488 at 6%; with 50% employer match about $215,488 at 4% or $143,659 at 6%; with 100% employer match about $161,616 at 4% or $107,744 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-10$2,601,255$129,293$12,929iApproximate average salary by contribution assumption: employee only about $323,233 at 4% or $215,488 at 6%; with 50% employer match about $215,488 at 4% or $143,659 at 6%; with 100% employer match about $161,616 at 4% or $107,744 at 6%.
2014111$3,125,383$137,513$12,501iApproximate average salary by contribution assumption: employee only about $312,530 at 4% or $208,353 at 6%; with 50% employer match about $208,353 at 4% or $138,902 at 6%; with 100% employer match about $156,265 at 4% or $104,177 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-11$3,125,383$137,513$12,501iApproximate average salary by contribution assumption: employee only about $312,530 at 4% or $208,353 at 6%; with 50% employer match about $208,353 at 4% or $138,902 at 6%; with 100% employer match about $156,265 at 4% or $104,177 at 6%.
2013111$2,879,919$131,172$11,925iApproximate average salary by contribution assumption: employee only about $298,118 at 4% or $198,745 at 6%; with 50% employer match about $198,745 at 4% or $132,497 at 6%; with 100% employer match about $149,059 at 4% or $99,373 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-11$2,879,919$131,172$11,925iApproximate average salary by contribution assumption: employee only about $298,118 at 4% or $198,745 at 6%; with 50% employer match about $198,745 at 4% or $132,497 at 6%; with 100% employer match about $149,059 at 4% or $99,373 at 6%.
201219$2,343,548$126,995$14,111iApproximate average salary by contribution assumption: employee only about $352,764 at 4% or $235,176 at 6%; with 50% employer match about $235,176 at 4% or $156,784 at 6%; with 100% employer match about $176,382 at 4% or $117,588 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-9$2,343,548$126,995$14,111iApproximate average salary by contribution assumption: employee only about $352,764 at 4% or $235,176 at 6%; with 50% employer match about $235,176 at 4% or $156,784 at 6%; with 100% employer match about $176,382 at 4% or $117,588 at 6%.
2011111$2,031,446$142,241$12,931iApproximate average salary by contribution assumption: employee only about $323,275 at 4% or $215,517 at 6%; with 50% employer match about $215,517 at 4% or $143,678 at 6%; with 100% employer match about $161,638 at 4% or $107,758 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-11$2,031,446$142,241$12,931iApproximate average salary by contribution assumption: employee only about $323,275 at 4% or $215,517 at 6%; with 50% employer match about $215,517 at 4% or $143,678 at 6%; with 100% employer match about $161,638 at 4% or $107,758 at 6%.
2010112$1,993,401$157,983$13,165iApproximate average salary by contribution assumption: employee only about $329,131 at 4% or $219,421 at 6%; with 50% employer match about $219,421 at 4% or $146,281 at 6%; with 100% employer match about $164,566 at 4% or $109,710 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-12$1,993,401$157,983$13,165iApproximate average salary by contribution assumption: employee only about $329,131 at 4% or $219,421 at 6%; with 50% employer match about $219,421 at 4% or $146,281 at 6%; with 100% employer match about $164,566 at 4% or $109,710 at 6%.
2009112$1,634,658$148,893$12,408iApproximate average salary by contribution assumption: employee only about $310,194 at 4% or $206,796 at 6%; with 50% employer match about $206,796 at 4% or $137,864 at 6%; with 100% employer match about $155,097 at 4% or $103,398 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-12$1,634,658$148,893$12,408iApproximate average salary by contribution assumption: employee only about $310,194 at 4% or $206,796 at 6%; with 50% employer match about $206,796 at 4% or $137,864 at 6%; with 100% employer match about $155,097 at 4% or $103,398 at 6%.
2008111$1,200,065$133,089$12,099iApproximate average salary by contribution assumption: employee only about $302,475 at 4% or $201,650 at 6%; with 50% employer match about $201,650 at 4% or $134,433 at 6%; with 100% employer match about $151,238 at 4% or $100,825 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-11$1,200,065$133,089$12,099iApproximate average salary by contribution assumption: employee only about $302,475 at 4% or $201,650 at 6%; with 50% employer match about $201,650 at 4% or $134,433 at 6%; with 100% employer match about $151,238 at 4% or $100,825 at 6%.
2007111$2,041,433$149,200$13,564iApproximate average salary by contribution assumption: employee only about $339,091 at 4% or $226,061 at 6%; with 50% employer match about $226,061 at 4% or $150,707 at 6%; with 100% employer match about $169,545 at 4% or $113,030 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-11$2,041,433$149,200$13,564iApproximate average salary by contribution assumption: employee only about $339,091 at 4% or $226,061 at 6%; with 50% employer match about $226,061 at 4% or $150,707 at 6%; with 100% employer match about $169,545 at 4% or $113,030 at 6%.
2006111$2,097,554$147,066$13,370iApproximate average salary by contribution assumption: employee only about $334,241 at 4% or $222,827 at 6%; with 50% employer match about $222,827 at 4% or $148,552 at 6%; with 100% employer match about $167,120 at 4% or $111,414 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-11$2,097,554$147,066$13,370iApproximate average salary by contribution assumption: employee only about $334,241 at 4% or $222,827 at 6%; with 50% employer match about $222,827 at 4% or $148,552 at 6%; with 100% employer match about $167,120 at 4% or $111,414 at 6%.
2005112$1,827,344$133,624$11,135iApproximate average salary by contribution assumption: employee only about $278,383 at 4% or $185,589 at 6%; with 50% employer match about $185,589 at 4% or $123,726 at 6%; with 100% employer match about $139,192 at 4% or $92,794 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-12$1,827,344$133,624$11,135iApproximate average salary by contribution assumption: employee only about $278,383 at 4% or $185,589 at 6%; with 50% employer match about $185,589 at 4% or $123,726 at 6%; with 100% employer match about $139,192 at 4% or $92,794 at 6%.
2004113$1,828,828$123,402$9,492iApproximate average salary by contribution assumption: employee only about $237,312 at 4% or $158,208 at 6%; with 50% employer match about $158,208 at 4% or $105,472 at 6%; with 100% employer match about $118,656 at 4% or $79,104 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-13$1,828,828$123,402$9,492iApproximate average salary by contribution assumption: employee only about $237,312 at 4% or $158,208 at 6%; with 50% employer match about $158,208 at 4% or $105,472 at 6%; with 100% employer match about $118,656 at 4% or $79,104 at 6%.
2003111$1,562,841$108,082$9,826iApproximate average salary by contribution assumption: employee only about $245,641 at 4% or $163,761 at 6%; with 50% employer match about $163,761 at 4% or $109,174 at 6%; with 100% employer match about $122,820 at 4% or $81,880 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-11$1,562,841$108,082$9,826iApproximate average salary by contribution assumption: employee only about $245,641 at 4% or $163,761 at 6%; with 50% employer match about $163,761 at 4% or $109,174 at 6%; with 100% employer match about $122,820 at 4% or $81,880 at 6%.
2002112$1,240,229$103,652$8,638iApproximate average salary by contribution assumption: employee only about $215,942 at 4% or $143,961 at 6%; with 50% employer match about $143,961 at 4% or $95,974 at 6%; with 100% employer match about $107,971 at 4% or $71,981 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-12$1,240,229$103,652$8,638iApproximate average salary by contribution assumption: employee only about $215,942 at 4% or $143,961 at 6%; with 50% employer match about $143,961 at 4% or $95,974 at 6%; with 100% employer match about $107,971 at 4% or $71,981 at 6%.
2001112$1,298,956$91,159$7,597iApproximate average salary by contribution assumption: employee only about $189,915 at 4% or $126,610 at 6%; with 50% employer match about $126,610 at 4% or $84,406 at 6%; with 100% employer match about $94,957 at 4% or $63,305 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-12$1,298,956$91,159$7,597iApproximate average salary by contribution assumption: employee only about $189,915 at 4% or $126,610 at 6%; with 50% employer match about $126,610 at 4% or $84,406 at 6%; with 100% employer match about $94,957 at 4% or $63,305 at 6%.
2000110$1,390,288$93,369$9,337iApproximate average salary by contribution assumption: employee only about $233,423 at 4% or $155,615 at 6%; with 50% employer match about $155,615 at 4% or $103,743 at 6%; with 100% employer match about $116,711 at 4% or $77,808 at 6%.
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-10$1,390,288$93,369$9,337iApproximate average salary by contribution assumption: employee only about $233,423 at 4% or $155,615 at 6%; with 50% employer match about $155,615 at 4% or $103,743 at 6%; with 100% employer match about $116,711 at 4% or $77,808 at 6%.
1999110$1,350,083$0-
Sweet & Associates PC. Safe Harbor 401(K) Profit Sharing Plan & Trust-10$1,350,083--