Civic Intelligence

Charlotte a. Sweeney, M.D.

Plan context: CHARLOTTE A. SWEENEY, M.D., P.A. 401K PROFIT SHARING PLAN & TRUST

EIN 56-1706874 • 17 filings • 4 plans

Current Snapshot

Latest Year

2007

2007 Participants

3

2007 Assets

$672,436

2007 Contributions

$1,380

Historical Graphs

Total Assets Over Time

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

$719,768$359,884$0199920032006YearValue
$672,436Latest year 2006

Participants Over Time

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

630199920022004YearValue
3Latest year 2004

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
200720$0$0-
CHARLOTTE A. SWEENEY, M.D., P.A. 401K PROFIT SHARING PLAN & TRUST-0---
Charlotte a. Sweeney, M.D. Money Purchase Pension Plan & Trust-0---
200620$672,436$0-
CHARLOTTE A. SWEENEY, M.D., P.A. 401K PROFIT SHARING PLAN & TRUST-0$483,810--
Charlotte a. Sweeney, M.D. Money Purchase Pension Plan & Trust-0$188,626--
200520$719,768$1,380-
CHARLOTTE A. SWEENEY, M.D., P.A. 401K PROFIT SHARING PLAN & TRUST-0$488,410$1,380-
Charlotte a. Sweeney, M.D. Money Purchase Pension Plan & Trust-0$231,358--
200423$674,877$33,716$11,239iApproximate average salary by contribution assumption: employee only about $280,967 at 4% or $187,311 at 6%; with 50% employer match about $187,311 at 4% or $124,874 at 6%; with 100% employer match about $140,483 at 4% or $93,656 at 6%.
CHARLOTTE A. SWEENEY, M.D., P.A. 401K PROFIT SHARING PLAN & TRUST-3$462,961$24,734$8,245iApproximate average salary by contribution assumption: employee only about $206,117 at 4% or $137,411 at 6%; with 50% employer match about $137,411 at 4% or $91,607 at 6%; with 100% employer match about $103,058 at 4% or $68,706 at 6%.
Charlotte a. Sweeney, M.D. Money Purchase Pension Plan & Trust-3$211,916$8,982$2,994iApproximate average salary by contribution assumption: employee only about $74,850 at 4% or $49,900 at 6%; with 50% employer match about $49,900 at 4% or $33,267 at 6%; with 100% employer match about $37,425 at 4% or $24,950 at 6%.
200323$604,010$37,741$12,580iApproximate average salary by contribution assumption: employee only about $314,508 at 4% or $209,672 at 6%; with 50% employer match about $209,672 at 4% or $139,781 at 6%; with 100% employer match about $157,254 at 4% or $104,836 at 6%.
CHARLOTTE A. SWEENEY, M.D., P.A. 401K PROFIT SHARING PLAN & TRUST-3$409,754$25,882$8,627iApproximate average salary by contribution assumption: employee only about $215,683 at 4% or $143,789 at 6%; with 50% employer match about $143,789 at 4% or $95,859 at 6%; with 100% employer match about $107,842 at 4% or $71,894 at 6%.
Charlotte a. Sweeney, M.D. Money Purchase Pension Plan & Trust-3$194,256$11,859$3,953iApproximate average salary by contribution assumption: employee only about $98,825 at 4% or $65,883 at 6%; with 50% employer match about $65,883 at 4% or $43,922 at 6%; with 100% employer match about $49,413 at 4% or $32,942 at 6%.
200225$438,779$37,398$7,480iApproximate average salary by contribution assumption: employee only about $186,990 at 4% or $124,660 at 6%; with 50% employer match about $124,660 at 4% or $83,107 at 6%; with 100% employer match about $93,495 at 4% or $62,330 at 6%.
CHARLOTTE A. SWEENEY, M.D., P.A. 401K PROFIT SHARING PLAN & TRUST-5$292,863$25,544$5,109iApproximate average salary by contribution assumption: employee only about $127,720 at 4% or $85,147 at 6%; with 50% employer match about $85,147 at 4% or $56,764 at 6%; with 100% employer match about $63,860 at 4% or $42,573 at 6%.
Charlotte a. Sweeney, M.D. Money Purchase Pension Plan & Trust-5$145,916$11,854$2,371iApproximate average salary by contribution assumption: employee only about $59,270 at 4% or $39,513 at 6%; with 50% employer match about $39,513 at 4% or $26,342 at 6%; with 100% employer match about $29,635 at 4% or $19,757 at 6%.
200126$518,100$36,484$6,081iApproximate average salary by contribution assumption: employee only about $152,017 at 4% or $101,344 at 6%; with 50% employer match about $101,344 at 4% or $67,563 at 6%; with 100% employer match about $76,008 at 4% or $50,672 at 6%.
CHARLOTTE A. SWEENEY, M.D., P.A. 401K PROFIT SHARING PLAN & TRUST-6$341,913$24,176$4,029iApproximate average salary by contribution assumption: employee only about $100,733 at 4% or $67,156 at 6%; with 50% employer match about $67,156 at 4% or $44,770 at 6%; with 100% employer match about $50,367 at 4% or $33,578 at 6%.
Charlotte a. Sweeney, M.D. Money Purchase Pension Plan & Trust-5$176,187$12,308$2,462iApproximate average salary by contribution assumption: employee only about $61,540 at 4% or $41,027 at 6%; with 50% employer match about $41,027 at 4% or $27,351 at 6%; with 100% employer match about $30,770 at 4% or $20,513 at 6%.
200026$614,756$22,114$3,686iApproximate average salary by contribution assumption: employee only about $92,142 at 4% or $61,428 at 6%; with 50% employer match about $61,428 at 4% or $40,952 at 6%; with 100% employer match about $46,071 at 4% or $30,714 at 6%.
CHARLOTTE A. SWEENEY, M.D. PROFIT SHARING PLAN & TRUST-6$429,086$12,090$2,015iApproximate average salary by contribution assumption: employee only about $50,375 at 4% or $33,583 at 6%; with 50% employer match about $33,583 at 4% or $22,389 at 6%; with 100% employer match about $25,188 at 4% or $16,792 at 6%.
Charlotte a. Sweeney, M.D. Money Purchase Pension Plan & Trust-6$185,670$10,024$1,671iApproximate average salary by contribution assumption: employee only about $41,767 at 4% or $27,844 at 6%; with 50% employer match about $27,844 at 4% or $18,563 at 6%; with 100% employer match about $20,883 at 4% or $13,922 at 6%.
199915$215,889$4,799$960iApproximate average salary by contribution assumption: employee only about $23,995 at 4% or $15,997 at 6%; with 50% employer match about $15,997 at 4% or $10,664 at 6%; with 100% employer match about $11,998 at 4% or $7,998 at 6%.
Charlotte a. Sweeney, M.D. Money Purchase Pension Plan & Trust-5$215,889$4,799$960iApproximate average salary by contribution assumption: employee only about $23,995 at 4% or $15,997 at 6%; with 50% employer match about $15,997 at 4% or $10,664 at 6%; with 100% employer match about $11,998 at 4% or $7,998 at 6%.