Civic Intelligence

Sweat & Giese, P.A.

Plan context: Vanguard Proto-Type Defined Contribution Profit Sharing Plan

EIN 58-1777412 • 14 filings • 5 plans

Current Snapshot

Latest Year

2005

2005 Participants

1

2005 Assets

$1,561

2005 Contributions

$7,155

Historical Graphs

Total Assets Over Time

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

$485,872$242,936$0199920022004YearValue
$1,561Latest year 2004

Participants Over Time

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

530199920022004YearValue
1Latest 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
200520$0$0-
Vanguard Proto-Type Defined Contribution Profit Sharing Plan-0---
Vanguard Proto-Type Defined Contribution Money Purchase Plan-0---
200421$1,561$0-
Vanguard Proto-Type Defined Contribution Profit Sharing Plan-1$1,171--
Vanguard Proto-Type Defined Contribution Money Purchase Plan-1$390--
200322$0$0-
Vanguard Proto-Type Defined Contribution Profit Sharing Plan-2---
Vanguard Proto-Type Defined Contribution Money Purchase Plan-2---
200225$428,557$7,155$1,431iApproximate average salary by contribution assumption: employee only about $35,775 at 4% or $23,850 at 6%; with 50% employer match about $23,850 at 4% or $15,900 at 6%; with 100% employer match about $17,888 at 4% or $11,925 at 6%.
Vanguard Proto-Type Defined Contribution Profit Sharing Plan-5$317,001--
Vanguard Proto-Type Defined Contribution Money Purchase Plan-5$111,556$7,155$1,431iApproximate average salary by contribution assumption: employee only about $35,775 at 4% or $23,850 at 6%; with 50% employer match about $23,850 at 4% or $15,900 at 6%; with 100% employer match about $17,888 at 4% or $11,925 at 6%.
200124$0$0-
Vanguard Proto-Type Defined Contribution Money Purchase Plan-4---
Vanguard Proto-Type Defined Contribution Profit Sharing Plan-0---
200024$485,872$31,077$7,769iApproximate average salary by contribution assumption: employee only about $194,231 at 4% or $129,488 at 6%; with 50% employer match about $129,488 at 4% or $86,325 at 6%; with 100% employer match about $97,116 at 4% or $64,744 at 6%.
Vanguard Proto-Type Defined Contribution Profit Sharing Plan-4$356,825$20,718$5,180iApproximate average salary by contribution assumption: employee only about $129,488 at 4% or $86,325 at 6%; with 50% employer match about $86,325 at 4% or $57,550 at 6%; with 100% employer match about $64,744 at 4% or $43,163 at 6%.
Vanguard Proto-Type Defined Contribution Money Purchase Plan-4$129,047$10,359$2,590iApproximate average salary by contribution assumption: employee only about $64,744 at 4% or $43,163 at 6%; with 50% employer match about $43,163 at 4% or $28,775 at 6%; with 100% employer match about $32,372 at 4% or $21,581 at 6%.
199924$421,791$6,900$1,725iApproximate average salary by contribution assumption: employee only about $43,125 at 4% or $28,750 at 6%; with 50% employer match about $28,750 at 4% or $19,167 at 6%; with 100% employer match about $21,563 at 4% or $14,375 at 6%.
Vanguard Proto-Type Defined Contribution Profit Sharing Plan-4$298,372--
Vanguard Proto-Type Defined Contribution Money Purchase Plan-4$123,419$6,900$1,725iApproximate average salary by contribution assumption: employee only about $43,125 at 4% or $28,750 at 6%; with 50% employer match about $28,750 at 4% or $19,167 at 6%; with 100% employer match about $21,563 at 4% or $14,375 at 6%.