Sewell and Associates
Plan context: Sewell and Associates 401K Retirement Plan
EIN 61-1275617 • Louisville, KY • 26 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
24
2024 Assets
$2,421,076
2024 Contributions
$151,144
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 | 24 | $2,421,076 | $151,144 | $6,298iApproximate average salary by contribution assumption: employee only about $157,442 at 4% or $104,961 at 6%; with 50% employer match about $104,961 at 4% or $69,974 at 6%; with 100% employer match about $78,721 at 4% or $52,481 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 24 | $2,421,076 | $151,144 | $6,298iApproximate average salary by contribution assumption: employee only about $157,442 at 4% or $104,961 at 6%; with 50% employer match about $104,961 at 4% or $69,974 at 6%; with 100% employer match about $78,721 at 4% or $52,481 at 6%. |
| 2023 | 1 | 18 | $2,398,260 | $273,122 | $15,173iApproximate average salary by contribution assumption: employee only about $379,336 at 4% or $252,891 at 6%; with 50% employer match about $252,891 at 4% or $168,594 at 6%; with 100% employer match about $189,668 at 4% or $126,445 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 18 | $2,398,260 | $273,122 | $15,173iApproximate average salary by contribution assumption: employee only about $379,336 at 4% or $252,891 at 6%; with 50% employer match about $252,891 at 4% or $168,594 at 6%; with 100% employer match about $189,668 at 4% or $126,445 at 6%. |
| 2022 | 1 | 20 | $2,292,008 | $186,757 | $9,338iApproximate average salary by contribution assumption: employee only about $233,446 at 4% or $155,631 at 6%; with 50% employer match about $155,631 at 4% or $103,754 at 6%; with 100% employer match about $116,723 at 4% or $77,815 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 20 | $2,292,008 | $186,757 | $9,338iApproximate average salary by contribution assumption: employee only about $233,446 at 4% or $155,631 at 6%; with 50% employer match about $155,631 at 4% or $103,754 at 6%; with 100% employer match about $116,723 at 4% or $77,815 at 6%. |
| 2021 | 1 | 19 | $2,483,242 | $154,630 | $8,138iApproximate average salary by contribution assumption: employee only about $203,461 at 4% or $135,640 at 6%; with 50% employer match about $135,640 at 4% or $90,427 at 6%; with 100% employer match about $101,730 at 4% or $67,820 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 19 | $2,483,242 | $154,630 | $8,138iApproximate average salary by contribution assumption: employee only about $203,461 at 4% or $135,640 at 6%; with 50% employer match about $135,640 at 4% or $90,427 at 6%; with 100% employer match about $101,730 at 4% or $67,820 at 6%. |
| 2020 | 1 | 15 | $2,299,289 | $207,097 | $13,806iApproximate average salary by contribution assumption: employee only about $345,162 at 4% or $230,108 at 6%; with 50% employer match about $230,108 at 4% or $153,405 at 6%; with 100% employer match about $172,581 at 4% or $115,054 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 15 | $2,299,289 | $207,097 | $13,806iApproximate average salary by contribution assumption: employee only about $345,162 at 4% or $230,108 at 6%; with 50% employer match about $230,108 at 4% or $153,405 at 6%; with 100% employer match about $172,581 at 4% or $115,054 at 6%. |
| 2019 | 1 | 15 | $3,077,083 | $168,287 | $11,219iApproximate average salary by contribution assumption: employee only about $280,478 at 4% or $186,986 at 6%; with 50% employer match about $186,986 at 4% or $124,657 at 6%; with 100% employer match about $140,239 at 4% or $93,493 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 15 | $3,077,083 | $168,287 | $11,219iApproximate average salary by contribution assumption: employee only about $280,478 at 4% or $186,986 at 6%; with 50% employer match about $186,986 at 4% or $124,657 at 6%; with 100% employer match about $140,239 at 4% or $93,493 at 6%. |
| 2018 | 1 | 16 | $2,433,444 | $166,418 | $10,401iApproximate average salary by contribution assumption: employee only about $260,028 at 4% or $173,352 at 6%; with 50% employer match about $173,352 at 4% or $115,568 at 6%; with 100% employer match about $130,014 at 4% or $86,676 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 16 | $2,433,444 | $166,418 | $10,401iApproximate average salary by contribution assumption: employee only about $260,028 at 4% or $173,352 at 6%; with 50% employer match about $173,352 at 4% or $115,568 at 6%; with 100% employer match about $130,014 at 4% or $86,676 at 6%. |
| 2017 | 1 | 15 | $2,431,854 | $181,361 | $12,091iApproximate average salary by contribution assumption: employee only about $302,268 at 4% or $201,512 at 6%; with 50% employer match about $201,512 at 4% or $134,341 at 6%; with 100% employer match about $151,134 at 4% or $100,756 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 15 | $2,431,854 | $181,361 | $12,091iApproximate average salary by contribution assumption: employee only about $302,268 at 4% or $201,512 at 6%; with 50% employer match about $201,512 at 4% or $134,341 at 6%; with 100% employer match about $151,134 at 4% or $100,756 at 6%. |
| 2016 | 1 | 14 | $2,003,460 | $152,892 | $10,921iApproximate average salary by contribution assumption: employee only about $273,021 at 4% or $182,014 at 6%; with 50% employer match about $182,014 at 4% or $121,343 at 6%; with 100% employer match about $136,511 at 4% or $91,007 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 14 | $2,003,460 | $152,892 | $10,921iApproximate average salary by contribution assumption: employee only about $273,021 at 4% or $182,014 at 6%; with 50% employer match about $182,014 at 4% or $121,343 at 6%; with 100% employer match about $136,511 at 4% or $91,007 at 6%. |
| 2015 | 1 | 14 | $1,834,606 | $165,961 | $11,854iApproximate average salary by contribution assumption: employee only about $296,359 at 4% or $197,573 at 6%; with 50% employer match about $197,573 at 4% or $131,715 at 6%; with 100% employer match about $148,179 at 4% or $98,786 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 14 | $1,834,606 | $165,961 | $11,854iApproximate average salary by contribution assumption: employee only about $296,359 at 4% or $197,573 at 6%; with 50% employer match about $197,573 at 4% or $131,715 at 6%; with 100% employer match about $148,179 at 4% or $98,786 at 6%. |
| 2014 | 1 | 16 | $1,675,065 | $152,696 | $9,544iApproximate average salary by contribution assumption: employee only about $238,588 at 4% or $159,058 at 6%; with 50% employer match about $159,058 at 4% or $106,039 at 6%; with 100% employer match about $119,294 at 4% or $79,529 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 16 | $1,675,065 | $152,696 | $9,544iApproximate average salary by contribution assumption: employee only about $238,588 at 4% or $159,058 at 6%; with 50% employer match about $159,058 at 4% or $106,039 at 6%; with 100% employer match about $119,294 at 4% or $79,529 at 6%. |
| 2013 | 1 | 15 | $1,493,113 | $120,940 | $8,063iApproximate average salary by contribution assumption: employee only about $201,567 at 4% or $134,378 at 6%; with 50% employer match about $134,378 at 4% or $89,585 at 6%; with 100% employer match about $100,783 at 4% or $67,189 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 15 | $1,493,113 | $120,940 | $8,063iApproximate average salary by contribution assumption: employee only about $201,567 at 4% or $134,378 at 6%; with 50% employer match about $134,378 at 4% or $89,585 at 6%; with 100% employer match about $100,783 at 4% or $67,189 at 6%. |
| 2012 | 1 | 16 | $1,162,492 | $113,620 | $7,101iApproximate average salary by contribution assumption: employee only about $177,531 at 4% or $118,354 at 6%; with 50% employer match about $118,354 at 4% or $78,903 at 6%; with 100% employer match about $88,766 at 4% or $59,177 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 16 | $1,162,492 | $113,620 | $7,101iApproximate average salary by contribution assumption: employee only about $177,531 at 4% or $118,354 at 6%; with 50% employer match about $118,354 at 4% or $78,903 at 6%; with 100% employer match about $88,766 at 4% or $59,177 at 6%. |
| 2011 | 1 | 16 | $930,074 | $124,314 | $7,770iApproximate average salary by contribution assumption: employee only about $194,241 at 4% or $129,494 at 6%; with 50% employer match about $129,494 at 4% or $86,329 at 6%; with 100% employer match about $97,120 at 4% or $64,747 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 16 | $930,074 | $124,314 | $7,770iApproximate average salary by contribution assumption: employee only about $194,241 at 4% or $129,494 at 6%; with 50% employer match about $129,494 at 4% or $86,329 at 6%; with 100% employer match about $97,120 at 4% or $64,747 at 6%. |
| 2010 | 1 | 18 | $856,223 | $110,580 | $6,143iApproximate average salary by contribution assumption: employee only about $153,583 at 4% or $102,389 at 6%; with 50% employer match about $102,389 at 4% or $68,259 at 6%; with 100% employer match about $76,792 at 4% or $51,194 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 18 | $856,223 | $110,580 | $6,143iApproximate average salary by contribution assumption: employee only about $153,583 at 4% or $102,389 at 6%; with 50% employer match about $102,389 at 4% or $68,259 at 6%; with 100% employer match about $76,792 at 4% or $51,194 at 6%. |
| 2009 | 1 | 15 | $674,839 | $96,284 | $6,419iApproximate average salary by contribution assumption: employee only about $160,473 at 4% or $106,982 at 6%; with 50% employer match about $106,982 at 4% or $71,321 at 6%; with 100% employer match about $80,237 at 4% or $53,491 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 15 | $674,839 | $96,284 | $6,419iApproximate average salary by contribution assumption: employee only about $160,473 at 4% or $106,982 at 6%; with 50% employer match about $106,982 at 4% or $71,321 at 6%; with 100% employer match about $80,237 at 4% or $53,491 at 6%. |
| 2008 | 1 | 12 | $445,847 | $73,328 | $6,111iApproximate average salary by contribution assumption: employee only about $152,767 at 4% or $101,844 at 6%; with 50% employer match about $101,844 at 4% or $67,896 at 6%; with 100% employer match about $76,383 at 4% or $50,922 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 12 | $445,847 | $73,328 | $6,111iApproximate average salary by contribution assumption: employee only about $152,767 at 4% or $101,844 at 6%; with 50% employer match about $101,844 at 4% or $67,896 at 6%; with 100% employer match about $76,383 at 4% or $50,922 at 6%. |
| 2007 | 1 | 11 | $655,210 | $100,771 | $9,161iApproximate average salary by contribution assumption: employee only about $229,025 at 4% or $152,683 at 6%; with 50% employer match about $152,683 at 4% or $101,789 at 6%; with 100% employer match about $114,513 at 4% or $76,342 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 11 | $655,210 | $100,771 | $9,161iApproximate average salary by contribution assumption: employee only about $229,025 at 4% or $152,683 at 6%; with 50% employer match about $152,683 at 4% or $101,789 at 6%; with 100% employer match about $114,513 at 4% or $76,342 at 6%. |
| 2006 | 1 | 12 | $542,753 | $112,707 | $9,392iApproximate average salary by contribution assumption: employee only about $234,806 at 4% or $156,538 at 6%; with 50% employer match about $156,538 at 4% or $104,358 at 6%; with 100% employer match about $117,403 at 4% or $78,269 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 12 | $542,753 | $112,707 | $9,392iApproximate average salary by contribution assumption: employee only about $234,806 at 4% or $156,538 at 6%; with 50% employer match about $156,538 at 4% or $104,358 at 6%; with 100% employer match about $117,403 at 4% or $78,269 at 6%. |
| 2005 | 1 | 13 | $465,755 | $86,467 | $6,651iApproximate average salary by contribution assumption: employee only about $166,283 at 4% or $110,855 at 6%; with 50% employer match about $110,855 at 4% or $73,903 at 6%; with 100% employer match about $83,141 at 4% or $55,428 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 13 | $465,755 | $86,467 | $6,651iApproximate average salary by contribution assumption: employee only about $166,283 at 4% or $110,855 at 6%; with 50% employer match about $110,855 at 4% or $73,903 at 6%; with 100% employer match about $83,141 at 4% or $55,428 at 6%. |
| 2004 | 1 | 12 | $369,690 | $64,438 | $5,370iApproximate average salary by contribution assumption: employee only about $134,246 at 4% or $89,497 at 6%; with 50% employer match about $89,497 at 4% or $59,665 at 6%; with 100% employer match about $67,123 at 4% or $44,749 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 12 | $369,690 | $64,438 | $5,370iApproximate average salary by contribution assumption: employee only about $134,246 at 4% or $89,497 at 6%; with 50% employer match about $89,497 at 4% or $59,665 at 6%; with 100% employer match about $67,123 at 4% or $44,749 at 6%. |
| 2003 | 1 | 10 | $283,443 | $64,919 | $6,492iApproximate average salary by contribution assumption: employee only about $162,298 at 4% or $108,198 at 6%; with 50% employer match about $108,198 at 4% or $72,132 at 6%; with 100% employer match about $81,149 at 4% or $54,099 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 10 | $283,443 | $64,919 | $6,492iApproximate average salary by contribution assumption: employee only about $162,298 at 4% or $108,198 at 6%; with 50% employer match about $108,198 at 4% or $72,132 at 6%; with 100% employer match about $81,149 at 4% or $54,099 at 6%. |
| 2002 | 1 | 9 | $170,476 | $54,784 | $6,087iApproximate average salary by contribution assumption: employee only about $152,178 at 4% or $101,452 at 6%; with 50% employer match about $101,452 at 4% or $67,635 at 6%; with 100% employer match about $76,089 at 4% or $50,726 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 9 | $170,476 | $54,784 | $6,087iApproximate average salary by contribution assumption: employee only about $152,178 at 4% or $101,452 at 6%; with 50% employer match about $101,452 at 4% or $67,635 at 6%; with 100% employer match about $76,089 at 4% or $50,726 at 6%. |
| 2001 | 1 | 11 | $158,403 | $50,414 | $4,583iApproximate average salary by contribution assumption: employee only about $114,577 at 4% or $76,385 at 6%; with 50% employer match about $76,385 at 4% or $50,923 at 6%; with 100% employer match about $57,289 at 4% or $38,192 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 11 | $158,403 | $50,414 | $4,583iApproximate average salary by contribution assumption: employee only about $114,577 at 4% or $76,385 at 6%; with 50% employer match about $76,385 at 4% or $50,923 at 6%; with 100% employer match about $57,289 at 4% or $38,192 at 6%. |
| 2000 | 1 | 9 | $152,216 | $47,399 | $5,267iApproximate average salary by contribution assumption: employee only about $131,664 at 4% or $87,776 at 6%; with 50% employer match about $87,776 at 4% or $58,517 at 6%; with 100% employer match about $65,832 at 4% or $43,888 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 9 | $152,216 | $47,399 | $5,267iApproximate average salary by contribution assumption: employee only about $131,664 at 4% or $87,776 at 6%; with 50% employer match about $87,776 at 4% or $58,517 at 6%; with 100% employer match about $65,832 at 4% or $43,888 at 6%. |
| 1999 | 1 | 10 | $154,140 | $43,091 | $4,309iApproximate average salary by contribution assumption: employee only about $107,728 at 4% or $71,818 at 6%; with 50% employer match about $71,818 at 4% or $47,879 at 6%; with 100% employer match about $53,864 at 4% or $35,909 at 6%. |
| Sewell and Associates 401K Retirement Plan | - | 10 | $154,140 | $43,091 | $4,309iApproximate average salary by contribution assumption: employee only about $107,728 at 4% or $71,818 at 6%; with 50% employer match about $71,818 at 4% or $47,879 at 6%; with 100% employer match about $53,864 at 4% or $35,909 at 6%. |