Civic Intelligence

Harold Byron Sweasey III

Plan context: Hal Sweasey 401(K) Profit Sharing Plan

EIN 77-0361587 • San Luis Obispo, CA • 13 filings • 3 plans

1920 Corralitos AvenueSan Luis Obispo, CA 93401
Current Snapshot

Latest Year

2020

2020 Participants

6

2020 Assets

$736,679

2020 Contributions

$93,189

Historical Graphs

Total Assets Over Time

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

$2,100,029$1,050,015$0201420172020YearValue
$736,679Latest year 2020

Participants Over Time

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

840201420172020YearValue
6Latest year 2020

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
202016$736,679$93,189$15,532iApproximate average salary by contribution assumption: employee only about $388,288 at 4% or $258,858 at 6%; with 50% employer match about $258,858 at 4% or $172,572 at 6%; with 100% employer match about $194,144 at 4% or $129,429 at 6%.
Hal Sweasey 401(K) Profit Sharing Plan-6$736,679$93,189$15,532iApproximate average salary by contribution assumption: employee only about $388,288 at 4% or $258,858 at 6%; with 50% employer match about $258,858 at 4% or $172,572 at 6%; with 100% employer match about $194,144 at 4% or $129,429 at 6%.
201926$2,100,029$84,815$14,136iApproximate average salary by contribution assumption: employee only about $353,396 at 4% or $235,597 at 6%; with 50% employer match about $235,597 at 4% or $157,065 at 6%; with 100% employer match about $176,698 at 4% or $117,799 at 6%.
Hal Sweasey Defined Benefit Pension Plan-6$1,533,493$56,003$9,334iApproximate average salary by contribution assumption: employee only about $233,346 at 4% or $155,564 at 6%; with 50% employer match about $155,564 at 4% or $103,709 at 6%; with 100% employer match about $116,673 at 4% or $77,782 at 6%.
Hal Sweasey 401(K) Profit Sharing Plan-6$566,536$28,812$4,802iApproximate average salary by contribution assumption: employee only about $120,050 at 4% or $80,033 at 6%; with 50% employer match about $80,033 at 4% or $53,356 at 6%; with 100% employer match about $60,025 at 4% or $40,017 at 6%.
201825$2,009,718$164,122$32,824iApproximate average salary by contribution assumption: employee only about $820,610 at 4% or $547,073 at 6%; with 50% employer match about $547,073 at 4% or $364,716 at 6%; with 100% employer match about $410,305 at 4% or $273,537 at 6%.
Hal Sweasey Defined Benefit Pension Plan-5$1,347,605$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Hal Sweasey 401(K) Profit Sharing Plan-5$662,113$64,122$12,824iApproximate average salary by contribution assumption: employee only about $320,610 at 4% or $213,740 at 6%; with 50% employer match about $213,740 at 4% or $142,493 at 6%; with 100% employer match about $160,305 at 4% or $106,870 at 6%.
201728$1,893,191$653,599$81,700iApproximate average salary by contribution assumption: employee only about $2,042,497 at 4% or $1,361,665 at 6%; with 50% employer match about $1,361,665 at 4% or $907,776 at 6%; with 100% employer match about $1,021,248 at 4% or $680,832 at 6%.
Hal Sweasey Defined Benefit Pension Plan-7$1,290,135$460,000$65,714iApproximate average salary by contribution assumption: employee only about $1,642,857 at 4% or $1,095,238 at 6%; with 50% employer match about $1,095,238 at 4% or $730,159 at 6%; with 100% employer match about $821,429 at 4% or $547,619 at 6%.
Hal Sweasey 401(K) Profit Sharing Plan-8$603,056$193,599$24,200iApproximate average salary by contribution assumption: employee only about $604,997 at 4% or $403,331 at 6%; with 50% employer match about $403,331 at 4% or $268,888 at 6%; with 100% employer match about $302,498 at 4% or $201,666 at 6%.
201627$1,130,474$569,408$81,344iApproximate average salary by contribution assumption: employee only about $2,033,600 at 4% or $1,355,733 at 6%; with 50% employer match about $1,355,733 at 4% or $903,822 at 6%; with 100% employer match about $1,016,800 at 4% or $677,867 at 6%.
Hal Sweasey Defined Benefit Pension Plan-6$756,719$400,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Hal Sweasey 401(K) Profit Sharing Plan-7$373,755$169,408$24,201iApproximate average salary by contribution assumption: employee only about $605,029 at 4% or $403,352 at 6%; with 50% employer match about $403,352 at 4% or $268,902 at 6%; with 100% employer match about $302,514 at 4% or $201,676 at 6%.
201527$539,042$321,289$45,898iApproximate average salary by contribution assumption: employee only about $1,147,461 at 4% or $764,974 at 6%; with 50% employer match about $764,974 at 4% or $509,983 at 6%; with 100% employer match about $573,730 at 4% or $382,487 at 6%.
Hal Sweasey Defined Benefit Pension Plan-7$344,146$193,000$27,571iApproximate average salary by contribution assumption: employee only about $689,286 at 4% or $459,524 at 6%; with 50% employer match about $459,524 at 4% or $306,349 at 6%; with 100% employer match about $344,643 at 4% or $229,762 at 6%.
Hal Sweasey 401(K) Profit Sharing Plan-7$194,896$128,289$18,327iApproximate average salary by contribution assumption: employee only about $458,175 at 4% or $305,450 at 6%; with 50% employer match about $305,450 at 4% or $203,633 at 6%; with 100% employer match about $229,088 at 4% or $152,725 at 6%.
201425$232,431$232,431$46,486iApproximate average salary by contribution assumption: employee only about $1,162,155 at 4% or $774,770 at 6%; with 50% employer match about $774,770 at 4% or $516,513 at 6%; with 100% employer match about $581,078 at 4% or $387,385 at 6%.
Hal Sweasey Defined Benefit Pension Plan-5$163,000$163,000$32,600iApproximate average salary by contribution assumption: employee only about $815,000 at 4% or $543,333 at 6%; with 50% employer match about $543,333 at 4% or $362,222 at 6%; with 100% employer match about $407,500 at 4% or $271,667 at 6%.
Hal Sweasey 401(K) Profit Sharing Plan-5$69,431$69,431$13,886iApproximate average salary by contribution assumption: employee only about $347,155 at 4% or $231,437 at 6%; with 50% employer match about $231,437 at 4% or $154,291 at 6%; with 100% employer match about $173,578 at 4% or $115,718 at 6%.