Civic Intelligence

Team Sweasey Inc.

Plan context: Team Sweasey Inc. Defined Benefit Pension Plan

EIN 84-3486420 • San Luis Obispo, CA • 12 filings • 2 plans

860 Walnut StreetSan Luis Obispo, CA 93401
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$4,767,664

2025 Contributions

$108,047

Historical Graphs

Total Assets Over Time

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

$4,767,664$2,383,832$0202020232025YearValue
$4,767,664Latest year 2025

Participants Over Time

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

840202020232025YearValue
7Latest year 2025

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
202527$4,767,664$108,047$15,435iApproximate average salary by contribution assumption: employee only about $385,882 at 4% or $257,255 at 6%; with 50% employer match about $257,255 at 4% or $171,503 at 6%; with 100% employer match about $192,941 at 4% or $128,627 at 6%.
Team Sweasey Inc. Defined Benefit Pension Plan-7$3,001,340--
Team Sweasey Inc. 401(K) Profit Sharing Plan-7$1,766,324$108,047$15,435iApproximate average salary by contribution assumption: employee only about $385,882 at 4% or $257,255 at 6%; with 50% employer match about $257,255 at 4% or $171,503 at 6%; with 100% employer match about $192,941 at 4% or $128,627 at 6%.
202427$4,118,887$179,036$25,577iApproximate average salary by contribution assumption: employee only about $639,414 at 4% or $426,276 at 6%; with 50% employer match about $426,276 at 4% or $284,184 at 6%; with 100% employer match about $319,707 at 4% or $213,138 at 6%.
Team Sweasey Inc. Defined Benefit Pension Plan-7$2,674,784--
Team Sweasey Inc. 401(K) Profit Sharing Plan-7$1,444,103$179,036$25,577iApproximate average salary by contribution assumption: employee only about $639,414 at 4% or $426,276 at 6%; with 50% employer match about $426,276 at 4% or $284,184 at 6%; with 100% employer match about $319,707 at 4% or $213,138 at 6%.
202328$3,671,456$446,931$55,866iApproximate average salary by contribution assumption: employee only about $1,396,659 at 4% or $931,106 at 6%; with 50% employer match about $931,106 at 4% or $620,738 at 6%; with 100% employer match about $698,330 at 4% or $465,553 at 6%.
Team Sweasey Inc. Defined Benefit Pension Plan-7$2,517,464$300,000$42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%.
Team Sweasey Inc. 401(K) Profit Sharing Plan-8$1,153,992$146,931$18,366iApproximate average salary by contribution assumption: employee only about $459,159 at 4% or $306,106 at 6%; with 50% employer match about $306,106 at 4% or $204,071 at 6%; with 100% employer match about $229,580 at 4% or $153,053 at 6%.
202227$2,920,342$175,777$25,111iApproximate average salary by contribution assumption: employee only about $627,775 at 4% or $418,517 at 6%; with 50% employer match about $418,517 at 4% or $279,011 at 6%; with 100% employer match about $313,888 at 4% or $209,258 at 6%.
Team Sweasey Inc. Defined Benefit Pension Plan-7$2,014,573--
Team Sweasey Inc. 401(K) Profit Sharing Plan-7$905,769$175,777$25,111iApproximate average salary by contribution assumption: employee only about $627,775 at 4% or $418,517 at 6%; with 50% employer match about $418,517 at 4% or $279,011 at 6%; with 100% employer match about $313,888 at 4% or $209,258 at 6%.
202125$3,085,674$251,967$50,393iApproximate average salary by contribution assumption: employee only about $1,259,835 at 4% or $839,890 at 6%; with 50% employer match about $839,890 at 4% or $559,927 at 6%; with 100% employer match about $629,918 at 4% or $419,945 at 6%.
Team Sweasey Inc. Defined Benefit Pension Plan-5$2,207,661$180,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
Team Sweasey Inc. 401(K) Profit Sharing Plan-5$878,013$71,967$14,393iApproximate average salary by contribution assumption: employee only about $359,835 at 4% or $239,890 at 6%; with 50% employer match about $239,890 at 4% or $159,927 at 6%; with 100% employer match about $179,918 at 4% or $119,945 at 6%.
202026$2,653,141$443,189$73,865iApproximate average salary by contribution assumption: employee only about $1,846,621 at 4% or $1,231,081 at 6%; with 50% employer match about $1,231,081 at 4% or $820,720 at 6%; with 100% employer match about $923,310 at 4% or $615,540 at 6%.
Team Sweasey Inc. Defined Benefit Pension Plan-6$1,916,462$350,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
Team Sweasey Inc. 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%.