Heggeness & Sweet, Apc
Plan context: HERMANSON GUZMAN & WANG, APC 401(K) PLAN
EIN 95-3024524 • San Diego, CA • 9 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
39
2025 Assets
$5,574,413
2025 Contributions
$415,840
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 39 | $5,574,413 | $415,840 | $10,663iApproximate average salary by contribution assumption: employee only about $266,564 at 4% or $177,709 at 6%; with 50% employer match about $177,709 at 4% or $118,473 at 6%; with 100% employer match about $133,282 at 4% or $88,855 at 6%. |
| HERMANSON GUZMAN & WANG, APC 401(K) PLAN | - | 39 | $5,574,413 | $415,840 | $10,663iApproximate average salary by contribution assumption: employee only about $266,564 at 4% or $177,709 at 6%; with 50% employer match about $177,709 at 4% or $118,473 at 6%; with 100% employer match about $133,282 at 4% or $88,855 at 6%. |
| 2024 | 1 | 36 | $4,444,932 | $444,098 | $12,336iApproximate average salary by contribution assumption: employee only about $308,401 at 4% or $205,601 at 6%; with 50% employer match about $205,601 at 4% or $137,067 at 6%; with 100% employer match about $154,201 at 4% or $102,800 at 6%. |
| HERMANSON GUZMAN & WANG, APC 401(K) PLAN | - | 36 | $4,444,932 | $444,098 | $12,336iApproximate average salary by contribution assumption: employee only about $308,401 at 4% or $205,601 at 6%; with 50% employer match about $205,601 at 4% or $137,067 at 6%; with 100% employer match about $154,201 at 4% or $102,800 at 6%. |
| 2023 | 1 | 34 | $3,416,333 | $432,434 | $12,719iApproximate average salary by contribution assumption: employee only about $317,966 at 4% or $211,977 at 6%; with 50% employer match about $211,977 at 4% or $141,318 at 6%; with 100% employer match about $158,983 at 4% or $105,989 at 6%. |
| HERMANSON GUZMAN & WANG, APC 401(K) PLAN | - | 34 | $3,416,333 | $432,434 | $12,719iApproximate average salary by contribution assumption: employee only about $317,966 at 4% or $211,977 at 6%; with 50% employer match about $211,977 at 4% or $141,318 at 6%; with 100% employer match about $158,983 at 4% or $105,989 at 6%. |
| 2022 | 1 | 35 | $2,659,221 | $465,507 | $13,300iApproximate average salary by contribution assumption: employee only about $332,505 at 4% or $221,670 at 6%; with 50% employer match about $221,670 at 4% or $147,780 at 6%; with 100% employer match about $166,253 at 4% or $110,835 at 6%. |
| HERMANSON GUZMAN & WANG, APC 401(K) PLAN | - | 35 | $2,659,221 | $465,507 | $13,300iApproximate average salary by contribution assumption: employee only about $332,505 at 4% or $221,670 at 6%; with 50% employer match about $221,670 at 4% or $147,780 at 6%; with 100% employer match about $166,253 at 4% or $110,835 at 6%. |
| 2021 | 1 | 33 | $2,679,009 | $500,794 | $15,176iApproximate average salary by contribution assumption: employee only about $379,389 at 4% or $252,926 at 6%; with 50% employer match about $252,926 at 4% or $168,618 at 6%; with 100% employer match about $189,695 at 4% or $126,463 at 6%. |
| PATRICO HERMANSON & GUZMAN APC 401(K) PLAN | - | 33 | $2,679,009 | $500,794 | $15,176iApproximate average salary by contribution assumption: employee only about $379,389 at 4% or $252,926 at 6%; with 50% employer match about $252,926 at 4% or $168,618 at 6%; with 100% employer match about $189,695 at 4% or $126,463 at 6%. |
| 2020 | 1 | 32 | $1,775,230 | $433,347 | $13,542iApproximate average salary by contribution assumption: employee only about $338,552 at 4% or $225,702 at 6%; with 50% employer match about $225,702 at 4% or $150,468 at 6%; with 100% employer match about $169,276 at 4% or $112,851 at 6%. |
| PATRICO HERMANSON & GUZMAN APC 401(K) PLAN | - | 32 | $1,775,230 | $433,347 | $13,542iApproximate average salary by contribution assumption: employee only about $338,552 at 4% or $225,702 at 6%; with 50% employer match about $225,702 at 4% or $150,468 at 6%; with 100% employer match about $169,276 at 4% or $112,851 at 6%. |
| 2019 | 1 | 29 | $1,069,351 | $527,255 | $18,181iApproximate average salary by contribution assumption: employee only about $454,530 at 4% or $303,020 at 6%; with 50% employer match about $303,020 at 4% or $202,013 at 6%; with 100% employer match about $227,265 at 4% or $151,510 at 6%. |
| PATRICO HERMANSON & GUZMAN APC 401(K) PLAN | - | 29 | $1,069,351 | $527,255 | $18,181iApproximate average salary by contribution assumption: employee only about $454,530 at 4% or $303,020 at 6%; with 50% employer match about $303,020 at 4% or $202,013 at 6%; with 100% employer match about $227,265 at 4% or $151,510 at 6%. |
| 2018 | 1 | 30 | $383,644 | $420,993 | $14,033iApproximate average salary by contribution assumption: employee only about $350,828 at 4% or $233,885 at 6%; with 50% employer match about $233,885 at 4% or $155,923 at 6%; with 100% employer match about $175,414 at 4% or $116,943 at 6%. |
| PATRICO HERMANSON & GUZMAN APC 401(K) PLAN | - | 30 | $383,644 | $420,993 | $14,033iApproximate average salary by contribution assumption: employee only about $350,828 at 4% or $233,885 at 6%; with 50% employer match about $233,885 at 4% or $155,923 at 6%; with 100% employer match about $175,414 at 4% or $116,943 at 6%. |
| 1999 | 1 | 0 | $0 | $0 | - |
| Heggeness & Sweet, Apc 401K Profit Sharing Plan | - | 0 | - | - | - |