Plan Snapshot
- Plan Sponsor: James A. Sweet, Cpa
- Sponsor EIN: 391244219
- Sponsor Address: 5150 N PORT WASHINGTON RD SUITE 121, GLENDALE, WI, 53217
- Plan Type: DC
- Total Participants: 1
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $2.1M | $30,989 | $0 |
| 2023 | 1 | $2.0M | $28,122 | $0 |
| 2022 | 1 | $2.1M | $42,361 | $0 |