# James A. Sweet, Cpa DC Plan
Source: https://planprovider.pro/companies/james-a-sweet-cpa-plan

> James A. Sweet, Cpa's DC plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Mcmahon-Veltus, S.C.](https://planprovider.pro/companies/mcmahon-veltus-s-c-plan) — 5 participants

- [Collins & Associates, S.C.](https://planprovider.pro/companies/collins-associates-s-c-plan) — 7 participants

- [Jt And Associates, LLC](https://planprovider.pro/companies/jt-and-associates-llc-401k-plan) — 11 participants

- [Vogel Consulting Group, S. C.](https://planprovider.pro/companies/vogel-consulting-group-s-c-401k-plan) — 16 participants

- [Spurlock Runyan Miller & Associates LLP](https://planprovider.pro/companies/spurlock-runyan-miller-associates-llp-401k-plan) — 17 participants

- [Strohm Ballweg, LLP](https://planprovider.pro/companies/strohm-ballweg-llp-401k-plan) — 31 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/james-a-sweet-cpa-plan)

© 2026 PlanProvider.Pro