Civic Intelligence

Southwestern Medicine PLLC

Plan context: Southwestern Medicine PLLC 401(K) Profit Sharing Plan

EIN 20-1524654 • Tucson, AZ • 13 filings • 2 plans

5830 E. Placita Alta ReposaTucson, AZ 85750
Current Snapshot

Latest Year

2016

2016 Participants

14

2016 Assets

$1,643,790

2016 Contributions

$151,745

Historical Graphs

Total Assets Over Time

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

$3,088,905$1,544,453$0200420102015YearValue
$1,643,790Latest year 2015

Participants Over Time

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

19100200420102015YearValue
14Latest year 2015

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
201610$0$0-
Southwestern Medicine PLLC 401(K) Profit Sharing Plan-0$0--
2015114$1,643,790$151,745$10,839iApproximate average salary by contribution assumption: employee only about $270,973 at 4% or $180,649 at 6%; with 50% employer match about $180,649 at 4% or $120,433 at 6%; with 100% employer match about $135,487 at 4% or $90,324 at 6%.
Southwestern Medicine PLLC 401(K) Profit Sharing Plan-14$1,643,790$151,745$10,839iApproximate average salary by contribution assumption: employee only about $270,973 at 4% or $180,649 at 6%; with 50% employer match about $180,649 at 4% or $120,433 at 6%; with 100% employer match about $135,487 at 4% or $90,324 at 6%.
2014119$3,088,905$157,420$8,285iApproximate average salary by contribution assumption: employee only about $207,132 at 4% or $138,088 at 6%; with 50% employer match about $138,088 at 4% or $92,058 at 6%; with 100% employer match about $103,566 at 4% or $69,044 at 6%.
Southwestern Medicine PLLC 401(K) Profit Sharing Plan-19$3,088,905$157,420$8,285iApproximate average salary by contribution assumption: employee only about $207,132 at 4% or $138,088 at 6%; with 50% employer match about $138,088 at 4% or $92,058 at 6%; with 100% employer match about $103,566 at 4% or $69,044 at 6%.
2013118$3,023,852$155,236$8,624iApproximate average salary by contribution assumption: employee only about $215,606 at 4% or $143,737 at 6%; with 50% employer match about $143,737 at 4% or $95,825 at 6%; with 100% employer match about $107,803 at 4% or $71,869 at 6%.
Southwestern Medicine PLLC 401(K) Profit Sharing Plan-18$3,023,852$155,236$8,624iApproximate average salary by contribution assumption: employee only about $215,606 at 4% or $143,737 at 6%; with 50% employer match about $143,737 at 4% or $95,825 at 6%; with 100% employer match about $107,803 at 4% or $71,869 at 6%.
2012119$2,530,913$166,929$8,786iApproximate average salary by contribution assumption: employee only about $219,643 at 4% or $146,429 at 6%; with 50% employer match about $146,429 at 4% or $97,619 at 6%; with 100% employer match about $109,822 at 4% or $73,214 at 6%.
Southwestern Medicine PLLC 401(K) Profit Sharing Plan-19$2,530,913$166,929$8,786iApproximate average salary by contribution assumption: employee only about $219,643 at 4% or $146,429 at 6%; with 50% employer match about $146,429 at 4% or $97,619 at 6%; with 100% employer match about $109,822 at 4% or $73,214 at 6%.
2011118$2,130,119$169,359$9,409iApproximate average salary by contribution assumption: employee only about $235,221 at 4% or $156,814 at 6%; with 50% employer match about $156,814 at 4% or $104,543 at 6%; with 100% employer match about $117,610 at 4% or $78,407 at 6%.
Southwestern Medicine PLLC 401(K) Profit Sharing Plan-18$2,130,119$169,359$9,409iApproximate average salary by contribution assumption: employee only about $235,221 at 4% or $156,814 at 6%; with 50% employer match about $156,814 at 4% or $104,543 at 6%; with 100% employer match about $117,610 at 4% or $78,407 at 6%.
2010119$2,105,416$174,635$9,191iApproximate average salary by contribution assumption: employee only about $229,783 at 4% or $153,189 at 6%; with 50% employer match about $153,189 at 4% or $102,126 at 6%; with 100% employer match about $114,891 at 4% or $76,594 at 6%.
Southwestern Medicine PLLC 401(K) Profit Sharing Plan-19$2,105,416$174,635$9,191iApproximate average salary by contribution assumption: employee only about $229,783 at 4% or $153,189 at 6%; with 50% employer match about $153,189 at 4% or $102,126 at 6%; with 100% employer match about $114,891 at 4% or $76,594 at 6%.
2009117$1,712,779$169,652$9,980iApproximate average salary by contribution assumption: employee only about $249,488 at 4% or $166,325 at 6%; with 50% employer match about $166,325 at 4% or $110,884 at 6%; with 100% employer match about $124,744 at 4% or $83,163 at 6%.
Southwestern Medicine PLLC 401(K) Profit Sharing Plan-17$1,712,779$169,652$9,980iApproximate average salary by contribution assumption: employee only about $249,488 at 4% or $166,325 at 6%; with 50% employer match about $166,325 at 4% or $110,884 at 6%; with 100% employer match about $124,744 at 4% or $83,163 at 6%.
2008110$1,277,783$161,353$16,135iApproximate average salary by contribution assumption: employee only about $403,383 at 4% or $268,922 at 6%; with 50% employer match about $268,922 at 4% or $179,281 at 6%; with 100% employer match about $201,691 at 4% or $134,461 at 6%.
Southwestern Medicine PLLC 401(K) Profit Sharing Plan-10$1,277,783$161,353$16,135iApproximate average salary by contribution assumption: employee only about $403,383 at 4% or $268,922 at 6%; with 50% employer match about $268,922 at 4% or $179,281 at 6%; with 100% employer match about $201,691 at 4% or $134,461 at 6%.
2007111$0$0-
Southwestern Medicine PLLC 401(K) Profit Sharing Plan-11---
2006112$1,377,034$215,458$17,955iApproximate average salary by contribution assumption: employee only about $448,871 at 4% or $299,247 at 6%; with 50% employer match about $299,247 at 4% or $199,498 at 6%; with 100% employer match about $224,435 at 4% or $149,624 at 6%.
Southwestern Medicine PLLC 401(K) Profit Sharing Plan-12$1,377,034$215,458$17,955iApproximate average salary by contribution assumption: employee only about $448,871 at 4% or $299,247 at 6%; with 50% employer match about $299,247 at 4% or $199,498 at 6%; with 100% employer match about $224,435 at 4% or $149,624 at 6%.
2005111$1,034,267$943,555$85,778iApproximate average salary by contribution assumption: employee only about $2,144,443 at 4% or $1,429,629 at 6%; with 50% employer match about $1,429,629 at 4% or $953,086 at 6%; with 100% employer match about $1,072,222 at 4% or $714,814 at 6%.
Southwestern Medicine PLLC 401(K) Profit Sharing Plan-11$1,034,267$943,555$85,778iApproximate average salary by contribution assumption: employee only about $2,144,443 at 4% or $1,429,629 at 6%; with 50% employer match about $1,429,629 at 4% or $953,086 at 6%; with 100% employer match about $1,072,222 at 4% or $714,814 at 6%.
2004115$25,027$25,018$1,668iApproximate average salary by contribution assumption: employee only about $41,697 at 4% or $27,798 at 6%; with 50% employer match about $27,798 at 4% or $18,532 at 6%; with 100% employer match about $20,848 at 4% or $13,899 at 6%.
Southwestern Medicine PLLC 401(K) Profit Sharing Plan-15$25,027$25,018$1,668iApproximate average salary by contribution assumption: employee only about $41,697 at 4% or $27,798 at 6%; with 50% employer match about $27,798 at 4% or $18,532 at 6%; with 100% employer match about $20,848 at 4% or $13,899 at 6%.