Civic Intelligence

Southern Wealth Management

Plan context: Southern Wealth Management 401(K) Plan

EIN 20-2316955 • San Antonio, TX • 19 filings • 2 plans

1826 N. Loop 1604 W, Ste 260San Antonio, TX 78248
Current Snapshot

Latest Year

2023

2023 Participants

67

2023 Assets

$12,238,986

2023 Contributions

$432,353

Historical Graphs

Total Assets Over Time

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

$14,051,305$7,025,653$0200520152022YearValue
$12,238,986Latest year 2022

Participants Over Time

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

67340200520142022YearValue
67Latest year 2022

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
202310$0$432,353-
Southern Wealth Management 401(K) Plan-0-$432,353-
2022167$12,238,986$992,789$14,818iApproximate average salary by contribution assumption: employee only about $370,444 at 4% or $246,962 at 6%; with 50% employer match about $246,962 at 4% or $164,642 at 6%; with 100% employer match about $185,222 at 4% or $123,481 at 6%.
Southern Wealth Management 401(K) Plan-67$12,238,986$992,789$14,818iApproximate average salary by contribution assumption: employee only about $370,444 at 4% or $246,962 at 6%; with 50% employer match about $246,962 at 4% or $164,642 at 6%; with 100% employer match about $185,222 at 4% or $123,481 at 6%.
2021159$14,051,305$951,828$16,133iApproximate average salary by contribution assumption: employee only about $403,317 at 4% or $268,878 at 6%; with 50% employer match about $268,878 at 4% or $179,252 at 6%; with 100% employer match about $201,658 at 4% or $134,439 at 6%.
Southern Wealth Management 401(K) Plan-59$14,051,305$951,828$16,133iApproximate average salary by contribution assumption: employee only about $403,317 at 4% or $268,878 at 6%; with 50% employer match about $268,878 at 4% or $179,252 at 6%; with 100% employer match about $201,658 at 4% or $134,439 at 6%.
2020156$12,561,899$892,478$15,937iApproximate average salary by contribution assumption: employee only about $398,428 at 4% or $265,618 at 6%; with 50% employer match about $265,618 at 4% or $177,079 at 6%; with 100% employer match about $199,214 at 4% or $132,809 at 6%.
Southern Wealth Management 401(K) Plan-56$12,561,899$892,478$15,937iApproximate average salary by contribution assumption: employee only about $398,428 at 4% or $265,618 at 6%; with 50% employer match about $265,618 at 4% or $177,079 at 6%; with 100% employer match about $199,214 at 4% or $132,809 at 6%.
2019155$9,955,505$800,366$14,552iApproximate average salary by contribution assumption: employee only about $363,803 at 4% or $242,535 at 6%; with 50% employer match about $242,535 at 4% or $161,690 at 6%; with 100% employer match about $181,901 at 4% or $121,268 at 6%.
Southern Wealth Management 401(K) Plan-55$9,955,505$800,366$14,552iApproximate average salary by contribution assumption: employee only about $363,803 at 4% or $242,535 at 6%; with 50% employer match about $242,535 at 4% or $161,690 at 6%; with 100% employer match about $181,901 at 4% or $121,268 at 6%.
2018155$7,427,925$878,603$15,975iApproximate average salary by contribution assumption: employee only about $399,365 at 4% or $266,243 at 6%; with 50% employer match about $266,243 at 4% or $177,496 at 6%; with 100% employer match about $199,683 at 4% or $133,122 at 6%.
Southern Wealth Management 401(K) Plan-55$7,427,925$878,603$15,975iApproximate average salary by contribution assumption: employee only about $399,365 at 4% or $266,243 at 6%; with 50% employer match about $266,243 at 4% or $177,496 at 6%; with 100% employer match about $199,683 at 4% or $133,122 at 6%.
2017144$7,376,633$564,825$12,837iApproximate average salary by contribution assumption: employee only about $320,923 at 4% or $213,949 at 6%; with 50% employer match about $213,949 at 4% or $142,633 at 6%; with 100% employer match about $160,462 at 4% or $106,974 at 6%.
Southern Wealth Management 401(K) Plan-44$7,376,633$564,825$12,837iApproximate average salary by contribution assumption: employee only about $320,923 at 4% or $213,949 at 6%; with 50% employer match about $213,949 at 4% or $142,633 at 6%; with 100% employer match about $160,462 at 4% or $106,974 at 6%.
2016140$5,668,864$502,323$12,558iApproximate average salary by contribution assumption: employee only about $313,952 at 4% or $209,301 at 6%; with 50% employer match about $209,301 at 4% or $139,534 at 6%; with 100% employer match about $156,976 at 4% or $104,651 at 6%.
Southern Wealth Management 401(K) Plan-40$5,668,864$502,323$12,558iApproximate average salary by contribution assumption: employee only about $313,952 at 4% or $209,301 at 6%; with 50% employer match about $209,301 at 4% or $139,534 at 6%; with 100% employer match about $156,976 at 4% or $104,651 at 6%.
2015137$4,762,251$495,563$13,394iApproximate average salary by contribution assumption: employee only about $334,840 at 4% or $223,227 at 6%; with 50% employer match about $223,227 at 4% or $148,818 at 6%; with 100% employer match about $167,420 at 4% or $111,613 at 6%.
Southern Wealth Management 401(K) Plan-37$4,762,251$495,563$13,394iApproximate average salary by contribution assumption: employee only about $334,840 at 4% or $223,227 at 6%; with 50% employer match about $223,227 at 4% or $148,818 at 6%; with 100% employer match about $167,420 at 4% or $111,613 at 6%.
2014135$4,446,311$457,054$13,059iApproximate average salary by contribution assumption: employee only about $326,467 at 4% or $217,645 at 6%; with 50% employer match about $217,645 at 4% or $145,097 at 6%; with 100% employer match about $163,234 at 4% or $108,822 at 6%.
Southern Wealth Management 401(K) Plan-35$4,446,311$457,054$13,059iApproximate average salary by contribution assumption: employee only about $326,467 at 4% or $217,645 at 6%; with 50% employer match about $217,645 at 4% or $145,097 at 6%; with 100% employer match about $163,234 at 4% or $108,822 at 6%.
2013137$3,965,186$473,795$12,805iApproximate average salary by contribution assumption: employee only about $320,132 at 4% or $213,421 at 6%; with 50% employer match about $213,421 at 4% or $142,281 at 6%; with 100% employer match about $160,066 at 4% or $106,711 at 6%.
Southern Wealth Management 401(K) Plan-37$3,965,186$473,795$12,805iApproximate average salary by contribution assumption: employee only about $320,132 at 4% or $213,421 at 6%; with 50% employer match about $213,421 at 4% or $142,281 at 6%; with 100% employer match about $160,066 at 4% or $106,711 at 6%.
2012137$2,951,565$550,014$14,865iApproximate average salary by contribution assumption: employee only about $371,631 at 4% or $247,754 at 6%; with 50% employer match about $247,754 at 4% or $165,169 at 6%; with 100% employer match about $185,816 at 4% or $123,877 at 6%.
Southern Wealth Management 401(K) Plan-37$2,951,565$550,014$14,865iApproximate average salary by contribution assumption: employee only about $371,631 at 4% or $247,754 at 6%; with 50% employer match about $247,754 at 4% or $165,169 at 6%; with 100% employer match about $185,816 at 4% or $123,877 at 6%.
2011131$2,160,039$358,028$11,549iApproximate average salary by contribution assumption: employee only about $288,732 at 4% or $192,488 at 6%; with 50% employer match about $192,488 at 4% or $128,325 at 6%; with 100% employer match about $144,366 at 4% or $96,244 at 6%.
Southern Wealth Management 401(K) Plan-31$2,160,039$358,028$11,549iApproximate average salary by contribution assumption: employee only about $288,732 at 4% or $192,488 at 6%; with 50% employer match about $192,488 at 4% or $128,325 at 6%; with 100% employer match about $144,366 at 4% or $96,244 at 6%.
2010130$1,975,178$310,506$10,350iApproximate average salary by contribution assumption: employee only about $258,755 at 4% or $172,503 at 6%; with 50% employer match about $172,503 at 4% or $115,002 at 6%; with 100% employer match about $129,378 at 4% or $86,252 at 6%.
Southern Wealth Management 401(K) Plan-30$1,975,178$310,506$10,350iApproximate average salary by contribution assumption: employee only about $258,755 at 4% or $172,503 at 6%; with 50% employer match about $172,503 at 4% or $115,002 at 6%; with 100% employer match about $129,378 at 4% or $86,252 at 6%.
2009128$1,392,988$309,185$11,042iApproximate average salary by contribution assumption: employee only about $276,058 at 4% or $184,039 at 6%; with 50% employer match about $184,039 at 4% or $122,692 at 6%; with 100% employer match about $138,029 at 4% or $92,019 at 6%.
Southern Wealth Management 401(K) Plan-28$1,392,988$309,185$11,042iApproximate average salary by contribution assumption: employee only about $276,058 at 4% or $184,039 at 6%; with 50% employer match about $184,039 at 4% or $122,692 at 6%; with 100% employer match about $138,029 at 4% or $92,019 at 6%.
2008129$0$0-
Southern Wealth Management 401(K) Plan-29---
2007128$0$0-
Southern Wealth Management 401(K) Plan-28---
2006127$457,270$210,800$7,807iApproximate average salary by contribution assumption: employee only about $195,185 at 4% or $130,123 at 6%; with 50% employer match about $130,123 at 4% or $86,749 at 6%; with 100% employer match about $97,593 at 4% or $65,062 at 6%.
Southern Wealth Management 401(K) Plan-27$457,270$210,800$7,807iApproximate average salary by contribution assumption: employee only about $195,185 at 4% or $130,123 at 6%; with 50% employer match about $130,123 at 4% or $86,749 at 6%; with 100% employer match about $97,593 at 4% or $65,062 at 6%.
2005122$208,076$199,712$9,078iApproximate average salary by contribution assumption: employee only about $226,945 at 4% or $151,297 at 6%; with 50% employer match about $151,297 at 4% or $100,865 at 6%; with 100% employer match about $113,473 at 4% or $75,648 at 6%.
Southern Wealth Management 401(K) Plan-22$208,076$199,712$9,078iApproximate average salary by contribution assumption: employee only about $226,945 at 4% or $151,297 at 6%; with 50% employer match about $151,297 at 4% or $100,865 at 6%; with 100% employer match about $113,473 at 4% or $75,648 at 6%.