Civic Intelligence

Southwind Financial Group LLC

Plan context: Southwind Financial Group LLC 401K Profit Sharing Plan

EIN 20-2406912 • 3 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

24

2007 Assets

$271,174

2007 Contributions

$46,452

Historical Graphs

Total Assets Over Time

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

$271,174$135,587$020052006YearValue
$271,174Latest year 2006

Participants Over Time

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

2412020052006YearValue
24Latest year 2006

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
200710$0$46,452-
Southwind Financial Group LLC 401K Profit Sharing Plan-0-$46,452-
2006124$271,174$150,670$6,278iApproximate average salary by contribution assumption: employee only about $156,948 at 4% or $104,632 at 6%; with 50% employer match about $104,632 at 4% or $69,755 at 6%; with 100% employer match about $78,474 at 4% or $52,316 at 6%.
Southwind Financial Group LLC 401K Profit Sharing Plan-24$271,174$150,670$6,278iApproximate average salary by contribution assumption: employee only about $156,948 at 4% or $104,632 at 6%; with 50% employer match about $104,632 at 4% or $69,755 at 6%; with 100% employer match about $78,474 at 4% or $52,316 at 6%.
2005118$98,070$95,159$5,287iApproximate average salary by contribution assumption: employee only about $132,165 at 4% or $88,110 at 6%; with 50% employer match about $88,110 at 4% or $58,740 at 6%; with 100% employer match about $66,083 at 4% or $44,055 at 6%.
Southwind Financial Group LLC 401K Profit Sharing Plan-18$98,070$95,159$5,287iApproximate average salary by contribution assumption: employee only about $132,165 at 4% or $88,110 at 6%; with 50% employer match about $88,110 at 4% or $58,740 at 6%; with 100% employer match about $66,083 at 4% or $44,055 at 6%.