Civic Intelligence

Southwest Energy Management LLC

Plan context: Southwest Energy Profit Sharing Plan

EIN 26-3253459 • 9 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

302

2024 Assets

$94,512,121

2024 Contributions

$8,518,074

Historical Graphs

Total Assets Over Time

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

$94,512,121$47,256,061$0201620202024YearValue
$94,512,121Latest year 2024

Participants Over Time

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

3021510201620202024YearValue
302Latest year 2024

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
20241302$94,512,121$8,518,074$28,206iApproximate average salary by contribution assumption: employee only about $705,139 at 4% or $470,092 at 6%; with 50% employer match about $470,092 at 4% or $313,395 at 6%; with 100% employer match about $352,569 at 4% or $235,046 at 6%.
Southwest Energy Profit Sharing Plan-302$94,512,121$8,518,074$28,206iApproximate average salary by contribution assumption: employee only about $705,139 at 4% or $470,092 at 6%; with 50% employer match about $470,092 at 4% or $313,395 at 6%; with 100% employer match about $352,569 at 4% or $235,046 at 6%.
20231279$81,156,867$6,704,536$24,031iApproximate average salary by contribution assumption: employee only about $600,765 at 4% or $400,510 at 6%; with 50% employer match about $400,510 at 4% or $267,007 at 6%; with 100% employer match about $300,382 at 4% or $200,255 at 6%.
Southwest Energy Profit Sharing Plan-279$81,156,867$6,704,536$24,031iApproximate average salary by contribution assumption: employee only about $600,765 at 4% or $400,510 at 6%; with 50% employer match about $400,510 at 4% or $267,007 at 6%; with 100% employer match about $300,382 at 4% or $200,255 at 6%.
20221229$70,442,171$5,872,214$25,643iApproximate average salary by contribution assumption: employee only about $641,071 at 4% or $427,381 at 6%; with 50% employer match about $427,381 at 4% or $284,921 at 6%; with 100% employer match about $320,536 at 4% or $213,690 at 6%.
Southwest Energy Profit Sharing Plan-229$70,442,171$5,872,214$25,643iApproximate average salary by contribution assumption: employee only about $641,071 at 4% or $427,381 at 6%; with 50% employer match about $427,381 at 4% or $284,921 at 6%; with 100% employer match about $320,536 at 4% or $213,690 at 6%.
20211225$83,733,802$5,579,922$24,800iApproximate average salary by contribution assumption: employee only about $619,991 at 4% or $413,328 at 6%; with 50% employer match about $413,328 at 4% or $275,552 at 6%; with 100% employer match about $309,996 at 4% or $206,664 at 6%.
Southwest Energy Profit Sharing Plan-225$83,733,802$5,579,922$24,800iApproximate average salary by contribution assumption: employee only about $619,991 at 4% or $413,328 at 6%; with 50% employer match about $413,328 at 4% or $275,552 at 6%; with 100% employer match about $309,996 at 4% or $206,664 at 6%.
20201193$71,132,246$5,508,838$28,543iApproximate average salary by contribution assumption: employee only about $713,580 at 4% or $475,720 at 6%; with 50% employer match about $475,720 at 4% or $317,147 at 6%; with 100% employer match about $356,790 at 4% or $237,860 at 6%.
Southwest Energy Profit Sharing Plan-193$71,132,246$5,508,838$28,543iApproximate average salary by contribution assumption: employee only about $713,580 at 4% or $475,720 at 6%; with 50% employer match about $475,720 at 4% or $317,147 at 6%; with 100% employer match about $356,790 at 4% or $237,860 at 6%.
20191210$68,397,653$5,340,104$25,429iApproximate average salary by contribution assumption: employee only about $635,727 at 4% or $423,818 at 6%; with 50% employer match about $423,818 at 4% or $282,545 at 6%; with 100% employer match about $317,863 at 4% or $211,909 at 6%.
Southwest Energy Profit Sharing Plan-210$68,397,653$5,340,104$25,429iApproximate average salary by contribution assumption: employee only about $635,727 at 4% or $423,818 at 6%; with 50% employer match about $423,818 at 4% or $282,545 at 6%; with 100% employer match about $317,863 at 4% or $211,909 at 6%.
20181196$56,059,741$4,843,401$24,711iApproximate average salary by contribution assumption: employee only about $617,781 at 4% or $411,854 at 6%; with 50% employer match about $411,854 at 4% or $274,569 at 6%; with 100% employer match about $308,890 at 4% or $205,927 at 6%.
Southwest Energy Profit Sharing Plan-196$56,059,741$4,843,401$24,711iApproximate average salary by contribution assumption: employee only about $617,781 at 4% or $411,854 at 6%; with 50% employer match about $411,854 at 4% or $274,569 at 6%; with 100% employer match about $308,890 at 4% or $205,927 at 6%.
20171188$56,664,629$4,482,705$23,844iApproximate average salary by contribution assumption: employee only about $596,104 at 4% or $397,403 at 6%; with 50% employer match about $397,403 at 4% or $264,935 at 6%; with 100% employer match about $298,052 at 4% or $198,701 at 6%.
Southwest Energy Profit Sharing Plan-188$56,664,629$4,482,705$23,844iApproximate average salary by contribution assumption: employee only about $596,104 at 4% or $397,403 at 6%; with 50% employer match about $397,403 at 4% or $264,935 at 6%; with 100% employer match about $298,052 at 4% or $198,701 at 6%.
20161181$46,834,640$4,477,832$24,739iApproximate average salary by contribution assumption: employee only about $618,485 at 4% or $412,323 at 6%; with 50% employer match about $412,323 at 4% or $274,882 at 6%; with 100% employer match about $309,243 at 4% or $206,162 at 6%.
Southwest Energy Profit Sharing Plan-181$46,834,640$4,477,832$24,739iApproximate average salary by contribution assumption: employee only about $618,485 at 4% or $412,323 at 6%; with 50% employer match about $412,323 at 4% or $274,882 at 6%; with 100% employer match about $309,243 at 4% or $206,162 at 6%.