Civic Intelligence

Southwest Financial Services

Plan context: SOUTHWEST FINANCIAL SERVICES, LTD. SAVINGS & INVESTMENT PLAN

EIN 31-1065983 • 15 filings • 5 plans

Current Snapshot

Latest Year

2006

2006 Participants

122

2006 Assets

$4,854,677

2006 Contributions

$291,265

Historical Graphs

Total Assets Over Time

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

$6,002,477$3,001,239$0199920032006YearValue
$4,854,677Latest year 2006

Participants Over Time

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

147740199920032006YearValue
122Latest 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
20061122$4,854,677$291,265$2,387iApproximate average salary by contribution assumption: employee only about $59,685 at 4% or $39,790 at 6%; with 50% employer match about $39,790 at 4% or $26,527 at 6%; with 100% employer match about $29,843 at 4% or $19,895 at 6%.
SOUTHWEST FINANCIAL SERVICES, LTD. SAVINGS & INVESTMENT PLAN-122$4,854,677$291,265$2,387iApproximate average salary by contribution assumption: employee only about $59,685 at 4% or $39,790 at 6%; with 50% employer match about $39,790 at 4% or $26,527 at 6%; with 100% employer match about $29,843 at 4% or $19,895 at 6%.
20052118$6,002,477$438,655$3,717iApproximate average salary by contribution assumption: employee only about $92,935 at 4% or $61,957 at 6%; with 50% employer match about $61,957 at 4% or $41,305 at 6%; with 100% employer match about $46,468 at 4% or $30,978 at 6%.
SOUTHWEST FINANCIAL SERVICES, LTD. SAVINGS & INVESTMENT PLAN-118$4,315,906$438,655$3,717iApproximate average salary by contribution assumption: employee only about $92,935 at 4% or $61,957 at 6%; with 50% employer match about $61,957 at 4% or $41,305 at 6%; with 100% employer match about $46,468 at 4% or $30,978 at 6%.
Southwest Financial Services Savings & Investment Plan-118$1,686,571--
20042130$5,311,542$419,502$3,227iApproximate average salary by contribution assumption: employee only about $80,673 at 4% or $53,782 at 6%; with 50% employer match about $53,782 at 4% or $35,855 at 6%; with 100% employer match about $40,337 at 4% or $26,891 at 6%.
SOUTHWEST FINANCIAL SERVICES, LTD. SAVINGS & INVESTMENT PLAN-130$3,681,451$419,502$3,227iApproximate average salary by contribution assumption: employee only about $80,673 at 4% or $53,782 at 6%; with 50% employer match about $53,782 at 4% or $35,855 at 6%; with 100% employer match about $40,337 at 4% or $26,891 at 6%.
Southwest Financial Services Savings & Investment Plan-130$1,630,091--
20032147$4,515,899$419,208$2,852iApproximate average salary by contribution assumption: employee only about $71,294 at 4% or $47,529 at 6%; with 50% employer match about $47,529 at 4% or $31,686 at 6%; with 100% employer match about $35,647 at 4% or $23,765 at 6%.
Southwest Financial Services Savings & Investment Plan-147$2,973,866$419,208$2,852iApproximate average salary by contribution assumption: employee only about $71,294 at 4% or $47,529 at 6%; with 50% employer match about $47,529 at 4% or $31,686 at 6%; with 100% employer match about $35,647 at 4% or $23,765 at 6%.
Southwest Financial Services Savings & Investment Plan-147$1,542,033--
20022100$3,295,056$437,585$4,376iApproximate average salary by contribution assumption: employee only about $109,396 at 4% or $72,931 at 6%; with 50% employer match about $72,931 at 4% or $48,621 at 6%; with 100% employer match about $54,698 at 4% or $36,465 at 6%.
Southwest Financial Services Savings & Investment Plan-100$2,031,458$437,585$4,376iApproximate average salary by contribution assumption: employee only about $109,396 at 4% or $72,931 at 6%; with 50% employer match about $72,931 at 4% or $48,621 at 6%; with 100% employer match about $54,698 at 4% or $36,465 at 6%.
Southwest Financial Services Savings & Investment Plan-99$1,263,598--
20012110$1,962,227$372,820$3,389iApproximate average salary by contribution assumption: employee only about $84,732 at 4% or $56,488 at 6%; with 50% employer match about $56,488 at 4% or $37,659 at 6%; with 100% employer match about $42,366 at 4% or $28,244 at 6%.
Southwest Financial Services Savings & Investment Plan-110$1,962,227$372,820$3,389iApproximate average salary by contribution assumption: employee only about $84,732 at 4% or $56,488 at 6%; with 50% employer match about $56,488 at 4% or $37,659 at 6%; with 100% employer match about $42,366 at 4% or $28,244 at 6%.
Southwest Financial Services Savings & Investment Plan-110---
20002144$3,318,701$584,282$4,058iApproximate average salary by contribution assumption: employee only about $101,438 at 4% or $67,625 at 6%; with 50% employer match about $67,625 at 4% or $45,083 at 6%; with 100% employer match about $50,719 at 4% or $33,813 at 6%.
Southwest Financial Services Savings & Investment Plan-144$1,795,139$449,240$3,120iApproximate average salary by contribution assumption: employee only about $77,993 at 4% or $51,995 at 6%; with 50% employer match about $51,995 at 4% or $34,664 at 6%; with 100% employer match about $38,997 at 4% or $25,998 at 6%.
Southwest Financial Services Savings & Investment Plan-144$1,523,562$135,042$938iApproximate average salary by contribution assumption: employee only about $23,445 at 4% or $15,630 at 6%; with 50% employer match about $15,630 at 4% or $10,420 at 6%; with 100% employer match about $11,722 at 4% or $7,815 at 6%.
19992144$3,099,823$638,339$4,433iApproximate average salary by contribution assumption: employee only about $110,823 at 4% or $73,882 at 6%; with 50% employer match about $73,882 at 4% or $49,255 at 6%; with 100% employer match about $55,411 at 4% or $36,941 at 6%.
Southwest Financial Services Savings & Investment Plan-144$1,567,368$293,440$2,038iApproximate average salary by contribution assumption: employee only about $50,944 at 4% or $33,963 at 6%; with 50% employer match about $33,963 at 4% or $22,642 at 6%; with 100% employer match about $25,472 at 4% or $16,981 at 6%.
Southwest Financial Services Savings & Investment Plan-144$1,532,455$344,899$2,395iApproximate average salary by contribution assumption: employee only about $59,878 at 4% or $39,919 at 6%; with 50% employer match about $39,919 at 4% or $26,613 at 6%; with 100% employer match about $29,939 at 4% or $19,959 at 6%.