Civic Intelligence

Southwest Financial Services, Ltd.

Plan context: Southwest Financial Services Ltd. Savings and Investment Plan

EIN 31-1449309 • Cincinnati, OH • 35 filings • 6 plans

537 E. Pete Rose WayCincinnati, OH 45202
Current Snapshot

Latest Year

2016

2016 Participants

129

2016 Assets

$9,387,276

2016 Contributions

$716,715

Historical Graphs

Total Assets Over Time

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

$9,744,032$4,872,016$0200620112016YearValue
$9,387,276Latest year 2016

Participants Over Time

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

2291150200220092016YearValue
129Latest year 2016

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
20162129$9,387,276$716,715$5,556iApproximate average salary by contribution assumption: employee only about $138,898 at 4% or $92,599 at 6%; with 50% employer match about $92,599 at 4% or $61,733 at 6%; with 100% employer match about $69,449 at 4% or $46,299 at 6%.
Southwest Financial Services Ltd. Savings and Investment Plan-116$9,387,276$716,715$6,179iApproximate average salary by contribution assumption: employee only about $154,464 at 4% or $102,976 at 6%; with 50% employer match about $102,976 at 4% or $68,651 at 6%; with 100% employer match about $77,232 at 4% or $51,488 at 6%.
Southwest Financial Services Ltd. Section 125 Flexible Benefits Plan-129---
20152114$8,538,967$553,481$4,855iApproximate average salary by contribution assumption: employee only about $121,377 at 4% or $80,918 at 6%; with 50% employer match about $80,918 at 4% or $53,946 at 6%; with 100% employer match about $60,689 at 4% or $40,459 at 6%.
Southwest Financial Services Ltd. Savings and Investment Plan-105$8,538,967$553,481$5,271iApproximate average salary by contribution assumption: employee only about $131,781 at 4% or $87,854 at 6%; with 50% employer match about $87,854 at 4% or $58,569 at 6%; with 100% employer match about $65,891 at 4% or $43,927 at 6%.
Southwest Financial Services Ltd. Section 125 Flexible Benefits Plan-114---
20142208$9,744,032$545,508$2,623iApproximate average salary by contribution assumption: employee only about $65,566 at 4% or $43,711 at 6%; with 50% employer match about $43,711 at 4% or $29,140 at 6%; with 100% employer match about $32,783 at 4% or $21,855 at 6%.
Southwest Financial Services Ltd. Savings and Investment Plan-117$9,744,032$545,508$4,662iApproximate average salary by contribution assumption: employee only about $116,562 at 4% or $77,708 at 6%; with 50% employer match about $77,708 at 4% or $51,805 at 6%; with 100% employer match about $58,281 at 4% or $38,854 at 6%.
Southwest Financial Services Ltd. Section 125 Flexible Benefits Plan-208---
20132229$9,021,480$586,079$2,559iApproximate average salary by contribution assumption: employee only about $63,982 at 4% or $42,655 at 6%; with 50% employer match about $42,655 at 4% or $28,437 at 6%; with 100% employer match about $31,991 at 4% or $21,327 at 6%.
Southwest Financial Services Ltd. Savings and Investment Plan-114$9,021,480$586,079$5,141iApproximate average salary by contribution assumption: employee only about $128,526 at 4% or $85,684 at 6%; with 50% employer match about $85,684 at 4% or $57,123 at 6%; with 100% employer match about $64,263 at 4% or $42,842 at 6%.
Southwest Financial Services Ltd. Section 125 Flexible Benefits Plan-229---
20122226$7,368,265$521,412$2,307iApproximate average salary by contribution assumption: employee only about $57,678 at 4% or $38,452 at 6%; with 50% employer match about $38,452 at 4% or $25,635 at 6%; with 100% employer match about $28,839 at 4% or $19,226 at 6%.
Southwest Financial Services Ltd. Savings and Investment Plan-107$7,368,265$521,412$4,873iApproximate average salary by contribution assumption: employee only about $121,825 at 4% or $81,217 at 6%; with 50% employer match about $81,217 at 4% or $54,145 at 6%; with 100% employer match about $60,913 at 4% or $40,608 at 6%.
Southwest Financial Services Ltd. Section 125 Flexible Benefits Plan-226---
20113131$6,549,614$306,608$2,341iApproximate average salary by contribution assumption: employee only about $58,513 at 4% or $39,009 at 6%; with 50% employer match about $39,009 at 4% or $26,006 at 6%; with 100% employer match about $29,256 at 4% or $19,504 at 6%.
Southwest Financial Services Ltd. Savings and Investment Plan-94$6,549,614$306,608$3,262iApproximate average salary by contribution assumption: employee only about $81,545 at 4% or $54,363 at 6%; with 50% employer match about $54,363 at 4% or $36,242 at 6%; with 100% employer match about $40,772 at 4% or $27,182 at 6%.
Southwest Financial Services Ltd. Money Purchase Plan-0$0--
Southwest Financial Services Ltd. Section 125 Flexible Benefits Plan-131---
20103164$6,469,903$446,074$2,720iApproximate average salary by contribution assumption: employee only about $67,999 at 4% or $45,333 at 6%; with 50% employer match about $45,333 at 4% or $30,222 at 6%; with 100% employer match about $34,000 at 4% or $22,666 at 6%.
Southwest Financial Services Ltd. Savings and Investment Plan-98$5,119,389$446,074$4,552iApproximate average salary by contribution assumption: employee only about $113,794 at 4% or $75,863 at 6%; with 50% employer match about $75,863 at 4% or $50,575 at 6%; with 100% employer match about $56,897 at 4% or $37,931 at 6%.
Southwest Financial Services Ltd. Money Purchase Plan-63$1,350,514--
Southwest Financial Services Ltd. Section 125 Flexible Benefits Plan-164---
20093101$5,742,575$431,134$4,269iApproximate average salary by contribution assumption: employee only about $106,716 at 4% or $71,144 at 6%; with 50% employer match about $71,144 at 4% or $47,429 at 6%; with 100% employer match about $53,358 at 4% or $35,572 at 6%.
Southwest Financial Services Ltd. Savings and Investment Plan-101$4,457,417$431,134$4,269iApproximate average salary by contribution assumption: employee only about $106,716 at 4% or $71,144 at 6%; with 50% employer match about $71,144 at 4% or $47,429 at 6%; with 100% employer match about $53,358 at 4% or $35,572 at 6%.
Southwest Financial Services Ltd. Money Purchase Plan-65$1,285,158--
Southwest Financial Services Ltd. Section 125 Flexible Benefits Plan-96---
20083101$4,336,382$302,910$2,999iApproximate average salary by contribution assumption: employee only about $74,978 at 4% or $49,985 at 6%; with 50% employer match about $49,985 at 4% or $33,323 at 6%; with 100% employer match about $37,489 at 4% or $24,993 at 6%.
Southwest Financial Services Ltd. Savings and Investment Plan-94$3,278,867$302,910$3,222iApproximate average salary by contribution assumption: employee only about $80,561 at 4% or $53,707 at 6%; with 50% employer match about $53,707 at 4% or $35,805 at 6%; with 100% employer match about $40,281 at 4% or $26,854 at 6%.
Southwest Financial Services Ltd. Money Purchase Plan-64$1,057,515--
Southwest Financial Services Ltd. Section 125 Flexible Benefits Plan-101---
2007391$4,981,305$343,177$3,771iApproximate average salary by contribution assumption: employee only about $94,279 at 4% or $62,853 at 6%; with 50% employer match about $62,853 at 4% or $41,902 at 6%; with 100% employer match about $47,140 at 4% or $31,426 at 6%.
Southwest Financial Services Ltd. Savings and Investment Plan-91$4,981,305$343,177$3,771iApproximate average salary by contribution assumption: employee only about $94,279 at 4% or $62,853 at 6%; with 50% employer match about $62,853 at 4% or $41,902 at 6%; with 100% employer match about $47,140 at 4% or $31,426 at 6%.
Southwest Financial Services Ltd. Section 125 Flexible Benefits Plan-87---
Southwest Financial Services Ltd. Money Purchase Plan-91---
20062112$1,845,376$0-
Southwest Financial Services Ltd. Money Purchase Plan-84$1,845,376--
Southwest Financial Services Ltd. Section 125 Flexible Benefits Plan-112---
20052120$0$0-
Southwest Financial Services Ltd. Section 125 Flexible Benefits Plan-116---
Southwest Financial Services Ltd. Long-Term Disability Plan-120---
20042122$0$0-
Southwest Financial Services Ltd. Section 125 Flexible Benefits Plan-117---
Southwest Financial Services Ltd. Long-Term Disability Plan-122---
20032140$0$0-
Southwest Financial Services Ltd. Section 125 Flexible Benefits Plan-134---
Southwest Financial Services Ltd. Long-Term Disability Plan-140---
20022144$0$0-
Southwest Financial Services Ltd. Section 125 Flexible Benefits Plan-144---
Southwest Financial Services Ltd. Long-Term Disability Plan-138---