Civic Intelligence

Hamann & Associates Inc.

Plan context: Southwest Dealer Services 401K Plan

EIN 33-0613272 • Irvine, CA • 18 filings • 7 plans

8659 Research DriveIrvine, CA 92618
Current Snapshot

Latest Year

2017

2017 Participants

85

2017 Assets

$5,190,312

2017 Contributions

$202,386

Historical Graphs

Total Assets Over Time

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

$5,190,312$2,595,156$0199920112016YearValue
$5,190,312Latest year 2016

Participants Over Time

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

105530199920082016YearValue
85Latest 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
201710$0$202,386-
Southwest Dealer Services 401K Plan-0$0$202,386-
2016185$5,190,312$623,341$7,333iApproximate average salary by contribution assumption: employee only about $183,336 at 4% or $122,224 at 6%; with 50% employer match about $122,224 at 4% or $81,482 at 6%; with 100% employer match about $91,668 at 4% or $61,112 at 6%.
Southwest Dealer Services 401K Plan-85$5,190,312$623,341$7,333iApproximate average salary by contribution assumption: employee only about $183,336 at 4% or $122,224 at 6%; with 50% employer match about $122,224 at 4% or $81,482 at 6%; with 100% employer match about $91,668 at 4% or $61,112 at 6%.
2015180$4,344,481$525,210$6,565iApproximate average salary by contribution assumption: employee only about $164,128 at 4% or $109,419 at 6%; with 50% employer match about $109,419 at 4% or $72,946 at 6%; with 100% employer match about $82,064 at 4% or $54,709 at 6%.
Southwest Dealer Services 401K Plan-80$4,344,481$525,210$6,565iApproximate average salary by contribution assumption: employee only about $164,128 at 4% or $109,419 at 6%; with 50% employer match about $109,419 at 4% or $72,946 at 6%; with 100% employer match about $82,064 at 4% or $54,709 at 6%.
2014171$3,879,740$437,768$6,166iApproximate average salary by contribution assumption: employee only about $154,144 at 4% or $102,762 at 6%; with 50% employer match about $102,762 at 4% or $68,508 at 6%; with 100% employer match about $77,072 at 4% or $51,381 at 6%.
Southwest Dealer Services 401K Plan-71$3,879,740$437,768$6,166iApproximate average salary by contribution assumption: employee only about $154,144 at 4% or $102,762 at 6%; with 50% employer match about $102,762 at 4% or $68,508 at 6%; with 100% employer match about $77,072 at 4% or $51,381 at 6%.
2013171$3,347,018$312,767$4,405iApproximate average salary by contribution assumption: employee only about $110,129 at 4% or $73,419 at 6%; with 50% employer match about $73,419 at 4% or $48,946 at 6%; with 100% employer match about $55,065 at 4% or $36,710 at 6%.
Southwest Dealer Services 401K Plan-71$3,347,018$312,767$4,405iApproximate average salary by contribution assumption: employee only about $110,129 at 4% or $73,419 at 6%; with 50% employer match about $73,419 at 4% or $48,946 at 6%; with 100% employer match about $55,065 at 4% or $36,710 at 6%.
2012165$2,634,257$292,903$4,506iApproximate average salary by contribution assumption: employee only about $112,655 at 4% or $75,103 at 6%; with 50% employer match about $75,103 at 4% or $50,069 at 6%; with 100% employer match about $56,328 at 4% or $37,552 at 6%.
Southwest Dealer Services 401K Plan-65$2,634,257$292,903$4,506iApproximate average salary by contribution assumption: employee only about $112,655 at 4% or $75,103 at 6%; with 50% employer match about $75,103 at 4% or $50,069 at 6%; with 100% employer match about $56,328 at 4% or $37,552 at 6%.
2011162$2,176,616$265,898$4,289iApproximate average salary by contribution assumption: employee only about $107,217 at 4% or $71,478 at 6%; with 50% employer match about $71,478 at 4% or $47,652 at 6%; with 100% employer match about $53,608 at 4% or $35,739 at 6%.
Southwest Dealer Services 401K Plan-62$2,176,616$265,898$4,289iApproximate average salary by contribution assumption: employee only about $107,217 at 4% or $71,478 at 6%; with 50% employer match about $71,478 at 4% or $47,652 at 6%; with 100% employer match about $53,608 at 4% or $35,739 at 6%.
2010162$2,090,725$248,861$4,014iApproximate average salary by contribution assumption: employee only about $100,347 at 4% or $66,898 at 6%; with 50% employer match about $66,898 at 4% or $44,599 at 6%; with 100% employer match about $50,174 at 4% or $33,449 at 6%.
Southwest Dealer Services 401K Plan-62$2,090,725$248,861$4,014iApproximate average salary by contribution assumption: employee only about $100,347 at 4% or $66,898 at 6%; with 50% employer match about $66,898 at 4% or $44,599 at 6%; with 100% employer match about $50,174 at 4% or $33,449 at 6%.
2009164$1,715,745$274,420$4,288iApproximate average salary by contribution assumption: employee only about $107,195 at 4% or $71,464 at 6%; with 50% employer match about $71,464 at 4% or $47,642 at 6%; with 100% employer match about $53,598 at 4% or $35,732 at 6%.
Southwest Dealer Services 401K Plan-64$1,715,745$274,420$4,288iApproximate average salary by contribution assumption: employee only about $107,195 at 4% or $71,464 at 6%; with 50% employer match about $71,464 at 4% or $47,642 at 6%; with 100% employer match about $53,598 at 4% or $35,732 at 6%.
2008171$1,232,956$380,102$5,354iApproximate average salary by contribution assumption: employee only about $133,839 at 4% or $89,226 at 6%; with 50% employer match about $89,226 at 4% or $59,484 at 6%; with 100% employer match about $66,919 at 4% or $44,613 at 6%.
Southwest Dealer Services 401K Plan-71$1,232,956$380,102$5,354iApproximate average salary by contribution assumption: employee only about $133,839 at 4% or $89,226 at 6%; with 50% employer match about $89,226 at 4% or $59,484 at 6%; with 100% employer match about $66,919 at 4% or $44,613 at 6%.
2007175$0$0-
Southwest Dealer Services 401K Plan-75---
2006163$1,264,227$196,873$3,125iApproximate average salary by contribution assumption: employee only about $78,124 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,062 at 4% or $26,041 at 6%.
Southwest Dealer Services 401K Plan-63$1,264,227$196,873$3,125iApproximate average salary by contribution assumption: employee only about $78,124 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,062 at 4% or $26,041 at 6%.
2005199$1,128,406$264,941$2,676iApproximate average salary by contribution assumption: employee only about $66,904 at 4% or $44,603 at 6%; with 50% employer match about $44,603 at 4% or $29,735 at 6%; with 100% employer match about $33,452 at 4% or $22,301 at 6%.
Southwest Dealer Services 401K Plan-99$1,128,406$264,941$2,676iApproximate average salary by contribution assumption: employee only about $66,904 at 4% or $44,603 at 6%; with 50% employer match about $44,603 at 4% or $29,735 at 6%; with 100% employer match about $33,452 at 4% or $22,301 at 6%.
20041105$0$0-
Southwest Dealer Services 401K Plan-105---
2002195$0$0-
Southwest Dealer Services 401K Plan-95---
2001158$0$0-
Southwest Dealer Services 401K Plan-58---
2000137$0$0-
Southwest Dealer Services 401K Plan-37---
1999142$173,622$98,045$2,334iApproximate average salary by contribution assumption: employee only about $58,360 at 4% or $38,907 at 6%; with 50% employer match about $38,907 at 4% or $25,938 at 6%; with 100% employer match about $29,180 at 4% or $19,453 at 6%.
Southwest Dealer Services 401K Plan-42$173,622$98,045$2,334iApproximate average salary by contribution assumption: employee only about $58,360 at 4% or $38,907 at 6%; with 50% employer match about $38,907 at 4% or $25,938 at 6%; with 100% employer match about $29,180 at 4% or $19,453 at 6%.