Southwest Brokerage Company
Plan context: Southwest Brokerage Company 401(K) Profit Sharing Plan & Trust
EIN 33-0620201 • Calexico, CA • 9 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$70,276
2024 Contributions
$25,320
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $70,276 | $25,320 | $6,330iApproximate average salary by contribution assumption: employee only about $158,250 at 4% or $105,500 at 6%; with 50% employer match about $105,500 at 4% or $70,333 at 6%; with 100% employer match about $79,125 at 4% or $52,750 at 6%. |
| Southwest Brokerage Company 401(K) Profit Sharing Plan & Trust | - | 4 | $70,276 | $25,320 | $6,330iApproximate average salary by contribution assumption: employee only about $158,250 at 4% or $105,500 at 6%; with 50% employer match about $105,500 at 4% or $70,333 at 6%; with 100% employer match about $79,125 at 4% or $52,750 at 6%. |
| 2023 | 1 | 5 | $639 | $516 | $103iApproximate average salary by contribution assumption: employee only about $2,580 at 4% or $1,720 at 6%; with 50% employer match about $1,720 at 4% or $1,147 at 6%; with 100% employer match about $1,290 at 4% or $860 at 6%. |
| Southwest Brokerage Company 401(K) Profit Sharing Plan & Trust | - | 5 | $639 | $516 | $103iApproximate average salary by contribution assumption: employee only about $2,580 at 4% or $1,720 at 6%; with 50% employer match about $1,720 at 4% or $1,147 at 6%; with 100% employer match about $1,290 at 4% or $860 at 6%. |
| 2022 | 1 | 2 | $27,350 | $6,214 | $3,107iApproximate average salary by contribution assumption: employee only about $77,675 at 4% or $51,783 at 6%; with 50% employer match about $51,783 at 4% or $34,522 at 6%; with 100% employer match about $38,838 at 4% or $25,892 at 6%. |
| Southwest Brokerage Company 401(K) Profit Sharing Plan & Trust | - | 2 | $27,350 | $6,214 | $3,107iApproximate average salary by contribution assumption: employee only about $77,675 at 4% or $51,783 at 6%; with 50% employer match about $51,783 at 4% or $34,522 at 6%; with 100% employer match about $38,838 at 4% or $25,892 at 6%. |
| 2021 | 1 | 2 | $25,886 | $4,028 | $2,014iApproximate average salary by contribution assumption: employee only about $50,350 at 4% or $33,567 at 6%; with 50% employer match about $33,567 at 4% or $22,378 at 6%; with 100% employer match about $25,175 at 4% or $16,783 at 6%. |
| Southwest Brokerage Company 401(K) Profit Sharing Plan & Trust | - | 2 | $25,886 | $4,028 | $2,014iApproximate average salary by contribution assumption: employee only about $50,350 at 4% or $33,567 at 6%; with 50% employer match about $33,567 at 4% or $22,378 at 6%; with 100% employer match about $25,175 at 4% or $16,783 at 6%. |
| 2020 | 1 | 2 | $18,868 | $3,951 | $1,976iApproximate average salary by contribution assumption: employee only about $49,388 at 4% or $32,925 at 6%; with 50% employer match about $32,925 at 4% or $21,950 at 6%; with 100% employer match about $24,694 at 4% or $16,463 at 6%. |
| Southwest Brokerage Company 401(K) Profit Sharing Plan & Trust | - | 2 | $18,868 | $3,951 | $1,976iApproximate average salary by contribution assumption: employee only about $49,388 at 4% or $32,925 at 6%; with 50% employer match about $32,925 at 4% or $21,950 at 6%; with 100% employer match about $24,694 at 4% or $16,463 at 6%. |
| 2019 | 1 | 2 | $13,017 | $2,798 | $1,399iApproximate average salary by contribution assumption: employee only about $34,975 at 4% or $23,317 at 6%; with 50% employer match about $23,317 at 4% or $15,544 at 6%; with 100% employer match about $17,488 at 4% or $11,658 at 6%. |
| Southwest Brokerage Company 401(K) Profit Sharing Plan & Trust | - | 2 | $13,017 | $2,798 | $1,399iApproximate average salary by contribution assumption: employee only about $34,975 at 4% or $23,317 at 6%; with 50% employer match about $23,317 at 4% or $15,544 at 6%; with 100% employer match about $17,488 at 4% or $11,658 at 6%. |
| 2018 | 1 | 2 | $8,165 | $2,802 | $1,401iApproximate average salary by contribution assumption: employee only about $35,025 at 4% or $23,350 at 6%; with 50% employer match about $23,350 at 4% or $15,567 at 6%; with 100% employer match about $17,513 at 4% or $11,675 at 6%. |
| Southwest Brokerage Company 401(K) Profit Sharing Plan & Trust | - | 2 | $8,165 | $2,802 | $1,401iApproximate average salary by contribution assumption: employee only about $35,025 at 4% or $23,350 at 6%; with 50% employer match about $23,350 at 4% or $15,567 at 6%; with 100% employer match about $17,513 at 4% or $11,675 at 6%. |
| 2017 | 1 | 2 | $6,261 | $2,968 | $1,484iApproximate average salary by contribution assumption: employee only about $37,100 at 4% or $24,733 at 6%; with 50% employer match about $24,733 at 4% or $16,489 at 6%; with 100% employer match about $18,550 at 4% or $12,367 at 6%. |
| Southwest Brokerage Company 401(K) Profit Sharing Plan & Trust | - | 2 | $6,261 | $2,968 | $1,484iApproximate average salary by contribution assumption: employee only about $37,100 at 4% or $24,733 at 6%; with 50% employer match about $24,733 at 4% or $16,489 at 6%; with 100% employer match about $18,550 at 4% or $12,367 at 6%. |
| 2016 | 1 | 0 | $2,644 | $2,592 | - |
| Southwest Brokerage Company 401(K) Profit Sharing Plan & Trust | - | 0 | $2,644 | $2,592 | - |