Civic Intelligence

Southwest Strategies LLC

Plan context: Southwest Strategies LLC 401(K) Ps Plan

EIN 33-0900047 • San Diego, CA • 27 filings • 6 plans

12770 El Camino Real,Suite 100San Diego, CA 92130
Current Snapshot

Latest Year

2024

2024 Participants

111

2024 Assets

$9,250,280

2024 Contributions

$909,364

Historical Graphs

Total Assets Over Time

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

$9,250,280$4,625,140$0200320152024YearValue
$9,250,280Latest year 2024

Participants Over Time

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

111560200320142024YearValue
111Latest 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
20241111$9,250,280$909,364$8,192iApproximate average salary by contribution assumption: employee only about $204,812 at 4% or $136,541 at 6%; with 50% employer match about $136,541 at 4% or $91,027 at 6%; with 100% employer match about $102,406 at 4% or $68,271 at 6%.
Southwest Strategies LLC 401(K) Ps Plan-111$9,250,280$909,364$8,192iApproximate average salary by contribution assumption: employee only about $204,812 at 4% or $136,541 at 6%; with 50% employer match about $136,541 at 4% or $91,027 at 6%; with 100% employer match about $102,406 at 4% or $68,271 at 6%.
2023262$5,916,340$556,048$8,969iApproximate average salary by contribution assumption: employee only about $224,213 at 4% or $149,475 at 6%; with 50% employer match about $149,475 at 4% or $99,650 at 6%; with 100% employer match about $112,106 at 4% or $74,738 at 6%.
Southwest Strategies LLC 401(K) Ps Plan-62$5,916,340$556,048$8,969iApproximate average salary by contribution assumption: employee only about $224,213 at 4% or $149,475 at 6%; with 50% employer match about $149,475 at 4% or $99,650 at 6%; with 100% employer match about $112,106 at 4% or $74,738 at 6%.
SOUTHWEST STRATEGIES, LLC CASH BALANCE PLAN-0$0$0-
2022258$5,264,024$670,539$11,561iApproximate average salary by contribution assumption: employee only about $289,025 at 4% or $192,684 at 6%; with 50% employer match about $192,684 at 4% or $128,456 at 6%; with 100% employer match about $144,513 at 4% or $96,342 at 6%.
Southwest Strategies LLC 401(K) Ps Plan-58$4,813,559$600,539$10,354iApproximate average salary by contribution assumption: employee only about $258,853 at 4% or $172,569 at 6%; with 50% employer match about $172,569 at 4% or $115,046 at 6%; with 100% employer match about $129,427 at 4% or $86,284 at 6%.
SOUTHWEST STRATEGIES, LLC CASH BALANCE PLAN-36$450,465$70,000$1,944iApproximate average salary by contribution assumption: employee only about $48,611 at 4% or $32,407 at 6%; with 50% employer match about $32,407 at 4% or $21,605 at 6%; with 100% employer match about $24,306 at 4% or $16,204 at 6%.
2021248$6,491,521$647,336$13,486iApproximate average salary by contribution assumption: employee only about $337,154 at 4% or $224,769 at 6%; with 50% employer match about $224,769 at 4% or $149,846 at 6%; with 100% employer match about $168,577 at 4% or $112,385 at 6%.
Southwest Strategies LLC 401(K) Ps Plan-48$6,038,399$483,336$10,070iApproximate average salary by contribution assumption: employee only about $251,738 at 4% or $167,825 at 6%; with 50% employer match about $167,825 at 4% or $111,883 at 6%; with 100% employer match about $125,869 at 4% or $83,913 at 6%.
SOUTHWEST STRATEGIES, LLC CASH BALANCE PLAN-34$453,122$164,000$4,824iApproximate average salary by contribution assumption: employee only about $120,588 at 4% or $80,392 at 6%; with 50% employer match about $80,392 at 4% or $53,595 at 6%; with 100% employer match about $60,294 at 4% or $40,196 at 6%.
2020242$5,190,091$584,056$13,906iApproximate average salary by contribution assumption: employee only about $347,652 at 4% or $231,768 at 6%; with 50% employer match about $231,768 at 4% or $154,512 at 6%; with 100% employer match about $173,826 at 4% or $115,884 at 6%.
Southwest Strategies LLC 401(K) Ps Plan-42$4,917,003$434,056$10,335iApproximate average salary by contribution assumption: employee only about $258,367 at 4% or $172,244 at 6%; with 50% employer match about $172,244 at 4% or $114,830 at 6%; with 100% employer match about $129,183 at 4% or $86,122 at 6%.
SOUTHWEST STRATEGIES, LLC CASH BALANCE PLAN-36$273,088$150,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
2019241$3,835,844$496,299$12,105iApproximate average salary by contribution assumption: employee only about $302,621 at 4% or $201,748 at 6%; with 50% employer match about $201,748 at 4% or $134,498 at 6%; with 100% employer match about $151,311 at 4% or $100,874 at 6%.
Southwest Strategies LLC 401(K) Ps Plan-41$3,731,844$392,299$9,568iApproximate average salary by contribution assumption: employee only about $239,207 at 4% or $159,471 at 6%; with 50% employer match about $159,471 at 4% or $106,314 at 6%; with 100% employer match about $119,603 at 4% or $79,736 at 6%.
SOUTHWEST STRATEGIES, LLC CASH BALANCE PLAN-30$104,000$104,000$3,467iApproximate average salary by contribution assumption: employee only about $86,667 at 4% or $57,778 at 6%; with 50% employer match about $57,778 at 4% or $38,519 at 6%; with 100% employer match about $43,333 at 4% or $28,889 at 6%.
2018135$3,178,320$421,042$12,030iApproximate average salary by contribution assumption: employee only about $300,744 at 4% or $200,496 at 6%; with 50% employer match about $200,496 at 4% or $133,664 at 6%; with 100% employer match about $150,372 at 4% or $100,248 at 6%.
Southwest Strategies LLC 401(K) Ps Plan-35$3,178,320$421,042$12,030iApproximate average salary by contribution assumption: employee only about $300,744 at 4% or $200,496 at 6%; with 50% employer match about $200,496 at 4% or $133,664 at 6%; with 100% employer match about $150,372 at 4% or $100,248 at 6%.
2017140$3,103,408$375,123$9,378iApproximate average salary by contribution assumption: employee only about $234,452 at 4% or $156,301 at 6%; with 50% employer match about $156,301 at 4% or $104,201 at 6%; with 100% employer match about $117,226 at 4% or $78,151 at 6%.
Southwest Strategies LLC 401(K) Ps Plan-40$3,103,408$375,123$9,378iApproximate average salary by contribution assumption: employee only about $234,452 at 4% or $156,301 at 6%; with 50% employer match about $156,301 at 4% or $104,201 at 6%; with 100% employer match about $117,226 at 4% or $78,151 at 6%.
2016134$3,358,476$356,711$10,492iApproximate average salary by contribution assumption: employee only about $262,288 at 4% or $174,858 at 6%; with 50% employer match about $174,858 at 4% or $116,572 at 6%; with 100% employer match about $131,144 at 4% or $87,429 at 6%.
Southwest Strategies LLC 401(K) Ps Plan-34$3,358,476$356,711$10,492iApproximate average salary by contribution assumption: employee only about $262,288 at 4% or $174,858 at 6%; with 50% employer match about $174,858 at 4% or $116,572 at 6%; with 100% employer match about $131,144 at 4% or $87,429 at 6%.
2015131$2,595,898$321,917$10,384iApproximate average salary by contribution assumption: employee only about $259,610 at 4% or $173,074 at 6%; with 50% employer match about $173,074 at 4% or $115,382 at 6%; with 100% employer match about $129,805 at 4% or $86,537 at 6%.
Southwest Strategies LLC 401(K) Ps Plan-31$2,595,898$321,917$10,384iApproximate average salary by contribution assumption: employee only about $259,610 at 4% or $173,074 at 6%; with 50% employer match about $173,074 at 4% or $115,382 at 6%; with 100% employer match about $129,805 at 4% or $86,537 at 6%.
2014124$2,342,413$123,437$5,143iApproximate average salary by contribution assumption: employee only about $128,580 at 4% or $85,720 at 6%; with 50% employer match about $85,720 at 4% or $57,147 at 6%; with 100% employer match about $64,290 at 4% or $42,860 at 6%.
Southwest Strategies LLC 401(K) Ps Plan-24$2,342,413$123,437$5,143iApproximate average salary by contribution assumption: employee only about $128,580 at 4% or $85,720 at 6%; with 50% employer match about $85,720 at 4% or $57,147 at 6%; with 100% employer match about $64,290 at 4% or $42,860 at 6%.
201310$0$34,308-
Southwest Strategies LLC 401K Profit Sharing Plan and Trust-0$0$34,308-
2012130$2,140,862$250,223$8,341iApproximate average salary by contribution assumption: employee only about $208,519 at 4% or $139,013 at 6%; with 50% employer match about $139,013 at 4% or $92,675 at 6%; with 100% employer match about $104,260 at 4% or $69,506 at 6%.
Southwest Strategies LLC 401K Profit Sharing Plan and Trust-30$2,140,862$250,223$8,341iApproximate average salary by contribution assumption: employee only about $208,519 at 4% or $139,013 at 6%; with 50% employer match about $139,013 at 4% or $92,675 at 6%; with 100% employer match about $104,260 at 4% or $69,506 at 6%.
2011127$1,762,696$232,189$8,600iApproximate average salary by contribution assumption: employee only about $214,990 at 4% or $143,327 at 6%; with 50% employer match about $143,327 at 4% or $95,551 at 6%; with 100% employer match about $107,495 at 4% or $71,663 at 6%.
Southwest Strategies LLC 401K Profit Sharing Plan and Trust-27$1,762,696$232,189$8,600iApproximate average salary by contribution assumption: employee only about $214,990 at 4% or $143,327 at 6%; with 50% employer match about $143,327 at 4% or $95,551 at 6%; with 100% employer match about $107,495 at 4% or $71,663 at 6%.
2010121$1,654,779$253,653$12,079iApproximate average salary by contribution assumption: employee only about $301,968 at 4% or $201,312 at 6%; with 50% employer match about $201,312 at 4% or $134,208 at 6%; with 100% employer match about $150,984 at 4% or $100,656 at 6%.
Southwest Strategies LLC 401K Profit Sharing Plan and Trust-21$1,654,779$253,653$12,079iApproximate average salary by contribution assumption: employee only about $301,968 at 4% or $201,312 at 6%; with 50% employer match about $201,312 at 4% or $134,208 at 6%; with 100% employer match about $150,984 at 4% or $100,656 at 6%.
2009125$1,326,518$252,143$10,086iApproximate average salary by contribution assumption: employee only about $252,143 at 4% or $168,095 at 6%; with 50% employer match about $168,095 at 4% or $112,064 at 6%; with 100% employer match about $126,071 at 4% or $84,048 at 6%.
Southwest Strategies LLC 401K Profit Sharing Plan and Trust-25$1,326,518$252,143$10,086iApproximate average salary by contribution assumption: employee only about $252,143 at 4% or $168,095 at 6%; with 50% employer match about $168,095 at 4% or $112,064 at 6%; with 100% employer match about $126,071 at 4% or $84,048 at 6%.
2008118$1,100,631$235,453$13,081iApproximate average salary by contribution assumption: employee only about $327,018 at 4% or $218,012 at 6%; with 50% employer match about $218,012 at 4% or $145,341 at 6%; with 100% employer match about $163,509 at 4% or $109,006 at 6%.
Southwest Strategies LLC 401K Profit Sharing Plan and Trust-18$1,100,631$235,453$13,081iApproximate average salary by contribution assumption: employee only about $327,018 at 4% or $218,012 at 6%; with 50% employer match about $218,012 at 4% or $145,341 at 6%; with 100% employer match about $163,509 at 4% or $109,006 at 6%.
2007119$0$0-
Southwest Strategies LLC 401K Profit Sharing Plan and Trust-19---
2006117$898,670$260,227$15,307iApproximate average salary by contribution assumption: employee only about $382,687 at 4% or $255,125 at 6%; with 50% employer match about $255,125 at 4% or $170,083 at 6%; with 100% employer match about $191,343 at 4% or $127,562 at 6%.
Southwest Strategies LLC 401K Profit Sharing Plan and Trust-17$898,670$260,227$15,307iApproximate average salary by contribution assumption: employee only about $382,687 at 4% or $255,125 at 6%; with 50% employer match about $255,125 at 4% or $170,083 at 6%; with 100% employer match about $191,343 at 4% or $127,562 at 6%.
2005113$561,487$210,153$16,166iApproximate average salary by contribution assumption: employee only about $404,140 at 4% or $269,427 at 6%; with 50% employer match about $269,427 at 4% or $179,618 at 6%; with 100% employer match about $202,070 at 4% or $134,713 at 6%.
Southwest Strategies LLC 401K Profit Sharing Plan and Trust-13$561,487$210,153$16,166iApproximate average salary by contribution assumption: employee only about $404,140 at 4% or $269,427 at 6%; with 50% employer match about $269,427 at 4% or $179,618 at 6%; with 100% employer match about $202,070 at 4% or $134,713 at 6%.
2004110$341,123$284,390$28,439iApproximate average salary by contribution assumption: employee only about $710,975 at 4% or $473,983 at 6%; with 50% employer match about $473,983 at 4% or $315,989 at 6%; with 100% employer match about $355,488 at 4% or $236,992 at 6%.
Southwest Strategies LLC 401K Profit Sharing Plan and Trust-10$341,123$284,390$28,439iApproximate average salary by contribution assumption: employee only about $710,975 at 4% or $473,983 at 6%; with 50% employer match about $473,983 at 4% or $315,989 at 6%; with 100% employer match about $355,488 at 4% or $236,992 at 6%.
200319$51,445$48,940$5,438iApproximate average salary by contribution assumption: employee only about $135,944 at 4% or $90,630 at 6%; with 50% employer match about $90,630 at 4% or $60,420 at 6%; with 100% employer match about $67,972 at 4% or $45,315 at 6%.
Southwest Strategies LLC 401K Profit Sharing Plan and Trust-9$51,445$48,940$5,438iApproximate average salary by contribution assumption: employee only about $135,944 at 4% or $90,630 at 6%; with 50% employer match about $90,630 at 4% or $60,420 at 6%; with 100% employer match about $67,972 at 4% or $45,315 at 6%.