Civic Intelligence

D & D Southwest

Plan context: D & D Southwest Cash Balance Plan

EIN 40-0000024 • Albuquerque, NM • 8 filings • 2 plans

7426 Sefton Road SWAlbuquerque, NM 87105
Current Snapshot

Latest Year

2017

2017 Participants

4

2017 Assets

$306,728

2017 Contributions

$344,491

Historical Graphs

Total Assets Over Time

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

$357,090$178,545$0201320152016YearValue
$306,728Latest year 2016

Participants Over Time

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

420201320152016YearValue
4Latest 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$0-
D & D Southwest Cash Balance Plan-0$0$0-
201614$306,728$0-
D & D Southwest Cash Balance Plan-4$306,728$0-
201524$302,912$0-
D & D Southwest Cash Balance Plan-4$302,912$0-
D & D SOUTHWEST PROFIT SHARING PLAN-0$0$0-
201424$357,090$0-
D & D Southwest Cash Balance Plan-4$321,250$0-
D & D SOUTHWEST PROFIT SHARING PLAN-2$35,840$0-
201324$344,491$344,491$86,123iApproximate average salary by contribution assumption: employee only about $2,153,069 at 4% or $1,435,379 at 6%; with 50% employer match about $1,435,379 at 4% or $956,919 at 6%; with 100% employer match about $1,076,534 at 4% or $717,690 at 6%.
D & D Southwest Cash Balance Plan-4$309,938$309,938$77,485iApproximate average salary by contribution assumption: employee only about $1,937,113 at 4% or $1,291,408 at 6%; with 50% employer match about $1,291,408 at 4% or $860,939 at 6%; with 100% employer match about $968,556 at 4% or $645,704 at 6%.
D & D SOUTHWEST PROFIT SHARING PLAN-2$34,553$34,553$17,277iApproximate average salary by contribution assumption: employee only about $431,913 at 4% or $287,942 at 6%; with 50% employer match about $287,942 at 4% or $191,961 at 6%; with 100% employer match about $215,956 at 4% or $143,971 at 6%.