Sourcewest Partners
Plan context: Sourcewest Partners 401 K Profit Sharing Plan Trust
EIN 45-4893729 • San Diego, CA • 6 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,244,953
2024 Contributions
$97,400
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 | 2 | $1,244,953 | $0 | - |
| Sourcewest Partners 401 K Profit Sharing Plan Trust | - | 2 | $1,244,953 | $0 | - |
| 2018 | 1 | 2 | $781,521 | $97,400 | $48,700iApproximate average salary by contribution assumption: employee only about $1,217,500 at 4% or $811,667 at 6%; with 50% employer match about $811,667 at 4% or $541,111 at 6%; with 100% employer match about $608,750 at 4% or $405,833 at 6%. |
| Sourcewest Partners 401 K Profit Sharing Plan Trust | - | 2 | $781,521 | $97,400 | $48,700iApproximate average salary by contribution assumption: employee only about $1,217,500 at 4% or $811,667 at 6%; with 50% employer match about $811,667 at 4% or $541,111 at 6%; with 100% employer match about $608,750 at 4% or $405,833 at 6%. |
| 2017 | 1 | 2 | $715,223 | $118,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| Sourcewest Partners 401 K Profit Sharing Plan Trust | - | 2 | $715,223 | $118,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| 2016 | 1 | 2 | $516,356 | $116,400 | $58,200iApproximate average salary by contribution assumption: employee only about $1,455,000 at 4% or $970,000 at 6%; with 50% employer match about $970,000 at 4% or $646,667 at 6%; with 100% employer match about $727,500 at 4% or $485,000 at 6%. |
| Sourcewest Partners 401 K Profit Sharing Plan Trust | - | 2 | $516,356 | $116,400 | $58,200iApproximate average salary by contribution assumption: employee only about $1,455,000 at 4% or $970,000 at 6%; with 50% employer match about $970,000 at 4% or $646,667 at 6%; with 100% employer match about $727,500 at 4% or $485,000 at 6%. |
| 2014 | 1 | 2 | $268,012 | $109,224 | $54,612iApproximate average salary by contribution assumption: employee only about $1,365,300 at 4% or $910,200 at 6%; with 50% employer match about $910,200 at 4% or $606,800 at 6%; with 100% employer match about $682,650 at 4% or $455,100 at 6%. |
| Sourcewest Partners 401 K Profit Sharing Plan Trust | - | 2 | $268,012 | $109,224 | $54,612iApproximate average salary by contribution assumption: employee only about $1,365,300 at 4% or $910,200 at 6%; with 50% employer match about $910,200 at 4% or $606,800 at 6%; with 100% employer match about $682,650 at 4% or $455,100 at 6%. |
| 2013 | 1 | 2 | $141,126 | $84,610 | $42,305iApproximate average salary by contribution assumption: employee only about $1,057,625 at 4% or $705,083 at 6%; with 50% employer match about $705,083 at 4% or $470,056 at 6%; with 100% employer match about $528,813 at 4% or $352,542 at 6%. |
| Sourcewest Partners 401 K Profit Sharing Plan Trust | - | 2 | $141,126 | $84,610 | $42,305iApproximate average salary by contribution assumption: employee only about $1,057,625 at 4% or $705,083 at 6%; with 50% employer match about $705,083 at 4% or $470,056 at 6%; with 100% employer match about $528,813 at 4% or $352,542 at 6%. |