Southwest Stage Funding LLC
Plan context: Cascade Financial Services 401K Plan
EIN 52-2321476 • Mesa, AZ • 25 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
414
2024 Assets
$11,611,327
2024 Contributions
$2,142,227
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 | 2 | 414 | $11,611,327 | $2,142,227 | $5,174iApproximate average salary by contribution assumption: employee only about $129,362 at 4% or $86,241 at 6%; with 50% employer match about $86,241 at 4% or $57,494 at 6%; with 100% employer match about $64,681 at 4% or $43,121 at 6%. |
| Cascade Financial Services 401K Plan | - | 278 | $11,611,327 | $2,142,227 | $7,706iApproximate average salary by contribution assumption: employee only about $192,646 at 4% or $128,431 at 6%; with 50% employer match about $128,431 at 4% or $85,621 at 6%; with 100% employer match about $96,323 at 4% or $64,215 at 6%. |
| Southwest Stage | - | 414 | - | - | - |
| 2023 | 2 | 353 | $9,760,795 | $2,398,973 | $6,796iApproximate average salary by contribution assumption: employee only about $169,899 at 4% or $113,266 at 6%; with 50% employer match about $113,266 at 4% or $75,511 at 6%; with 100% employer match about $84,949 at 4% or $56,633 at 6%. |
| Cascade Financial Services 401K Plan | - | 353 | $9,760,795 | $2,398,973 | $6,796iApproximate average salary by contribution assumption: employee only about $169,899 at 4% or $113,266 at 6%; with 50% employer match about $113,266 at 4% or $75,511 at 6%; with 100% employer match about $84,949 at 4% or $56,633 at 6%. |
| Southwest Stage | - | 265 | - | - | - |
| 2022 | 2 | 602 | $6,744,331 | $2,334,885 | $3,879iApproximate average salary by contribution assumption: employee only about $96,964 at 4% or $64,642 at 6%; with 50% employer match about $64,642 at 4% or $43,095 at 6%; with 100% employer match about $48,482 at 4% or $32,321 at 6%. |
| Cascade Financial Services 401K Plan | - | 383 | $6,744,331 | $2,334,885 | $6,096iApproximate average salary by contribution assumption: employee only about $152,408 at 4% or $101,605 at 6%; with 50% employer match about $101,605 at 4% or $67,737 at 6%; with 100% employer match about $76,204 at 4% or $50,803 at 6%. |
| Southwest Stage | - | 602 | - | - | - |
| 2021 | 2 | 465 | $6,130,050 | $2,026,240 | $4,358iApproximate average salary by contribution assumption: employee only about $108,938 at 4% or $72,625 at 6%; with 50% employer match about $72,625 at 4% or $48,417 at 6%; with 100% employer match about $54,469 at 4% or $36,313 at 6%. |
| Cascade Financial Services 401K Plan | - | 465 | $6,130,050 | $2,026,240 | $4,358iApproximate average salary by contribution assumption: employee only about $108,938 at 4% or $72,625 at 6%; with 50% employer match about $72,625 at 4% or $48,417 at 6%; with 100% employer match about $54,469 at 4% or $36,313 at 6%. |
| Southwest Stage | - | 357 | - | - | - |
| 2020 | 2 | 569 | $3,885,682 | $1,219,448 | $2,143iApproximate average salary by contribution assumption: employee only about $53,579 at 4% or $35,719 at 6%; with 50% employer match about $35,719 at 4% or $23,813 at 6%; with 100% employer match about $26,789 at 4% or $17,860 at 6%. |
| Cascade Financial Services 401K Plan | - | 314 | $3,885,682 | $1,219,448 | $3,884iApproximate average salary by contribution assumption: employee only about $97,090 at 4% or $64,727 at 6%; with 50% employer match about $64,727 at 4% or $43,151 at 6%; with 100% employer match about $48,545 at 4% or $32,363 at 6%. |
| Southwest Stage | - | 569 | - | - | - |
| 2019 | 2 | 303 | $2,392,235 | $1,211,239 | $3,997iApproximate average salary by contribution assumption: employee only about $99,937 at 4% or $66,625 at 6%; with 50% employer match about $66,625 at 4% or $44,417 at 6%; with 100% employer match about $49,969 at 4% or $33,312 at 6%. |
| Cascade Financial Services 401K Plan | - | 303 | $2,392,235 | $1,211,239 | $3,997iApproximate average salary by contribution assumption: employee only about $99,937 at 4% or $66,625 at 6%; with 50% employer match about $66,625 at 4% or $44,417 at 6%; with 100% employer match about $49,969 at 4% or $33,312 at 6%. |
| Southwest Stage | - | 238 | - | - | - |
| 2018 | 2 | 328 | $1,178,891 | $697,185 | $2,126iApproximate average salary by contribution assumption: employee only about $53,139 at 4% or $35,426 at 6%; with 50% employer match about $35,426 at 4% or $23,617 at 6%; with 100% employer match about $26,570 at 4% or $17,713 at 6%. |
| Cascade Financial Services 401K Plan | - | 249 | $1,178,891 | $697,185 | $2,800iApproximate average salary by contribution assumption: employee only about $69,998 at 4% or $46,666 at 6%; with 50% employer match about $46,666 at 4% or $31,110 at 6%; with 100% employer match about $34,999 at 4% or $23,333 at 6%. |
| Southwest Stage | - | 328 | - | - | - |
| 2017 | 1 | 221 | $600,990 | $389,681 | $1,763iApproximate average salary by contribution assumption: employee only about $44,082 at 4% or $29,388 at 6%; with 50% employer match about $29,388 at 4% or $19,592 at 6%; with 100% employer match about $22,041 at 4% or $14,694 at 6%. |
| Cascade Financial Services 401K Plan | - | 221 | $600,990 | $389,681 | $1,763iApproximate average salary by contribution assumption: employee only about $44,082 at 4% or $29,388 at 6%; with 50% employer match about $29,388 at 4% or $19,592 at 6%; with 100% employer match about $22,041 at 4% or $14,694 at 6%. |
| 2016 | 1 | 153 | $164,365 | $158,302 | $1,035iApproximate average salary by contribution assumption: employee only about $25,866 at 4% or $17,244 at 6%; with 50% employer match about $17,244 at 4% or $11,496 at 6%; with 100% employer match about $12,933 at 4% or $8,622 at 6%. |
| Cascade Financial Services 401K Plan | - | 153 | $164,365 | $158,302 | $1,035iApproximate average salary by contribution assumption: employee only about $25,866 at 4% or $17,244 at 6%; with 50% employer match about $17,244 at 4% or $11,496 at 6%; with 100% employer match about $12,933 at 4% or $8,622 at 6%. |
| 2010 | 2 | 13 | $405,470 | $64,953 | $4,996iApproximate average salary by contribution assumption: employee only about $124,910 at 4% or $83,273 at 6%; with 50% employer match about $83,273 at 4% or $55,515 at 6%; with 100% employer match about $62,455 at 4% or $41,637 at 6%. |
| Southwest Stage Funding LLC | - | 13 | $405,470 | $64,953 | $4,996iApproximate average salary by contribution assumption: employee only about $124,910 at 4% or $83,273 at 6%; with 50% employer match about $83,273 at 4% or $55,515 at 6%; with 100% employer match about $62,455 at 4% or $41,637 at 6%. |
| Southwest Stage Funding LLC | - | 0 | $0 | $0 | - |
| 2009 | 1 | 13 | $322,949 | $60,654 | $4,666iApproximate average salary by contribution assumption: employee only about $116,642 at 4% or $77,762 at 6%; with 50% employer match about $77,762 at 4% or $51,841 at 6%; with 100% employer match about $58,321 at 4% or $38,881 at 6%. |
| Southwest Stage Funding LLC | - | 13 | $322,949 | $60,654 | $4,666iApproximate average salary by contribution assumption: employee only about $116,642 at 4% or $77,762 at 6%; with 50% employer match about $77,762 at 4% or $51,841 at 6%; with 100% employer match about $58,321 at 4% or $38,881 at 6%. |
| 2008 | 1 | 23 | $208,346 | $52,286 | $2,273iApproximate average salary by contribution assumption: employee only about $56,833 at 4% or $37,888 at 6%; with 50% employer match about $37,888 at 4% or $25,259 at 6%; with 100% employer match about $28,416 at 4% or $18,944 at 6%. |
| Southwest Stage Funding LLC | - | 23 | $208,346 | $52,286 | $2,273iApproximate average salary by contribution assumption: employee only about $56,833 at 4% or $37,888 at 6%; with 50% employer match about $37,888 at 4% or $25,259 at 6%; with 100% employer match about $28,416 at 4% or $18,944 at 6%. |
| 2007 | 1 | 28 | $263,066 | $57,725 | $2,062iApproximate average salary by contribution assumption: employee only about $51,540 at 4% or $34,360 at 6%; with 50% employer match about $34,360 at 4% or $22,907 at 6%; with 100% employer match about $25,770 at 4% or $17,180 at 6%. |
| Southwest Stage Funding LLC | - | 28 | $263,066 | $57,725 | $2,062iApproximate average salary by contribution assumption: employee only about $51,540 at 4% or $34,360 at 6%; with 50% employer match about $34,360 at 4% or $22,907 at 6%; with 100% employer match about $25,770 at 4% or $17,180 at 6%. |
| 2006 | 1 | 25 | $209,234 | $49,183 | $1,967iApproximate average salary by contribution assumption: employee only about $49,183 at 4% or $32,789 at 6%; with 50% employer match about $32,789 at 4% or $21,859 at 6%; with 100% employer match about $24,592 at 4% or $16,394 at 6%. |
| Southwest Stage Funding LLC | - | 25 | $209,234 | $49,183 | $1,967iApproximate average salary by contribution assumption: employee only about $49,183 at 4% or $32,789 at 6%; with 50% employer match about $32,789 at 4% or $21,859 at 6%; with 100% employer match about $24,592 at 4% or $16,394 at 6%. |
| 2005 | 1 | 20 | $176,203 | $45,081 | $2,254iApproximate average salary by contribution assumption: employee only about $56,351 at 4% or $37,568 at 6%; with 50% employer match about $37,568 at 4% or $25,045 at 6%; with 100% employer match about $28,176 at 4% or $18,784 at 6%. |
| Southwest Stage Funding LLC | - | 20 | $176,203 | $45,081 | $2,254iApproximate average salary by contribution assumption: employee only about $56,351 at 4% or $37,568 at 6%; with 50% employer match about $37,568 at 4% or $25,045 at 6%; with 100% employer match about $28,176 at 4% or $18,784 at 6%. |
| 2004 | 1 | 18 | $123,741 | $46,657 | $2,592iApproximate average salary by contribution assumption: employee only about $64,801 at 4% or $43,201 at 6%; with 50% employer match about $43,201 at 4% or $28,801 at 6%; with 100% employer match about $32,401 at 4% or $21,600 at 6%. |
| Southwest Stage Funding LLC | - | 18 | $123,741 | $46,657 | $2,592iApproximate average salary by contribution assumption: employee only about $64,801 at 4% or $43,201 at 6%; with 50% employer match about $43,201 at 4% or $28,801 at 6%; with 100% employer match about $32,401 at 4% or $21,600 at 6%. |
| 2003 | 1 | 13 | $95,006 | $84,570 | $6,505iApproximate average salary by contribution assumption: employee only about $162,635 at 4% or $108,423 at 6%; with 50% employer match about $108,423 at 4% or $72,282 at 6%; with 100% employer match about $81,317 at 4% or $54,212 at 6%. |
| Southwest Stage Funding LLC | - | 13 | $95,006 | $84,570 | $6,505iApproximate average salary by contribution assumption: employee only about $162,635 at 4% or $108,423 at 6%; with 50% employer match about $108,423 at 4% or $72,282 at 6%; with 100% employer match about $81,317 at 4% or $54,212 at 6%. |