Civic Intelligence

Southwick Associates Inc.

Plan context: Southwick Associates 401(K) Plan

EIN 59-3536215 • Fernandina Beach, FL • 11 filings • 1 plans

PO Box 6435Fernandina Beach, FL 32035
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$1,634,753

2024 Contributions

$199,466

Historical Graphs

Total Assets Over Time

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

$1,634,753$817,377$0201420192024YearValue
$1,634,753Latest year 2024

Participants Over Time

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

1580201420192024YearValue
12Latest 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
2024112$1,634,753$199,466$16,622iApproximate average salary by contribution assumption: employee only about $415,554 at 4% or $277,036 at 6%; with 50% employer match about $277,036 at 4% or $184,691 at 6%; with 100% employer match about $207,777 at 4% or $138,518 at 6%.
Southwick Associates 401(K) Plan-12$1,634,753$199,466$16,622iApproximate average salary by contribution assumption: employee only about $415,554 at 4% or $277,036 at 6%; with 50% employer match about $277,036 at 4% or $184,691 at 6%; with 100% employer match about $207,777 at 4% or $138,518 at 6%.
2023111$1,289,888$180,977$16,452iApproximate average salary by contribution assumption: employee only about $411,311 at 4% or $274,208 at 6%; with 50% employer match about $274,208 at 4% or $182,805 at 6%; with 100% employer match about $205,656 at 4% or $137,104 at 6%.
Southwick Associates 401(K) Plan-11$1,289,888$180,977$16,452iApproximate average salary by contribution assumption: employee only about $411,311 at 4% or $274,208 at 6%; with 50% employer match about $274,208 at 4% or $182,805 at 6%; with 100% employer match about $205,656 at 4% or $137,104 at 6%.
202218$970,474$160,258$20,032iApproximate average salary by contribution assumption: employee only about $500,806 at 4% or $333,871 at 6%; with 50% employer match about $333,871 at 4% or $222,581 at 6%; with 100% employer match about $250,403 at 4% or $166,935 at 6%.
Southwick Associates 401(K) Plan-8$970,474$160,258$20,032iApproximate average salary by contribution assumption: employee only about $500,806 at 4% or $333,871 at 6%; with 50% employer match about $333,871 at 4% or $222,581 at 6%; with 100% employer match about $250,403 at 4% or $166,935 at 6%.
2021113$1,242,950$167,709$12,901iApproximate average salary by contribution assumption: employee only about $322,517 at 4% or $215,012 at 6%; with 50% employer match about $215,012 at 4% or $143,341 at 6%; with 100% employer match about $161,259 at 4% or $107,506 at 6%.
Southwick Associates 401(K) Plan-13$1,242,950$167,709$12,901iApproximate average salary by contribution assumption: employee only about $322,517 at 4% or $215,012 at 6%; with 50% employer match about $215,012 at 4% or $143,341 at 6%; with 100% employer match about $161,259 at 4% or $107,506 at 6%.
2020112$1,195,751$158,919$13,243iApproximate average salary by contribution assumption: employee only about $331,081 at 4% or $220,721 at 6%; with 50% employer match about $220,721 at 4% or $147,147 at 6%; with 100% employer match about $165,541 at 4% or $110,360 at 6%.
Southwick Associates 401(K) Plan-12$1,195,751$158,919$13,243iApproximate average salary by contribution assumption: employee only about $331,081 at 4% or $220,721 at 6%; with 50% employer match about $220,721 at 4% or $147,147 at 6%; with 100% employer match about $165,541 at 4% or $110,360 at 6%.
2019112$987,054$149,450$12,454iApproximate average salary by contribution assumption: employee only about $311,354 at 4% or $207,569 at 6%; with 50% employer match about $207,569 at 4% or $138,380 at 6%; with 100% employer match about $155,677 at 4% or $103,785 at 6%.
Southwick Associates 401(K) Plan-12$987,054$149,450$12,454iApproximate average salary by contribution assumption: employee only about $311,354 at 4% or $207,569 at 6%; with 50% employer match about $207,569 at 4% or $138,380 at 6%; with 100% employer match about $155,677 at 4% or $103,785 at 6%.
2018115$742,022$149,984$9,999iApproximate average salary by contribution assumption: employee only about $249,973 at 4% or $166,649 at 6%; with 50% employer match about $166,649 at 4% or $111,099 at 6%; with 100% employer match about $124,987 at 4% or $83,324 at 6%.
Southwick Associates 401(K) Plan-15$742,022$149,984$9,999iApproximate average salary by contribution assumption: employee only about $249,973 at 4% or $166,649 at 6%; with 50% employer match about $166,649 at 4% or $111,099 at 6%; with 100% employer match about $124,987 at 4% or $83,324 at 6%.
2017113$666,039$146,759$11,289iApproximate average salary by contribution assumption: employee only about $282,229 at 4% or $188,153 at 6%; with 50% employer match about $188,153 at 4% or $125,435 at 6%; with 100% employer match about $141,114 at 4% or $94,076 at 6%.
Southwick Associates 401(K) Plan-13$666,039$146,759$11,289iApproximate average salary by contribution assumption: employee only about $282,229 at 4% or $188,153 at 6%; with 50% employer match about $188,153 at 4% or $125,435 at 6%; with 100% employer match about $141,114 at 4% or $94,076 at 6%.
2016112$456,335$132,721$11,060iApproximate average salary by contribution assumption: employee only about $276,502 at 4% or $184,335 at 6%; with 50% employer match about $184,335 at 4% or $122,890 at 6%; with 100% employer match about $138,251 at 4% or $92,167 at 6%.
Southwick Associates 401(K) Plan-12$456,335$132,721$11,060iApproximate average salary by contribution assumption: employee only about $276,502 at 4% or $184,335 at 6%; with 50% employer match about $184,335 at 4% or $122,890 at 6%; with 100% employer match about $138,251 at 4% or $92,167 at 6%.
2015112$300,229$162,854$13,571iApproximate average salary by contribution assumption: employee only about $339,279 at 4% or $226,186 at 6%; with 50% employer match about $226,186 at 4% or $150,791 at 6%; with 100% employer match about $169,640 at 4% or $113,093 at 6%.
Southwick Associates 401(K) Plan-12$300,229$162,854$13,571iApproximate average salary by contribution assumption: employee only about $339,279 at 4% or $226,186 at 6%; with 50% employer match about $226,186 at 4% or $150,791 at 6%; with 100% employer match about $169,640 at 4% or $113,093 at 6%.
201419$139,665$138,937$15,437iApproximate average salary by contribution assumption: employee only about $385,936 at 4% or $257,291 at 6%; with 50% employer match about $257,291 at 4% or $171,527 at 6%; with 100% employer match about $192,968 at 4% or $128,645 at 6%.
Southwick Associates 401(K) Plan-9$139,665$138,937$15,437iApproximate average salary by contribution assumption: employee only about $385,936 at 4% or $257,291 at 6%; with 50% employer match about $257,291 at 4% or $171,527 at 6%; with 100% employer match about $192,968 at 4% or $128,645 at 6%.