Civic Intelligence

First Southwest Company

Plan context: First Southwest Company Employees Retirement Plan

EIN 75-0708002 • Dallas, TX • 39 filings • 5 plans

325 North Saint Paul StreetSuite 800Dallas, TX 75201
Current Snapshot

Latest Year

2015

2015 Participants

401

2015 Assets

$65,147,865

2015 Contributions

$5,110,546

Historical Graphs

Total Assets Over Time

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

$65,147,865$32,573,933$0199920072014YearValue
$65,147,865Latest year 2014

Participants Over Time

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

4012010199920072014YearValue
401Latest year 2014

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
201510$0$5,110,546-
First Southwest Company Employees Retirement Plan-0-$5,110,546-
20141401$65,147,865$5,156,195$12,858iApproximate average salary by contribution assumption: employee only about $321,459 at 4% or $214,306 at 6%; with 50% employer match about $214,306 at 4% or $142,870 at 6%; with 100% employer match about $160,729 at 4% or $107,153 at 6%.
First Southwest Company Employees Retirement Plan-401$65,147,865$5,156,195$12,858iApproximate average salary by contribution assumption: employee only about $321,459 at 4% or $214,306 at 6%; with 50% employer match about $214,306 at 4% or $142,870 at 6%; with 100% employer match about $160,729 at 4% or $107,153 at 6%.
20131364$57,901,149$4,836,040$13,286iApproximate average salary by contribution assumption: employee only about $332,146 at 4% or $221,430 at 6%; with 50% employer match about $221,430 at 4% or $147,620 at 6%; with 100% employer match about $166,073 at 4% or $110,715 at 6%.
First Southwest Company Employees Retirement Plan-364$57,901,149$4,836,040$13,286iApproximate average salary by contribution assumption: employee only about $332,146 at 4% or $221,430 at 6%; with 50% employer match about $221,430 at 4% or $147,620 at 6%; with 100% employer match about $166,073 at 4% or $110,715 at 6%.
20121375$46,138,790$4,671,343$12,457iApproximate average salary by contribution assumption: employee only about $311,423 at 4% or $207,615 at 6%; with 50% employer match about $207,615 at 4% or $138,410 at 6%; with 100% employer match about $155,711 at 4% or $103,808 at 6%.
First Southwest Company Employees Retirement Plan-375$46,138,790$4,671,343$12,457iApproximate average salary by contribution assumption: employee only about $311,423 at 4% or $207,615 at 6%; with 50% employer match about $207,615 at 4% or $138,410 at 6%; with 100% employer match about $155,711 at 4% or $103,808 at 6%.
20111347$38,039,895$3,963,751$11,423iApproximate average salary by contribution assumption: employee only about $285,573 at 4% or $190,382 at 6%; with 50% employer match about $190,382 at 4% or $126,921 at 6%; with 100% employer match about $142,786 at 4% or $95,191 at 6%.
First Southwest Company Employees Retirement Plan-347$38,039,895$3,963,751$11,423iApproximate average salary by contribution assumption: employee only about $285,573 at 4% or $190,382 at 6%; with 50% employer match about $190,382 at 4% or $126,921 at 6%; with 100% employer match about $142,786 at 4% or $95,191 at 6%.
20103340$37,473,267$4,041,611$11,887iApproximate average salary by contribution assumption: employee only about $297,177 at 4% or $198,118 at 6%; with 50% employer match about $198,118 at 4% or $132,079 at 6%; with 100% employer match about $148,589 at 4% or $99,059 at 6%.
First Southwest Company Employees Retirement Plan-340$37,473,267$4,041,611$11,887iApproximate average salary by contribution assumption: employee only about $297,177 at 4% or $198,118 at 6%; with 50% employer match about $198,118 at 4% or $132,079 at 6%; with 100% employer match about $148,589 at 4% or $99,059 at 6%.
FIRST SOUTHWEST COMPANY FLEXPLUS CAFETERIA PLAN-0---
FIRST SOUTHWEST COMPANY EMPLOYEE BENEFIT PLAN-0---
20093359$31,002,286$3,721,632$10,367iApproximate average salary by contribution assumption: employee only about $259,167 at 4% or $172,778 at 6%; with 50% employer match about $172,778 at 4% or $115,185 at 6%; with 100% employer match about $129,583 at 4% or $86,389 at 6%.
First Southwest Company Employees Retirement Plan-330$31,002,286$3,721,632$11,278iApproximate average salary by contribution assumption: employee only about $281,942 at 4% or $187,961 at 6%; with 50% employer match about $187,961 at 4% or $125,307 at 6%; with 100% employer match about $140,971 at 4% or $93,981 at 6%.
FIRST SOUTHWEST COMPANY EMPLOYEE BENEFIT PLAN-359---
FIRST SOUTHWEST COMPANY FLEXPLUS CAFETERIA PLAN-192---
20083348$24,171,259$3,754,712$10,789iApproximate average salary by contribution assumption: employee only about $269,735 at 4% or $179,823 at 6%; with 50% employer match about $179,823 at 4% or $119,882 at 6%; with 100% employer match about $134,868 at 4% or $89,912 at 6%.
First Southwest Company Employees Retirement Plan-328$24,171,259$3,754,712$11,447iApproximate average salary by contribution assumption: employee only about $286,182 at 4% or $190,788 at 6%; with 50% employer match about $190,788 at 4% or $127,192 at 6%; with 100% employer match about $143,091 at 4% or $95,394 at 6%.
FIRST SOUTHWEST COMPANY EMPLOYEE BENEFIT PLAN-348---
FIRST SOUTHWEST COMPANY FLEXPLUS CAFETERIA PLAN-175---
20073348$32,942,835$3,825,288$10,992iApproximate average salary by contribution assumption: employee only about $274,805 at 4% or $183,203 at 6%; with 50% employer match about $183,203 at 4% or $122,136 at 6%; with 100% employer match about $137,403 at 4% or $91,602 at 6%.
First Southwest Company Employees Retirement Plan-316$32,942,835$3,825,288$12,105iApproximate average salary by contribution assumption: employee only about $302,634 at 4% or $201,756 at 6%; with 50% employer match about $201,756 at 4% or $134,504 at 6%; with 100% employer match about $151,317 at 4% or $100,878 at 6%.
FIRST SOUTHWEST COMPANY FLEXPLUS CAFETERIA PLAN-175---
FIRST SOUTHWEST COMPANY EMPLOYEE BENEFIT PLAN-348---
20063343$28,303,224$3,453,586$10,069iApproximate average salary by contribution assumption: employee only about $251,719 at 4% or $167,813 at 6%; with 50% employer match about $167,813 at 4% or $111,875 at 6%; with 100% employer match about $125,860 at 4% or $83,906 at 6%.
First Southwest Company Employees Retirement Plan-312$28,303,224$3,453,586$11,069iApproximate average salary by contribution assumption: employee only about $276,730 at 4% or $184,486 at 6%; with 50% employer match about $184,486 at 4% or $122,991 at 6%; with 100% employer match about $138,365 at 4% or $92,243 at 6%.
FIRST SOUTHWEST COMPANY FLEXPLUS CAFETERIA PLAN-187---
FIRST SOUTHWEST COMPANY EMPLOYEE BENEFIT PLAN-343---
20053339$23,799,186$3,061,842$9,032iApproximate average salary by contribution assumption: employee only about $225,800 at 4% or $150,533 at 6%; with 50% employer match about $150,533 at 4% or $100,355 at 6%; with 100% employer match about $112,900 at 4% or $75,267 at 6%.
First Southwest Company Employees Retirement Plan-308$23,799,186$3,061,842$9,941iApproximate average salary by contribution assumption: employee only about $248,526 at 4% or $165,684 at 6%; with 50% employer match about $165,684 at 4% or $110,456 at 6%; with 100% employer match about $124,263 at 4% or $82,842 at 6%.
FIRST SOUTHWEST COMPANY FLEXPLUS CAFETERIA PLAN-175---
FIRST SOUTHWEST COMPANY EMPLOYEE BENEFIT PLAN-339---
20043303$20,124,985$2,619,598$8,646iApproximate average salary by contribution assumption: employee only about $216,138 at 4% or $144,092 at 6%; with 50% employer match about $144,092 at 4% or $96,062 at 6%; with 100% employer match about $108,069 at 4% or $72,046 at 6%.
First Southwest Company Employees Retirement Plan-294$20,124,985$2,619,598$8,910iApproximate average salary by contribution assumption: employee only about $222,755 at 4% or $148,503 at 6%; with 50% employer match about $148,503 at 4% or $99,002 at 6%; with 100% employer match about $111,377 at 4% or $74,252 at 6%.
FIRST SOUTHWEST COMPANY FLEXPLUS CAFETERIA PLAN-162---
FIRST SOUTHWEST COMPANY EMPLOYEE BENEFIT PLAN-303---
20033315$16,381,587$2,614,345$8,300iApproximate average salary by contribution assumption: employee only about $207,488 at 4% or $138,325 at 6%; with 50% employer match about $138,325 at 4% or $92,217 at 6%; with 100% employer match about $103,744 at 4% or $69,163 at 6%.
First Southwest Company Employees Retirement Plan-315$16,381,587$2,614,345$8,300iApproximate average salary by contribution assumption: employee only about $207,488 at 4% or $138,325 at 6%; with 50% employer match about $138,325 at 4% or $92,217 at 6%; with 100% employer match about $103,744 at 4% or $69,163 at 6%.
FIRST SOUTHWEST COMPANY FLEXPLUS CAFETERIA PLAN-124---
FIRST SOUTHWEST COMPANY EMPLOYEE BENEFIT PLAN-274---
20023277$11,550,148$2,304,862$8,321iApproximate average salary by contribution assumption: employee only about $208,020 at 4% or $138,680 at 6%; with 50% employer match about $138,680 at 4% or $92,453 at 6%; with 100% employer match about $104,010 at 4% or $69,340 at 6%.
First Southwest Company Employees Retirement Plan-277$11,550,148$2,304,862$8,321iApproximate average salary by contribution assumption: employee only about $208,020 at 4% or $138,680 at 6%; with 50% employer match about $138,680 at 4% or $92,453 at 6%; with 100% employer match about $104,010 at 4% or $69,340 at 6%.
FIRST SOUTHWEST COMPANY FLEXPLUS CAFETERIA PLAN-113---
FIRST SOUTHWEST COMPANY EMPLOYEE BENEFIT PLAN-264---
20013266$11,724,924$3,584,836$13,477iApproximate average salary by contribution assumption: employee only about $336,921 at 4% or $224,614 at 6%; with 50% employer match about $224,614 at 4% or $149,743 at 6%; with 100% employer match about $168,460 at 4% or $112,307 at 6%.
First Southwest Company Employees Retirement Plan-266$11,457,464$1,840,196$6,918iApproximate average salary by contribution assumption: employee only about $172,951 at 4% or $115,301 at 6%; with 50% employer match about $115,301 at 4% or $76,867 at 6%; with 100% employer match about $86,475 at 4% or $57,650 at 6%.
FIRST SOUTHWEST COMPANY EMPLOYEE BENEFIT PLAN-257$267,460$1,744,640$6,788iApproximate average salary by contribution assumption: employee only about $169,712 at 4% or $113,141 at 6%; with 50% employer match about $113,141 at 4% or $75,428 at 6%; with 100% employer match about $84,856 at 4% or $56,571 at 6%.
FIRST SOUTHWEST COMPANY FLEXPLUS CAFETERIA PLAN-116---
20003244$11,479,185$2,907,431$11,916iApproximate average salary by contribution assumption: employee only about $297,893 at 4% or $198,595 at 6%; with 50% employer match about $198,595 at 4% or $132,397 at 6%; with 100% employer match about $148,946 at 4% or $99,298 at 6%.
First Southwest Company Employees Retirement Plan-211$11,311,418$1,722,684$8,164iApproximate average salary by contribution assumption: employee only about $204,109 at 4% or $136,073 at 6%; with 50% employer match about $136,073 at 4% or $90,715 at 6%; with 100% employer match about $102,055 at 4% or $68,036 at 6%.
FIRST SOUTHWEST COMPANY EMPLOYEE BENEFIT PLAN TRUS-244$167,767$1,184,747$4,856iApproximate average salary by contribution assumption: employee only about $121,388 at 4% or $80,925 at 6%; with 50% employer match about $80,925 at 4% or $53,950 at 6%; with 100% employer match about $60,694 at 4% or $40,463 at 6%.
FIRST SOUTHWEST COMPANY FLEXPLUS CAFETERIA PLAN-114---
19991216$11,946,751$1,078,891$4,995iApproximate average salary by contribution assumption: employee only about $124,872 at 4% or $83,248 at 6%; with 50% employer match about $83,248 at 4% or $55,499 at 6%; with 100% employer match about $62,436 at 4% or $41,624 at 6%.
First Southwest Company Employees Retirement Plan-216$11,946,751$1,078,891$4,995iApproximate average salary by contribution assumption: employee only about $124,872 at 4% or $83,248 at 6%; with 50% employer match about $83,248 at 4% or $55,499 at 6%; with 100% employer match about $62,436 at 4% or $41,624 at 6%.