Southwest Securities Inc.
Plan context: RALPH W. ROSE, D.D.S. PROFIT SHARING PLAN
EIN 75-1382137 • Lufkin, TX • 12 filings • 6 plans
Current Snapshot
Latest Year
2015
2015 Participants
4
2015 Assets
$398,243
2015 Contributions
$59,199
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| SOUTHWEST SECURITIES, INC. 401(K) PROFIT SHARING PLAN | - | 0 | - | - | - |
| 2011 | 1 | 4 | $398,243 | $59,199 | $14,800iApproximate average salary by contribution assumption: employee only about $369,994 at 4% or $246,663 at 6%; with 50% employer match about $246,663 at 4% or $164,442 at 6%; with 100% employer match about $184,997 at 4% or $123,331 at 6%. |
| RALPH W. ROSE, D.D.S. PROFIT SHARING PLAN | - | 4 | $398,243 | $59,199 | $14,800iApproximate average salary by contribution assumption: employee only about $369,994 at 4% or $246,663 at 6%; with 50% employer match about $246,663 at 4% or $164,442 at 6%; with 100% employer match about $184,997 at 4% or $123,331 at 6%. |
| 2010 | 1 | 3 | $341,180 | $26,761 | $8,920iApproximate average salary by contribution assumption: employee only about $223,008 at 4% or $148,672 at 6%; with 50% employer match about $148,672 at 4% or $99,115 at 6%; with 100% employer match about $111,504 at 4% or $74,336 at 6%. |
| RALPH W. ROSE, D.D.S. PROFIT SHARING PLAN | - | 3 | $341,180 | $26,761 | $8,920iApproximate average salary by contribution assumption: employee only about $223,008 at 4% or $148,672 at 6%; with 50% employer match about $148,672 at 4% or $99,115 at 6%; with 100% employer match about $111,504 at 4% or $74,336 at 6%. |
| 2003 | 2 | 0 | $0 | $0 | - |
| Southwest Securities Inc. Group Health Welfare Benefit Plan | - | 0 | - | - | - |
| SOUTHWEST SECURITIES, INC. FLEXIBLE BENEFIT PLAN | - | 0 | - | - | - |
| 2002 | 2 | 880 | $0 | $0 | - |
| SOUTHWEST SECURITIES, INC. FLEXIBLE BENEFIT PLAN | - | 201 | - | - | - |
| Southwest Securities Inc. Group Health Welfare Benefit Plan | - | 880 | - | - | - |
| 2001 | 2 | 959 | $0 | $0 | - |
| SOUTHWEST SECURITIES, INC. FLEXIBLE BENEFIT PLAN | - | 0 | - | - | - |
| Southwest Securities Inc. Group Health Welfare Benefit Plan | - | 959 | - | - | - |
| 2000 | 1 | 998 | $0 | $0 | - |
| Southwest Securities Inc. Group Health Welfare Benefit Plan | - | 998 | - | - | - |
| 1999 | 2 | 876 | $64,659,968 | $6,157,238 | $7,029iApproximate average salary by contribution assumption: employee only about $175,720 at 4% or $117,147 at 6%; with 50% employer match about $117,147 at 4% or $78,098 at 6%; with 100% employer match about $87,860 at 4% or $58,573 at 6%. |
| Southwest Securities Inc. Profit Sharing Plan | - | 793 | $64,659,968 | $6,157,238 | $7,764iApproximate average salary by contribution assumption: employee only about $194,112 at 4% or $129,408 at 6%; with 50% employer match about $129,408 at 4% or $86,272 at 6%; with 100% employer match about $97,056 at 4% or $64,704 at 6%. |
| Southwest Securities Inc. Group Health Welfare Benefit Plan | - | 876 | - | - | - |