Matthews Southwest
Plan context: Matthews Southwest 401K
EIN 75-2321197 • Lewisville, TX • 17 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
77
2024 Assets
$5,537,324
2024 Contributions
$544,978
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 | 77 | $5,537,324 | $544,978 | $7,078iApproximate average salary by contribution assumption: employee only about $176,941 at 4% or $117,961 at 6%; with 50% employer match about $117,961 at 4% or $78,640 at 6%; with 100% employer match about $88,470 at 4% or $58,980 at 6%. |
| Matthews Southwest 401K | - | 77 | $5,537,324 | $544,978 | $7,078iApproximate average salary by contribution assumption: employee only about $176,941 at 4% or $117,961 at 6%; with 50% employer match about $117,961 at 4% or $78,640 at 6%; with 100% employer match about $88,470 at 4% or $58,980 at 6%. |
| 2023 | 1 | 66 | $4,420,175 | $519,246 | $7,867iApproximate average salary by contribution assumption: employee only about $196,684 at 4% or $131,123 at 6%; with 50% employer match about $131,123 at 4% or $87,415 at 6%; with 100% employer match about $98,342 at 4% or $65,561 at 6%. |
| Matthews Southwest 401K | - | 66 | $4,420,175 | $519,246 | $7,867iApproximate average salary by contribution assumption: employee only about $196,684 at 4% or $131,123 at 6%; with 50% employer match about $131,123 at 4% or $87,415 at 6%; with 100% employer match about $98,342 at 4% or $65,561 at 6%. |
| 2022 | 1 | 63 | $3,400,283 | $516,260 | $8,195iApproximate average salary by contribution assumption: employee only about $204,865 at 4% or $136,577 at 6%; with 50% employer match about $136,577 at 4% or $91,051 at 6%; with 100% employer match about $102,433 at 4% or $68,288 at 6%. |
| Matthews Southwest 401K | - | 63 | $3,400,283 | $516,260 | $8,195iApproximate average salary by contribution assumption: employee only about $204,865 at 4% or $136,577 at 6%; with 50% employer match about $136,577 at 4% or $91,051 at 6%; with 100% employer match about $102,433 at 4% or $68,288 at 6%. |
| 2021 | 1 | 37 | $3,827,947 | $369,612 | $9,990iApproximate average salary by contribution assumption: employee only about $249,738 at 4% or $166,492 at 6%; with 50% employer match about $166,492 at 4% or $110,995 at 6%; with 100% employer match about $124,869 at 4% or $83,246 at 6%. |
| Matthews Southwest 401K | - | 37 | $3,827,947 | $369,612 | $9,990iApproximate average salary by contribution assumption: employee only about $249,738 at 4% or $166,492 at 6%; with 50% employer match about $166,492 at 4% or $110,995 at 6%; with 100% employer match about $124,869 at 4% or $83,246 at 6%. |
| 2020 | 1 | 35 | $3,056,313 | $575,979 | $16,457iApproximate average salary by contribution assumption: employee only about $411,414 at 4% or $274,276 at 6%; with 50% employer match about $274,276 at 4% or $182,850 at 6%; with 100% employer match about $205,707 at 4% or $137,138 at 6%. |
| Matthews Southwest 401K | - | 35 | $3,056,313 | $575,979 | $16,457iApproximate average salary by contribution assumption: employee only about $411,414 at 4% or $274,276 at 6%; with 50% employer match about $274,276 at 4% or $182,850 at 6%; with 100% employer match about $205,707 at 4% or $137,138 at 6%. |
| 2019 | 1 | 34 | $2,083,961 | $278,918 | $8,203iApproximate average salary by contribution assumption: employee only about $205,087 at 4% or $136,725 at 6%; with 50% employer match about $136,725 at 4% or $91,150 at 6%; with 100% employer match about $102,543 at 4% or $68,362 at 6%. |
| Matthews Southwest 401K | - | 34 | $2,083,961 | $278,918 | $8,203iApproximate average salary by contribution assumption: employee only about $205,087 at 4% or $136,725 at 6%; with 50% employer match about $136,725 at 4% or $91,150 at 6%; with 100% employer match about $102,543 at 4% or $68,362 at 6%. |
| 2018 | 1 | 28 | $1,496,424 | $322,232 | $11,508iApproximate average salary by contribution assumption: employee only about $287,707 at 4% or $191,805 at 6%; with 50% employer match about $191,805 at 4% or $127,870 at 6%; with 100% employer match about $143,854 at 4% or $95,902 at 6%. |
| Matthews Southwest 401K | - | 28 | $1,496,424 | $322,232 | $11,508iApproximate average salary by contribution assumption: employee only about $287,707 at 4% or $191,805 at 6%; with 50% employer match about $191,805 at 4% or $127,870 at 6%; with 100% employer match about $143,854 at 4% or $95,902 at 6%. |
| 2017 | 1 | 28 | $1,328,793 | $233,325 | $8,333iApproximate average salary by contribution assumption: employee only about $208,326 at 4% or $138,884 at 6%; with 50% employer match about $138,884 at 4% or $92,589 at 6%; with 100% employer match about $104,163 at 4% or $69,442 at 6%. |
| Matthews Southwest 401K | - | 28 | $1,328,793 | $233,325 | $8,333iApproximate average salary by contribution assumption: employee only about $208,326 at 4% or $138,884 at 6%; with 50% employer match about $138,884 at 4% or $92,589 at 6%; with 100% employer match about $104,163 at 4% or $69,442 at 6%. |
| 2016 | 1 | 24 | $1,013,835 | $223,920 | $9,330iApproximate average salary by contribution assumption: employee only about $233,250 at 4% or $155,500 at 6%; with 50% employer match about $155,500 at 4% or $103,667 at 6%; with 100% employer match about $116,625 at 4% or $77,750 at 6%. |
| Matthews Southwest 401K | - | 24 | $1,013,835 | $223,920 | $9,330iApproximate average salary by contribution assumption: employee only about $233,250 at 4% or $155,500 at 6%; with 50% employer match about $155,500 at 4% or $103,667 at 6%; with 100% employer match about $116,625 at 4% or $77,750 at 6%. |
| 2015 | 1 | 21 | $1,099,135 | $196,356 | $9,350iApproximate average salary by contribution assumption: employee only about $233,757 at 4% or $155,838 at 6%; with 50% employer match about $155,838 at 4% or $103,892 at 6%; with 100% employer match about $116,879 at 4% or $77,919 at 6%. |
| Matthews Southwest 401K | - | 21 | $1,099,135 | $196,356 | $9,350iApproximate average salary by contribution assumption: employee only about $233,757 at 4% or $155,838 at 6%; with 50% employer match about $155,838 at 4% or $103,892 at 6%; with 100% employer match about $116,879 at 4% or $77,919 at 6%. |
| 2014 | 1 | 19 | $911,979 | $148,484 | $7,815iApproximate average salary by contribution assumption: employee only about $195,374 at 4% or $130,249 at 6%; with 50% employer match about $130,249 at 4% or $86,833 at 6%; with 100% employer match about $97,687 at 4% or $65,125 at 6%. |
| Matthews Southwest 401K | - | 19 | $911,979 | $148,484 | $7,815iApproximate average salary by contribution assumption: employee only about $195,374 at 4% or $130,249 at 6%; with 50% employer match about $130,249 at 4% or $86,833 at 6%; with 100% employer match about $97,687 at 4% or $65,125 at 6%. |
| 2013 | 1 | 16 | $755,246 | $124,890 | $7,806iApproximate average salary by contribution assumption: employee only about $195,141 at 4% or $130,094 at 6%; with 50% employer match about $130,094 at 4% or $86,729 at 6%; with 100% employer match about $97,570 at 4% or $65,047 at 6%. |
| Matthews Southwest 401K | - | 16 | $755,246 | $124,890 | $7,806iApproximate average salary by contribution assumption: employee only about $195,141 at 4% or $130,094 at 6%; with 50% employer match about $130,094 at 4% or $86,729 at 6%; with 100% employer match about $97,570 at 4% or $65,047 at 6%. |
| 2012 | 1 | 17 | $612,575 | $146,907 | $8,642iApproximate average salary by contribution assumption: employee only about $216,040 at 4% or $144,026 at 6%; with 50% employer match about $144,026 at 4% or $96,018 at 6%; with 100% employer match about $108,020 at 4% or $72,013 at 6%. |
| Matthews Southwest 401K | - | 17 | $612,575 | $146,907 | $8,642iApproximate average salary by contribution assumption: employee only about $216,040 at 4% or $144,026 at 6%; with 50% employer match about $144,026 at 4% or $96,018 at 6%; with 100% employer match about $108,020 at 4% or $72,013 at 6%. |
| 2011 | 1 | 14 | $453,991 | $76,344 | $5,453iApproximate average salary by contribution assumption: employee only about $136,329 at 4% or $90,886 at 6%; with 50% employer match about $90,886 at 4% or $60,590 at 6%; with 100% employer match about $68,164 at 4% or $45,443 at 6%. |
| Matthews Southwest 401K | - | 14 | $453,991 | $76,344 | $5,453iApproximate average salary by contribution assumption: employee only about $136,329 at 4% or $90,886 at 6%; with 50% employer match about $90,886 at 4% or $60,590 at 6%; with 100% employer match about $68,164 at 4% or $45,443 at 6%. |
| 2010 | 1 | 13 | $394,876 | $210,240 | $16,172iApproximate average salary by contribution assumption: employee only about $404,308 at 4% or $269,538 at 6%; with 50% employer match about $269,538 at 4% or $179,692 at 6%; with 100% employer match about $202,154 at 4% or $134,769 at 6%. |
| Matthews Southwest 401K | - | 13 | $394,876 | $210,240 | $16,172iApproximate average salary by contribution assumption: employee only about $404,308 at 4% or $269,538 at 6%; with 50% employer match about $269,538 at 4% or $179,692 at 6%; with 100% employer match about $202,154 at 4% or $134,769 at 6%. |
| 2009 | 1 | 10 | $187,073 | $100,896 | $10,090iApproximate average salary by contribution assumption: employee only about $252,240 at 4% or $168,160 at 6%; with 50% employer match about $168,160 at 4% or $112,107 at 6%; with 100% employer match about $126,120 at 4% or $84,080 at 6%. |
| Matthews Southwest 401K | - | 10 | $187,073 | $100,896 | $10,090iApproximate average salary by contribution assumption: employee only about $252,240 at 4% or $168,160 at 6%; with 50% employer match about $168,160 at 4% or $112,107 at 6%; with 100% employer match about $126,120 at 4% or $84,080 at 6%. |
| 2008 | 1 | 11 | $53,128 | $52,797 | $4,800iApproximate average salary by contribution assumption: employee only about $119,993 at 4% or $79,995 at 6%; with 50% employer match about $79,995 at 4% or $53,330 at 6%; with 100% employer match about $59,997 at 4% or $39,998 at 6%. |
| Matthews Southwest 401K | - | 11 | $53,128 | $52,797 | $4,800iApproximate average salary by contribution assumption: employee only about $119,993 at 4% or $79,995 at 6%; with 50% employer match about $79,995 at 4% or $53,330 at 6%; with 100% employer match about $59,997 at 4% or $39,998 at 6%. |