Civic Intelligence

Wincrest Ventures, L.P.

Plan context: Wincrest Ventures 401K and Profit Sharing Plan Formerly Known as Southwest 401K Profit Sharing Plan and Trust

EIN 76-0552564 • Houston, TX • 16 filings • 3 plans

4400 Post Oak ParkwaySuite 2600-foHouston, TX 77027
Current Snapshot

Latest Year

2024

2024 Participants

60

2024 Assets

$4,513,497

2024 Contributions

$32,634

Historical Graphs

Total Assets Over Time

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

$4,513,497$2,256,749$0199920132024YearValue
$4,513,497Latest year 2024

Participants Over Time

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

78390199920082024YearValue
60Latest 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
2024160$4,513,497$32,634$544iApproximate average salary by contribution assumption: employee only about $13,598 at 4% or $9,065 at 6%; with 50% employer match about $9,065 at 4% or $6,043 at 6%; with 100% employer match about $6,799 at 4% or $4,533 at 6%.
Wincrest Ventures 401K and Profit Sharing Plan Formerly Known as Southwest 401K Profit Sharing Plan and Trust-60$4,513,497$32,634$544iApproximate average salary by contribution assumption: employee only about $13,598 at 4% or $9,065 at 6%; with 50% employer match about $9,065 at 4% or $6,043 at 6%; with 100% employer match about $6,799 at 4% or $4,533 at 6%.
2022114$2,617,469$76,424$5,459iApproximate average salary by contribution assumption: employee only about $136,471 at 4% or $90,981 at 6%; with 50% employer match about $90,981 at 4% or $60,654 at 6%; with 100% employer match about $68,236 at 4% or $45,490 at 6%.
Wincrest Ventures 401K and Profit Sharing Plan Formerly Known as Southwest 401K Profit Sharing Plan and Trust-14$2,617,469$76,424$5,459iApproximate average salary by contribution assumption: employee only about $136,471 at 4% or $90,981 at 6%; with 50% employer match about $90,981 at 4% or $60,654 at 6%; with 100% employer match about $68,236 at 4% or $45,490 at 6%.
2021134$1,644,351$37,163$1,093iApproximate average salary by contribution assumption: employee only about $27,326 at 4% or $18,217 at 6%; with 50% employer match about $18,217 at 4% or $12,145 at 6%; with 100% employer match about $13,663 at 4% or $9,109 at 6%.
Wincrest Ventures 401K and Profit Sharing Plan Formerly Known as Southwest 401K Profit Sharing Plan and Trust-34$1,644,351$37,163$1,093iApproximate average salary by contribution assumption: employee only about $27,326 at 4% or $18,217 at 6%; with 50% employer match about $18,217 at 4% or $12,145 at 6%; with 100% employer match about $13,663 at 4% or $9,109 at 6%.
2020131$2,869,120$38,752$1,250iApproximate average salary by contribution assumption: employee only about $31,252 at 4% or $20,834 at 6%; with 50% employer match about $20,834 at 4% or $13,890 at 6%; with 100% employer match about $15,626 at 4% or $10,417 at 6%.
Wincrest Ventures 401K and Profit Sharing Plan Formerly Known as Southwest 401K Profit Sharing Plan and Trust-31$2,869,120$38,752$1,250iApproximate average salary by contribution assumption: employee only about $31,252 at 4% or $20,834 at 6%; with 50% employer match about $20,834 at 4% or $13,890 at 6%; with 100% employer match about $15,626 at 4% or $10,417 at 6%.
2019135$2,138,169$40,412$1,155iApproximate average salary by contribution assumption: employee only about $28,866 at 4% or $19,244 at 6%; with 50% employer match about $19,244 at 4% or $12,829 at 6%; with 100% employer match about $14,433 at 4% or $9,622 at 6%.
Wincrest Ventures 401K and Profit Sharing Plan Formerly Known as Southwest 401K Profit Sharing Plan and Trust-35$2,138,169$40,412$1,155iApproximate average salary by contribution assumption: employee only about $28,866 at 4% or $19,244 at 6%; with 50% employer match about $19,244 at 4% or $12,829 at 6%; with 100% employer match about $14,433 at 4% or $9,622 at 6%.
2018132$1,614,860$39,459$1,233iApproximate average salary by contribution assumption: employee only about $30,827 at 4% or $20,552 at 6%; with 50% employer match about $20,552 at 4% or $13,701 at 6%; with 100% employer match about $15,414 at 4% or $10,276 at 6%.
Wincrest Ventures 401K and Profit Sharing Plan Formerly Known as Southwest 401K Profit Sharing Plan and Trust-32$1,614,860$39,459$1,233iApproximate average salary by contribution assumption: employee only about $30,827 at 4% or $20,552 at 6%; with 50% employer match about $20,552 at 4% or $13,701 at 6%; with 100% employer match about $15,414 at 4% or $10,276 at 6%.
2013115$1,073,290$47,740$3,183iApproximate average salary by contribution assumption: employee only about $79,567 at 4% or $53,044 at 6%; with 50% employer match about $53,044 at 4% or $35,363 at 6%; with 100% employer match about $39,783 at 4% or $26,522 at 6%.
Wincrest Ventures 401K and Profit Sharing Plan Formerly Known as Southwest 401K Profit Sharing Plan and Trust-15$1,073,290$47,740$3,183iApproximate average salary by contribution assumption: employee only about $79,567 at 4% or $53,044 at 6%; with 50% employer match about $53,044 at 4% or $35,363 at 6%; with 100% employer match about $39,783 at 4% or $26,522 at 6%.
2008114$0$0-
Wincrest Ventures 401K and Profit Sharing Plan Formerly Known as Southwest 401K Profit Sharing Plan and Trust-14---
2007117$0$0-
Wincrest Ventures 401K and Profit Sharing Plan Formerly Known as Southwest 401K Profit Sharing Plan and Trust-17---
2005114$678,911$27,597$1,971iApproximate average salary by contribution assumption: employee only about $49,280 at 4% or $32,854 at 6%; with 50% employer match about $32,854 at 4% or $21,902 at 6%; with 100% employer match about $24,640 at 4% or $16,427 at 6%.
Wincrest Ventures 401K and Profit Sharing Plan Formerly Known as Southwest 401K Profit Sharing Plan and Trust-14$678,911$27,597$1,971iApproximate average salary by contribution assumption: employee only about $49,280 at 4% or $32,854 at 6%; with 50% employer match about $32,854 at 4% or $21,902 at 6%; with 100% employer match about $24,640 at 4% or $16,427 at 6%.
2004120$769,861$163,229$8,161iApproximate average salary by contribution assumption: employee only about $204,036 at 4% or $136,024 at 6%; with 50% employer match about $136,024 at 4% or $90,683 at 6%; with 100% employer match about $102,018 at 4% or $68,012 at 6%.
Wincrest Ventures 401K and Profit Sharing Plan Formerly Known as Southwest 401K Profit Sharing Plan and Trust-20$769,861$163,229$8,161iApproximate average salary by contribution assumption: employee only about $204,036 at 4% or $136,024 at 6%; with 50% employer match about $136,024 at 4% or $90,683 at 6%; with 100% employer match about $102,018 at 4% or $68,012 at 6%.
2003130$709,094$161,766$5,392iApproximate average salary by contribution assumption: employee only about $134,805 at 4% or $89,870 at 6%; with 50% employer match about $89,870 at 4% or $59,913 at 6%; with 100% employer match about $67,403 at 4% or $44,935 at 6%.
Wincrest Ventures 401K and Profit Sharing Plan Formerly Known as Southwest 401K Profit Sharing Plan and Trust-30$709,094$161,766$5,392iApproximate average salary by contribution assumption: employee only about $134,805 at 4% or $89,870 at 6%; with 50% employer match about $89,870 at 4% or $59,913 at 6%; with 100% employer match about $67,403 at 4% or $44,935 at 6%.
2002149$546,418$219,432$4,478iApproximate average salary by contribution assumption: employee only about $111,955 at 4% or $74,637 at 6%; with 50% employer match about $74,637 at 4% or $49,758 at 6%; with 100% employer match about $55,978 at 4% or $37,318 at 6%.
Wincrest Ventures 401K and Profit Sharing Plan Formerly Known as Southwest 401K Profit Sharing Plan and Trust-49$546,418$219,432$4,478iApproximate average salary by contribution assumption: employee only about $111,955 at 4% or $74,637 at 6%; with 50% employer match about $74,637 at 4% or $49,758 at 6%; with 100% employer match about $55,978 at 4% or $37,318 at 6%.
2001141$425,501$174,408$4,254iApproximate average salary by contribution assumption: employee only about $106,346 at 4% or $70,898 at 6%; with 50% employer match about $70,898 at 4% or $47,265 at 6%; with 100% employer match about $53,173 at 4% or $35,449 at 6%.
Wincrest Ventures 401K and Profit Sharing Plan Formerly Known as Southwest 401K Profit Sharing Plan and Trust-41$425,501$174,408$4,254iApproximate average salary by contribution assumption: employee only about $106,346 at 4% or $70,898 at 6%; with 50% employer match about $70,898 at 4% or $47,265 at 6%; with 100% employer match about $53,173 at 4% or $35,449 at 6%.
2000178$0$0-
Wincrest Ventures 401K and Profit Sharing Plan Formerly Known as Southwest 401K Profit Sharing Plan and Trust-78---
1999155$312,443$122,752$2,232iApproximate average salary by contribution assumption: employee only about $55,796 at 4% or $37,198 at 6%; with 50% employer match about $37,198 at 4% or $24,798 at 6%; with 100% employer match about $27,898 at 4% or $18,599 at 6%.
Wincrest Ventures 401K and Profit Sharing Plan Formerly Known as Southwest 401K Profit Sharing Plan and Trust-55$312,443$122,752$2,232iApproximate average salary by contribution assumption: employee only about $55,796 at 4% or $37,198 at 6%; with 50% employer match about $37,198 at 4% or $24,798 at 6%; with 100% employer match about $27,898 at 4% or $18,599 at 6%.