Civic Intelligence

SOUTHWEST INTEGRATIVE MEDICINE

Plan context: SOUTHWEST INTEGRATIVE MEDICINE 401(K) PLAN

EIN 84-1723946 • Phoenix, AZ • 14 filings • 2 plans

4045 E Bell RoadSuite# 107Phoenix, AZ 85032
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$987,819

2025 Contributions

$61,221

Historical Graphs

Total Assets Over Time

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

$987,819$493,910$0201220192025YearValue
$987,819Latest year 2025

Participants Over Time

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

320201220192025YearValue
3Latest year 2025

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
202513$987,819$61,221$20,407iApproximate average salary by contribution assumption: employee only about $510,175 at 4% or $340,117 at 6%; with 50% employer match about $340,117 at 4% or $226,744 at 6%; with 100% employer match about $255,088 at 4% or $170,058 at 6%.
SOUTHWEST INTEGRATIVE MEDICINE 401(K) PLAN-3$987,819$61,221$20,407iApproximate average salary by contribution assumption: employee only about $510,175 at 4% or $340,117 at 6%; with 50% employer match about $340,117 at 4% or $226,744 at 6%; with 100% employer match about $255,088 at 4% or $170,058 at 6%.
202413$766,774$78,684$26,228iApproximate average salary by contribution assumption: employee only about $655,700 at 4% or $437,133 at 6%; with 50% employer match about $437,133 at 4% or $291,422 at 6%; with 100% employer match about $327,850 at 4% or $218,567 at 6%.
SOUTHWEST INTEGRATIVE MEDICINE 401(K) PLAN-3$766,774$78,684$26,228iApproximate average salary by contribution assumption: employee only about $655,700 at 4% or $437,133 at 6%; with 50% employer match about $437,133 at 4% or $291,422 at 6%; with 100% employer match about $327,850 at 4% or $218,567 at 6%.
202313$594,427$50,250$16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%.
SOUTHWEST INTEGRATIVE MEDICINE 401(K) PLAN-3$594,427$50,250$16,750iApproximate average salary by contribution assumption: employee only about $418,750 at 4% or $279,167 at 6%; with 50% employer match about $279,167 at 4% or $186,111 at 6%; with 100% employer match about $209,375 at 4% or $139,583 at 6%.
202213$458,564$46,992$15,664iApproximate average salary by contribution assumption: employee only about $391,600 at 4% or $261,067 at 6%; with 50% employer match about $261,067 at 4% or $174,044 at 6%; with 100% employer match about $195,800 at 4% or $130,533 at 6%.
SOUTHWEST INTEGRATIVE MEDICINE 401(K) PLAN-3$458,564$46,992$15,664iApproximate average salary by contribution assumption: employee only about $391,600 at 4% or $261,067 at 6%; with 50% employer match about $261,067 at 4% or $174,044 at 6%; with 100% employer match about $195,800 at 4% or $130,533 at 6%.
202113$499,045$45,169$15,056iApproximate average salary by contribution assumption: employee only about $376,408 at 4% or $250,939 at 6%; with 50% employer match about $250,939 at 4% or $167,293 at 6%; with 100% employer match about $188,204 at 4% or $125,469 at 6%.
SOUTHWEST INTEGRATIVE MEDICINE 401(K) PLAN-3$499,045$45,169$15,056iApproximate average salary by contribution assumption: employee only about $376,408 at 4% or $250,939 at 6%; with 50% employer match about $250,939 at 4% or $167,293 at 6%; with 100% employer match about $188,204 at 4% or $125,469 at 6%.
202013$396,328$42,772$14,257iApproximate average salary by contribution assumption: employee only about $356,433 at 4% or $237,622 at 6%; with 50% employer match about $237,622 at 4% or $158,415 at 6%; with 100% employer match about $178,217 at 4% or $118,811 at 6%.
SOUTHWEST INTEGRATIVE MEDICINE 401(K) PLAN-3$396,328$42,772$14,257iApproximate average salary by contribution assumption: employee only about $356,433 at 4% or $237,622 at 6%; with 50% employer match about $237,622 at 4% or $158,415 at 6%; with 100% employer match about $178,217 at 4% or $118,811 at 6%.
201913$299,136$41,204$13,735iApproximate average salary by contribution assumption: employee only about $343,367 at 4% or $228,911 at 6%; with 50% employer match about $228,911 at 4% or $152,607 at 6%; with 100% employer match about $171,683 at 4% or $114,456 at 6%.
SOUTHWEST INTEGRATIVE MEDICINE 401(K) PLAN-3$299,136$41,204$13,735iApproximate average salary by contribution assumption: employee only about $343,367 at 4% or $228,911 at 6%; with 50% employer match about $228,911 at 4% or $152,607 at 6%; with 100% employer match about $171,683 at 4% or $114,456 at 6%.
201812$212,633$39,960$19,980iApproximate average salary by contribution assumption: employee only about $499,500 at 4% or $333,000 at 6%; with 50% employer match about $333,000 at 4% or $222,000 at 6%; with 100% employer match about $249,750 at 4% or $166,500 at 6%.
SOUTHWEST INTEGRATED MEDICINE 401 K PROFIT SHARING PLAN TRUST-2$212,633$39,960$19,980iApproximate average salary by contribution assumption: employee only about $499,500 at 4% or $333,000 at 6%; with 50% employer match about $333,000 at 4% or $222,000 at 6%; with 100% employer match about $249,750 at 4% or $166,500 at 6%.
201712$192,535$38,620$19,310iApproximate average salary by contribution assumption: employee only about $482,750 at 4% or $321,833 at 6%; with 50% employer match about $321,833 at 4% or $214,556 at 6%; with 100% employer match about $241,375 at 4% or $160,917 at 6%.
SOUTHWEST INTEGRATED MEDICINE 401 K PROFIT SHARING PLAN TRUST-2$192,535$38,620$19,310iApproximate average salary by contribution assumption: employee only about $482,750 at 4% or $321,833 at 6%; with 50% employer match about $321,833 at 4% or $214,556 at 6%; with 100% employer match about $241,375 at 4% or $160,917 at 6%.
201612$124,288$38,688$19,344iApproximate average salary by contribution assumption: employee only about $483,600 at 4% or $322,400 at 6%; with 50% employer match about $322,400 at 4% or $214,933 at 6%; with 100% employer match about $241,800 at 4% or $161,200 at 6%.
SOUTHWEST INTEGRATED MEDICINE 401 K PROFIT SHARING PLAN TRUST-2$124,288$38,688$19,344iApproximate average salary by contribution assumption: employee only about $483,600 at 4% or $322,400 at 6%; with 50% employer match about $322,400 at 4% or $214,933 at 6%; with 100% employer match about $241,800 at 4% or $161,200 at 6%.
201512$115,114$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
SOUTHWEST INTEGRATED MEDICINE 401 K PROFIT SHARING PLAN TRUST-2$115,114$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201412$78,832$26,620$13,310iApproximate average salary by contribution assumption: employee only about $332,750 at 4% or $221,833 at 6%; with 50% employer match about $221,833 at 4% or $147,889 at 6%; with 100% employer match about $166,375 at 4% or $110,917 at 6%.
SOUTHWEST INTEGRATED MEDICINE 401 K PROFIT SHARING PLAN TRUST-2$78,832$26,620$13,310iApproximate average salary by contribution assumption: employee only about $332,750 at 4% or $221,833 at 6%; with 50% employer match about $221,833 at 4% or $147,889 at 6%; with 100% employer match about $166,375 at 4% or $110,917 at 6%.
201312$48,603$18,162$9,081iApproximate average salary by contribution assumption: employee only about $227,025 at 4% or $151,350 at 6%; with 50% employer match about $151,350 at 4% or $100,900 at 6%; with 100% employer match about $113,513 at 4% or $75,675 at 6%.
SOUTHWEST INTEGRATED MEDICINE 401 K PROFIT SHARING PLAN TRUST-2$48,603$18,162$9,081iApproximate average salary by contribution assumption: employee only about $227,025 at 4% or $151,350 at 6%; with 50% employer match about $151,350 at 4% or $100,900 at 6%; with 100% employer match about $113,513 at 4% or $75,675 at 6%.
201212$24,153$16,280$8,140iApproximate average salary by contribution assumption: employee only about $203,500 at 4% or $135,667 at 6%; with 50% employer match about $135,667 at 4% or $90,444 at 6%; with 100% employer match about $101,750 at 4% or $67,833 at 6%.
SOUTHWEST INTEGRATED MEDICINE 401 K PROFIT SHARING PLAN TRUST-2$24,153$16,280$8,140iApproximate average salary by contribution assumption: employee only about $203,500 at 4% or $135,667 at 6%; with 50% employer match about $135,667 at 4% or $90,444 at 6%; with 100% employer match about $101,750 at 4% or $67,833 at 6%.