Southwest Wines Inc.
Plan context: Southwest Wines Inc. Retirement Plan
EIN 85-0333470 • Deming, NM • 22 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
340
2024 Assets
$3,515,595
2024 Contributions
$294,148
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 | 340 | $3,515,595 | $294,148 | $865iApproximate average salary by contribution assumption: employee only about $21,629 at 4% or $14,419 at 6%; with 50% employer match about $14,419 at 4% or $9,613 at 6%; with 100% employer match about $10,814 at 4% or $7,210 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 340 | $3,515,595 | $294,148 | $865iApproximate average salary by contribution assumption: employee only about $21,629 at 4% or $14,419 at 6%; with 50% employer match about $14,419 at 4% or $9,613 at 6%; with 100% employer match about $10,814 at 4% or $7,210 at 6%. |
| 2023 | 1 | 118 | $3,180,899 | $288,653 | $2,446iApproximate average salary by contribution assumption: employee only about $61,155 at 4% or $40,770 at 6%; with 50% employer match about $40,770 at 4% or $27,180 at 6%; with 100% employer match about $30,578 at 4% or $20,385 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 118 | $3,180,899 | $288,653 | $2,446iApproximate average salary by contribution assumption: employee only about $61,155 at 4% or $40,770 at 6%; with 50% employer match about $40,770 at 4% or $27,180 at 6%; with 100% employer match about $30,578 at 4% or $20,385 at 6%. |
| 2022 | 1 | 110 | $2,647,732 | $328,697 | $2,988iApproximate average salary by contribution assumption: employee only about $74,704 at 4% or $49,803 at 6%; with 50% employer match about $49,803 at 4% or $33,202 at 6%; with 100% employer match about $37,352 at 4% or $24,901 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 110 | $2,647,732 | $328,697 | $2,988iApproximate average salary by contribution assumption: employee only about $74,704 at 4% or $49,803 at 6%; with 50% employer match about $49,803 at 4% or $33,202 at 6%; with 100% employer match about $37,352 at 4% or $24,901 at 6%. |
| 2021 | 1 | 82 | $2,880,357 | $305,390 | $3,724iApproximate average salary by contribution assumption: employee only about $93,107 at 4% or $62,071 at 6%; with 50% employer match about $62,071 at 4% or $41,381 at 6%; with 100% employer match about $46,553 at 4% or $31,036 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 82 | $2,880,357 | $305,390 | $3,724iApproximate average salary by contribution assumption: employee only about $93,107 at 4% or $62,071 at 6%; with 50% employer match about $62,071 at 4% or $41,381 at 6%; with 100% employer match about $46,553 at 4% or $31,036 at 6%. |
| 2020 | 1 | 66 | $2,492,388 | $288,301 | $4,368iApproximate average salary by contribution assumption: employee only about $109,205 at 4% or $72,803 at 6%; with 50% employer match about $72,803 at 4% or $48,536 at 6%; with 100% employer match about $54,602 at 4% or $36,402 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 66 | $2,492,388 | $288,301 | $4,368iApproximate average salary by contribution assumption: employee only about $109,205 at 4% or $72,803 at 6%; with 50% employer match about $72,803 at 4% or $48,536 at 6%; with 100% employer match about $54,602 at 4% or $36,402 at 6%. |
| 2019 | 1 | 106 | $2,148,622 | $269,904 | $2,546iApproximate average salary by contribution assumption: employee only about $63,657 at 4% or $42,438 at 6%; with 50% employer match about $42,438 at 4% or $28,292 at 6%; with 100% employer match about $31,828 at 4% or $21,219 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 106 | $2,148,622 | $269,904 | $2,546iApproximate average salary by contribution assumption: employee only about $63,657 at 4% or $42,438 at 6%; with 50% employer match about $42,438 at 4% or $28,292 at 6%; with 100% employer match about $31,828 at 4% or $21,219 at 6%. |
| 2018 | 1 | 115 | $1,696,563 | $272,520 | $2,370iApproximate average salary by contribution assumption: employee only about $59,243 at 4% or $39,496 at 6%; with 50% employer match about $39,496 at 4% or $26,330 at 6%; with 100% employer match about $29,622 at 4% or $19,748 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 115 | $1,696,563 | $272,520 | $2,370iApproximate average salary by contribution assumption: employee only about $59,243 at 4% or $39,496 at 6%; with 50% employer match about $39,496 at 4% or $26,330 at 6%; with 100% employer match about $29,622 at 4% or $19,748 at 6%. |
| 2017 | 1 | 118 | $1,693,250 | $290,575 | $2,463iApproximate average salary by contribution assumption: employee only about $61,563 at 4% or $41,042 at 6%; with 50% employer match about $41,042 at 4% or $27,361 at 6%; with 100% employer match about $30,781 at 4% or $20,521 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 118 | $1,693,250 | $290,575 | $2,463iApproximate average salary by contribution assumption: employee only about $61,563 at 4% or $41,042 at 6%; with 50% employer match about $41,042 at 4% or $27,361 at 6%; with 100% employer match about $30,781 at 4% or $20,521 at 6%. |
| 2016 | 1 | 121 | $1,313,343 | $235,328 | $1,945iApproximate average salary by contribution assumption: employee only about $48,621 at 4% or $32,414 at 6%; with 50% employer match about $32,414 at 4% or $21,610 at 6%; with 100% employer match about $24,311 at 4% or $16,207 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 121 | $1,313,343 | $235,328 | $1,945iApproximate average salary by contribution assumption: employee only about $48,621 at 4% or $32,414 at 6%; with 50% employer match about $32,414 at 4% or $21,610 at 6%; with 100% employer match about $24,311 at 4% or $16,207 at 6%. |
| 2015 | 1 | 93 | $1,219,100 | $202,742 | $2,180iApproximate average salary by contribution assumption: employee only about $54,501 at 4% or $36,334 at 6%; with 50% employer match about $36,334 at 4% or $24,222 at 6%; with 100% employer match about $27,250 at 4% or $18,167 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 93 | $1,219,100 | $202,742 | $2,180iApproximate average salary by contribution assumption: employee only about $54,501 at 4% or $36,334 at 6%; with 50% employer match about $36,334 at 4% or $24,222 at 6%; with 100% employer match about $27,250 at 4% or $18,167 at 6%. |
| 2014 | 1 | 91 | $1,104,803 | $178,018 | $1,956iApproximate average salary by contribution assumption: employee only about $48,906 at 4% or $32,604 at 6%; with 50% employer match about $32,604 at 4% or $21,736 at 6%; with 100% employer match about $24,453 at 4% or $16,302 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 91 | $1,104,803 | $178,018 | $1,956iApproximate average salary by contribution assumption: employee only about $48,906 at 4% or $32,604 at 6%; with 50% employer match about $32,604 at 4% or $21,736 at 6%; with 100% employer match about $24,453 at 4% or $16,302 at 6%. |
| 2013 | 1 | 74 | $956,940 | $166,207 | $2,246iApproximate average salary by contribution assumption: employee only about $56,151 at 4% or $37,434 at 6%; with 50% employer match about $37,434 at 4% or $24,956 at 6%; with 100% employer match about $28,076 at 4% or $18,717 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 74 | $956,940 | $166,207 | $2,246iApproximate average salary by contribution assumption: employee only about $56,151 at 4% or $37,434 at 6%; with 50% employer match about $37,434 at 4% or $24,956 at 6%; with 100% employer match about $28,076 at 4% or $18,717 at 6%. |
| 2012 | 2 | 78 | $1,746,814 | $363,099 | $4,655iApproximate average salary by contribution assumption: employee only about $116,378 at 4% or $77,585 at 6%; with 50% employer match about $77,585 at 4% or $51,724 at 6%; with 100% employer match about $58,189 at 4% or $38,793 at 6%. |
| SOUTHWEST WINES, INC. 401(K) PLAN | - | 78 | $873,407 | $181,550 | $2,328iApproximate average salary by contribution assumption: employee only about $58,189 at 4% or $38,793 at 6%; with 50% employer match about $38,793 at 4% or $25,862 at 6%; with 100% employer match about $29,095 at 4% or $19,396 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 78 | $873,407 | $181,549 | $2,328iApproximate average salary by contribution assumption: employee only about $58,189 at 4% or $38,793 at 6%; with 50% employer match about $38,793 at 4% or $25,862 at 6%; with 100% employer match about $29,094 at 4% or $19,396 at 6%. |
| 2011 | 1 | 92 | $681,451 | $187,226 | $2,035iApproximate average salary by contribution assumption: employee only about $50,877 at 4% or $33,918 at 6%; with 50% employer match about $33,918 at 4% or $22,612 at 6%; with 100% employer match about $25,438 at 4% or $16,959 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 92 | $681,451 | $187,226 | $2,035iApproximate average salary by contribution assumption: employee only about $50,877 at 4% or $33,918 at 6%; with 50% employer match about $33,918 at 4% or $22,612 at 6%; with 100% employer match about $25,438 at 4% or $16,959 at 6%. |
| 2010 | 1 | 107 | $570,187 | $179,625 | $1,679iApproximate average salary by contribution assumption: employee only about $41,968 at 4% or $27,979 at 6%; with 50% employer match about $27,979 at 4% or $18,653 at 6%; with 100% employer match about $20,984 at 4% or $13,989 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 107 | $570,187 | $179,625 | $1,679iApproximate average salary by contribution assumption: employee only about $41,968 at 4% or $27,979 at 6%; with 50% employer match about $27,979 at 4% or $18,653 at 6%; with 100% employer match about $20,984 at 4% or $13,989 at 6%. |
| 2009 | 1 | 75 | $378,905 | $136,620 | $1,822iApproximate average salary by contribution assumption: employee only about $45,540 at 4% or $30,360 at 6%; with 50% employer match about $30,360 at 4% or $20,240 at 6%; with 100% employer match about $22,770 at 4% or $15,180 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 75 | $378,905 | $136,620 | $1,822iApproximate average salary by contribution assumption: employee only about $45,540 at 4% or $30,360 at 6%; with 50% employer match about $30,360 at 4% or $20,240 at 6%; with 100% employer match about $22,770 at 4% or $15,180 at 6%. |
| 2008 | 1 | 56 | $193,963 | $112,387 | $2,007iApproximate average salary by contribution assumption: employee only about $50,173 at 4% or $33,449 at 6%; with 50% employer match about $33,449 at 4% or $22,299 at 6%; with 100% employer match about $25,086 at 4% or $16,724 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 56 | $193,963 | $112,387 | $2,007iApproximate average salary by contribution assumption: employee only about $50,173 at 4% or $33,449 at 6%; with 50% employer match about $33,449 at 4% or $22,299 at 6%; with 100% employer match about $25,086 at 4% or $16,724 at 6%. |
| 2007 | 1 | 45 | $157,156 | $87,109 | $1,936iApproximate average salary by contribution assumption: employee only about $48,394 at 4% or $32,263 at 6%; with 50% employer match about $32,263 at 4% or $21,508 at 6%; with 100% employer match about $24,197 at 4% or $16,131 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 45 | $157,156 | $87,109 | $1,936iApproximate average salary by contribution assumption: employee only about $48,394 at 4% or $32,263 at 6%; with 50% employer match about $32,263 at 4% or $21,508 at 6%; with 100% employer match about $24,197 at 4% or $16,131 at 6%. |
| 2006 | 1 | 31 | $72,819 | $33,228 | $1,072iApproximate average salary by contribution assumption: employee only about $26,797 at 4% or $17,865 at 6%; with 50% employer match about $17,865 at 4% or $11,910 at 6%; with 100% employer match about $13,398 at 4% or $8,932 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 31 | $72,819 | $33,228 | $1,072iApproximate average salary by contribution assumption: employee only about $26,797 at 4% or $17,865 at 6%; with 50% employer match about $17,865 at 4% or $11,910 at 6%; with 100% employer match about $13,398 at 4% or $8,932 at 6%. |
| 2005 | 1 | 26 | $36,830 | $22,892 | $880iApproximate average salary by contribution assumption: employee only about $22,012 at 4% or $14,674 at 6%; with 50% employer match about $14,674 at 4% or $9,783 at 6%; with 100% employer match about $11,006 at 4% or $7,337 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 26 | $36,830 | $22,892 | $880iApproximate average salary by contribution assumption: employee only about $22,012 at 4% or $14,674 at 6%; with 50% employer match about $14,674 at 4% or $9,783 at 6%; with 100% employer match about $11,006 at 4% or $7,337 at 6%. |
| 2004 | 1 | 16 | $14,270 | $14,111 | $882iApproximate average salary by contribution assumption: employee only about $22,048 at 4% or $14,699 at 6%; with 50% employer match about $14,699 at 4% or $9,799 at 6%; with 100% employer match about $11,024 at 4% or $7,349 at 6%. |
| Southwest Wines Inc. Retirement Plan | - | 16 | $14,270 | $14,111 | $882iApproximate average salary by contribution assumption: employee only about $22,048 at 4% or $14,699 at 6%; with 50% employer match about $14,699 at 4% or $9,799 at 6%; with 100% employer match about $11,024 at 4% or $7,349 at 6%. |