Civic Intelligence

Credit Data Southwest

Plan context: Credit Data Southwest 401K Savings Plan

EIN 86-0038030 • Phoenix, AZ • 28 filings • 12 plans

P.O. Box 2070Phoenix, AZ 85001
Current Snapshot

Latest Year

2022

2022 Participants

42

2022 Assets

$8,216,659

2022 Contributions

$278,736

Historical Graphs

Total Assets Over Time

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

$8,216,659$4,108,330$0199920102021YearValue
$8,216,659Latest year 2021

Participants Over Time

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

189950199920102021YearValue
42Latest year 2021

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
202210$0$278,736-
Credit Data Southwest 401K Savings Plan-0$0$278,736-
2021142$8,216,659$399,785$9,519iApproximate average salary by contribution assumption: employee only about $237,967 at 4% or $158,645 at 6%; with 50% employer match about $158,645 at 4% or $105,763 at 6%; with 100% employer match about $118,984 at 4% or $79,322 at 6%.
Credit Data Southwest 401K Savings Plan-42$8,216,659$399,785$9,519iApproximate average salary by contribution assumption: employee only about $237,967 at 4% or $158,645 at 6%; with 50% employer match about $158,645 at 4% or $105,763 at 6%; with 100% employer match about $118,984 at 4% or $79,322 at 6%.
2020146$7,621,185$397,840$8,649iApproximate average salary by contribution assumption: employee only about $216,217 at 4% or $144,145 at 6%; with 50% employer match about $144,145 at 4% or $96,097 at 6%; with 100% employer match about $108,109 at 4% or $72,072 at 6%.
Credit Data Southwest 401K Savings Plan-46$7,621,185$397,840$8,649iApproximate average salary by contribution assumption: employee only about $216,217 at 4% or $144,145 at 6%; with 50% employer match about $144,145 at 4% or $96,097 at 6%; with 100% employer match about $108,109 at 4% or $72,072 at 6%.
2019149$6,520,114$412,287$8,414iApproximate average salary by contribution assumption: employee only about $210,351 at 4% or $140,234 at 6%; with 50% employer match about $140,234 at 4% or $93,489 at 6%; with 100% employer match about $105,175 at 4% or $70,117 at 6%.
Credit Data Southwest 401K Savings Plan-49$6,520,114$412,287$8,414iApproximate average salary by contribution assumption: employee only about $210,351 at 4% or $140,234 at 6%; with 50% employer match about $140,234 at 4% or $93,489 at 6%; with 100% employer match about $105,175 at 4% or $70,117 at 6%.
2018152$5,821,731$473,543$9,107iApproximate average salary by contribution assumption: employee only about $227,665 at 4% or $151,777 at 6%; with 50% employer match about $151,777 at 4% or $101,184 at 6%; with 100% employer match about $113,832 at 4% or $75,888 at 6%.
Credit Data Southwest 401K Savings Plan-52$5,821,731$473,543$9,107iApproximate average salary by contribution assumption: employee only about $227,665 at 4% or $151,777 at 6%; with 50% employer match about $151,777 at 4% or $101,184 at 6%; with 100% employer match about $113,832 at 4% or $75,888 at 6%.
2017154$6,135,812$491,394$9,100iApproximate average salary by contribution assumption: employee only about $227,497 at 4% or $151,665 at 6%; with 50% employer match about $151,665 at 4% or $101,110 at 6%; with 100% employer match about $113,749 at 4% or $75,832 at 6%.
Credit Data Southwest 401K Savings Plan-54$6,135,812$491,394$9,100iApproximate average salary by contribution assumption: employee only about $227,497 at 4% or $151,665 at 6%; with 50% employer match about $151,665 at 4% or $101,110 at 6%; with 100% employer match about $113,749 at 4% or $75,832 at 6%.
2016159$5,154,156$467,188$7,918iApproximate average salary by contribution assumption: employee only about $197,961 at 4% or $131,974 at 6%; with 50% employer match about $131,974 at 4% or $87,983 at 6%; with 100% employer match about $98,981 at 4% or $65,987 at 6%.
Credit Data Southwest 401K Savings Plan-59$5,154,156$467,188$7,918iApproximate average salary by contribution assumption: employee only about $197,961 at 4% or $131,974 at 6%; with 50% employer match about $131,974 at 4% or $87,983 at 6%; with 100% employer match about $98,981 at 4% or $65,987 at 6%.
2015161$4,644,779$493,121$8,084iApproximate average salary by contribution assumption: employee only about $202,099 at 4% or $134,733 at 6%; with 50% employer match about $134,733 at 4% or $89,822 at 6%; with 100% employer match about $101,049 at 4% or $67,366 at 6%.
Credit Data Southwest 401K Savings Plan-61$4,644,779$493,121$8,084iApproximate average salary by contribution assumption: employee only about $202,099 at 4% or $134,733 at 6%; with 50% employer match about $134,733 at 4% or $89,822 at 6%; with 100% employer match about $101,049 at 4% or $67,366 at 6%.
2014164$4,406,776$414,348$6,474iApproximate average salary by contribution assumption: employee only about $161,855 at 4% or $107,903 at 6%; with 50% employer match about $107,903 at 4% or $71,935 at 6%; with 100% employer match about $80,927 at 4% or $53,952 at 6%.
Credit Data Southwest 401K Savings Plan-64$4,406,776$414,348$6,474iApproximate average salary by contribution assumption: employee only about $161,855 at 4% or $107,903 at 6%; with 50% employer match about $107,903 at 4% or $71,935 at 6%; with 100% employer match about $80,927 at 4% or $53,952 at 6%.
2013164$4,030,342$392,442$6,132iApproximate average salary by contribution assumption: employee only about $153,298 at 4% or $102,198 at 6%; with 50% employer match about $102,198 at 4% or $68,132 at 6%; with 100% employer match about $76,649 at 4% or $51,099 at 6%.
Credit Data Southwest 401K Savings Plan-64$4,030,342$392,442$6,132iApproximate average salary by contribution assumption: employee only about $153,298 at 4% or $102,198 at 6%; with 50% employer match about $102,198 at 4% or $68,132 at 6%; with 100% employer match about $76,649 at 4% or $51,099 at 6%.
2012167$3,738,685$328,978$4,910iApproximate average salary by contribution assumption: employee only about $122,753 at 4% or $81,835 at 6%; with 50% employer match about $81,835 at 4% or $54,557 at 6%; with 100% employer match about $61,376 at 4% or $40,918 at 6%.
Credit Data Southwest 401K Savings Plan-67$3,738,685$328,978$4,910iApproximate average salary by contribution assumption: employee only about $122,753 at 4% or $81,835 at 6%; with 50% employer match about $81,835 at 4% or $54,557 at 6%; with 100% employer match about $61,376 at 4% or $40,918 at 6%.
2011166$3,345,288$301,488$4,568iApproximate average salary by contribution assumption: employee only about $114,200 at 4% or $76,133 at 6%; with 50% employer match about $76,133 at 4% or $50,756 at 6%; with 100% employer match about $57,100 at 4% or $38,067 at 6%.
Credit Data Southwest 401K Savings Plan-66$3,345,288$301,488$4,568iApproximate average salary by contribution assumption: employee only about $114,200 at 4% or $76,133 at 6%; with 50% employer match about $76,133 at 4% or $50,756 at 6%; with 100% employer match about $57,100 at 4% or $38,067 at 6%.
2010172$3,724,121$253,321$3,518iApproximate average salary by contribution assumption: employee only about $87,959 at 4% or $58,639 at 6%; with 50% employer match about $58,639 at 4% or $39,093 at 6%; with 100% employer match about $43,979 at 4% or $29,320 at 6%.
Credit Data Southwest 401K Savings Plan-72$3,724,121$253,321$3,518iApproximate average salary by contribution assumption: employee only about $87,959 at 4% or $58,639 at 6%; with 50% employer match about $58,639 at 4% or $39,093 at 6%; with 100% employer match about $43,979 at 4% or $29,320 at 6%.
2009145$3,444,437$310,247$6,894iApproximate average salary by contribution assumption: employee only about $172,359 at 4% or $114,906 at 6%; with 50% employer match about $114,906 at 4% or $76,604 at 6%; with 100% employer match about $86,180 at 4% or $57,453 at 6%.
Credit Data Southwest 401K Savings Plan-45$3,444,437$310,247$6,894iApproximate average salary by contribution assumption: employee only about $172,359 at 4% or $114,906 at 6%; with 50% employer match about $114,906 at 4% or $76,604 at 6%; with 100% employer match about $86,180 at 4% or $57,453 at 6%.
2008148$2,791,931$407,295$8,485iApproximate average salary by contribution assumption: employee only about $212,133 at 4% or $141,422 at 6%; with 50% employer match about $141,422 at 4% or $94,281 at 6%; with 100% employer match about $106,066 at 4% or $70,711 at 6%.
Credit Data Southwest 401K Savings Plan-48$2,791,931$407,295$8,485iApproximate average salary by contribution assumption: employee only about $212,133 at 4% or $141,422 at 6%; with 50% employer match about $141,422 at 4% or $94,281 at 6%; with 100% employer match about $106,066 at 4% or $70,711 at 6%.
2007171$3,899,072$284,638$4,009iApproximate average salary by contribution assumption: employee only about $100,225 at 4% or $66,816 at 6%; with 50% employer match about $66,816 at 4% or $44,544 at 6%; with 100% employer match about $50,112 at 4% or $33,408 at 6%.
Credit Data Southwest 401K Savings Plan-71$3,899,072$284,638$4,009iApproximate average salary by contribution assumption: employee only about $100,225 at 4% or $66,816 at 6%; with 50% employer match about $66,816 at 4% or $44,544 at 6%; with 100% employer match about $50,112 at 4% or $33,408 at 6%.
2006167$3,952,053$278,346$4,154iApproximate average salary by contribution assumption: employee only about $103,860 at 4% or $69,240 at 6%; with 50% employer match about $69,240 at 4% or $46,160 at 6%; with 100% employer match about $51,930 at 4% or $34,620 at 6%.
Credit Data Southwest 401K Savings Plan-67$3,952,053$278,346$4,154iApproximate average salary by contribution assumption: employee only about $103,860 at 4% or $69,240 at 6%; with 50% employer match about $69,240 at 4% or $46,160 at 6%; with 100% employer match about $51,930 at 4% or $34,620 at 6%.
2005169$4,721,922$335,098$4,856iApproximate average salary by contribution assumption: employee only about $121,412 at 4% or $80,942 at 6%; with 50% employer match about $80,942 at 4% or $53,961 at 6%; with 100% employer match about $60,706 at 4% or $40,471 at 6%.
Credit Data Southwest 401K Savings Plan-69$4,721,922$335,098$4,856iApproximate average salary by contribution assumption: employee only about $121,412 at 4% or $80,942 at 6%; with 50% employer match about $80,942 at 4% or $53,961 at 6%; with 100% employer match about $60,706 at 4% or $40,471 at 6%.
20042105$5,255,278$545,088$5,191iApproximate average salary by contribution assumption: employee only about $129,783 at 4% or $86,522 at 6%; with 50% employer match about $86,522 at 4% or $57,681 at 6%; with 100% employer match about $64,891 at 4% or $43,261 at 6%.
Credit Data Southwest 401K Savings Plan-86$5,255,278$545,088$6,338iApproximate average salary by contribution assumption: employee only about $158,456 at 4% or $105,637 at 6%; with 50% employer match about $105,637 at 4% or $70,425 at 6%; with 100% employer match about $79,228 at 4% or $52,819 at 6%.
MERCHANTS INFORMATION SOLUTIONS, INC. HEALTH AND WELFARE PLAN-105---
20032115$7,047,442$1,918,883$16,686iApproximate average salary by contribution assumption: employee only about $417,148 at 4% or $278,099 at 6%; with 50% employer match about $278,099 at 4% or $185,399 at 6%; with 100% employer match about $208,574 at 4% or $139,049 at 6%.
Credit Data Southwest 401K Savings Plan-115$7,047,442$1,918,883$16,686iApproximate average salary by contribution assumption: employee only about $417,148 at 4% or $278,099 at 6%; with 50% employer match about $278,099 at 4% or $185,399 at 6%; with 100% employer match about $208,574 at 4% or $139,049 at 6%.
MERCHANTS INFORMATION SOLUTIONS, INC. HEALTH AND WELFARE PLAN-108---
20021189$4,848,424$886,603$4,691iApproximate average salary by contribution assumption: employee only about $117,276 at 4% or $78,184 at 6%; with 50% employer match about $78,184 at 4% or $52,122 at 6%; with 100% employer match about $58,638 at 4% or $39,092 at 6%.
Credit Data Southwest 401K Savings Plan-189$4,848,424$886,603$4,691iApproximate average salary by contribution assumption: employee only about $117,276 at 4% or $78,184 at 6%; with 50% employer match about $78,184 at 4% or $52,122 at 6%; with 100% employer match about $58,638 at 4% or $39,092 at 6%.
20012178$4,742,194$742,893$4,174iApproximate average salary by contribution assumption: employee only about $104,339 at 4% or $69,559 at 6%; with 50% employer match about $69,559 at 4% or $46,373 at 6%; with 100% employer match about $52,169 at 4% or $34,780 at 6%.
Credit Data Southwest 401K Savings Plan-178$4,742,194$742,893$4,174iApproximate average salary by contribution assumption: employee only about $104,339 at 4% or $69,559 at 6%; with 50% employer match about $69,559 at 4% or $46,373 at 6%; with 100% employer match about $52,169 at 4% or $34,780 at 6%.
CREDIT DATA SOUTHWEST, INC. RETIREMENT PLAN AND TRUST-0---
20002162$1,548,120$704,611$4,349iApproximate average salary by contribution assumption: employee only about $108,736 at 4% or $72,491 at 6%; with 50% employer match about $72,491 at 4% or $48,327 at 6%; with 100% employer match about $54,368 at 4% or $36,245 at 6%.
Credit Data Southwest 401K Savings Plan-162$1,548,120$704,611$4,349iApproximate average salary by contribution assumption: employee only about $108,736 at 4% or $72,491 at 6%; with 50% employer match about $72,491 at 4% or $48,327 at 6%; with 100% employer match about $54,368 at 4% or $36,245 at 6%.
CREDIT DATA SOUTHWEST, INC. RETIREMENT PLAN AND TRUST-121---
19991148$733,223$534,916$3,614iApproximate average salary by contribution assumption: employee only about $90,357 at 4% or $60,238 at 6%; with 50% employer match about $60,238 at 4% or $40,159 at 6%; with 100% employer match about $45,179 at 4% or $30,119 at 6%.
Credit Data Southwest 401K Savings Plan-148$733,223$534,916$3,614iApproximate average salary by contribution assumption: employee only about $90,357 at 4% or $60,238 at 6%; with 50% employer match about $60,238 at 4% or $40,159 at 6%; with 100% employer match about $45,179 at 4% or $30,119 at 6%.