Civic Intelligence

Southgate Associates Ltd

Plan context: Southgate Associates Ltd Profit Sharing Plan

EIN 86-0571938 • Scottsdale, AZ • 15 filings • 2 plans

7119 E Shea BoulevardSuite 109-707Scottsdale, AZ 85254
Current Snapshot

Latest Year

2011

2011 Participants

2

2011 Assets

$834,910

2011 Contributions

$29,973

Historical Graphs

Total Assets Over Time

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

$834,910$417,455$0199920052010YearValue
$834,910Latest year 2010

Participants Over Time

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

420199920052010YearValue
2Latest year 2010

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
201110$0$0-
Southgate Associates Ltd Profit Sharing Plan-0---
201012$834,910$0-
Southgate Associates Ltd Profit Sharing Plan-2$834,910--
200912$809,030$0-
Southgate Associates Ltd Profit Sharing Plan-2$809,030--
200812$0$0-
Southgate Associates Ltd Profit Sharing Plan-2---
200712$0$0-
Southgate Associates Ltd Profit Sharing Plan-2---
200612$747,086$29,973$14,987iApproximate average salary by contribution assumption: employee only about $374,663 at 4% or $249,775 at 6%; with 50% employer match about $249,775 at 4% or $166,517 at 6%; with 100% employer match about $187,331 at 4% or $124,888 at 6%.
Southgate Associates Ltd Profit Sharing Plan-2$747,086$29,973$14,987iApproximate average salary by contribution assumption: employee only about $374,663 at 4% or $249,775 at 6%; with 50% employer match about $249,775 at 4% or $166,517 at 6%; with 100% employer match about $187,331 at 4% or $124,888 at 6%.
200512$679,048$29,973$14,987iApproximate average salary by contribution assumption: employee only about $374,663 at 4% or $249,775 at 6%; with 50% employer match about $249,775 at 4% or $166,517 at 6%; with 100% employer match about $187,331 at 4% or $124,888 at 6%.
Southgate Associates Ltd Profit Sharing Plan-2$679,048$29,973$14,987iApproximate average salary by contribution assumption: employee only about $374,663 at 4% or $249,775 at 6%; with 50% employer match about $249,775 at 4% or $166,517 at 6%; with 100% employer match about $187,331 at 4% or $124,888 at 6%.
200412$641,892$29,973$14,987iApproximate average salary by contribution assumption: employee only about $374,663 at 4% or $249,775 at 6%; with 50% employer match about $249,775 at 4% or $166,517 at 6%; with 100% employer match about $187,331 at 4% or $124,888 at 6%.
Southgate Associates Ltd Profit Sharing Plan-2$641,892$29,973$14,987iApproximate average salary by contribution assumption: employee only about $374,663 at 4% or $249,775 at 6%; with 50% employer match about $249,775 at 4% or $166,517 at 6%; with 100% employer match about $187,331 at 4% or $124,888 at 6%.
200222$588,696$35,080$17,540iApproximate average salary by contribution assumption: employee only about $438,500 at 4% or $292,333 at 6%; with 50% employer match about $292,333 at 4% or $194,889 at 6%; with 100% employer match about $219,250 at 4% or $146,167 at 6%.
Southgate Associates Ltd Profit Sharing Plan-2$588,696$35,080$17,540iApproximate average salary by contribution assumption: employee only about $438,500 at 4% or $292,333 at 6%; with 50% employer match about $292,333 at 4% or $194,889 at 6%; with 100% employer match about $219,250 at 4% or $146,167 at 6%.
SOUTHGATE ASSOCIATES LTD PENSION PLAN-2---
200123$0$0-
Southgate Associates Ltd Profit Sharing Plan-3---
SOUTHGATE ASSOCIATES LTD PENSION PLAN-3---
200024$567,863$39,749$9,937iApproximate average salary by contribution assumption: employee only about $248,431 at 4% or $165,621 at 6%; with 50% employer match about $165,621 at 4% or $110,414 at 6%; with 100% employer match about $124,216 at 4% or $82,810 at 6%.
Southgate Associates Ltd Profit Sharing Plan-4$307,505$20,849$5,212iApproximate average salary by contribution assumption: employee only about $130,306 at 4% or $86,871 at 6%; with 50% employer match about $86,871 at 4% or $57,914 at 6%; with 100% employer match about $65,153 at 4% or $43,435 at 6%.
SOUTHGATE ASSOCIATES LTD PENSION PLAN-4$260,358$18,900$4,725iApproximate average salary by contribution assumption: employee only about $118,125 at 4% or $78,750 at 6%; with 50% employer match about $78,750 at 4% or $52,500 at 6%; with 100% employer match about $59,063 at 4% or $39,375 at 6%.
199914$341,892$21,222$5,306iApproximate average salary by contribution assumption: employee only about $132,638 at 4% or $88,425 at 6%; with 50% employer match about $88,425 at 4% or $58,950 at 6%; with 100% employer match about $66,319 at 4% or $44,213 at 6%.
Southgate Associates Ltd Profit Sharing Plan-4$341,892$21,222$5,306iApproximate average salary by contribution assumption: employee only about $132,638 at 4% or $88,425 at 6%; with 50% employer match about $88,425 at 4% or $58,950 at 6%; with 100% employer match about $66,319 at 4% or $44,213 at 6%.