Civic Intelligence

Utility Specialists Southwest

Plan context: Utility Specialists Southwest 401 K Profit Sharing Plan Trust

EIN 86-0685281 • San Diego, CA • 10 filings • 2 plans

4429 Morena BlvdSan Diego, CA 92117-4325
Current Snapshot

Latest Year

2023

2023 Participants

38

2023 Assets

$4,393,030

2023 Contributions

$680,130

Historical Graphs

Total Assets Over Time

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

$4,393,030$2,196,515$0201420192023YearValue
$4,393,030Latest year 2023

Participants Over Time

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

38190201420192023YearValue
38Latest year 2023

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
2023138$4,393,030$680,130$17,898iApproximate average salary by contribution assumption: employee only about $447,454 at 4% or $298,303 at 6%; with 50% employer match about $298,303 at 4% or $198,868 at 6%; with 100% employer match about $223,727 at 4% or $149,151 at 6%.
Utility Specialists Southwest 401 K Profit Sharing Plan Trust-38$4,393,030$680,130$17,898iApproximate average salary by contribution assumption: employee only about $447,454 at 4% or $298,303 at 6%; with 50% employer match about $298,303 at 4% or $198,868 at 6%; with 100% employer match about $223,727 at 4% or $149,151 at 6%.
2022135$3,238,274$672,107$19,203iApproximate average salary by contribution assumption: employee only about $480,076 at 4% or $320,051 at 6%; with 50% employer match about $320,051 at 4% or $213,367 at 6%; with 100% employer match about $240,038 at 4% or $160,025 at 6%.
Utility Specialists Southwest 401 K Profit Sharing Plan Trust-35$3,238,274$672,107$19,203iApproximate average salary by contribution assumption: employee only about $480,076 at 4% or $320,051 at 6%; with 50% employer match about $320,051 at 4% or $213,367 at 6%; with 100% employer match about $240,038 at 4% or $160,025 at 6%.
2021133$3,183,922$571,094$17,306iApproximate average salary by contribution assumption: employee only about $432,647 at 4% or $288,431 at 6%; with 50% employer match about $288,431 at 4% or $192,288 at 6%; with 100% employer match about $216,323 at 4% or $144,216 at 6%.
Utility Specialists Southwest 401 K Profit Sharing Plan Trust-33$3,183,922$571,094$17,306iApproximate average salary by contribution assumption: employee only about $432,647 at 4% or $288,431 at 6%; with 50% employer match about $288,431 at 4% or $192,288 at 6%; with 100% employer match about $216,323 at 4% or $144,216 at 6%.
2020131$2,234,991$332,140$10,714iApproximate average salary by contribution assumption: employee only about $267,855 at 4% or $178,570 at 6%; with 50% employer match about $178,570 at 4% or $119,047 at 6%; with 100% employer match about $133,927 at 4% or $89,285 at 6%.
Utility Specialists Southwest 401 K Profit Sharing Plan Trust-31$2,234,991$332,140$10,714iApproximate average salary by contribution assumption: employee only about $267,855 at 4% or $178,570 at 6%; with 50% employer match about $178,570 at 4% or $119,047 at 6%; with 100% employer match about $133,927 at 4% or $89,285 at 6%.
2019127$1,626,967$470,004$17,408iApproximate average salary by contribution assumption: employee only about $435,189 at 4% or $290,126 at 6%; with 50% employer match about $290,126 at 4% or $193,417 at 6%; with 100% employer match about $217,594 at 4% or $145,063 at 6%.
Utility Specialists Southwest 401 K Profit Sharing Plan Trust-27$1,626,967$470,004$17,408iApproximate average salary by contribution assumption: employee only about $435,189 at 4% or $290,126 at 6%; with 50% employer match about $290,126 at 4% or $193,417 at 6%; with 100% employer match about $217,594 at 4% or $145,063 at 6%.
2018126$964,053$558,942$21,498iApproximate average salary by contribution assumption: employee only about $537,444 at 4% or $358,296 at 6%; with 50% employer match about $358,296 at 4% or $238,864 at 6%; with 100% employer match about $268,722 at 4% or $179,148 at 6%.
Utility Specialists Southwest 401 K Profit Sharing Plan Trust-26$964,053$558,942$21,498iApproximate average salary by contribution assumption: employee only about $537,444 at 4% or $358,296 at 6%; with 50% employer match about $358,296 at 4% or $238,864 at 6%; with 100% employer match about $268,722 at 4% or $179,148 at 6%.
2017123$498,373$208,204$9,052iApproximate average salary by contribution assumption: employee only about $226,309 at 4% or $150,872 at 6%; with 50% employer match about $150,872 at 4% or $100,582 at 6%; with 100% employer match about $113,154 at 4% or $75,436 at 6%.
Utility Specialists Southwest 401 K Profit Sharing Plan Trust-23$498,373$208,204$9,052iApproximate average salary by contribution assumption: employee only about $226,309 at 4% or $150,872 at 6%; with 50% employer match about $150,872 at 4% or $100,582 at 6%; with 100% employer match about $113,154 at 4% or $75,436 at 6%.
2016118$248,612$132,710$7,373iApproximate average salary by contribution assumption: employee only about $184,319 at 4% or $122,880 at 6%; with 50% employer match about $122,880 at 4% or $81,920 at 6%; with 100% employer match about $92,160 at 4% or $61,440 at 6%.
Utility Specialists Southwest 401 K Profit Sharing Plan Trust-18$248,612$132,710$7,373iApproximate average salary by contribution assumption: employee only about $184,319 at 4% or $122,880 at 6%; with 50% employer match about $122,880 at 4% or $81,920 at 6%; with 100% employer match about $92,160 at 4% or $61,440 at 6%.
2015117$112,090$90,122$5,301iApproximate average salary by contribution assumption: employee only about $132,532 at 4% or $88,355 at 6%; with 50% employer match about $88,355 at 4% or $58,903 at 6%; with 100% employer match about $66,266 at 4% or $44,177 at 6%.
Utility Specialists Southwest 401 K Profit Sharing Plan Trust-17$112,090$90,122$5,301iApproximate average salary by contribution assumption: employee only about $132,532 at 4% or $88,355 at 6%; with 50% employer match about $88,355 at 4% or $58,903 at 6%; with 100% employer match about $66,266 at 4% or $44,177 at 6%.
2014115$23,461$23,202$1,547iApproximate average salary by contribution assumption: employee only about $38,670 at 4% or $25,780 at 6%; with 50% employer match about $25,780 at 4% or $17,187 at 6%; with 100% employer match about $19,335 at 4% or $12,890 at 6%.
Utility Specialists Southwest 401 K Profit Sharing Plan Trust-15$23,461$23,202$1,547iApproximate average salary by contribution assumption: employee only about $38,670 at 4% or $25,780 at 6%; with 50% employer match about $25,780 at 4% or $17,187 at 6%; with 100% employer match about $19,335 at 4% or $12,890 at 6%.