Civic Intelligence

Southwest Futures Inc.

Plan context: Southwest Futures Inc. 401(K) Plan

EIN 86-0722277 • Scottsdale, AZ • 10 filings • 3 plans

10922 E. Salero DriveScottsdale, AZ 85262-4923
Current Snapshot

Latest Year

2012

2012 Participants

1

2012 Assets

$295,776

2012 Contributions

$327,369

Historical Graphs

Total Assets Over Time

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

$388,187$194,094$0200720102012YearValue
$295,776Latest year 2012

Participants Over Time

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

210200720102012YearValue
1Latest year 2012

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
201211$295,776$0-
Southwest Futures Inc. 401(K) Plan-1$295,776--
201121$336,231$327,369$327,369iApproximate average salary by contribution assumption: employee only about $8,184,225 at 4% or $5,456,150 at 6%; with 50% employer match about $5,456,150 at 4% or $3,637,433 at 6%; with 100% employer match about $4,092,113 at 4% or $2,728,075 at 6%.
Southwest Futures Inc. 401(K) Plan-1$336,231$327,369$327,369iApproximate average salary by contribution assumption: employee only about $8,184,225 at 4% or $5,456,150 at 6%; with 50% employer match about $5,456,150 at 4% or $3,637,433 at 6%; with 100% employer match about $4,092,113 at 4% or $2,728,075 at 6%.
SOUTHWEST FUTURES, INC. DEFINED BENEFIT PENSION PLAN-0---
201022$388,187$1,009$505iApproximate average salary by contribution assumption: employee only about $12,613 at 4% or $8,408 at 6%; with 50% employer match about $8,408 at 4% or $5,606 at 6%; with 100% employer match about $6,306 at 4% or $4,204 at 6%.
SOUTHWEST FUTURES, INC. DEFINED BENEFIT PENSION PLAN-2$252,078--
Southwest Futures Inc. 401(K) Plan-2$136,109$1,009$505iApproximate average salary by contribution assumption: employee only about $12,613 at 4% or $8,408 at 6%; with 50% employer match about $8,408 at 4% or $5,606 at 6%; with 100% employer match about $6,306 at 4% or $4,204 at 6%.
200922$384,640$127,775$63,888iApproximate average salary by contribution assumption: employee only about $1,597,188 at 4% or $1,064,792 at 6%; with 50% employer match about $1,064,792 at 4% or $709,861 at 6%; with 100% employer match about $798,594 at 4% or $532,396 at 6%.
SOUTHWEST FUTURES, INC. DEFINED BENEFIT PENSION PLAN-2$251,069$99,100$49,550iApproximate average salary by contribution assumption: employee only about $1,238,750 at 4% or $825,833 at 6%; with 50% employer match about $825,833 at 4% or $550,556 at 6%; with 100% employer match about $619,375 at 4% or $412,917 at 6%.
Southwest Futures Inc. 401(K) Plan-2$133,571$28,675$14,338iApproximate average salary by contribution assumption: employee only about $358,438 at 4% or $238,958 at 6%; with 50% employer match about $238,958 at 4% or $159,306 at 6%; with 100% employer match about $179,219 at 4% or $119,479 at 6%.
200822$199,872$148,700$74,350iApproximate average salary by contribution assumption: employee only about $1,858,750 at 4% or $1,239,167 at 6%; with 50% employer match about $1,239,167 at 4% or $826,111 at 6%; with 100% employer match about $929,375 at 4% or $619,583 at 6%.
SOUTHWEST FUTURES, INC. DEFINED BENEFIT PENSION PLAN-2$120,200$120,200$60,100iApproximate average salary by contribution assumption: employee only about $1,502,500 at 4% or $1,001,667 at 6%; with 50% employer match about $1,001,667 at 4% or $667,778 at 6%; with 100% employer match about $751,250 at 4% or $500,833 at 6%.
Southwest Futures Inc. 401(K) Plan-2$79,672$28,500$14,250iApproximate average salary by contribution assumption: employee only about $356,250 at 4% or $237,500 at 6%; with 50% employer match about $237,500 at 4% or $158,333 at 6%; with 100% employer match about $178,125 at 4% or $118,750 at 6%.
200712$54,192$54,192$27,096iApproximate average salary by contribution assumption: employee only about $677,400 at 4% or $451,600 at 6%; with 50% employer match about $451,600 at 4% or $301,067 at 6%; with 100% employer match about $338,700 at 4% or $225,800 at 6%.
Southwest Futures Inc. 401(K) Plan-2$54,192$54,192$27,096iApproximate average salary by contribution assumption: employee only about $677,400 at 4% or $451,600 at 6%; with 50% employer match about $451,600 at 4% or $301,067 at 6%; with 100% employer match about $338,700 at 4% or $225,800 at 6%.