Civic Intelligence

Pearson Southwest Marketing

Plan context: MEL PEARSON SWM CORP 401(K) PROFIT SHARING PLAN & TRUST

EIN 86-0758673 • Phoenix, AZ • 24 filings • 5 plans

600 W Hatcher RdPhoenix, AZ 85021-2554
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$1,406,956

2025 Contributions

$103,941

Historical Graphs

Total Assets Over Time

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

$1,406,956$703,478$0199920162025YearValue
$1,406,956Latest year 2025

Participants Over Time

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

1050199920112025YearValue
10Latest year 2025

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
2025110$1,406,956$103,941$10,394iApproximate average salary by contribution assumption: employee only about $259,853 at 4% or $173,235 at 6%; with 50% employer match about $173,235 at 4% or $115,490 at 6%; with 100% employer match about $129,926 at 4% or $86,618 at 6%.
MEL PEARSON SWM CORP 401(K) PROFIT SHARING PLAN & TRUST-10$1,406,956$103,941$10,394iApproximate average salary by contribution assumption: employee only about $259,853 at 4% or $173,235 at 6%; with 50% employer match about $173,235 at 4% or $115,490 at 6%; with 100% employer match about $129,926 at 4% or $86,618 at 6%.
202419$1,112,288$89,294$9,922iApproximate average salary by contribution assumption: employee only about $248,039 at 4% or $165,359 at 6%; with 50% employer match about $165,359 at 4% or $110,240 at 6%; with 100% employer match about $124,019 at 4% or $82,680 at 6%.
MEL PEARSON SWM CORP 401(K) PROFIT SHARING PLAN & TRUST-9$1,112,288$89,294$9,922iApproximate average salary by contribution assumption: employee only about $248,039 at 4% or $165,359 at 6%; with 50% employer match about $165,359 at 4% or $110,240 at 6%; with 100% employer match about $124,019 at 4% or $82,680 at 6%.
202319$869,039$98,467$10,941iApproximate average salary by contribution assumption: employee only about $273,519 at 4% or $182,346 at 6%; with 50% employer match about $182,346 at 4% or $121,564 at 6%; with 100% employer match about $136,760 at 4% or $91,173 at 6%.
MEL PEARSON SWM CORP 401(K) PROFIT SHARING PLAN & TRUST-9$869,039$98,467$10,941iApproximate average salary by contribution assumption: employee only about $273,519 at 4% or $182,346 at 6%; with 50% employer match about $182,346 at 4% or $121,564 at 6%; with 100% employer match about $136,760 at 4% or $91,173 at 6%.
2022110$680,762$106,494$10,649iApproximate average salary by contribution assumption: employee only about $266,235 at 4% or $177,490 at 6%; with 50% employer match about $177,490 at 4% or $118,327 at 6%; with 100% employer match about $133,118 at 4% or $88,745 at 6%.
MEL PEARSON SWM CORP 401(K) PROFIT SHARING PLAN & TRUST-10$680,762$106,494$10,649iApproximate average salary by contribution assumption: employee only about $266,235 at 4% or $177,490 at 6%; with 50% employer match about $177,490 at 4% or $118,327 at 6%; with 100% employer match about $133,118 at 4% or $88,745 at 6%.
202118$734,099$88,352$11,044iApproximate average salary by contribution assumption: employee only about $276,100 at 4% or $184,067 at 6%; with 50% employer match about $184,067 at 4% or $122,711 at 6%; with 100% employer match about $138,050 at 4% or $92,033 at 6%.
MEL PEARSON SWM CORP 401(K) PROFIT SHARING PLAN & TRUST-8$734,099$88,352$11,044iApproximate average salary by contribution assumption: employee only about $276,100 at 4% or $184,067 at 6%; with 50% employer match about $184,067 at 4% or $122,711 at 6%; with 100% employer match about $138,050 at 4% or $92,033 at 6%.
202019$556,005$72,003$8,000iApproximate average salary by contribution assumption: employee only about $200,008 at 4% or $133,339 at 6%; with 50% employer match about $133,339 at 4% or $88,893 at 6%; with 100% employer match about $100,004 at 4% or $66,669 at 6%.
MEL PEARSON SWM CORP 401(K) PROFIT SHARING PLAN & TRUST-9$556,005$72,003$8,000iApproximate average salary by contribution assumption: employee only about $200,008 at 4% or $133,339 at 6%; with 50% employer match about $133,339 at 4% or $88,893 at 6%; with 100% employer match about $100,004 at 4% or $66,669 at 6%.
201917$384,092$62,075$8,868iApproximate average salary by contribution assumption: employee only about $221,696 at 4% or $147,798 at 6%; with 50% employer match about $147,798 at 4% or $98,532 at 6%; with 100% employer match about $110,848 at 4% or $73,899 at 6%.
MEL PEARSON SWM CORP 401(K) PROFIT SHARING PLAN & TRUST-7$384,092$62,075$8,868iApproximate average salary by contribution assumption: employee only about $221,696 at 4% or $147,798 at 6%; with 50% employer match about $147,798 at 4% or $98,532 at 6%; with 100% employer match about $110,848 at 4% or $73,899 at 6%.
201815$251,729$62,949$12,590iApproximate average salary by contribution assumption: employee only about $314,745 at 4% or $209,830 at 6%; with 50% employer match about $209,830 at 4% or $139,887 at 6%; with 100% employer match about $157,373 at 4% or $104,915 at 6%.
MEL PEARSON SWM CORP 401 K PROFIT SHARING PLAN TRUST-5$251,729$62,949$12,590iApproximate average salary by contribution assumption: employee only about $314,745 at 4% or $209,830 at 6%; with 50% employer match about $209,830 at 4% or $139,887 at 6%; with 100% employer match about $157,373 at 4% or $104,915 at 6%.
201717$202,201$62,878$8,983iApproximate average salary by contribution assumption: employee only about $224,564 at 4% or $149,710 at 6%; with 50% employer match about $149,710 at 4% or $99,806 at 6%; with 100% employer match about $112,282 at 4% or $74,855 at 6%.
MEL PEARSON SWM CORP 401 K PROFIT SHARING PLAN TRUST-7$202,201$62,878$8,983iApproximate average salary by contribution assumption: employee only about $224,564 at 4% or $149,710 at 6%; with 50% employer match about $149,710 at 4% or $99,806 at 6%; with 100% employer match about $112,282 at 4% or $74,855 at 6%.
201617$114,060$62,947$8,992iApproximate average salary by contribution assumption: employee only about $224,811 at 4% or $149,874 at 6%; with 50% employer match about $149,874 at 4% or $99,916 at 6%; with 100% employer match about $112,405 at 4% or $74,937 at 6%.
MEL PEARSON SWM CORP 401 K PROFIT SHARING PLAN TRUST-7$114,060$62,947$8,992iApproximate average salary by contribution assumption: employee only about $224,811 at 4% or $149,874 at 6%; with 50% employer match about $149,874 at 4% or $99,916 at 6%; with 100% employer match about $112,405 at 4% or $74,937 at 6%.
201516$45,336$45,937$7,656iApproximate average salary by contribution assumption: employee only about $191,404 at 4% or $127,603 at 6%; with 50% employer match about $127,603 at 4% or $85,069 at 6%; with 100% employer match about $95,702 at 4% or $63,801 at 6%.
Pearson Southwest Marketing 401K Plan-6$45,336$45,937$7,656iApproximate average salary by contribution assumption: employee only about $191,404 at 4% or $127,603 at 6%; with 50% employer match about $127,603 at 4% or $85,069 at 6%; with 100% employer match about $95,702 at 4% or $63,801 at 6%.
201210$0$2,300-
Pearson Southwest Marketing 401K Plan-0$0$2,300-
201116$983,509$10,200$1,700iApproximate average salary by contribution assumption: employee only about $42,500 at 4% or $28,333 at 6%; with 50% employer match about $28,333 at 4% or $18,889 at 6%; with 100% employer match about $21,250 at 4% or $14,167 at 6%.
Pearson Southwest Marketing 401K Plan-6$983,509$10,200$1,700iApproximate average salary by contribution assumption: employee only about $42,500 at 4% or $28,333 at 6%; with 50% employer match about $28,333 at 4% or $18,889 at 6%; with 100% employer match about $21,250 at 4% or $14,167 at 6%.
201016$993,784$8,600$1,433iApproximate average salary by contribution assumption: employee only about $35,833 at 4% or $23,889 at 6%; with 50% employer match about $23,889 at 4% or $15,926 at 6%; with 100% employer match about $17,917 at 4% or $11,944 at 6%.
Pearson Southwest Marketing 401K Plan-6$993,784$8,600$1,433iApproximate average salary by contribution assumption: employee only about $35,833 at 4% or $23,889 at 6%; with 50% employer match about $23,889 at 4% or $15,926 at 6%; with 100% employer match about $17,917 at 4% or $11,944 at 6%.
200916$922,375$10,476$1,746iApproximate average salary by contribution assumption: employee only about $43,650 at 4% or $29,100 at 6%; with 50% employer match about $29,100 at 4% or $19,400 at 6%; with 100% employer match about $21,825 at 4% or $14,550 at 6%.
Pearson Southwest Marketing 401K Plan-6$922,375$10,476$1,746iApproximate average salary by contribution assumption: employee only about $43,650 at 4% or $29,100 at 6%; with 50% employer match about $29,100 at 4% or $19,400 at 6%; with 100% employer match about $21,825 at 4% or $14,550 at 6%.
200817$744,431$61,902$8,843iApproximate average salary by contribution assumption: employee only about $221,079 at 4% or $147,386 at 6%; with 50% employer match about $147,386 at 4% or $98,257 at 6%; with 100% employer match about $110,539 at 4% or $73,693 at 6%.
Pearson Southwest Marketing 401K Plan-7$744,431$61,902$8,843iApproximate average salary by contribution assumption: employee only about $221,079 at 4% or $147,386 at 6%; with 50% employer match about $147,386 at 4% or $98,257 at 6%; with 100% employer match about $110,539 at 4% or $73,693 at 6%.
200716$992,812$105,547$17,591iApproximate average salary by contribution assumption: employee only about $439,779 at 4% or $293,186 at 6%; with 50% employer match about $293,186 at 4% or $195,457 at 6%; with 100% employer match about $219,890 at 4% or $146,593 at 6%.
Pearson Southwest Marketing 401K Plan-6$992,812$105,547$17,591iApproximate average salary by contribution assumption: employee only about $439,779 at 4% or $293,186 at 6%; with 50% employer match about $293,186 at 4% or $195,457 at 6%; with 100% employer match about $219,890 at 4% or $146,593 at 6%.
200615$0$0-
Pearson Southwest Marketing 401K Plan-5---
200516$687,850$61,225$10,204iApproximate average salary by contribution assumption: employee only about $255,104 at 4% or $170,069 at 6%; with 50% employer match about $170,069 at 4% or $113,380 at 6%; with 100% employer match about $127,552 at 4% or $85,035 at 6%.
Pearson Southwest Marketing 401K Plan-6$687,850$61,225$10,204iApproximate average salary by contribution assumption: employee only about $255,104 at 4% or $170,069 at 6%; with 50% employer match about $170,069 at 4% or $113,380 at 6%; with 100% employer match about $127,552 at 4% or $85,035 at 6%.
200416$575,209$82,619$13,770iApproximate average salary by contribution assumption: employee only about $344,246 at 4% or $229,497 at 6%; with 50% employer match about $229,497 at 4% or $152,998 at 6%; with 100% employer match about $172,123 at 4% or $114,749 at 6%.
Pearson Southwest Marketing 401K Plan-6$575,209$82,619$13,770iApproximate average salary by contribution assumption: employee only about $344,246 at 4% or $229,497 at 6%; with 50% employer match about $229,497 at 4% or $152,998 at 6%; with 100% employer match about $172,123 at 4% or $114,749 at 6%.
200216$392,796$53,236$8,873iApproximate average salary by contribution assumption: employee only about $221,817 at 4% or $147,878 at 6%; with 50% employer match about $147,878 at 4% or $98,585 at 6%; with 100% employer match about $110,908 at 4% or $73,939 at 6%.
Pearson Southwest Marketing 401K Plan-6$392,796$53,236$8,873iApproximate average salary by contribution assumption: employee only about $221,817 at 4% or $147,878 at 6%; with 50% employer match about $147,878 at 4% or $98,585 at 6%; with 100% employer match about $110,908 at 4% or $73,939 at 6%.
200117$0$0-
Pearson Southwest Marketing 401K Plan-7---
200017$0$0-
Pearson Southwest Marketing 401K Plan-7---
199915$674,212$43,285$8,657iApproximate average salary by contribution assumption: employee only about $216,425 at 4% or $144,283 at 6%; with 50% employer match about $144,283 at 4% or $96,189 at 6%; with 100% employer match about $108,213 at 4% or $72,142 at 6%.
Pearson Southwest Marketing 401K Plan-5$674,212$43,285$8,657iApproximate average salary by contribution assumption: employee only about $216,425 at 4% or $144,283 at 6%; with 50% employer match about $144,283 at 4% or $96,189 at 6%; with 100% employer match about $108,213 at 4% or $72,142 at 6%.