Southwest Heart & Lung PC.
Plan context: Southwest Heart & Lung PC. 401(K) Profit Sharing Plan
EIN 86-0945964 • Phoenix, AZ • 37 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$11,171,632
2024 Contributions
$197,944
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 17 | $11,171,632 | $197,944 | $11,644iApproximate average salary by contribution assumption: employee only about $291,094 at 4% or $194,063 at 6%; with 50% employer match about $194,063 at 4% or $129,375 at 6%; with 100% employer match about $145,547 at 4% or $97,031 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 11 | $6,764,657 | $137,944 | $12,540iApproximate average salary by contribution assumption: employee only about $313,509 at 4% or $209,006 at 6%; with 50% employer match about $209,006 at 4% or $139,337 at 6%; with 100% employer match about $156,755 at 4% or $104,503 at 6%. |
| Southwest Heart & Lung PC. Cash Balance Plan | - | 17 | $4,406,975 | $60,000 | $3,529iApproximate average salary by contribution assumption: employee only about $88,235 at 4% or $58,824 at 6%; with 50% employer match about $58,824 at 4% or $39,216 at 6%; with 100% employer match about $44,118 at 4% or $29,412 at 6%. |
| 2023 | 2 | 17 | $9,206,789 | $550,249 | $32,368iApproximate average salary by contribution assumption: employee only about $809,190 at 4% or $539,460 at 6%; with 50% employer match about $539,460 at 4% or $359,640 at 6%; with 100% employer match about $404,595 at 4% or $269,730 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 11 | $5,587,922 | $150,249 | $13,659iApproximate average salary by contribution assumption: employee only about $341,475 at 4% or $227,650 at 6%; with 50% employer match about $227,650 at 4% or $151,767 at 6%; with 100% employer match about $170,738 at 4% or $113,825 at 6%. |
| Southwest Heart & Lung PC. Cash Balance Plan | - | 17 | $3,618,867 | $400,000 | $23,529iApproximate average salary by contribution assumption: employee only about $588,235 at 4% or $392,157 at 6%; with 50% employer match about $392,157 at 4% or $261,438 at 6%; with 100% employer match about $294,118 at 4% or $196,078 at 6%. |
| 2022 | 2 | 17 | $7,066,592 | $598,307 | $35,195iApproximate average salary by contribution assumption: employee only about $879,863 at 4% or $586,575 at 6%; with 50% employer match about $586,575 at 4% or $391,050 at 6%; with 100% employer match about $439,932 at 4% or $293,288 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 11 | $4,473,606 | $198,307 | $18,028iApproximate average salary by contribution assumption: employee only about $450,698 at 4% or $300,465 at 6%; with 50% employer match about $300,465 at 4% or $200,310 at 6%; with 100% employer match about $225,349 at 4% or $150,233 at 6%. |
| Southwest Heart & Lung PC. Cash Balance Plan | - | 17 | $2,592,986 | $400,000 | $23,529iApproximate average salary by contribution assumption: employee only about $588,235 at 4% or $392,157 at 6%; with 50% employer match about $392,157 at 4% or $261,438 at 6%; with 100% employer match about $294,118 at 4% or $196,078 at 6%. |
| 2021 | 2 | 17 | $8,138,027 | $405,859 | $23,874iApproximate average salary by contribution assumption: employee only about $596,851 at 4% or $397,901 at 6%; with 50% employer match about $397,901 at 4% or $265,267 at 6%; with 100% employer match about $298,426 at 4% or $198,950 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 12 | $5,384,080 | $230,859 | $19,238iApproximate average salary by contribution assumption: employee only about $480,956 at 4% or $320,638 at 6%; with 50% employer match about $320,638 at 4% or $213,758 at 6%; with 100% employer match about $240,478 at 4% or $160,319 at 6%. |
| Southwest Heart & Lung PC. Cash Balance Plan | - | 17 | $2,753,947 | $175,000 | $10,294iApproximate average salary by contribution assumption: employee only about $257,353 at 4% or $171,569 at 6%; with 50% employer match about $171,569 at 4% or $114,379 at 6%; with 100% employer match about $128,676 at 4% or $85,784 at 6%. |
| 2020 | 2 | 20 | $8,150,320 | $402,641 | $20,132iApproximate average salary by contribution assumption: employee only about $503,301 at 4% or $335,534 at 6%; with 50% employer match about $335,534 at 4% or $223,689 at 6%; with 100% employer match about $251,651 at 4% or $167,767 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 20 | $5,914,717 | $302,641 | $15,132iApproximate average salary by contribution assumption: employee only about $378,301 at 4% or $252,201 at 6%; with 50% employer match about $252,201 at 4% or $168,134 at 6%; with 100% employer match about $189,151 at 4% or $126,100 at 6%. |
| Southwest Heart & Lung PC. Cash Balance Plan | - | 17 | $2,235,603 | $100,000 | $5,882iApproximate average salary by contribution assumption: employee only about $147,059 at 4% or $98,039 at 6%; with 50% employer match about $98,039 at 4% or $65,359 at 6%; with 100% employer match about $73,529 at 4% or $49,020 at 6%. |
| 2019 | 2 | 19 | $7,154,381 | $416,142 | $21,902iApproximate average salary by contribution assumption: employee only about $547,555 at 4% or $365,037 at 6%; with 50% employer match about $365,037 at 4% or $243,358 at 6%; with 100% employer match about $273,778 at 4% or $182,518 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 19 | $5,432,935 | $291,142 | $15,323iApproximate average salary by contribution assumption: employee only about $383,082 at 4% or $255,388 at 6%; with 50% employer match about $255,388 at 4% or $170,258 at 6%; with 100% employer match about $191,541 at 4% or $127,694 at 6%. |
| Southwest Heart & Lung PC. Cash Balance Plan | - | 18 | $1,721,446 | $125,000 | $6,944iApproximate average salary by contribution assumption: employee only about $173,611 at 4% or $115,741 at 6%; with 50% employer match about $115,741 at 4% or $77,160 at 6%; with 100% employer match about $86,806 at 4% or $57,870 at 6%. |
| 2018 | 2 | 19 | $5,383,725 | $564,110 | $29,690iApproximate average salary by contribution assumption: employee only about $742,250 at 4% or $494,833 at 6%; with 50% employer match about $494,833 at 4% or $329,889 at 6%; with 100% employer match about $371,125 at 4% or $247,417 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 19 | $4,143,553 | $289,110 | $15,216iApproximate average salary by contribution assumption: employee only about $380,408 at 4% or $253,605 at 6%; with 50% employer match about $253,605 at 4% or $169,070 at 6%; with 100% employer match about $190,204 at 4% or $126,803 at 6%. |
| Southwest Heart & Lung PC. Cash Balance Plan | - | 18 | $1,240,172 | $275,000 | $15,278iApproximate average salary by contribution assumption: employee only about $381,944 at 4% or $254,630 at 6%; with 50% employer match about $254,630 at 4% or $169,753 at 6%; with 100% employer match about $190,972 at 4% or $127,315 at 6%. |
| 2017 | 2 | 20 | $5,144,378 | $429,495 | $21,475iApproximate average salary by contribution assumption: employee only about $536,869 at 4% or $357,913 at 6%; with 50% employer match about $357,913 at 4% or $238,608 at 6%; with 100% employer match about $268,434 at 4% or $178,956 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 20 | $4,090,673 | $254,495 | $12,725iApproximate average salary by contribution assumption: employee only about $318,119 at 4% or $212,079 at 6%; with 50% employer match about $212,079 at 4% or $141,386 at 6%; with 100% employer match about $159,059 at 4% or $106,040 at 6%. |
| Southwest Heart & Lung PC. Cash Balance Plan | - | 18 | $1,053,705 | $175,000 | $9,722iApproximate average salary by contribution assumption: employee only about $243,056 at 4% or $162,037 at 6%; with 50% employer match about $162,037 at 4% or $108,025 at 6%; with 100% employer match about $121,528 at 4% or $81,019 at 6%. |
| 2016 | 2 | 22 | $4,151,293 | $478,303 | $21,741iApproximate average salary by contribution assumption: employee only about $543,526 at 4% or $362,351 at 6%; with 50% employer match about $362,351 at 4% or $241,567 at 6%; with 100% employer match about $271,763 at 4% or $181,175 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 22 | $3,423,590 | $278,303 | $12,650iApproximate average salary by contribution assumption: employee only about $316,253 at 4% or $210,836 at 6%; with 50% employer match about $210,836 at 4% or $140,557 at 6%; with 100% employer match about $158,127 at 4% or $105,418 at 6%. |
| Southwest Heart & Lung PC. Cash Balance Plan | - | 17 | $727,703 | $200,000 | $11,765iApproximate average salary by contribution assumption: employee only about $294,118 at 4% or $196,078 at 6%; with 50% employer match about $196,078 at 4% or $130,719 at 6%; with 100% employer match about $147,059 at 4% or $98,039 at 6%. |
| 2015 | 2 | 24 | $3,798,789 | $541,440 | $22,560iApproximate average salary by contribution assumption: employee only about $564,000 at 4% or $376,000 at 6%; with 50% employer match about $376,000 at 4% or $250,667 at 6%; with 100% employer match about $282,000 at 4% or $188,000 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 24 | $3,318,025 | $291,440 | $12,143iApproximate average salary by contribution assumption: employee only about $303,583 at 4% or $202,389 at 6%; with 50% employer match about $202,389 at 4% or $134,926 at 6%; with 100% employer match about $151,792 at 4% or $101,194 at 6%. |
| Southwest Heart & Lung PC. Cash Balance Plan | - | 17 | $480,764 | $250,000 | $14,706iApproximate average salary by contribution assumption: employee only about $367,647 at 4% or $245,098 at 6%; with 50% employer match about $245,098 at 4% or $163,399 at 6%; with 100% employer match about $183,824 at 4% or $122,549 at 6%. |
| 2014 | 2 | 32 | $4,357,508 | $509,518 | $15,922iApproximate average salary by contribution assumption: employee only about $398,061 at 4% or $265,374 at 6%; with 50% employer match about $265,374 at 4% or $176,916 at 6%; with 100% employer match about $199,030 at 4% or $132,687 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 32 | $4,131,508 | $283,518 | $8,860iApproximate average salary by contribution assumption: employee only about $221,498 at 4% or $147,666 at 6%; with 50% employer match about $147,666 at 4% or $98,444 at 6%; with 100% employer match about $110,749 at 4% or $73,833 at 6%. |
| Southwest Heart & Lung PC. Cash Balance Plan | - | 15 | $226,000 | $226,000 | $15,067iApproximate average salary by contribution assumption: employee only about $376,667 at 4% or $251,111 at 6%; with 50% employer match about $251,111 at 4% or $167,407 at 6%; with 100% employer match about $188,333 at 4% or $125,556 at 6%. |
| 2013 | 1 | 34 | $3,985,576 | $341,450 | $10,043iApproximate average salary by contribution assumption: employee only about $251,066 at 4% or $167,377 at 6%; with 50% employer match about $167,377 at 4% or $111,585 at 6%; with 100% employer match about $125,533 at 4% or $83,689 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 34 | $3,985,576 | $341,450 | $10,043iApproximate average salary by contribution assumption: employee only about $251,066 at 4% or $167,377 at 6%; with 50% employer match about $167,377 at 4% or $111,585 at 6%; with 100% employer match about $125,533 at 4% or $83,689 at 6%. |
| 2012 | 1 | 36 | $3,970,679 | $454,088 | $12,614iApproximate average salary by contribution assumption: employee only about $315,339 at 4% or $210,226 at 6%; with 50% employer match about $210,226 at 4% or $140,151 at 6%; with 100% employer match about $157,669 at 4% or $105,113 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 36 | $3,970,679 | $454,088 | $12,614iApproximate average salary by contribution assumption: employee only about $315,339 at 4% or $210,226 at 6%; with 50% employer match about $210,226 at 4% or $140,151 at 6%; with 100% employer match about $157,669 at 4% or $105,113 at 6%. |
| 2011 | 1 | 38 | $3,329,674 | $444,191 | $11,689iApproximate average salary by contribution assumption: employee only about $292,231 at 4% or $194,821 at 6%; with 50% employer match about $194,821 at 4% or $129,880 at 6%; with 100% employer match about $146,115 at 4% or $97,410 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 38 | $3,329,674 | $444,191 | $11,689iApproximate average salary by contribution assumption: employee only about $292,231 at 4% or $194,821 at 6%; with 50% employer match about $194,821 at 4% or $129,880 at 6%; with 100% employer match about $146,115 at 4% or $97,410 at 6%. |
| 2010 | 1 | 38 | $3,040,806 | $535,344 | $14,088iApproximate average salary by contribution assumption: employee only about $352,200 at 4% or $234,800 at 6%; with 50% employer match about $234,800 at 4% or $156,533 at 6%; with 100% employer match about $176,100 at 4% or $117,400 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 38 | $3,040,806 | $535,344 | $14,088iApproximate average salary by contribution assumption: employee only about $352,200 at 4% or $234,800 at 6%; with 50% employer match about $234,800 at 4% or $156,533 at 6%; with 100% employer match about $176,100 at 4% or $117,400 at 6%. |
| 2009 | 1 | 35 | $3,028,477 | $605,572 | $17,302iApproximate average salary by contribution assumption: employee only about $432,551 at 4% or $288,368 at 6%; with 50% employer match about $288,368 at 4% or $192,245 at 6%; with 100% employer match about $216,276 at 4% or $144,184 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 35 | $3,028,477 | $605,572 | $17,302iApproximate average salary by contribution assumption: employee only about $432,551 at 4% or $288,368 at 6%; with 50% employer match about $288,368 at 4% or $192,245 at 6%; with 100% employer match about $216,276 at 4% or $144,184 at 6%. |
| 2008 | 1 | 34 | $1,910,692 | $461,377 | $13,570iApproximate average salary by contribution assumption: employee only about $339,248 at 4% or $226,165 at 6%; with 50% employer match about $226,165 at 4% or $150,777 at 6%; with 100% employer match about $169,624 at 4% or $113,083 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 34 | $1,910,692 | $461,377 | $13,570iApproximate average salary by contribution assumption: employee only about $339,248 at 4% or $226,165 at 6%; with 50% employer match about $226,165 at 4% or $150,777 at 6%; with 100% employer match about $169,624 at 4% or $113,083 at 6%. |
| 2007 | 1 | 36 | $2,252,584 | $449,140 | $12,476iApproximate average salary by contribution assumption: employee only about $311,903 at 4% or $207,935 at 6%; with 50% employer match about $207,935 at 4% or $138,623 at 6%; with 100% employer match about $155,951 at 4% or $103,968 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 36 | $2,252,584 | $449,140 | $12,476iApproximate average salary by contribution assumption: employee only about $311,903 at 4% or $207,935 at 6%; with 50% employer match about $207,935 at 4% or $138,623 at 6%; with 100% employer match about $155,951 at 4% or $103,968 at 6%. |
| 2006 | 1 | 32 | $1,699,039 | $327,157 | $10,224iApproximate average salary by contribution assumption: employee only about $255,591 at 4% or $170,394 at 6%; with 50% employer match about $170,394 at 4% or $113,596 at 6%; with 100% employer match about $127,796 at 4% or $85,197 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 32 | $1,699,039 | $327,157 | $10,224iApproximate average salary by contribution assumption: employee only about $255,591 at 4% or $170,394 at 6%; with 50% employer match about $170,394 at 4% or $113,596 at 6%; with 100% employer match about $127,796 at 4% or $85,197 at 6%. |
| 2005 | 1 | 32 | $1,269,931 | $356,492 | $11,140iApproximate average salary by contribution assumption: employee only about $278,509 at 4% or $185,673 at 6%; with 50% employer match about $185,673 at 4% or $123,782 at 6%; with 100% employer match about $139,255 at 4% or $92,836 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 32 | $1,269,931 | $356,492 | $11,140iApproximate average salary by contribution assumption: employee only about $278,509 at 4% or $185,673 at 6%; with 50% employer match about $185,673 at 4% or $123,782 at 6%; with 100% employer match about $139,255 at 4% or $92,836 at 6%. |
| 2004 | 1 | 26 | $848,345 | $367,630 | $14,140iApproximate average salary by contribution assumption: employee only about $353,490 at 4% or $235,660 at 6%; with 50% employer match about $235,660 at 4% or $157,107 at 6%; with 100% employer match about $176,745 at 4% or $117,830 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 26 | $848,345 | $367,630 | $14,140iApproximate average salary by contribution assumption: employee only about $353,490 at 4% or $235,660 at 6%; with 50% employer match about $235,660 at 4% or $157,107 at 6%; with 100% employer match about $176,745 at 4% or $117,830 at 6%. |
| 2003 | 1 | 23 | $445,198 | $73,978 | $3,216iApproximate average salary by contribution assumption: employee only about $80,411 at 4% or $53,607 at 6%; with 50% employer match about $53,607 at 4% or $35,738 at 6%; with 100% employer match about $40,205 at 4% or $26,804 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 23 | $445,198 | $73,978 | $3,216iApproximate average salary by contribution assumption: employee only about $80,411 at 4% or $53,607 at 6%; with 50% employer match about $53,607 at 4% or $35,738 at 6%; with 100% employer match about $40,205 at 4% or $26,804 at 6%. |
| 2002 | 1 | 11 | $0 | $0 | - |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 11 | - | - | - |
| 2001 | 1 | 10 | $0 | $0 | - |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 10 | - | - | - |
| 2000 | 1 | 7 | $158,618 | $123,434 | $17,633iApproximate average salary by contribution assumption: employee only about $440,836 at 4% or $293,890 at 6%; with 50% employer match about $293,890 at 4% or $195,927 at 6%; with 100% employer match about $220,418 at 4% or $146,945 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 7 | $158,618 | $123,434 | $17,633iApproximate average salary by contribution assumption: employee only about $440,836 at 4% or $293,890 at 6%; with 50% employer match about $293,890 at 4% or $195,927 at 6%; with 100% employer match about $220,418 at 4% or $146,945 at 6%. |
| 1999 | 1 | 7 | $40,874 | $40,794 | $5,828iApproximate average salary by contribution assumption: employee only about $145,693 at 4% or $97,129 at 6%; with 50% employer match about $97,129 at 4% or $64,752 at 6%; with 100% employer match about $72,846 at 4% or $48,564 at 6%. |
| Southwest Heart & Lung PC. 401(K) Profit Sharing Plan | - | 7 | $40,874 | $40,794 | $5,828iApproximate average salary by contribution assumption: employee only about $145,693 at 4% or $97,129 at 6%; with 50% employer match about $97,129 at 4% or $64,752 at 6%; with 100% employer match about $72,846 at 4% or $48,564 at 6%. |