Factors Southwest LLC
Plan context: Fsw Funding 401(K) Plan
EIN 86-1033404 • Phoenix, AZ • 6 filings • 1 plans
Current Snapshot
Latest Year
2021
2021 Participants
16
2021 Assets
$1,052,667
2021 Contributions
$106,417
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $106,417 | - |
| Fsw Funding 401(K) Plan | - | 0 | $0 | $106,417 | - |
| 2020 | 1 | 16 | $1,052,667 | $164,556 | $10,285iApproximate average salary by contribution assumption: employee only about $257,119 at 4% or $171,413 at 6%; with 50% employer match about $171,413 at 4% or $114,275 at 6%; with 100% employer match about $128,559 at 4% or $85,706 at 6%. |
| Fsw Funding 401(K) Plan | - | 16 | $1,052,667 | $164,556 | $10,285iApproximate average salary by contribution assumption: employee only about $257,119 at 4% or $171,413 at 6%; with 50% employer match about $171,413 at 4% or $114,275 at 6%; with 100% employer match about $128,559 at 4% or $85,706 at 6%. |
| 2019 | 1 | 13 | $864,632 | $162,967 | $12,536iApproximate average salary by contribution assumption: employee only about $313,398 at 4% or $208,932 at 6%; with 50% employer match about $208,932 at 4% or $139,288 at 6%; with 100% employer match about $156,699 at 4% or $104,466 at 6%. |
| Fsw Funding 401(K) Plan | - | 13 | $864,632 | $162,967 | $12,536iApproximate average salary by contribution assumption: employee only about $313,398 at 4% or $208,932 at 6%; with 50% employer match about $208,932 at 4% or $139,288 at 6%; with 100% employer match about $156,699 at 4% or $104,466 at 6%. |
| 2018 | 1 | 9 | $623,122 | $151,068 | $16,785iApproximate average salary by contribution assumption: employee only about $419,633 at 4% or $279,756 at 6%; with 50% employer match about $279,756 at 4% or $186,504 at 6%; with 100% employer match about $209,817 at 4% or $139,878 at 6%. |
| Fsw Funding 401(K) Plan | - | 9 | $623,122 | $151,068 | $16,785iApproximate average salary by contribution assumption: employee only about $419,633 at 4% or $279,756 at 6%; with 50% employer match about $279,756 at 4% or $186,504 at 6%; with 100% employer match about $209,817 at 4% or $139,878 at 6%. |
| 2017 | 1 | 8 | $544,180 | $126,765 | $15,846iApproximate average salary by contribution assumption: employee only about $396,141 at 4% or $264,094 at 6%; with 50% employer match about $264,094 at 4% or $176,063 at 6%; with 100% employer match about $198,070 at 4% or $132,047 at 6%. |
| Fsw Funding 401(K) Plan | - | 8 | $544,180 | $126,765 | $15,846iApproximate average salary by contribution assumption: employee only about $396,141 at 4% or $264,094 at 6%; with 50% employer match about $264,094 at 4% or $176,063 at 6%; with 100% employer match about $198,070 at 4% or $132,047 at 6%. |
| 2016 | 1 | 8 | $377,164 | $338,170 | $42,271iApproximate average salary by contribution assumption: employee only about $1,056,781 at 4% or $704,521 at 6%; with 50% employer match about $704,521 at 4% or $469,681 at 6%; with 100% employer match about $528,391 at 4% or $352,260 at 6%. |
| Fsw Funding 401(K) Plan | - | 8 | $377,164 | $338,170 | $42,271iApproximate average salary by contribution assumption: employee only about $1,056,781 at 4% or $704,521 at 6%; with 50% employer match about $704,521 at 4% or $469,681 at 6%; with 100% employer match about $528,391 at 4% or $352,260 at 6%. |