Southwest Allied Management Inc.
Plan context: SOUTHWEST ALLIED MANAGEMENT, INC. 401K PLAN
EIN 88-0367672 • Scottsdale, AZ • 12 filings • 3 plans
Current Snapshot
Latest Year
2009
2009 Participants
5
2009 Assets
$74,273
2009 Contributions
$83,392
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $0 | - |
| SOUTHWEST ALLIED MANAGEMENT, INC. 401(K) PLAN | - | 0 | $0 | $0 | - |
| 2008 | 2 | 5 | $74,273 | $83,392 | $16,678iApproximate average salary by contribution assumption: employee only about $416,960 at 4% or $277,973 at 6%; with 50% employer match about $277,973 at 4% or $185,316 at 6%; with 100% employer match about $208,480 at 4% or $138,987 at 6%. |
| SOUTHWEST ALLIED MANAGEMENT, INC. 401K PLAN | - | 5 | $74,273 | $83,392 | $16,678iApproximate average salary by contribution assumption: employee only about $416,960 at 4% or $277,973 at 6%; with 50% employer match about $277,973 at 4% or $185,316 at 6%; with 100% employer match about $208,480 at 4% or $138,987 at 6%. |
| Southwest Allied Management Inc. Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| Southwest Allied Management Inc. Defined Benefit Pension Plan | - | 5 | - | - | - |
| 2006 | 1 | 5 | $0 | $0 | - |
| Southwest Allied Management Inc. Defined Benefit Pension Plan | - | 5 | - | - | - |
| 2005 | 1 | 5 | $0 | $0 | - |
| Southwest Allied Management Inc. Defined Benefit Pension Plan | - | 5 | - | - | - |
| 2004 | 1 | 5 | $0 | $0 | - |
| Southwest Allied Management Inc. Defined Benefit Pension Plan | - | 5 | - | - | - |
| 2003 | 1 | 5 | $502,576 | $86,675 | $17,335iApproximate average salary by contribution assumption: employee only about $433,375 at 4% or $288,917 at 6%; with 50% employer match about $288,917 at 4% or $192,611 at 6%; with 100% employer match about $216,688 at 4% or $144,458 at 6%. |
| Southwest Allied Management Inc. Defined Benefit Pension Plan | - | 5 | $502,576 | $86,675 | $17,335iApproximate average salary by contribution assumption: employee only about $433,375 at 4% or $288,917 at 6%; with 50% employer match about $288,917 at 4% or $192,611 at 6%; with 100% employer match about $216,688 at 4% or $144,458 at 6%. |
| 2002 | 1 | 5 | $0 | $0 | - |
| Southwest Allied Management Inc. Defined Benefit Pension Plan | - | 5 | - | - | - |
| 2001 | 1 | 5 | $0 | $0 | - |
| Southwest Allied Management Inc. Defined Benefit Pension Plan | - | 5 | - | - | - |
| 2000 | 1 | 1 | $0 | $0 | - |
| Southwest Allied Management Inc. Defined Benefit Pension Plan | - | 1 | - | - | - |
| 1999 | 1 | 1 | $409,418 | $103,739 | $103,739iApproximate average salary by contribution assumption: employee only about $2,593,475 at 4% or $1,728,983 at 6%; with 50% employer match about $1,728,983 at 4% or $1,152,656 at 6%; with 100% employer match about $1,296,738 at 4% or $864,492 at 6%. |
| Southwest Allied Management Inc. Defined Benefit Pension Plan | - | 1 | $409,418 | $103,739 | $103,739iApproximate average salary by contribution assumption: employee only about $2,593,475 at 4% or $1,728,983 at 6%; with 50% employer match about $1,728,983 at 4% or $1,152,656 at 6%; with 100% employer match about $1,296,738 at 4% or $864,492 at 6%. |