Civic Intelligence

SWA ACQUISITION LLC

Plan context: SOUTHWEST ADJUSTERS LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 88-4025765 • Irving, TX • 3 filings • 1 plans

5030 Riverside Dr Ste 300Irving, TX 75039-4335
Current Snapshot

Latest Year

2025

2025 Participants

37

2025 Assets

$930,867

2025 Contributions

$300,960

Historical Graphs

Total Assets Over Time

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

$930,867$465,434$0202320242025YearValue
$930,867Latest year 2025

Participants Over Time

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

37190202320242025YearValue
37Latest 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
2025137$930,867$300,960$8,134iApproximate average salary by contribution assumption: employee only about $203,351 at 4% or $135,568 at 6%; with 50% employer match about $135,568 at 4% or $90,378 at 6%; with 100% employer match about $101,676 at 4% or $67,784 at 6%.
SOUTHWEST ADJUSTERS LLC 401(K) PROFIT SHARING PLAN & TRUST-37$930,867$300,960$8,134iApproximate average salary by contribution assumption: employee only about $203,351 at 4% or $135,568 at 6%; with 50% employer match about $135,568 at 4% or $90,378 at 6%; with 100% employer match about $101,676 at 4% or $67,784 at 6%.
2024137$533,724$243,470$6,580iApproximate average salary by contribution assumption: employee only about $164,507 at 4% or $109,671 at 6%; with 50% employer match about $109,671 at 4% or $73,114 at 6%; with 100% employer match about $82,253 at 4% or $54,836 at 6%.
SOUTHWEST ADJUSTERS LLC 401(K) PROFIT SHARING PLAN & TRUST-37$533,724$243,470$6,580iApproximate average salary by contribution assumption: employee only about $164,507 at 4% or $109,671 at 6%; with 50% employer match about $109,671 at 4% or $73,114 at 6%; with 100% employer match about $82,253 at 4% or $54,836 at 6%.
2023125$254,654$92,746$3,710iApproximate average salary by contribution assumption: employee only about $92,746 at 4% or $61,831 at 6%; with 50% employer match about $61,831 at 4% or $41,220 at 6%; with 100% employer match about $46,373 at 4% or $30,915 at 6%.
SOUTHWEST ADJUSTERS LLC 401(K) PROFIT SHARING PLAN & TRUST-25$254,654$92,746$3,710iApproximate average salary by contribution assumption: employee only about $92,746 at 4% or $61,831 at 6%; with 50% employer match about $61,831 at 4% or $41,220 at 6%; with 100% employer match about $46,373 at 4% or $30,915 at 6%.