Civic Intelligence

Pacific Southwest Financial

Plan context: Pacific Southwest Financial 401K Plan

EIN 95-4643148 • San Diego, CA • 18 filings • 2 plans

9915 Mira Mesa BlvdSuite 110San Diego, CA 92131
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$555,605

2017 Contributions

$119,785

Historical Graphs

Total Assets Over Time

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

$2,738,263$1,369,132$0199920102017YearValue
$555,605Latest year 2017

Participants Over Time

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

37190199920092017YearValue
3Latest year 2017

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
201723$555,605$119,785$39,928iApproximate average salary by contribution assumption: employee only about $998,208 at 4% or $665,472 at 6%; with 50% employer match about $665,472 at 4% or $443,648 at 6%; with 100% employer match about $499,104 at 4% or $332,736 at 6%.
Pacific Southwest Financial 401K Plan-3$555,605$119,785$39,928iApproximate average salary by contribution assumption: employee only about $998,208 at 4% or $665,472 at 6%; with 50% employer match about $665,472 at 4% or $443,648 at 6%; with 100% employer match about $499,104 at 4% or $332,736 at 6%.
Pacific Southwest Financial 401K Plan-0$0$0-
2016132$2,651,691$178,798$5,587iApproximate average salary by contribution assumption: employee only about $139,686 at 4% or $93,124 at 6%; with 50% employer match about $93,124 at 4% or $62,083 at 6%; with 100% employer match about $69,843 at 4% or $46,562 at 6%.
Pacific Southwest Financial 401K Plan-32$2,651,691$178,798$5,587iApproximate average salary by contribution assumption: employee only about $139,686 at 4% or $93,124 at 6%; with 50% employer match about $93,124 at 4% or $62,083 at 6%; with 100% employer match about $69,843 at 4% or $46,562 at 6%.
2015135$2,487,945$203,007$5,800iApproximate average salary by contribution assumption: employee only about $145,005 at 4% or $96,670 at 6%; with 50% employer match about $96,670 at 4% or $64,447 at 6%; with 100% employer match about $72,503 at 4% or $48,335 at 6%.
Pacific Southwest Financial 401K Plan-35$2,487,945$203,007$5,800iApproximate average salary by contribution assumption: employee only about $145,005 at 4% or $96,670 at 6%; with 50% employer match about $96,670 at 4% or $64,447 at 6%; with 100% employer match about $72,503 at 4% or $48,335 at 6%.
2014133$2,738,263$231,305$7,009iApproximate average salary by contribution assumption: employee only about $175,231 at 4% or $116,821 at 6%; with 50% employer match about $116,821 at 4% or $77,880 at 6%; with 100% employer match about $87,616 at 4% or $58,410 at 6%.
Pacific Southwest Financial 401K Plan-33$2,738,263$231,305$7,009iApproximate average salary by contribution assumption: employee only about $175,231 at 4% or $116,821 at 6%; with 50% employer match about $116,821 at 4% or $77,880 at 6%; with 100% employer match about $87,616 at 4% or $58,410 at 6%.
2013134$2,518,349$236,886$6,967iApproximate average salary by contribution assumption: employee only about $174,181 at 4% or $116,121 at 6%; with 50% employer match about $116,121 at 4% or $77,414 at 6%; with 100% employer match about $87,090 at 4% or $58,060 at 6%.
Pacific Southwest Financial 401K Plan-34$2,518,349$236,886$6,967iApproximate average salary by contribution assumption: employee only about $174,181 at 4% or $116,121 at 6%; with 50% employer match about $116,121 at 4% or $77,414 at 6%; with 100% employer match about $87,090 at 4% or $58,060 at 6%.
2012134$2,078,211$245,268$7,214iApproximate average salary by contribution assumption: employee only about $180,344 at 4% or $120,229 at 6%; with 50% employer match about $120,229 at 4% or $80,153 at 6%; with 100% employer match about $90,172 at 4% or $60,115 at 6%.
Pacific Southwest Financial 401K Plan-34$2,078,211$245,268$7,214iApproximate average salary by contribution assumption: employee only about $180,344 at 4% or $120,229 at 6%; with 50% employer match about $120,229 at 4% or $80,153 at 6%; with 100% employer match about $90,172 at 4% or $60,115 at 6%.
2011133$1,776,211$239,001$7,242iApproximate average salary by contribution assumption: employee only about $181,061 at 4% or $120,708 at 6%; with 50% employer match about $120,708 at 4% or $80,472 at 6%; with 100% employer match about $90,531 at 4% or $60,354 at 6%.
Pacific Southwest Financial 401K Plan-33$1,776,211$239,001$7,242iApproximate average salary by contribution assumption: employee only about $181,061 at 4% or $120,708 at 6%; with 50% employer match about $120,708 at 4% or $80,472 at 6%; with 100% employer match about $90,531 at 4% or $60,354 at 6%.
2010133$1,703,823$201,512$6,106iApproximate average salary by contribution assumption: employee only about $152,661 at 4% or $101,774 at 6%; with 50% employer match about $101,774 at 4% or $67,849 at 6%; with 100% employer match about $76,330 at 4% or $50,887 at 6%.
Pacific Southwest Financial 401K Plan-33$1,703,823$201,512$6,106iApproximate average salary by contribution assumption: employee only about $152,661 at 4% or $101,774 at 6%; with 50% employer match about $101,774 at 4% or $67,849 at 6%; with 100% employer match about $76,330 at 4% or $50,887 at 6%.
2009131$1,614,666$202,014$6,517iApproximate average salary by contribution assumption: employee only about $162,915 at 4% or $108,610 at 6%; with 50% employer match about $108,610 at 4% or $72,406 at 6%; with 100% employer match about $81,457 at 4% or $54,305 at 6%.
Pacific Southwest Financial 401K Plan-31$1,614,666$202,014$6,517iApproximate average salary by contribution assumption: employee only about $162,915 at 4% or $108,610 at 6%; with 50% employer match about $108,610 at 4% or $72,406 at 6%; with 100% employer match about $81,457 at 4% or $54,305 at 6%.
2007134$1,498,382$231,001$6,794iApproximate average salary by contribution assumption: employee only about $169,854 at 4% or $113,236 at 6%; with 50% employer match about $113,236 at 4% or $75,491 at 6%; with 100% employer match about $84,927 at 4% or $56,618 at 6%.
Pacific Southwest Financial 401K Plan-34$1,498,382$231,001$6,794iApproximate average salary by contribution assumption: employee only about $169,854 at 4% or $113,236 at 6%; with 50% employer match about $113,236 at 4% or $75,491 at 6%; with 100% employer match about $84,927 at 4% or $56,618 at 6%.
2006137$1,396,563$241,596$6,530iApproximate average salary by contribution assumption: employee only about $163,241 at 4% or $108,827 at 6%; with 50% employer match about $108,827 at 4% or $72,551 at 6%; with 100% employer match about $81,620 at 4% or $54,414 at 6%.
Pacific Southwest Financial 401K Plan-37$1,396,563$241,596$6,530iApproximate average salary by contribution assumption: employee only about $163,241 at 4% or $108,827 at 6%; with 50% employer match about $108,827 at 4% or $72,551 at 6%; with 100% employer match about $81,620 at 4% or $54,414 at 6%.
2005136$1,099,168$244,334$6,787iApproximate average salary by contribution assumption: employee only about $169,676 at 4% or $113,118 at 6%; with 50% employer match about $113,118 at 4% or $75,412 at 6%; with 100% employer match about $84,838 at 4% or $56,559 at 6%.
Pacific Southwest Financial 401K Plan-36$1,099,168$244,334$6,787iApproximate average salary by contribution assumption: employee only about $169,676 at 4% or $113,118 at 6%; with 50% employer match about $113,118 at 4% or $75,412 at 6%; with 100% employer match about $84,838 at 4% or $56,559 at 6%.
2004133$809,785$254,475$7,711iApproximate average salary by contribution assumption: employee only about $192,784 at 4% or $128,523 at 6%; with 50% employer match about $128,523 at 4% or $85,682 at 6%; with 100% employer match about $96,392 at 4% or $64,261 at 6%.
Pacific Southwest Financial 401K Plan-33$809,785$254,475$7,711iApproximate average salary by contribution assumption: employee only about $192,784 at 4% or $128,523 at 6%; with 50% employer match about $128,523 at 4% or $85,682 at 6%; with 100% employer match about $96,392 at 4% or $64,261 at 6%.
2003129$529,214$113,183$3,903iApproximate average salary by contribution assumption: employee only about $97,572 at 4% or $65,048 at 6%; with 50% employer match about $65,048 at 4% or $43,365 at 6%; with 100% employer match about $48,786 at 4% or $32,524 at 6%.
Pacific Southwest Financial 401K Plan-29$529,214$113,183$3,903iApproximate average salary by contribution assumption: employee only about $97,572 at 4% or $65,048 at 6%; with 50% employer match about $65,048 at 4% or $43,365 at 6%; with 100% employer match about $48,786 at 4% or $32,524 at 6%.
2002126$329,125$24,980$961iApproximate average salary by contribution assumption: employee only about $24,019 at 4% or $16,013 at 6%; with 50% employer match about $16,013 at 4% or $10,675 at 6%; with 100% employer match about $12,010 at 4% or $8,006 at 6%.
Pacific Southwest Financial 401K Plan-26$329,125$24,980$961iApproximate average salary by contribution assumption: employee only about $24,019 at 4% or $16,013 at 6%; with 50% employer match about $16,013 at 4% or $10,675 at 6%; with 100% employer match about $12,010 at 4% or $8,006 at 6%.
2001120$0$0-
Pacific Southwest Financial 401K Plan-20---
1999119$262,895$98,495$5,184iApproximate average salary by contribution assumption: employee only about $129,599 at 4% or $86,399 at 6%; with 50% employer match about $86,399 at 4% or $57,599 at 6%; with 100% employer match about $64,799 at 4% or $43,200 at 6%.
Pacific Southwest Financial 401K Plan-19$262,895$98,495$5,184iApproximate average salary by contribution assumption: employee only about $129,599 at 4% or $86,399 at 6%; with 50% employer match about $86,399 at 4% or $57,599 at 6%; with 100% employer match about $64,799 at 4% or $43,200 at 6%.