Stable plan record

SOUTHWESTERN INVESTMENT GROUP 401(K) PROFIT SHARING PLAN

Sponsored by DBA SOUTHWESTERN INVESTMENT GROUP · EIN/PN 471471217-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer contributions reported per active participant
2022
$3,582
2023
$3,516
2024
$4,074
Plan-paid administrative expenses per participant
2022
$195
2023
$167
2024
$227
Active participants
2022
158
2023
168
2024
169
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202420251010153915NAL0004381235001169$4,074
202320241004093137NAL0005583203001168$3,516
202220231206120656NAL0016714081001158$3,582
Public filing identifier

The EIN and plan number are public filing identifiers. PlanScore does not expose unrelated personal data.