Southwest Medical Associates, Inc. 401(k) Plan (terminated 2013): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2013. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Southwest Medical Associates, Inc. 401(k) Plan Facts (plan year 2013)

Plan name
SOUTHWEST MEDICAL ASSOCIATES, INC. PROFIT SHARING AND SALARY DEFERRAL PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SOUTHWEST MEDICAL ASSOCIATES, INC.
Participants
143
Former employees with a balance
0
Employer contributions
$62,088 in plan year 2013 (100% of all contributions)
Plan year
Jan 1, 2013 – May 31, 2013
Plan established
Nov 1, 1980
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2013 (Jan 1, 2013 – May 31, 2013), filed Dec 23, 2013. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2013

  • $62,088 went into the plan in contributions, $62,088 of it from the employer (100%).
  • $13.7 million was paid out to participants.
  • Investment and other income added $670,291.

How the Southwest Medical Associates, Inc. 401(k) changed, 2009–2013

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2009160$10.8 million$198,159$222,546
2010153$11.7 million$190,757$1.06 million
2011185$11.3 million$77,537$872,305
2012150$13.0 million$182,557$452,139
2013 (final)143$0$62,088$13.7 million

Southwest Medical Associates, Inc. 401(k) Contact Information

Phone
505-823-1010
Mailing address
6100 PAN AMERICAN FREEWAY NE SUITE 100, ALBUQUERQUE NM 87109
Plan sponsor
SOUTHWEST MEDICAL ASSOCIATES, INC.
Employer identification number (EIN)
85-0275777
Plan number
001

Questions about the Southwest Medical Associates, Inc. 401(k)

Is the Southwest Medical Associates, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2013.

Does Southwest Medical Associates, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2013 the employer contributed $62,088, 100% of all contributions.

Does the Southwest Medical Associates, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Southwest Medical Associates, Inc 401(k) plan?

143 participants at the start of plan year 2013.

Who manages the Southwest Medical Associates, Inc 401(k) accounts?

Principal is the plan's recordkeeper, which is where participants log in to see their balance.

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