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Plan Name | MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. |
Plan identification number | 006 |
Company Name: | SOUTHWEST AIRLINES COMPANY |
Employer identification number (EIN): | 741563240 |
NAIC Classification: | 481000 |
NAIC Description: | Air Transportation |
Additional information about SOUTHWEST AIRLINES COMPANY
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1967-03-09 |
Company Identification Number: | 0023294100 |
Legal Registered Office Address: |
PO BOX 36611 C/O 6TX DALLAS United States of America (USA) 75235 |
More information about SOUTHWEST AIRLINES COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
006 | 2022-01-01 | ||||
006 | 2021-01-01 | ||||
006 | 2020-01-01 | ||||
006 | 2019-01-01 | ||||
006 | 2018-01-01 | ||||
006 | 2017-01-01 | ||||
006 | 2016-01-01 | 2017-10-05 | |||
006 | 2015-01-01 | 2016-10-07 | |||
006 | 2014-01-01 | 2015-09-30 | |||
006 | 2013-01-01 | 2014-09-30 | |||
006 | 2012-01-01 | 2013-10-09 | |||
006 | 2011-01-01 | 2012-10-05 | |||
006 | 2010-01-01 | 2012-01-05 | |||
006 | 2009-01-01 | 2010-10-13 |
Measure | Date | Value |
---|---|---|
2016: MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2016 401k membership | ||
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 0 |
2015: MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2015 401k membership | ||
Total of all active and inactive participants | 2015-01-01 | 0 |
2014: MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2014 401k membership | ||
Total of all active and inactive participants | 2014-01-01 | 0 |
2013: MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2013 401k membership | ||
Total of all active and inactive participants | 2013-01-01 | 0 |
2012: MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2012 401k membership | ||
Total of all active and inactive participants | 2012-01-01 | 0 |
2011: MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2011 401k membership | ||
Total of all active and inactive participants | 2011-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $1,119,385,506 |
Total transfer of assets from this plan | 2022-12-31 | $878,319,564 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-94,711,378 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $1,385,678,560 |
Value of total assets at beginning of year | 2022-12-31 | $1,239,323,996 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-94,711,378 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,385,678,560 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,239,323,996 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $50,692,051 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $44,490,947 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,334,986,509 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,194,833,049 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $10,315 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-94,721,693 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | Yes |
2021 : MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $1,106,775,474 |
Total transfer of assets from this plan | 2021-12-31 | $1,154,324,718 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $-16,924,190 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $1,239,323,996 |
Value of total assets at beginning of year | 2021-12-31 | $1,303,797,430 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-16,924,190 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,239,323,996 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,303,797,430 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $44,490,947 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $30,550,399 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,194,833,049 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,273,247,031 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $10,315 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $-16,934,505 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
2020 : MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $2,074,582,058 |
Total transfer of assets from this plan | 2020-12-31 | $1,951,788,528 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $63,430,026 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $1,303,797,430 |
Value of total assets at beginning of year | 2020-12-31 | $1,117,573,874 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $63,430,026 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,303,797,430 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,117,573,874 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $30,550,399 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $23,693,655 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,273,247,031 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,093,880,219 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $223,890 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $63,206,136 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
2019 : MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $974,322,731 |
Total transfer of assets from this plan | 2019-12-31 | $1,004,980,780 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $57,840,701 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $1,117,573,874 |
Value of total assets at beginning of year | 2019-12-31 | $1,090,391,222 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $57,840,701 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,117,573,874 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,090,391,222 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $23,693,655 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $112,580,043 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,093,880,219 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $977,811,179 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,163,471 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $56,677,230 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
2018 : MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $1,110,658,184 |
Total transfer of assets from this plan | 2018-12-31 | $1,058,382,668 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $9,050,373 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $1,090,391,222 |
Value of total assets at beginning of year | 2018-12-31 | $1,029,065,333 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $9,050,373 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,090,391,222 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,029,065,333 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $112,580,043 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $37,100,638 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $977,811,179 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $991,964,695 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $1,044,330 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $8,006,043 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
2017 : MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $1,233,407,191 |
Total transfer of assets from this plan | 2017-12-31 | $1,305,833,102 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $13,779,962 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
Value of total assets at end of year | 2017-12-31 | $1,029,065,333 |
Value of total assets at beginning of year | 2017-12-31 | $1,087,711,282 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $13,779,962 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,029,065,333 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,087,711,282 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $37,100,638 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $66,028,491 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $991,964,695 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,021,682,791 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $352,973 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $13,426,989 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
2016 : MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $1,470,690,814 |
Total transfer of assets from this plan | 2016-12-31 | $1,319,749,272 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $10,923,916 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $1,087,711,282 |
Value of total assets at beginning of year | 2016-12-31 | $925,845,824 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $10,923,916 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,087,711,282 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $925,845,824 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $66,028,491 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $117,389,680 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,021,682,791 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $808,456,144 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $263,611 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $10,660,305 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
2015 : MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $1,502,538,255 |
Total transfer of assets from this plan | 2015-12-31 | $1,303,636,077 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $4,536,411 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $925,845,824 |
Value of total assets at beginning of year | 2015-12-31 | $722,407,235 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $4,536,411 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $925,845,824 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $722,407,235 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $117,389,680 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $44,453,167 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $808,456,144 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $677,954,068 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $5,847 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $4,530,564 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
2014 : MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $1,355,795,599 |
Total transfer of assets from this plan | 2014-12-31 | $1,352,846,338 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $9,856,656 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $722,407,235 |
Value of total assets at beginning of year | 2014-12-31 | $709,601,318 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $9,856,656 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $722,407,235 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $709,601,318 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $44,453,167 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $44,445,600 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $677,954,068 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $665,155,718 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $4,730 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $9,851,926 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
2013 : MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $933,205,442 |
Total transfer of assets from this plan | 2013-12-31 | $983,610,758 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $-1,555,358 |
Total loss/gain on sale of assets | 2013-12-31 | $-476,650 |
Total of all expenses incurred | 2013-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $709,601,318 |
Value of total assets at beginning of year | 2013-12-31 | $761,561,992 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $561,639 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other income not declared elsewhere | 2013-12-31 | $476,650 |
Value of net income/loss | 2013-12-31 | $-1,555,358 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $709,601,318 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $761,561,992 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $44,445,600 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $124,376,132 |
Interest earned on other investments | 2013-12-31 | $561,639 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $665,155,718 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $624,579,571 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $12,606,289 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $6,238 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-2,123,235 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Aggregate proceeds on sale of assets | 2013-12-31 | $13,167,929 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $13,644,579 |
2012 : MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $805,598,054 |
Total transfer of assets from this plan | 2012-12-31 | $707,559,352 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $13,844,645 |
Total loss/gain on sale of assets | 2012-12-31 | $-16,316 |
Total of all expenses incurred | 2012-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $761,561,992 |
Value of total assets at beginning of year | 2012-12-31 | $649,678,645 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $700,742 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Other income not declared elsewhere | 2012-12-31 | $597,077 |
Value of net income/loss | 2012-12-31 | $13,844,645 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $761,561,992 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $649,678,645 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $124,376,132 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $106,966,220 |
Interest earned on other investments | 2012-12-31 | $700,742 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $624,579,571 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $519,454,067 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $12,606,289 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $23,258,358 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $12,747 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $12,550,395 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Aggregate proceeds on sale of assets | 2012-12-31 | $11,352,811 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $11,369,127 |
2011 : MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $907,181,459 |
Total transfer of assets from this plan | 2011-12-31 | $797,114,435 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $13,686,936 |
Total loss/gain on sale of assets | 2011-12-31 | $-536,560 |
Total of all expenses incurred | 2011-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $649,678,645 |
Value of total assets at beginning of year | 2011-12-31 | $525,924,685 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $1,754,261 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Other income not declared elsewhere | 2011-12-31 | $-1,868,415 |
Value of net income/loss | 2011-12-31 | $13,686,936 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $649,678,645 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $525,924,685 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $106,966,220 |
Interest earned on other investments | 2011-12-31 | $1,754,261 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $519,454,067 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $475,124,714 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $23,258,358 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $50,799,971 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $10,439 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $14,327,211 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Aggregate proceeds on sale of assets | 2011-12-31 | $26,890,897 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $27,427,457 |
2010 : MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $1,130,566,502 |
Total transfer of assets from this plan | 2010-12-31 | $1,121,544,337 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $9,305,132 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $525,924,685 |
Value of total assets at beginning of year | 2010-12-31 | $507,597,388 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $2,251,316 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Value of net income/loss | 2010-12-31 | $9,305,132 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $525,924,685 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $507,597,388 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $0 |
Interest earned on other investments | 2010-12-31 | $2,251,316 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $475,124,714 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $451,828,756 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $50,799,971 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $55,768,632 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $7,053,816 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
2022: MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2021: MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2020: MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2019: MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2018: MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2017: MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2016: MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2015: MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2014: MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2013: MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2012: MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2011: MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2010: MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2009: MASTER TRUST AGREEMENT FOR QUALIFIED RETIREMENT PLANS OF SOUTHWEST AIRLINES CO. 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |