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SOUTHWEST AIRLINES CO. 401K PLAN 401k Plan overview

Plan NameSOUTHWEST AIRLINES CO. 401K PLAN
Plan identification number 004

SOUTHWEST AIRLINES CO. 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHWEST AIRLINES COMPANY has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST AIRLINES CO. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01RAY SCHUSTER, VP ACCTG & FIN RPTG2023-09-12 ELIZABETH BRYANT, SVP PEOPLE LEARNI2023-09-14
0042021-01-01LEAH KOONTZ, SVP CONTROLLER2022-09-13 LINDSEY LANG, VP PEOPLE2022-09-13
0042020-01-01LEAH KOONTZ, VP CONTROLLER2021-08-26 JULIE WEBER, VP & CPO2021-09-02
0042019-01-01LEAH KOONTZ, VP CONTROLLER2020-10-06 JULIE WEBER, VICE PRESIDENT2020-10-06
0042018-01-01LEAH KOONTZ, VP CONTROLLER2019-09-16 JULIE WEBER, VICE PRESIDENT2019-09-06
0042017-01-01
0042016-01-01
0042015-01-01
0042014-01-01LEAH KOONTZ, VP CONTROLLER
0042013-01-01LEAH KOONTZ, VP CONTROLLER
0042012-01-01LEAH KOONTZ, VP CONTROLLER
0042011-01-01DARYL KRAUSE, MEMBER PS401K COMMI
0042010-01-01DARYL KRAUSE, MEMBER PS401K COMMI JEFF LAMB, SRVP, CHF PPL OFFICER2012-01-05
0042009-01-01SCOTT TOPPING JEFF LAMB, SRVP ADM,CHF PPL OFFICER2010-10-13

Plan Statistics for SOUTHWEST AIRLINES CO. 401K PLAN

401k plan membership statisitcs for SOUTHWEST AIRLINES CO. 401K PLAN

Measure Date Value
2022: SOUTHWEST AIRLINES CO. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0158,343
Total number of active participants reported on line 7a of the Form 55002022-01-0159,610
Number of retired or separated participants receiving benefits2022-01-01817
Number of other retired or separated participants entitled to future benefits2022-01-017,271
Total of all active and inactive participants2022-01-0167,698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01235
Total participants2022-01-0167,933
Number of participants with account balances2022-01-0167,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,138
2021: SOUTHWEST AIRLINES CO. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0158,813
Total number of active participants reported on line 7a of the Form 55002021-01-0149,786
Number of retired or separated participants receiving benefits2021-01-01843
Number of other retired or separated participants entitled to future benefits2021-01-016,694
Total of all active and inactive participants2021-01-0157,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01216
Total participants2021-01-0157,539
Number of participants with account balances2021-01-0156,371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01857
2020: SOUTHWEST AIRLINES CO. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0160,685
Total number of active participants reported on line 7a of the Form 55002020-01-0151,399
Number of retired or separated participants receiving benefits2020-01-011,338
Number of other retired or separated participants entitled to future benefits2020-01-015,877
Total of all active and inactive participants2020-01-0158,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01199
Total participants2020-01-0158,813
Number of participants with account balances2020-01-0157,214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01535
2019: SOUTHWEST AIRLINES CO. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0158,446
Total number of active participants reported on line 7a of the Form 55002019-01-0155,098
Number of retired or separated participants receiving benefits2019-01-01419
Number of other retired or separated participants entitled to future benefits2019-01-014,671
Total of all active and inactive participants2019-01-0160,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01144
Total participants2019-01-0160,332
Number of participants with account balances2019-01-0159,049
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01718
2018: SOUTHWEST AIRLINES CO. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0155,356
Total number of active participants reported on line 7a of the Form 55002018-01-0153,356
Number of retired or separated participants receiving benefits2018-01-01379
Number of other retired or separated participants entitled to future benefits2018-01-014,324
Total of all active and inactive participants2018-01-0158,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01121
Total participants2018-01-0158,180
Number of participants with account balances2018-01-0156,836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01736
2017: SOUTHWEST AIRLINES CO. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0152,799
Total number of active participants reported on line 7a of the Form 55002017-01-0150,856
Number of retired or separated participants receiving benefits2017-01-01258
Number of other retired or separated participants entitled to future benefits2017-01-013,859
Total of all active and inactive participants2017-01-0154,973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0179
Total participants2017-01-0155,052
Number of participants with account balances2017-01-0153,651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01716
2016: SOUTHWEST AIRLINES CO. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0150,714
Total number of active participants reported on line 7a of the Form 55002016-01-0148,834
Number of retired or separated participants receiving benefits2016-01-01168
Number of other retired or separated participants entitled to future benefits2016-01-013,334
Total of all active and inactive participants2016-01-0152,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0185
Total participants2016-01-0152,421
Number of participants with account balances2016-01-0150,893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01508
2015: SOUTHWEST AIRLINES CO. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0148,014
Total number of active participants reported on line 7a of the Form 55002015-01-0145,039
Number of retired or separated participants receiving benefits2015-01-01905
Number of other retired or separated participants entitled to future benefits2015-01-014,288
Total of all active and inactive participants2015-01-0150,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0157
Total participants2015-01-0150,289
Number of participants with account balances2015-01-0148,627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01848
2014: SOUTHWEST AIRLINES CO. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0144,855
Total number of active participants reported on line 7a of the Form 55002014-01-0142,029
Number of retired or separated participants receiving benefits2014-01-012,402
Number of other retired or separated participants entitled to future benefits2014-01-013,109
Total of all active and inactive participants2014-01-0147,540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0169
Total participants2014-01-0147,609
Number of participants with account balances2014-01-0145,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01879
2013: SOUTHWEST AIRLINES CO. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0141,895
Total number of active participants reported on line 7a of the Form 55002013-01-0139,609
Number of retired or separated participants receiving benefits2013-01-012,330
Number of other retired or separated participants entitled to future benefits2013-01-012,765
Total of all active and inactive participants2013-01-0144,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0140
Total participants2013-01-0144,744
Number of participants with account balances2013-01-0142,712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01774
2012: SOUTHWEST AIRLINES CO. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0138,746
Total number of active participants reported on line 7a of the Form 55002012-01-0137,431
Number of retired or separated participants receiving benefits2012-01-011,816
Number of other retired or separated participants entitled to future benefits2012-01-012,517
Total of all active and inactive participants2012-01-0141,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0135
Total participants2012-01-0141,799
Number of participants with account balances2012-01-0139,665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01756
2011: SOUTHWEST AIRLINES CO. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0135,970
Total number of active participants reported on line 7a of the Form 55002011-01-0134,274
Number of retired or separated participants receiving benefits2011-01-011,757
Number of other retired or separated participants entitled to future benefits2011-01-012,307
Total of all active and inactive participants2011-01-0138,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0134
Total participants2011-01-0138,372
Number of participants with account balances2011-01-0136,199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01836
2010: SOUTHWEST AIRLINES CO. 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0134,676
Total number of active participants reported on line 7a of the Form 55002010-01-0132,046
Number of retired or separated participants receiving benefits2010-01-011,694
Number of other retired or separated participants entitled to future benefits2010-01-012,013
Total of all active and inactive participants2010-01-0135,753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0147
Total participants2010-01-0135,800
Number of participants with account balances2010-01-0133,430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01590
2009: SOUTHWEST AIRLINES CO. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0136,823
Total number of active participants reported on line 7a of the Form 55002009-01-0131,228
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013,359
Total of all active and inactive participants2009-01-0134,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-019
Total participants2009-01-0134,596
Number of participants with account balances2009-01-0132,237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01542

Financial Data on SOUTHWEST AIRLINES CO. 401K PLAN

Measure Date Value
2022 : SOUTHWEST AIRLINES CO. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-1,100,556,363
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$543,620,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$543,480,684
Expenses. Certain deemed distributions of participant loans2022-12-31$-549,893
Value of total corrective distributions2022-12-31$22,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$697,984,982
Value of total assets at end of year2022-12-31$7,993,494,287
Value of total assets at beginning of year2022-12-31$9,637,671,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$667,035
Total interest from all sources2022-12-31$6,250,681
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$77,387,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$77,387,299
Administrative expenses professional fees incurred2022-12-31$53,720
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$372,044,370
Participant contributions at end of year2022-12-31$135,142,832
Participant contributions at beginning of year2022-12-31$120,951,257
Participant contributions at end of year2022-12-31$17,770,856
Participant contributions at beginning of year2022-12-31$14,515,466
Assets. Other investments not covered elsewhere at end of year2022-12-31$89,510,997
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$89,407,629
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$31,473,849
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$364,475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-15,315,035
Administrative expenses (other) incurred2022-12-31$568,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,644,176,826
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,993,494,287
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,637,671,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,652,285,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,775,288,556
Interest on participant loans2022-12-31$6,250,681
Value of interest in master investment trust accounts at end of year2022-12-31$836,837,259
Value of interest in master investment trust accounts at beginning of year2022-12-31$734,051,066
Value of interest in common/collective trusts at end of year2022-12-31$5,247,847,552
Value of interest in common/collective trusts at beginning of year2022-12-31$4,892,549,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-929,133,002
Net investment gain or loss from common/collective trusts2022-12-31$-880,669,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$294,466,763
Employer contributions (assets) at end of year2022-12-31$13,734,388
Employer contributions (assets) at beginning of year2022-12-31$10,907,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$543,480,684
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2022-12-31431947695
2021 : SOUTHWEST AIRLINES CO. 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$1,851,914,353
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$640,723,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$638,229,679
Expenses. Certain deemed distributions of participant loans2021-12-31$1,981,563
Value of total corrective distributions2021-12-31$377,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$589,062,291
Value of total assets at end of year2021-12-31$9,637,671,113
Value of total assets at beginning of year2021-12-31$8,426,480,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$135,472
Total interest from all sources2021-12-31$6,475,711
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$386,812,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$386,812,780
Administrative expenses professional fees incurred2021-12-31$46,045
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$324,945,002
Participant contributions at end of year2021-12-31$120,951,257
Participant contributions at beginning of year2021-12-31$130,653,415
Participant contributions at end of year2021-12-31$14,515,466
Participant contributions at beginning of year2021-12-31$11,780,602
Assets. Other investments not covered elsewhere at end of year2021-12-31$89,407,629
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$66,939,822
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,173,682
Other income not declared elsewhere2021-12-31$3,679,655
Administrative expenses (other) incurred2021-12-31$20,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,211,190,580
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,637,671,113
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,426,480,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$68,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,775,288,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,390,717,870
Interest on participant loans2021-12-31$6,475,711
Value of interest in master investment trust accounts at end of year2021-12-31$734,051,066
Value of interest in master investment trust accounts at beginning of year2021-12-31$726,356,061
Value of interest in common/collective trusts at end of year2021-12-31$4,892,549,526
Value of interest in common/collective trusts at beginning of year2021-12-31$4,091,087,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$233,484,354
Net investment gain or loss from common/collective trusts2021-12-31$640,987,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$251,943,607
Employer contributions (assets) at end of year2021-12-31$10,907,613
Employer contributions (assets) at beginning of year2021-12-31$8,945,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$638,229,679
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2021-12-31431947695
2020 : SOUTHWEST AIRLINES CO. 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$1,896,717,944
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,636,482,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,632,145,170
Expenses. Certain deemed distributions of participant loans2020-12-31$4,213,874
Value of total corrective distributions2020-12-31$2,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$541,134,194
Value of total assets at end of year2020-12-31$8,426,480,533
Value of total assets at beginning of year2020-12-31$8,166,245,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$121,423
Total interest from all sources2020-12-31$7,683,262
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$272,134,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$272,134,194
Administrative expenses professional fees incurred2020-12-31$47,482
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$293,875,621
Participant contributions at end of year2020-12-31$130,653,415
Participant contributions at beginning of year2020-12-31$168,168,747
Participant contributions at end of year2020-12-31$11,780,602
Participant contributions at beginning of year2020-12-31$13,301,618
Assets. Other investments not covered elsewhere at end of year2020-12-31$66,939,822
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$54,946,985
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$19,835,024
Other income not declared elsewhere2020-12-31$9,255,144
Administrative expenses (other) incurred2020-12-31$3,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$260,235,420
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,426,480,533
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,166,245,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$70,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,390,717,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,166,285,285
Interest on participant loans2020-12-31$7,683,262
Value of interest in master investment trust accounts at end of year2020-12-31$726,356,061
Value of interest in master investment trust accounts at beginning of year2020-12-31$636,207,870
Value of interest in common/collective trusts at end of year2020-12-31$4,091,087,425
Value of interest in common/collective trusts at beginning of year2020-12-31$4,117,276,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$509,948,709
Net investment gain or loss from common/collective trusts2020-12-31$521,583,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$227,423,549
Employer contributions (assets) at end of year2020-12-31$8,945,338
Employer contributions (assets) at beginning of year2020-12-31$10,058,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,632,145,170
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2020-12-31431947695
2019 : SOUTHWEST AIRLINES CO. 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$2,104,269,226
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$420,535,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$418,634,097
Expenses. Certain deemed distributions of participant loans2019-12-31$1,780,486
Value of total corrective distributions2019-12-31$10,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$605,465,306
Value of total assets at end of year2019-12-31$8,166,245,113
Value of total assets at beginning of year2019-12-31$6,482,511,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$111,194
Total interest from all sources2019-12-31$8,564,716
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$255,947,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$255,947,423
Administrative expenses professional fees incurred2019-12-31$48,424
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$322,261,462
Participant contributions at end of year2019-12-31$168,168,747
Participant contributions at beginning of year2019-12-31$158,780,786
Participant contributions at end of year2019-12-31$13,301,618
Participant contributions at beginning of year2019-12-31$12,054,007
Assets. Other investments not covered elsewhere at end of year2019-12-31$54,946,985
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$43,546,801
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,195,336
Other income not declared elsewhere2019-12-31$9,062,496
Administrative expenses (other) incurred2019-12-31$1,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,683,733,303
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,166,245,113
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,482,511,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$61,462
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,166,285,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,540,685,301
Interest on participant loans2019-12-31$8,564,716
Value of interest in master investment trust accounts at end of year2019-12-31$636,207,870
Value of interest in master investment trust accounts at beginning of year2019-12-31$633,216,593
Value of interest in common/collective trusts at end of year2019-12-31$4,117,276,114
Value of interest in common/collective trusts at beginning of year2019-12-31$3,084,984,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$455,025,292
Net investment gain or loss from common/collective trusts2019-12-31$737,109,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$254,008,508
Employer contributions (assets) at end of year2019-12-31$10,058,494
Employer contributions (assets) at beginning of year2019-12-31$9,243,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$418,634,097
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2019-12-31431947695
2018 : SOUTHWEST AIRLINES CO. 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$190,097,969
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$357,645,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$356,332,088
Expenses. Certain deemed distributions of participant loans2018-12-31$1,175,833
Value of total corrective distributions2018-12-31$5,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$527,291,542
Value of total assets at end of year2018-12-31$6,482,511,810
Value of total assets at beginning of year2018-12-31$6,650,059,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$132,755
Total interest from all sources2018-12-31$6,871,177
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$232,244,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$232,244,080
Administrative expenses professional fees incurred2018-12-31$57,275
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$286,547,947
Participant contributions at end of year2018-12-31$158,780,786
Participant contributions at beginning of year2018-12-31$149,788,038
Participant contributions at end of year2018-12-31$12,054,007
Participant contributions at beginning of year2018-12-31$10,965,289
Assets. Other investments not covered elsewhere at end of year2018-12-31$43,546,801
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$42,060,477
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$19,542,922
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$141,561
Other income not declared elsewhere2018-12-31$-1,955,585
Administrative expenses (other) incurred2018-12-31$12,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-167,547,989
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,482,511,810
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,650,059,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$62,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,540,685,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,826,779,325
Interest on participant loans2018-12-31$6,871,177
Value of interest in master investment trust accounts at end of year2018-12-31$633,216,593
Value of interest in master investment trust accounts at beginning of year2018-12-31$555,733,877
Value of interest in common/collective trusts at end of year2018-12-31$3,084,984,545
Value of interest in common/collective trusts at beginning of year2018-12-31$2,052,950,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-383,067,356
Net investment gain or loss from common/collective trusts2018-12-31$-195,976,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$221,200,673
Employer contributions (assets) at end of year2018-12-31$9,243,777
Employer contributions (assets) at beginning of year2018-12-31$11,640,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$356,332,088
Contract administrator fees2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2018-12-31431947695
2017 : SOUTHWEST AIRLINES CO. 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$1,563,522,192
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$330,464,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$330,220,756
Expenses. Certain deemed distributions of participant loans2017-12-31$95,844
Value of total corrective distributions2017-12-31$5,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$509,414,061
Value of total assets at end of year2017-12-31$6,650,059,799
Value of total assets at beginning of year2017-12-31$5,417,002,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$143,023
Total interest from all sources2017-12-31$5,330,309
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$237,515,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$237,515,828
Administrative expenses professional fees incurred2017-12-31$66,909
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$272,597,009
Participant contributions at end of year2017-12-31$149,788,038
Participant contributions at beginning of year2017-12-31$141,663,051
Participant contributions at end of year2017-12-31$10,965,289
Participant contributions at beginning of year2017-12-31$10,207,696
Assets. Other investments not covered elsewhere at end of year2017-12-31$42,060,477
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$32,499,247
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$22,458,298
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$141,561
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$4,907,577
Administrative expenses (other) incurred2017-12-31$875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,233,057,516
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,650,059,799
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,417,002,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$75,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,826,779,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,108,737,660
Interest on participant loans2017-12-31$5,330,309
Value of interest in master investment trust accounts at end of year2017-12-31$555,733,877
Value of interest in master investment trust accounts at beginning of year2017-12-31$593,075,823
Value of interest in common/collective trusts at end of year2017-12-31$2,052,950,698
Value of interest in common/collective trusts at beginning of year2017-12-31$1,523,005,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$497,925,224
Net investment gain or loss from common/collective trusts2017-12-31$300,671,684
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$214,358,754
Employer contributions (assets) at end of year2017-12-31$11,640,534
Employer contributions (assets) at beginning of year2017-12-31$7,813,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$330,220,756
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2017-12-31431947695
2016 : SOUTHWEST AIRLINES CO. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$76,846,662
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$787,669,403
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$242,112,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$241,961,627
Value of total corrective distributions2016-12-31$50,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$454,547,608
Value of total assets at end of year2016-12-31$5,417,002,283
Value of total assets at beginning of year2016-12-31$4,794,598,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$100,317
Total interest from all sources2016-12-31$4,549,894
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$142,783,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$142,783,717
Administrative expenses professional fees incurred2016-12-31$38,050
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$243,081,003
Participant contributions at end of year2016-12-31$141,663,051
Participant contributions at beginning of year2016-12-31$140,419,699
Participant contributions at end of year2016-12-31$10,207,696
Participant contributions at beginning of year2016-12-31$9,108,623
Assets. Other investments not covered elsewhere at end of year2016-12-31$32,499,247
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$24,451,512
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$20,545,658
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$17,819,069
Other income not declared elsewhere2016-12-31$1,968,416
Administrative expenses (other) incurred2016-12-31$37,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$545,556,986
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,417,002,283
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,794,598,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$24,317
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,108,737,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,055,389,595
Interest on participant loans2016-12-31$4,549,894
Value of interest in master investment trust accounts at end of year2016-12-31$593,075,823
Value of interest in master investment trust accounts at beginning of year2016-12-31$491,643,486
Value of interest in common/collective trusts at end of year2016-12-31$1,523,005,445
Value of interest in common/collective trusts at beginning of year2016-12-31$1,048,776,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$109,140,237
Net investment gain or loss from common/collective trusts2016-12-31$68,738,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$190,920,947
Employer contributions (assets) at end of year2016-12-31$7,813,361
Employer contributions (assets) at beginning of year2016-12-31$6,990,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$241,961,627
Contract administrator fees2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2016-12-31431947695
2015 : SOUTHWEST AIRLINES CO. 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$17,819,069
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$394,557,102
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$243,120,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$242,542,142
Value of total corrective distributions2015-12-31$15,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$396,549,758
Value of total assets at end of year2015-12-31$4,794,598,635
Value of total assets at beginning of year2015-12-31$4,625,342,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$562,587
Total interest from all sources2015-12-31$4,531,803
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$169,051,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$169,051,946
Administrative expenses professional fees incurred2015-12-31$30,397
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$217,275,180
Participant contributions at end of year2015-12-31$140,419,699
Participant contributions at beginning of year2015-12-31$135,654,671
Participant contributions at end of year2015-12-31$9,108,623
Participant contributions at beginning of year2015-12-31$8,536,100
Assets. Other investments not covered elsewhere at end of year2015-12-31$24,451,512
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$20,244,659
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,490,078
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$17,819,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$171,228
Administrative expenses (other) incurred2015-12-31$482,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$151,436,745
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,794,598,635
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,625,342,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$50,159
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,055,389,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,055,784,737
Interest on participant loans2015-12-31$4,531,803
Value of interest in master investment trust accounts at end of year2015-12-31$491,643,486
Value of interest in master investment trust accounts at beginning of year2015-12-31$372,256,449
Value of interest in common/collective trusts at end of year2015-12-31$1,048,776,356
Value of interest in common/collective trusts at beginning of year2015-12-31$1,026,279,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-136,156,208
Net investment gain or loss from common/collective trusts2015-12-31$-42,061,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$169,784,500
Employer contributions (assets) at end of year2015-12-31$6,990,295
Employer contributions (assets) at beginning of year2015-12-31$6,586,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$242,542,142
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-12-31431947695
2014 : SOUTHWEST AIRLINES CO. 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$635,145,600
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$205,629,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$202,496,881
Expenses. Certain deemed distributions of participant loans2014-12-31$2,509,485
Value of total corrective distributions2014-12-31$45,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$360,378,836
Value of total assets at end of year2014-12-31$4,625,342,821
Value of total assets at beginning of year2014-12-31$4,195,826,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$577,606
Total interest from all sources2014-12-31$4,452,823
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$132,130,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$132,130,973
Administrative expenses professional fees incurred2014-12-31$21,337
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$198,242,539
Participant contributions at end of year2014-12-31$135,654,671
Participant contributions at beginning of year2014-12-31$128,344,764
Participant contributions at end of year2014-12-31$8,536,100
Participant contributions at beginning of year2014-12-31$7,778,982
Assets. Other investments not covered elsewhere at end of year2014-12-31$20,244,659
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$17,271,675
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,473,435
Other income not declared elsewhere2014-12-31$940,032
Administrative expenses (other) incurred2014-12-31$506,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$429,516,553
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,625,342,821
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,195,826,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$50,257
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,055,784,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,784,158,669
Interest on participant loans2014-12-31$4,452,823
Value of interest in master investment trust accounts at end of year2014-12-31$372,256,449
Value of interest in master investment trust accounts at beginning of year2014-12-31$371,547,250
Value of interest in common/collective trusts at end of year2014-12-31$1,026,279,823
Value of interest in common/collective trusts at beginning of year2014-12-31$880,610,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$83,048,725
Net investment gain or loss from common/collective trusts2014-12-31$49,117,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$157,662,862
Employer contributions (assets) at end of year2014-12-31$6,586,382
Employer contributions (assets) at beginning of year2014-12-31$6,114,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$202,496,881
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-12-31431947695
2013 : SOUTHWEST AIRLINES CO. 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$1,082,440,344
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$140,343,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$136,155,096
Expenses. Certain deemed distributions of participant loans2013-12-31$3,544,657
Value of total corrective distributions2013-12-31$38,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$325,825,904
Value of total assets at end of year2013-12-31$4,195,826,268
Value of total assets at beginning of year2013-12-31$3,253,729,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$604,846
Total interest from all sources2013-12-31$4,125,654
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$68,244,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$68,244,704
Administrative expenses professional fees incurred2013-12-31$26,791
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$178,555,674
Participant contributions at end of year2013-12-31$128,344,764
Participant contributions at beginning of year2013-12-31$120,042,885
Participant contributions at end of year2013-12-31$7,778,982
Participant contributions at beginning of year2013-12-31$7,055,064
Assets. Other investments not covered elsewhere at end of year2013-12-31$17,271,675
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$12,373,061
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,498,941
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$23,464
Other income not declared elsewhere2013-12-31$1,696,979
Administrative expenses (other) incurred2013-12-31$489,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$942,097,157
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,195,826,268
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,253,729,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$88,481
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,784,158,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,026,485,153
Interest on participant loans2013-12-31$4,125,654
Value of interest in master investment trust accounts at end of year2013-12-31$371,547,250
Value of interest in master investment trust accounts at beginning of year2013-12-31$394,412,908
Value of interest in common/collective trusts at end of year2013-12-31$880,610,192
Value of interest in common/collective trusts at beginning of year2013-12-31$687,728,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$547,084,630
Net investment gain or loss from common/collective trusts2013-12-31$136,154,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$142,771,289
Employer contributions (assets) at end of year2013-12-31$6,114,736
Employer contributions (assets) at beginning of year2013-12-31$5,607,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$136,155,096
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-12-31431947695
2012 : SOUTHWEST AIRLINES CO. 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$682,122,821
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$92,114,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$89,832,061
Expenses. Certain deemed distributions of participant loans2012-12-31$1,573,692
Value of total corrective distributions2012-12-31$8,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$298,814,052
Value of total assets at end of year2012-12-31$3,253,729,111
Value of total assets at beginning of year2012-12-31$2,663,720,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$700,263
Total interest from all sources2012-12-31$3,911,264
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$48,977,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$48,977,459
Administrative expenses professional fees incurred2012-12-31$16,900
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$162,115,780
Participant contributions at end of year2012-12-31$120,042,885
Participant contributions at beginning of year2012-12-31$109,558,924
Participant contributions at end of year2012-12-31$7,055,064
Participant contributions at beginning of year2012-12-31$6,189,630
Assets. Other investments not covered elsewhere at end of year2012-12-31$12,373,061
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$7,444,929
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,365,395
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$23,464
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$774,178
Other income not declared elsewhere2012-12-31$512,434
Administrative expenses (other) incurred2012-12-31$582,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$590,008,736
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,253,729,111
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,663,720,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$100,849
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,026,485,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,651,272,783
Interest on participant loans2012-12-31$3,911,264
Value of interest in master investment trust accounts at end of year2012-12-31$394,412,908
Value of interest in master investment trust accounts at beginning of year2012-12-31$323,669,840
Value of interest in common/collective trusts at end of year2012-12-31$687,728,824
Value of interest in common/collective trusts at beginning of year2012-12-31$559,948,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$242,126,319
Net investment gain or loss from common/collective trusts2012-12-31$80,551,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$132,332,877
Employer contributions (assets) at end of year2012-12-31$5,607,752
Employer contributions (assets) at beginning of year2012-12-31$4,861,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$89,832,061
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-12-31431947695
2011 : SOUTHWEST AIRLINES CO. 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$217,528,342
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$75,958,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$75,413,830
Expenses. Certain deemed distributions of participant loans2011-12-31$-3,896
Value of total corrective distributions2011-12-31$5,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$271,181,234
Value of total assets at end of year2011-12-31$2,663,720,375
Value of total assets at beginning of year2011-12-31$2,522,150,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$543,428
Total interest from all sources2011-12-31$3,778,659
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$33,049,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$33,049,974
Administrative expenses professional fees incurred2011-12-31$21,335
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$148,793,319
Participant contributions at end of year2011-12-31$109,558,924
Participant contributions at beginning of year2011-12-31$99,619,470
Participant contributions at end of year2011-12-31$6,189,630
Participant contributions at beginning of year2011-12-31$5,668,418
Assets. Other investments not covered elsewhere at end of year2011-12-31$7,444,929
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,428,701
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,273,521
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$774,178
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$720,621
Other income not declared elsewhere2011-12-31$-466,594
Administrative expenses (other) incurred2011-12-31$400,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$141,569,971
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,663,720,375
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,522,150,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$121,270
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,651,272,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,643,451,274
Interest on participant loans2011-12-31$3,778,659
Value of interest in master investment trust accounts at end of year2011-12-31$323,669,840
Value of interest in master investment trust accounts at beginning of year2011-12-31$242,451,280
Value of interest in common/collective trusts at end of year2011-12-31$559,948,336
Value of interest in common/collective trusts at beginning of year2011-12-31$522,115,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-84,135,945
Net investment gain or loss from common/collective trusts2011-12-31$-12,576,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$118,114,394
Employer contributions (assets) at end of year2011-12-31$4,861,755
Employer contributions (assets) at beginning of year2011-12-31$4,694,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$75,413,830
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2011-12-31431947695
2010 : SOUTHWEST AIRLINES CO. 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$472,163,224
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$88,558,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$88,065,316
Expenses. Certain deemed distributions of participant loans2010-12-31$-21,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$235,563,680
Value of total assets at end of year2010-12-31$2,522,150,404
Value of total assets at beginning of year2010-12-31$2,138,545,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$513,918
Total interest from all sources2010-12-31$3,996,514
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$31,325,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$31,325,251
Administrative expenses professional fees incurred2010-12-31$14,350
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$130,878,847
Participant contributions at end of year2010-12-31$99,619,470
Participant contributions at beginning of year2010-12-31$87,058,583
Participant contributions at end of year2010-12-31$5,668,418
Participant contributions at beginning of year2010-12-31$5,578,822
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,428,701
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,658,682
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$720,621
Other income not declared elsewhere2010-12-31$117,511
Administrative expenses (other) incurred2010-12-31$472,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$383,605,103
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,522,150,404
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,138,545,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$27,027
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,643,451,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,412,654,611
Interest on participant loans2010-12-31$3,996,514
Value of interest in master investment trust accounts at end of year2010-12-31$242,451,280
Value of interest in master investment trust accounts at beginning of year2010-12-31$216,287,247
Value of interest in common/collective trusts at end of year2010-12-31$522,115,694
Value of interest in common/collective trusts at beginning of year2010-12-31$412,626,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$132,542,665
Net investment gain or loss from common/collective trusts2010-12-31$64,530,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$103,026,151
Employer contributions (assets) at end of year2010-12-31$4,694,946
Employer contributions (assets) at beginning of year2010-12-31$4,339,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$88,065,316
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2010-12-31431947695
2009 : SOUTHWEST AIRLINES CO. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SOUTHWEST AIRLINES CO. 401K PLAN

2022: SOUTHWEST AIRLINES CO. 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHWEST AIRLINES CO. 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHWEST AIRLINES CO. 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHWEST AIRLINES CO. 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHWEST AIRLINES CO. 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHWEST AIRLINES CO. 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHWEST AIRLINES CO. 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHWEST AIRLINES CO. 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHWEST AIRLINES CO. 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHWEST AIRLINES CO. 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHWEST AIRLINES CO. 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHWEST AIRLINES CO. 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHWEST AIRLINES CO. 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTHWEST AIRLINES CO. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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