SWAN Financial (EIN 03-0529199) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $63K in plan assets and 21 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| SWAN Financial Retirement Trust | 001 | 21 | $63K |
| SWAN Financial Home CBS Benefit Plan | 501 | 0 | $0 |
03-0529199 is the Employer Identification Number (EIN) SWAN Financial reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Kentucky EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
