Southwest Heritage Bank (EIN 85-0142558) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $6.8M in plan assets and 178 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Southwest Heritage Bank 401(k) Plan | 002 | 99 | $6.8M |
| Bank 34 Employee Defined Benefit Pension Plan | 006 | 0 | $0 |
| Southwest Heritage Bank Employee Stock Ownership Plan | 004 | 79 | $0 |
85-0142558 is the Employer Identification Number (EIN) Southwest Heritage Bank 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 Arizona EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
