SOUTHWESTERN FINANCIAL CORPORATION
SOUTHWESTERN FINANCIAL CORPORATION (EIN 86-0224638) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $105.0M in plan assets and 640 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Form 5500 plans filed under EIN 86-0224638
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| SOUTHWESTERN FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | 003 | 182 | $80.3M |
| THE MAHONEY GROUP 401(K) PLAN AND TRUST | 002 | 236 | $24.7M |
| SOUTHWESTERN FINANCIAL CORPORATION DBA THE MAHONEY GROUP | 501 | 222 | $0 |
Service providers reported by SOUTHWESTERN FINANCIAL CORPORATION
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
About this EIN
86-0224638 is the Employer Identification Number (EIN) SOUTHWESTERN FINANCIAL CORPORATION 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?