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 656 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| 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 | 238 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
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?
