How big is Southwest Financial Services, Inc.'s plan?

Southwest Financial Services, Inc.'s plan reported $17K in assets and 3 participants for 2024.

Original filing (PDF)20251015140125NAL0002412115001

Southwest Financial Services, Inc.

Name: Southwest Financial Services, Inc. — Southwest, Form 5500 (2024)
Creator: Southwest Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwest Financial Services, Inc. 401(k) Plan

401(k) retirement plan · Southwest Financial Services, Inc.'s Southwest Financial Services, Inc. 401(k) Plan held $17K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

Plan identifiers

Southwest Financial Services, Inc.'s EIN is 36-3240585.

EIN 36-3240585

Plan number 002

Plan year 2024

ACK ID 20251015140125NAL0002412115001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southwest Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest Financial Services, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHWEST FINANCIAL SERVICES, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score