How many benefit plans does First Western Financial, Inc. report on Form 5500?

First Western Financial, Inc. (EIN 37-1442266) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for First Western Financial, Inc.?

The Employer Identification Number (EIN) reported for First Western Financial, Inc. is 37-1442266.

What is the latest Form 5500 filing year for First Western Financial, Inc.?

The latest loaded Form 5500 filing year for First Western Financial, Inc. is 2023.

First Western Financial, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, First Western Financial, Inc. (EIN 37-1442266) is a plan sponsor located in Denver, CO with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 37-1442266
Location: Denver, CO
Loaded plans: 2
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for First Western Financial, Inc.

2 loaded plans hold $32.3M in reported assets.
The largest, First Western 401(K) Plan, holds 100% of this company's reported plan assets.
Plans cover 810 reported participants.
1 of 2 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$32.3MSummed across loaded plans$32,320,590

Total reported assets$32.3M$32,320,590

Total reported participants810

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$32.3M total assets

Net assets$32.3MLiabilities$0

Contributions & income

Employer contributions$763.1K

Participant contributions$3M

Total income / additions$10.1M

Expenses & distributions

Benefits paid / distributions$6.1M

Total expenses$6.2M

Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements1 / 2 (50%)

Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%First Western 401(K) Plan

Participants per plan405Average across loaded plans

Loaded plans2

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
First Western 401(K) Plan$32.3M
Plan #001 · 466 participants · 2023
2
First Western Financial, Inc.not reported in the loaded dataset
Plan #502 · 344 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for First Western Financial, Inc.. Open one for its full reported snapshot.

2023
First Western Financial, Inc.344 participants · 2No schedules
View filing →
2023
First Western 401(K) Plan466 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does First Western Financial, Inc. report on Form 5500?: First Western Financial, Inc. (EIN 37-1442266) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for First Western Financial, Inc.?: The Employer Identification Number (EIN) reported for First Western Financial, Inc. is 37-1442266.
What is the latest Form 5500 filing year for First Western Financial, Inc.?: The latest loaded Form 5500 filing year for First Western Financial, Inc. is 2023.