How many benefit plans does Southwestern Financial Corp. report on Form 5500?

Southwestern Financial Corp. (EIN 86-0224638) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Southwestern Financial Corp.?

The Employer Identification Number (EIN) reported for Southwestern Financial Corp. is 86-0224638.

What is the latest Form 5500 filing year for Southwestern Financial Corp.?

The latest loaded Form 5500 filing year for Southwestern Financial Corp. is 2023.

Southwestern Financial Corp. — 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, Southwestern Financial Corp. (EIN 86-0224638) is a plan sponsor located in Mesa, AZ with 1 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: 86-0224638
Location: Mesa, AZ
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $107,351,954
Total reported liabilities (EOY): $514,525
Total reported net assets (EOY): $106,837,429

Contributions & income

Employer contributions: $1,597,071
Participant contributions: $1,481,352
Total income / additions: $14,581,536

Expenses & distributions

Benefits paid / distributions: $5,899,055
Total expenses: $5,923,935
Net increase / (decrease): $8,657,601

Coverage

Total reported participants: 588
Plans with financial statements: 2
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Southwestern Financial Corp. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Southwestern Financial Corporation Employee Stock Ownership Plan	003	175	$85,662,090	2023
The Mahoney Group 401(K) Plan And Trust	002	230	$21,689,864	2023
Southwestern Financial Corporation Dba The Mahoney Group	501	183	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Southwestern Financial Corp.
Year	Plan	Participants	Schedules	Filing
2023	Southwestern Financial Corporation Dba The Mahoney Group	183	—	20240731094127NAL0022016753001
2023	Southwestern Financial Corporation Employee Stock Ownership Plan	175	H	20241010122602NAL0020063873001
2023	The Mahoney Group 401(K) Plan And Trust	230	H, C	20241010123750NAL0020976833001