Southwestern Financial Corporation Employee Stock Ownership Plan — Form 5500 plan (Southwestern Financial Corporation)
Plain-English plan 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 Corporation Employee Stock Ownership Plan is a benefit plan reported by Southwestern Financial Corporation under EIN 86-0224638 and plan number 003. The latest loaded filing year is 2023. The filing reports 175 participants and $85,662,090 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwestern Financial Corporation
- EIN
- 86-0224638
- Plan number
- 003
- Plan type
- 2
- Location
- Mesa, AZ
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $85,662,090
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H | 20241010122602NAL0020063873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,662,090
- Total liabilities (EOY)
- $514,525
- Net assets (EOY)
- $85,147,565
- Net assets (BOY)
- $80,270,598
Income & contributions
- Employer contributions
- $1,127,663
- Total contributions
- $1,127,663
- Total income / additions
- $9,344,959
Expenses & distributions
- Benefits paid
- $4,443,867
- Administrative expenses
- $1,226
- Total expenses
- $4,467,992
- Net increase / (decrease)
- $4,876,967
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.