Plan5500

Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort
Popular investigations$1B+ plansPlans with financial statementsPlans with provider compensationProviders by reported compensationEmployer plans by participants

13 results

Sort:RelevanceLatest filing yearLargest assetsMost participantsHighest provider compensation
Filters:EIN 371442266Clear all

Companies

Plans

  • planFirst Western 401(K) PlanFinancial statementProvider compensation2023 filing
    $32.3Mreported assets (EOY)
    Sponsor: First Western Financial, Inc.EIN: 37-1442266Plan: 001Participants: 466Assets: $32,320,590Net assets: $32.3MAssets / participant: $69.4KLocation: Denver, COLatest: 2023
    View financial statement →
  • planFirst Western Financial, Inc.2023 filing
    Sponsor: First Western Financial, Inc.EIN: 37-1442266Plan: 502Participants: 344Assets: not reported in the loaded datasetLocation: Denver, COLatest: 2023
    View plan profile →

Service providers

Filings