The Mahoney Group 401(K) Plan And Trust — Form 5500 plan (Southwestern Financial Corp.)
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, The Mahoney Group 401(K) Plan And Trust is a benefit plan reported by Southwestern Financial Corp. under EIN 86-0224638 and plan number 002. The latest loaded filing year is 2023. The filing reports 230 participants and $21,689,864 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwestern Financial Corp.
- EIN
- 86-0224638
- Plan number
- 002
- Plan type
- 2
- Location
- Mesa, AZ
- Latest filing year
- 2023
- Participants
- 230
- End-of-year plan assets
- $21,689,864
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20241010123750NAL0020976833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,689,864
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,689,864
- Net assets (BOY)
- $17,909,230
Income & contributions
- Employer contributions
- $469,408
- Participant contributions
- $1,481,352
- Total contributions
- $2,116,496
- Total income / additions
- $5,236,577
Expenses & distributions
- Benefits paid
- $1,455,188
- Administrative expenses
- $755
- Total expenses
- $1,455,943
- Net increase / (decrease)
- $3,780,634
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $830 | $0 | 2023 |