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Plans

planSouthwestern Financial Corporation Employee Stock Ownership PlanFinancial statement2023 filing
$85.7Mreported assets (EOY)
Sponsor: Southwestern Financial CorporationEIN: 86-0224638Plan: 003Participants: 175Assets: $85,662,090Location: Mesa, AZLatest: 2023
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planThe Mahoney Group 401(K) Plan And TrustFinancial statementProvider compensation2023 filing
$21.7Mreported assets (EOY)
Sponsor: Southwestern Financial Corp.EIN: 86-0224638Plan: 002Participants: 230Assets: $21,689,864Location: Mesa, AZLatest: 2023
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planSouthwestern Financial Corporation Dba The Mahoney Group2023 filing
Sponsor: Southwestern Financial Corporation Dba The Mahoney GroupEIN: 86-0224638Plan: 501Participants: 183Assets: not reported in the loaded datasetLocation: Mesa, AZLatest: 2023
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