# Southwestern Financial Corporation Dba The Mahoney Group 401(k) Plan
Source: https://planprovider.pro/companies/southwestern-financial-corporation-dba-the-mahoney-group-860224638-501

> Southwestern Financial Corporation Dba The Mahoney Group's 401(k) plan: 238 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southwestern Financial Corporation Dba The Mahoney Group

- **Sponsor EIN:** 860224638

- **Sponsor Address:** 2625 W GERONIMO PLACE, CHANDLER, AZ, 85224

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 238

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|238|$0|$0|$0|

| 2024|222|$0|$0|$0|

| 2023|206|$0|$0|$0|

| 2022|155|$0|$0|$0|

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