SOUTHWEST BROKERAGE COMPANY 401(K) PROFIT SHARING PLAN & TRUST

[ EIN: 33-0620201 | Plan No. 001 ]

Form 5500 records indicate that SOUTHWEST BROKERAGE COMPANY 401(K) PROFIT SHARING PLAN & TRUST is a 401(k) plan sponsored by SOUTHWEST BROKERAGE COMPANY. The plan is classified as a Small Plan with 7 participants and assets totaling $70,276 for the 2024 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: SOUTHWEST BROKERAGE COMPANY

Location: 1754 CARR RD STE 210, CALEXICO, CA 92231

EIN: 330620201

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 7

Total Assets: $70,276

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