PACIFIC SOUTHWEST FINANCIAL 401K PLAN

[ EIN: 95-4643148 | Plan No. 001 ]

Form 5500 records indicate that PACIFIC SOUTHWEST FINANCIAL 401K PLAN is a 401(k) plan sponsored by PACIFIC SOUTHWEST FINANCIAL & INSURANCE SERVICES, INC.. The plan is classified as a Small Plan with 3 participants and assets totaling $555,605 for the 2017 plan year.

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

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Plan Sponsor: PACIFIC SOUTHWEST FINANCIAL & INSURANCE SERVICES, INC.

Location: 9915 MIRA MESA BLVD, SAN DIEGO, CA 92131

EIN: 954643148

Plan Number: 001

Plan Year: 2017

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 3

Total Assets: $555,605

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