OpenERISA

Southern Wealth Management

San Antonio, TX, 78248

EIN 20-2316955
Plans
1
Total participants
182
Filing years
2023, 2022, 2021, 2020
NAICS
541219

Benefit plans on file

YearFormPlan #Plan nameParticipants
2023Form 5500001Southern Wealth Management 401(K) Plan0
2022Form 5500001Southern Wealth Management 401(K) Plan67
2021Form 5500001Southern Wealth Management 401(K) Plan59
2020Form 5500001Southern Wealth Management 401(K) Plan56

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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