OpenERISAForm 5500 plan search

Southwest Heritage Bank

Scottsdale, AZ, 85255

EIN 85-0142558

Plans: 3
Total participants: 586
Filing years: 2024, 2023, 2022, 2021, 2020
NAICS: 522120

Plan sponsors in Arizona Finance & Insurance

Benefit plans on file

Year	Form	Plan #	Plan name	Participants
2024	Form 5500-SF	002	Southwest Heritage Bank 401(K) Plan	100
2024	Form 5500	004	Southwest Heritage Bank Employee Stock Ownership Plan	79
2023	Form 5500-SF	002	Southwest Heritage Bank 401(K) Plan	51
2023	Form 5500	004	Bank 34 Employee Stock Ownership Plan	39
2022	Form 5500-SF	002	Bank 34 401(K) Profit Sharing Plan	62
2022	Form 5500	004	Bank 34 Employee Stock Ownership Plan	38
2022	Form 5500-SF	006	Bank 34 Employee Defined Benefit Pension Plan	0
2022	Form 5500-SF	006	Bank 34 Employee Defined Benefit Pension Plan	0
2021	Form 5500-SF	002	Bank 34 401(K) Profit Sharing Plan	62
2021	Form 5500	004	Bank 34 Employee Stock Ownership Plan	42
2021	Form 5500-SF	006	Bank 34 Employee Defined Benefit Pension Plan	4
2020	Form 5500	002	Bank 34 401(K) Profit Sharing Plan	59
2020	Form 5500	004	Bank 34 Employee Stock Ownership Plan	46
2020	Form 5500-SF	006	Bank 34 Employee Defined Benefit Pension Plan	4

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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