First Southwestern Financial Services, LLC
Utah
Registered In
10/22/1999
Incorp. Date
Company Summary
First Southwestern Financial Services, LLC at 1845 W 4400 S STE A-1, Roy, Ut 84067 lists Charles H Lambert of Roy, UT.
- Registered In
- Utah
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Llc - Domestic
- Status
- Active - Current
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Charles H Lambert
Registered Agent
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1845 W 4400 S STE A-1, ROY, UT 84067
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1845 W 4400 S STE A-1, ROY, UT 84067
View Map
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Financial Information for First Southwestern Financial Services, LLC
Form 5500
FIRST SOUTHWESTERN FINANCIAL SERVICES, LLC
1845 West 4400 South, Roy, Ut 84067 (801) 731-0202 EIN:87-0641701 Plan Admin:Paula Tulane| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameFIRST SOUTHWESTERN FINANCIAL SERVICES 401(K) PS PLAN Plan #001 Participants BOY/EOY6 / 4 Assets BOY/EOY$1,130,473 / $983,447 | 2022 | FIRST SOUTHWESTERN FINANCIAL SERVICES 401(K) PS PLAN - Plan #001 | 6 / 4 | $1,130,473 / $983,447 |
| 2021 | Plan NameFIRST SOUTHWESTERN FINANCIAL SERVICES 401(K) PS PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,112,949 / $1,130,473 | 2021 | FIRST SOUTHWESTERN FINANCIAL SERVICES 401(K) PS PLAN - Plan #001 | 7 / 6 | $1,112,949 / $1,130,473 |
| 2020 | Plan NameFIRST SOUTHWESTERN FINANCIAL SERVICES 401(K) PS PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$712,697 / $1,112,949 | 2020 | FIRST SOUTHWESTERN FINANCIAL SERVICES 401(K) PS PLAN - Plan #001 | 7 / 7 | $712,697 / $1,112,949 |
| 2019 | Plan NameFIRST SOUTHWESTERN FINANCIAL SERVICES 401(K) PS PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$815,471 / $712,697 | 2019 | FIRST SOUTHWESTERN FINANCIAL SERVICES 401(K) PS PLAN - Plan #001 | 8 / 7 | $815,471 / $712,697 |
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
|
First Southwestern Financial Services, LLC
Registered in Ohio
|
Roy, UT Tiffin, OH | View Report | |
|
First Southwestern Financial Services, LLC
Registered in Utah
|
Roy, UT | View Report |
Address Match:1845 W 4400 S Ste A-1 Roy, UT
|
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Lambert Family Lp
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Person/City Match:Charles H Lambert - Roy, UT
|
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The following government agencies have contributed data:
Utah Division of Corporations and Commercial Code U.S. Department of Labor
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