Civic Intelligence

First West Financial Corporation

Plan context: First West Financial 401(K) Plan

EIN 26-2953207 • Palm Desert, CA • 5 filings • 2 plans

74967 Sheryl AvenuePalm Desert, CA 92260
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$568,385

2025 Contributions

$14,313

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$568,385$284,193$0202120232025YearValue
$568,385Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

740202120232025YearValue
2Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202512$568,385$14,313$7,157iApproximate average salary by contribution assumption: employee only about $178,913 at 4% or $119,275 at 6%; with 50% employer match about $119,275 at 4% or $79,517 at 6%; with 100% employer match about $89,456 at 4% or $59,638 at 6%.
First West Financial 401(K) Plan-2$568,385$14,313$7,157iApproximate average salary by contribution assumption: employee only about $178,913 at 4% or $119,275 at 6%; with 50% employer match about $119,275 at 4% or $79,517 at 6%; with 100% employer match about $89,456 at 4% or $59,638 at 6%.
202414$516,616$15,613$3,903iApproximate average salary by contribution assumption: employee only about $97,581 at 4% or $65,054 at 6%; with 50% employer match about $65,054 at 4% or $43,369 at 6%; with 100% employer match about $48,791 at 4% or $32,527 at 6%.
First West Financial 401(K) Plan-4$516,616$15,613$3,903iApproximate average salary by contribution assumption: employee only about $97,581 at 4% or $65,054 at 6%; with 50% employer match about $65,054 at 4% or $43,369 at 6%; with 100% employer match about $48,791 at 4% or $32,527 at 6%.
202314$420,474$214,999$53,750iApproximate average salary by contribution assumption: employee only about $1,343,744 at 4% or $895,829 at 6%; with 50% employer match about $895,829 at 4% or $597,219 at 6%; with 100% employer match about $671,872 at 4% or $447,915 at 6%.
First West Financial 401(K) Plan-4$420,474$214,999$53,750iApproximate average salary by contribution assumption: employee only about $1,343,744 at 4% or $895,829 at 6%; with 50% employer match about $895,829 at 4% or $597,219 at 6%; with 100% employer match about $671,872 at 4% or $447,915 at 6%.
202217$171,461$128,728$18,390iApproximate average salary by contribution assumption: employee only about $459,743 at 4% or $306,495 at 6%; with 50% employer match about $306,495 at 4% or $204,330 at 6%; with 100% employer match about $229,871 at 4% or $153,248 at 6%.
First West Financial 401(K) Plan-7$171,461$128,728$18,390iApproximate average salary by contribution assumption: employee only about $459,743 at 4% or $306,495 at 6%; with 50% employer match about $306,495 at 4% or $204,330 at 6%; with 100% employer match about $229,871 at 4% or $153,248 at 6%.
202116$64,132$56,224$9,371iApproximate average salary by contribution assumption: employee only about $234,267 at 4% or $156,178 at 6%; with 50% employer match about $156,178 at 4% or $104,119 at 6%; with 100% employer match about $117,133 at 4% or $78,089 at 6%.
First West Financial 401(K) Plan-6$64,132$56,224$9,371iApproximate average salary by contribution assumption: employee only about $234,267 at 4% or $156,178 at 6%; with 50% employer match about $156,178 at 4% or $104,119 at 6%; with 100% employer match about $117,133 at 4% or $78,089 at 6%.