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SWISHER FINANCIAL CONCEPTS, INC.

EIN 81-0556507-financial services-Latest filing 2025
Plans
1
Retirement
1
$887K assets
Welfare
0
Participants
8
612 OFFICE PARKWAY, SUITE B - WESTERVILLE, OH 43082614-890-1930swisherfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$887K - 8 part

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Retirement#001

SWISHER FINANCIAL CONCEPTS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$887K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SWISHER FINANCIAL CONCEPTS, INC. 401(K) PROFIT SHARING PLAN401k$887K82025
Retirement plans
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