2023 Form 5500 filing — Mountain West Financial, Inc. 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241126163628NAL0005749505001) for Mountain West Financial, Inc. 401(K) Profit Sharing Plan, reported by Mountain West Financial, Inc. under EIN 33-0419992 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241126163628NAL0005749505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mountain West Financial, Inc.
- EIN
- 33-0419992
- Plan number
- 001
- Location
- Redlands, CA
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Participant contributions
- $225,906
- Total income / additions
- $1,196,270
- Benefits paid
- $16,278,162
- Administrative expenses
- $110,404
- Total expenses
- $16,440,590
- Net increase / (decrease)
- -$15,244,320
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Company Of America | RECORDKEEPER | $41,864 | $0 |
| Eec Administration | THIRD PARTY ADMINISTRATO | $15 | $20,219 |
| Capital Synergy Partners | BROKER/ADVISOR | $0 | $17,044 |
| Eec Administration | CONTRACT ADMINISTRATOR | $13,825 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMG | $3,030 | $0 |
| Voya Retirement Insurance & Annuity | INVESTMENT ADVISORY | $0 | $1,023 |
| Voya Retirement Insurance & Annuity | INVESTMENT ADVISORY | $0 | $587 |