Mountain West Financial, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Mountain West Financial, Inc.)
Plain-English plan 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, Mountain West Financial, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Mountain West Financial, Inc. under EIN 33-0419992 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $15,244,320 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mountain West Financial, Inc.
- EIN
- 33-0419992
- Plan number
- 001
- Plan type
- 2
- Location
- Redlands, CA
- Latest filing year
- 2023
- Participants
- 262
- End-of-year plan assets
- $15,244,320
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20241126163628NAL0005749505001 |
| 2023 | 269 | H, C | 20240918162835NAL0010087074001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $15,244,320
Income & contributions
- Participant contributions
- $225,906
- Total contributions
- $348,290
- Total income / additions
- $1,196,270
Expenses & distributions
- Benefits paid
- $16,278,162
- Administrative expenses
- $110,404
- Total expenses
- $16,440,590
- Net increase / (decrease)
- -$15,244,320
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Company Of America | RECORDKEEPER | $41,864 | $0 | 2023 |
| Eec Administration | THIRD PARTY ADMINISTRATO | $15 | $20,219 | 2023 |
| Capital Synergy Partners | BROKER/ADVISOR | $0 | $17,044 | 2023 |
| Eec Administration | CONTRACT ADMINISTRATOR | $13,825 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMG | $3,030 | $0 | 2023 |
| Voya Retirement Insurance & Annuity | INVESTMENT ADVISORY | $0 | $1,023 | 2023 |
| Voya Retirement Insurance & Annuity | INVESTMENT ADVISORY | $0 | $587 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mountain West Financial, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Redlands, CA
- Empower Annuity Company Of America — Schedule C compensation
- Eec Administration — Schedule C compensation
- Capital Synergy Partners — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation