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MOUNTAIN VIEW FINANCIAL 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameMOUNTAIN VIEW FINANCIAL 401K PROFIT SHARING PLAN
Plan identification number 001

MOUNTAIN VIEW FINANCIAL 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MOUNTAIN VIEW FINANCIAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:MOUNTAIN VIEW FINANCIAL, INC.
Employer identification number (EIN):201067481
NAIC Classification:523120
NAIC Description:Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNTAIN VIEW FINANCIAL 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KATHERINE KIRKPATRICK2024-10-15
0012022-01-01KATHERINE KIRKPATRICK2023-10-16
0012021-01-01KATHERINE KIRKPATRICK2022-10-17
0012020-01-01KATHERINE KIRKPATRICK2021-10-12
0012019-01-01KATHERINE KIRKPATRICK2020-10-14
0012018-01-01KATHERINE KIRKPATRICK2019-10-13
0012017-01-01KATHERINE KIRKPATRICK2018-10-09
0012016-01-01KATHERINE KIRKPATRICK2017-10-13
0012015-01-01KATHERINE KIRKPATRICK2016-10-20
0012014-01-01KATHERINE KIRKPATRICK2015-10-08
0012013-01-01KATHERINE KIRKPATRICK2014-10-07
0012012-01-01KATHERINE KIRKPATRICK2013-10-15
0012011-01-01KATHERINE KIRKPATRICK2012-10-15
0012010-01-01KATHERINE KIRKPATRICK2011-10-13

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