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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

Financial Data on MOUNTAIN VIEW FINANCIAL 401K PROFIT SHARING PLAN

Measure Date Value
2025 : MOUNTAIN VIEW FINANCIAL 401K PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-150
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-1512365
Net assets as of the end of the plan year2025-10-15422482
Total assets as of the beginning of the plan year2025-10-15312631
Value of plan covered by a fidelity bond2025-10-15500000
Participant contributions to plan in this plan year2025-10-1524000
Other income to plan in this plan year2025-10-1573605
Plan net income in this plan year2025-10-15109851
Net assets as of the end of the plan year2025-10-15422482
Net assets as of the beginning of the plan year2025-10-15312631
Employer contributions to plan in this plan year2025-10-1524611
2024 : MOUNTAIN VIEW FINANCIAL 401K PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-150
Net assets as of the end of the plan year2024-10-15312631
Total assets as of the beginning of the plan year2024-10-15254996
Value of plan covered by a fidelity bond2024-10-15500000
Participant contributions to plan in this plan year2024-10-1524000
Other income to plan in this plan year2024-10-1511187
Plan net income in this plan year2024-10-1557635
Net assets as of the end of the plan year2024-10-15312631
Net assets as of the beginning of the plan year2024-10-15254996
Employer contributions to plan in this plan year2024-10-1522448
2022 : MOUNTAIN VIEW FINANCIAL 401K PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-10-170
Total liabilities as of the beginning of the plan year2022-10-170
Total expenses incurred by plan in this plan year2022-10-170
Net assets as of the end of the plan year2022-10-17232305
Total assets as of the beginning of the plan year2022-10-17171987
Value of plan covered by a fidelity bond2022-10-17500000
Participant contributions to plan in this plan year2022-10-1726000
Other income to plan in this plan year2022-10-1714075
Plan net income in this plan year2022-10-1760318
Net assets as of the end of the plan year2022-10-17232305
Net assets as of the beginning of the plan year2022-10-17171987
Employer contributions to plan in this plan year2022-10-1720243

Potentially related plans

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