How big is Intermountain Financial Group's plan?

Intermountain Financial Group's plan reported $1.6M in assets and 11 participants for 2024.

Original filing (PDF)20250813164339NAL0004978019001

Intermountain Financial Group

Name: Intermountain Financial Group — Intermountain, Form 5500 (2024)
Creator: Intermountain Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Intermountain Financial Group Salary Deferral Plan

401(k) retirement plan · Intermountain Financial Group's Intermountain Financial Group Salary Deferral Plan held $1.6M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Intermountain Financial Group's EIN is 20-0434481.

EIN 20-0434481

Plan number 001

Plan year 2024

ACK ID 20250813164339NAL0004978019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Intermountain Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Intermountain Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTERMOUNTAIN FINANCIAL GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score