How big is Mount Equity LLC's plan?

Mount Equity LLC's plan reported $51K in assets and 6 participants for 2024.

Original filing (PDF)20251008110132NAL0013201698001

Mount Equity LLC

Name: Mount Equity LLC — Mount Equity 401(k) Plan, Form 5500 (2024)
Creator: Mount Equity LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mount Equity 401(k) Plan

401(k) retirement plan · Mount Equity LLC's Mount Equity 401(k) Plan held $51K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$51K

Net assets (EOY)

$51K

People on this filing

Jay Shultis signed Mount Equity LLC's 2024 Form 5500 as plan administrator.

Jay Shultis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mount Equity LLC's EIN is 46-4300719.

EIN 46-4300719

Plan number 001

Plan year 2024

ACK ID 20251008110132NAL0013201698001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mount Equity LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mount Equity LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOUNT EQUITY LLC.

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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