How big is Mountain State Financial Group's plan?

Mountain State Financial Group's plan reported $78K in assets and 12 participants for 2024.

Original filing (PDF)20250703093008NAL0000143907001

Mountain State Financial Group

Name: Mountain State Financial Group — TPC Qualified Plans, Form 5500 (2024)
Creator: Mountain State Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TPC Qualified Plans LLC Retirement Savings Plan

401(k) retirement plan · Mountain State Financial Group's TPC Qualified Plans LLC Retirement Savings Plan held $78K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$78K

Net assets (EOY)

$78K

People on this filing

Melissa Versnik signed Mountain State Financial Group's 2024 Form 5500 as plan administrator.

Melissa Versnik — 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

Mountain State Financial Group's EIN is 47-3385286.

EIN 47-3385286

Plan number 020

Plan year 2024

ACK ID 20250703093008NAL0000143907001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mountain State Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOUNTAIN STATE 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