Original filing (PDF)20260115145927NAL0006861379001

MOUNTAIN TRADE SUPPLY INC

Name: MOUNTAIN TRADE SUPPLY INC — MOUNTAIN TRADE SUPPLY, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: MOUNTAIN TRADE SUPPLY INC

Form 5500-SF

FILING_RECEIVED

MOUNTAIN TRADE SUPPLY, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOUNTAIN TRADE SUPPLY INC.

Plan sponsor

Name

MOUNTAIN TRADE SUPPLY INC

EIN

84-1015530

Address

5750 LOGAN STREET · DENVER, CO · 80216

Phone

(303) 294-0226

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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