How big is Financial Mountain, Inc.'s plan?

Financial Mountain, Inc.'s plan reported $839K in assets and 2 participants for 2024.

Original filing (PDF)20250703154547NAL0001816242001

Financial Mountain, Inc.

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

Form 5500-SF

FILING_RECEIVED

Financial Mountain Inc. 401(k) Plan

401(k) retirement plan · Financial Mountain, Inc.'s Financial Mountain Inc. 401(k) Plan held $839K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$839K

Net assets (EOY)

$839K

People on this filing

Robert Zimberg signed Financial Mountain, Inc.'s 2024 Form 5500 as plan administrator.

Robert Zimberg — 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

Financial Mountain, Inc.'s EIN is 84-1188949.

EIN 84-1188949

Plan number 002

Plan year 2024

ACK ID 20250703154547NAL0001816242001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Mountain, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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