Original filing (PDF)20250925133923NAL0019558530001

Intermountain Financial Group-MT

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

Form 5500-SF

FILING_RECEIVED

Intermountain Financial Group - MT 401(k) Plan

401(k) retirement plan · Intermountain Financial Group-MT's Intermountain Financial Group - MT 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Anton BROG signed Intermountain Financial Group-MT's 2024 Form 5500 as plan administrator.

Anton BROG — 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

Intermountain Financial Group-MT's EIN is 87-0700039.

EIN 87-0700039

Plan number 001

Plan year 2024

ACK ID 20250925133923NAL0019558530001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Intermountain Financial Group-MT'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-MT.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score