| Name: | Mountain Crest Wealth Management, LLC |
| Jurisdiction: | Idaho |
| Legal type: | Limited Liability Company (D) |
| Status: | Active-Existing |
| Date of registration: | 11 Feb 2021 (4 years ago) |
| Financial Date End: | 28 Feb 2025 |
| Entity Number: | 4172212 |
| Place of Formation: | IDAHO |
| File Number: | 747256 |
| ZIP code: | 83402 |
| County: | Bonneville County |
| Principal Address: | BRETT FLOYD SUITE 200 900 PIER VIEW DRIVE IDAHO FALLS, ID 83402 |
| Mailing Address: | BRETT FLOYD STE 170 1135 PIER VIEW DR IDAHO FALLS, ID 83402-5268 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MOUNTAIN CREST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | 2023 | 862434211 | 2024-08-13 | MOUNTAIN CREST WEALTH MANAGEMENT, LLC | 3 | |||||||||||||
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| MOUNTAIN CREST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | 2022 | 862434211 | 2023-09-08 | MOUNTAIN CREST WEALTH MANAGEMENT, LLC | 3 | |||||||||||||
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| MOUNTAIN CREST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | 2021 | 862434211 | 2022-09-26 | MOUNTAIN CREST WEALTH MANAGEMENT, LLC | 3 | |||||||||||||
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| Name | Role | Address |
|---|---|---|
| Brett J. Floyd | Agent | 1591 N 750 E, SHELLEY, ID 83274 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| SUN TERRA CONSULTING, LLC | Manager | 1135 PIER VIEW DRIVE, IDAHO FALLS, ID 83402 | 2024-03-11 |
| HIGH COUNTRY CONSULTING, LLC | Manager | 1135 PIER VIEW DRIVE, IDAHO FALLS, ID 83402 | 2022-01-10 |
| Filing Name | Filing Number | Filing date |
|---|---|---|
| Annual Report | 0005643831 | 2024-03-11 |
| Annual Report | 0005121753 | 2023-02-21 |
| Annual Report | 0004560252 | 2022-01-10 |
| Statement of Change of Business Mailing Address | 0004242278 | 2021-04-08 |
| Initial Filing | 0004172212 | 2021-02-11 |
Date of last update: 04 Jan 2025
Sources: Idaho Secretary of State
