Search icon

Mountain Crest Wealth Management II, LLC

Company Details

Name: Mountain Crest Wealth Management II, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 25 May 2022 (3 years ago)
Financial Date End: 31 May 2025
Entity Number: 4757493
Place of Formation: IDAHO
File Number: 824293
ZIP code: 83402
County: Bonneville County
Principal Address: 170-B 1135 PIER VIEW DR IDAHO FALLS, ID 83402
Mailing Address: STE 140 1135 PIER VIEW DR IDAHO FALLS, ID 83402-5267

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MOUNTAIN CREST WEALTH MANAGEMENT II, LLC 401(K) PROFIT SHARING PLAN 2023 882483431 2024-10-08 MOUNTAIN CREST WEALTH MANAGEMENT II, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 523900
Sponsor’s telephone number 2086567410
Plan sponsor’s address 1135 PIER VIEW DRIVE, SUITE 140, IDAHO FALLS, ID, 83402

Agent

Name Role Address
Robert M Thompson Agent 2653 S BOULEVARD, IDAHO FALLS, ID 83404

Member

Name Role Address Appointed On
Green Wealth Management, LLC Member 54 N 4000 W, REXBURG, ID 83440 2023-05-30
Snake River Wealth Management, LLC Member 1135 PIER VIEW DR # 140, IDAHO FALLS, ID 83402-4938 2024-05-06

Filing

Filing Name Filing Number Filing date
Annual Report 0005724692 2024-05-06
Annual Report 0005253307 2023-05-30
Initial Filing 0004757493 2022-05-25

Date of last update: 06 Jan 2025

Sources: Idaho Secretary of State