Mountain Crest Wealth Management, LLC

Idaho Falls, ID

Idaho

Registered In

02/11/2021

Incorp. Date

Company Summary

Mountain Crest Wealth Management, LLC in Idaho Falls, ID lists Sun Terra Consulting, Llc and High Country Consulting, Llc of Idaho Falls, ID

Overview

Registered In

Idaho

Incorporation Date

02/11/2021

Company Type

Limited Liability Company (D)

Status

Active-Existing

Registration Type

Domestic

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People

Brett J. Floyd Registered Agent	1591 N 750 E, SHELLEY, ID 83274
Sun Terra Consulting, Llc Manager	1135 PIER VIEW DRIVE SUITE 170 MICHAEL SCHJELDAHL, IDAHO FALLS, ID 83402
High Country Consulting, Llc Manager	1135 PIER VIEW DRIVE SUITE 170 BRETT FLOYD, IDAHO FALLS, ID 83402

Showing current associates only (3 of 5 total associates). Create a free account to see the full associate history

Map & Locations

900 PIER VIEW DRIVE SUITE 200 BRETT FLOYD, IDAHO FALLS, ID 83402 View Map
1135 PIER VIEW DR STE 170 BRETT FLOYD, IDAHO FALLS, ID 83402 (Mailing) View Map

Financials

Financial Information for Mountain Crest Wealth Management, LLC

Form 5500

MOUNTAIN CREST WEALTH MANAGEMENT, LLC

1135 Pier View Dr. Suite 170, Idaho Falls, Id 83402 (208) 346-7756 EIN:86-2434211 Plan Admin:Brett Floyd

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMOUNTAIN CREST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,116,747 / $1,086,539	2022	MOUNTAIN CREST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001	3 / 3	$1,116,747 / $1,086,539
2021	Plan NameMOUNTAIN CREST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $1,116,747	2021	MOUNTAIN CREST WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001	3 / 3	$0 / $1,116,747

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Address Match:900 Pier View Drive Suite 200 Brett Floyd Idaho Falls, ID

High Country Consulting, LLC Registered in Idaho	Idaho Falls, ID Shelley, ID		View Report

Related Business Names:

Mountain Crest Wealth Management II, LLC Registered in Idaho	Idaho Falls, ID		View Report

City Match:Idaho Falls, ID

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Sources

The following government agencies have contributed data:

• Idaho Secretary of State's Office • U.S. Department of Labor