2023 Form 5500 filing — Mountain Capital Partners 401k Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250117175724NAL0013662915001) for Mountain Capital Partners 401k Plan, reported by Mountain Capital Partners, LLC under EIN 81-1696286 and plan number 001. It reports 523 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250117175724NAL0013662915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mountain Capital Partners, LLC
- EIN
- 81-1696286
- Plan number
- 001
- Location
- Durango, CO
- Participants
- 523
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,431,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,431,570
- Employer contributions
- $146,232
- Participant contributions
- $904,275
- Total income / additions
- $2,369,826
- Benefits paid
- $1,584,243
- Administrative expenses
- $39,524
- Total expenses
- $1,643,020
- Net increase / (decrease)
- $726,806
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Banking Oper | SERVICE PROVIDER | $17,713 | not reported in the loaded dataset |
| Brownstein Hyatt Farber Schreck Llp | SERVICE PROVIDER | $16,231 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $3,700 | $0 |