2023 Form 5500 filing — Mcp Westcoast Investment Fund 401(K) 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 20241010104038NAL0020835825002) for Mcp Westcoast Investment Fund 401(K) Plan, reported by Mcp Westcoast Investment Fund Lp under EIN 85-1169164 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$384.5KReported net assets$384,505

Participants145

Provider compensation$4.4K4 Schedule C row(s)$4,434

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010104038NAL0020835825002
Plan sponsor: Mcp Westcoast Investment Fund Lp
EIN: 85-1169164
Plan number: 001
Location: Dallas, TX
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$396.4K total assets

Net assets$384.5KLiabilities$11.9K

Money in vs. money out

Total income / additions$93.5K

Total expenses$101.7K

Benefits paid / distributions$97.5K

Contributions

Employer$9.4K

Participant$20K

Full reported line items

Total assets (EOY): $396,422
Total liabilities (EOY): $11,917
Net assets (EOY): $384,505
Employer contributions: $9,444
Participant contributions: $19,953
Total income / additions: $93,451
Benefits paid: $97,488
Administrative expenses: $4,240
Total expenses: $101,728
Net increase / (decrease): -$8,277

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company$3.2K
RECORDKEEPER · Direct $3.2K · Indirect $0
2
Definiti, LLC$994
CONTRACT ADMIN · Direct $800 · Indirect $194
3
Envestnet Retirement Solutions, LLC$197
NA · Direct $197 · Indirect $0
4
Empower Advisory Group, LLC$18
INVESTMENT MANAGER · Direct $18 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010104038NAL0020835825002 cover?: It is the 2023 Form 5500 filing for Mcp Westcoast Investment Fund 401(K) Plan, reported by Mcp Westcoast Investment Fund Lp (EIN 85-1169164).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).