Mountain Capital Partners 401k Plan — Form 5500 plan (Mountain Capital Partners, LLC)
Plain-English plan 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, Mountain Capital Partners 401k Plan is a benefit plan reported by Mountain Capital Partners, LLC under EIN 81-1696286 and plan number 001. The latest loaded filing year is 2023. The filing reports 523 participants and $8,431,570 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mountain Capital Partners, LLC
- EIN
- 81-1696286
- Plan number
- 001
- Plan type
- 2
- Location
- Durango, CO
- Latest filing year
- 2023
- Participants
- 523
- End-of-year plan assets
- $8,431,570
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 523 | H, C | 20250117175724NAL0013662915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,431,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,431,570
- Net assets (BOY)
- $7,588,972
Income & contributions
- Employer contributions
- $146,232
- Participant contributions
- $904,275
- Total contributions
- $1,131,402
- Total income / additions
- $2,369,826
Expenses & distributions
- Benefits paid
- $1,584,243
- Administrative expenses
- $39,524
- Total expenses
- $1,643,020
- Net increase / (decrease)
- $726,806
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Banking Oper | SERVICE PROVIDER | $17,713 | not reported in the loaded dataset | 2023 |
| Brownstein Hyatt Farber Schreck Llp | SERVICE PROVIDER | $16,231 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $3,700 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mountain Capital Partners, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Durango, CO
- Morgan Stanley Global Banking Oper — Schedule C compensation
- Brownstein Hyatt Farber Schreck Llp — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation