How many benefit plans does Mendez & Co., Inc. report on Form 5500?

Mendez & Co., Inc. (EIN 66-0177198) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Mendez & Co., Inc.?

The Employer Identification Number (EIN) reported for Mendez & Co., Inc. is 66-0177198.

What is the latest Form 5500 filing year for Mendez & Co., Inc.?

The latest loaded Form 5500 filing year for Mendez & Co., Inc. is 2023.

Mendez & Co., Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Mendez & Co., Inc. (EIN 66-0177198) is a plan sponsor located in San Juan, PR with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 66-0177198
Location: San Juan, PR
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $24,476,154
Total reported liabilities (EOY): $49,528
Total reported net assets (EOY): $24,426,626

Contributions & income

Employer contributions: $394,450
Participant contributions: $1,136,234
Total income / additions: $4,333,743

Expenses & distributions

Benefits paid / distributions: $10,480,353
Total expenses: $10,764,385
Net increase / (decrease): -$6,430,642

Coverage

Total reported participants: 1,385
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Mendez & Co., Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Mendez & Co., Inc. Retirement Plan	002	622	$21,458,966	2023
Mendez & Co., Inc. Employees' Retirement Plan	001	250	$3,017,188	2023
Mendez & Co., Inc. Health & Welfare Plan	505	513	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Mendez & Co., Inc.
Year	Plan	Participants	Schedules	Filing
2023	Mendez & Co., Inc. Health & Welfare Plan	513	—	20250415090147NAL0005512576001
2023	Mendez & Co., Inc. Retirement Plan	622	H, C	20250415152843NAL0001521155001
2023	Mendez & Co., Inc. Employees' Retirement Plan	250	H, C	20250415161812NAL0006030224001