2023 Form 5500 filing — Jose Luis Mendoza Retirement 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 20240701130637NAL0002797523001) for Jose Luis Mendoza Retirement Plan, reported by Jlm And Co Llp under EIN 66-0479116 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.4MReported net assets$1,404,607
Participants15
Provider compensation$13.2K4 Schedule C row(s)$13,165
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240701130637NAL0002797523001
- Plan sponsor
- Jlm And Co Llp
- EIN
- 66-0479116
- Plan number
- 001
- Location
- San Juan, PR
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.4M total assets
Net assets$1.4MLiabilities—
Full reported line items
- Total assets (EOY)
- $1,404,607
- Net assets (EOY)
- $1,404,607
- Employer contributions
- $35,971
- Participant contributions
- $79,491
- Total income / additions
- $236,687
- Benefits paid
- $54,706
- Administrative expenses
- $7,815
- Total expenses
- $62,521
- Net increase / (decrease)
- $174,166
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empoer A.I.C.A | RECORDKEEPER | $6,519 | $0 |
| Lincoln Financial Securities | BROKER/ADVISER | $0 | $4,018 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,336 | not reported in the loaded dataset |
| Retirement Startegies Inc | CONTRACT ADMIN | $0 | $1,292 |