2023 Form 5500 filing — Ana G Mendez University Inc 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 20250515132511NAL0013455731001) for Ana G Mendez University Inc 401k Plan, reported by Ana G Mendez University Inc under EIN 41-2096004 and plan number 001. It reports 263 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)$2.9MReported net assets$2,886,643
Participants263
Provider compensation$15.3K5 Schedule C row(s)$15,332
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250515132511NAL0013455731001
Plan sponsor
Ana G Mendez University Inc
EIN
41-2096004
Plan number
001
Location
Orlando, FL
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)$2.9M total assets
Net assets$2.9MLiabilities$0
Money in vs. money out
Total income / additions$837.1K
Total expenses$835.1K
Benefits paid / distributions$815.6K
Contributions
Employer$76.4K
Participant$342.6K
Full reported line items
Total assets (EOY)
$2,886,643
Total liabilities (EOY)
$0
Net assets (EOY)
$2,886,643
Employer contributions
$76,360
Participant contributions
$342,594
Total income / additions
$837,078
Benefits paid
$815,580
Administrative expenses
$11,123
Total expenses
$835,105
Net increase / (decrease)
$1,973
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $10.7K · Indirect $0
  2. 2
    INVESTMENT MNGT · Direct $2.6K · Indirect $0
  3. 3
    CONTRACT ADMIN · Direct $519 · Indirect $534
  4. 4
    RECORDKEEPER · Direct $978
  5. 5
    INVSTMT ADVISOR · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250515132511NAL0013455731001 cover?
It is the 2023 Form 5500 filing for Ana G Mendez University Inc 401k Plan, reported by Ana G Mendez University Inc (EIN 41-2096004).
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).

Related Form 5500 pages