Mendes & Mount, Llp Retirement Plan — Form 5500 plan (Mendes & Mount, Llp)
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, Mendes & Mount, Llp Retirement Plan is a benefit plan reported by Mendes & Mount, Llp under EIN 13-5535371 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $70,268,094 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$70.3MPlan net assets, end of year$70,268,094
Participants276Covered participants reported
Assets / participant$254.6KComputed: assets ÷ participants$254,595 (computed)
Provider compensation$14.4K1 Schedule C provider row(s)$14,397
- Plan sponsor
- Mendes & Mount, Llp
- EIN
- 13-5535371
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20241007120448NAL0008848707001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$70.3M total assets
Net assets$70.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $70,268,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,268,094
- Net assets (BOY)
- $60,132,866
Income & contributions
- Employer contributions
- $324,450
- Participant contributions
- $1,376,865
- Total contributions
- $1,727,371
- Total income / additions
- $12,440,726
Expenses & distributions
- Benefits paid
- $2,287,941
- Administrative expenses
- $17,557
- Total expenses
- $2,305,498
- Net increase / (decrease)
- $10,135,228
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
19%81%
Employer 19%Participant 81%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $14,397 | $0 | 2023 |