Plan5500

Mendez & Co., Inc. Employees' Retirement Plan — Form 5500 plan (Mendez & Co., Inc.)

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, Mendez & Co., Inc. Employees' Retirement Plan is a benefit plan reported by Mendez & Co., Inc. under EIN 66-0177198 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $3,017,188 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mendez & Co., Inc.
EIN
66-0177198
Plan number
001
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
250
End-of-year plan assets
$3,017,188

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023250H, C20250415161812NAL0006030224001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,017,188
Total liabilities (EOY)
$49,528
Net assets (EOY)
$2,967,660
Net assets (BOY)
$11,986,659

Income & contributions

Total contributions
$0
Total income / additions
$361,141

Expenses & distributions

Benefits paid
$9,312,124
Administrative expenses
$68,016
Total expenses
$9,380,140
Net increase / (decrease)
-$9,018,999

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Banco PopularNONE$49,686$02023
Jose E. Rosario & Co. Cpa, PscNONE$11,280not reported in the loaded dataset2023
Bpas Actuarial & Pension ServicesNONE$7,050not reported in the loaded dataset2023

Related Form 5500 pages