Jose Luis Mendoza Retirement Plan — Form 5500 plan (Jlm And Co 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, Jose Luis Mendoza Retirement Plan is a benefit plan reported by Jlm And Co Llp under EIN 66-0479116 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $1,404,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jlm And Co Llp
- EIN
- 66-0479116
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $1,404,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I, C | 20240701130637NAL0002797523001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,404,607
- Net assets (EOY)
- $1,404,607
- Net assets (BOY)
- $1,230,441
Income & contributions
- Employer contributions
- $35,971
- Participant contributions
- $79,491
- Total income / additions
- $236,687
Expenses & distributions
- Benefits paid
- $54,706
- Administrative expenses
- $7,815
- Total expenses
- $62,521
- Net increase / (decrease)
- $174,166
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empoer A.I.C.A | RECORDKEEPER | $6,519 | $0 | 2023 |
| Lincoln Financial Securities | BROKER/ADVISER | $0 | $4,018 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,336 | not reported in the loaded dataset | 2023 |
| Retirement Startegies Inc | CONTRACT ADMIN | $0 | $1,292 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jlm And Co Llp
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Empoer A.I.C.A — Schedule C compensation
- Lincoln Financial Securities — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Retirement Startegies Inc — Schedule C compensation