Mendes & Mount, Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 13-5535371) is a plan sponsor located in New York, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-5535371
Location
New York, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$70,268,094
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$70,268,094

Contributions & income

Employer contributions
$324,450
Participant contributions
$1,376,865
Total income / additions
$12,440,726

Expenses & distributions

Benefits paid / distributions
$2,287,941
Total expenses
$2,305,498
Net increase / (decrease)
$10,135,228

Coverage

Total reported participants
436
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Mendes & Mount, Llp plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Mendes & Mount, Llp Retirement Plan001276$70,268,0942023
Mendes & Mount Employee Benefits Plan501160not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Mendes & Mount, Llp
YearPlanParticipantsSchedulesFiling
2023Mendes & Mount, Llp Retirement Plan276H, C20241007120448NAL0008848707001
2023Mendes & Mount Employee Benefits Plan160C20241009114302NAL0018239489001

Related Form 5500 pages