2023 Form 5500 filing — Jose Luis Mendoza Retirement 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 20240701130637NAL0002797523001) for Jose Luis Mendoza Retirement Plan, reported by Jlm And Co Llp under EIN 66-0479116 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240701130637NAL0002797523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jlm And Co Llp
- EIN
- 66-0479116
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 15
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,404,607
- Net assets (EOY)
- $1,404,607
- Employer contributions
- $35,971
- Participant contributions
- $79,491
- Total income / additions
- $236,687
- Benefits paid
- $54,706
- Administrative expenses
- $7,815
- Total expenses
- $62,521
- Net increase / (decrease)
- $174,166
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empoer A.I.C.A | RECORDKEEPER | $6,519 | $0 |
| Lincoln Financial Securities | BROKER/ADVISER | $0 | $4,018 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,336 | not reported in the loaded dataset |
| Retirement Startegies Inc | CONTRACT ADMIN | $0 | $1,292 |