2023 Form 5500 filing — Mentor Technical Group Corp. Profit Sharing And Savings 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 20240923082504NAL0020733170001) for Mentor Technical Group Corp. Profit Sharing And Savings Plan, reported by Mentor Technical Group Corp. under EIN 66-0596427 and plan number 001. It reports 509 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923082504NAL0020733170001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mentor Technical Group Corp.
- EIN
- 66-0596427
- Plan number
- 001
- Location
- Caguas, PR
- Participants
- 509
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,294,114
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,294,114
- Employer contributions
- $58,996
- Participant contributions
- $347,643
- Total income / additions
- $1,071,121
- Benefits paid
- $421,298
- Administrative expenses
- $24,535
- Total expenses
- $445,833
- Net increase / (decrease)
- $625,288
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance | RECORDKEEPER | $24,535 | $0 |
| Independent Financial Group LLC | BROKER/ADVISER | $14,580 | $0 |