2023 Form 5500 filing — Mercado Latino, Inc. 401(K) Pension 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 20241014163237NAL0026720545001) for Mercado Latino, Inc. 401(K) Pension Plan, reported by Mercado Latino, Inc. under EIN 95-3756903 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1MReported net assets$1,044,030
Participants133
Provider compensation$9K2 Schedule C row(s)$8,976
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014163237NAL0026720545001
Plan sponsor
Mercado Latino, Inc.
EIN
95-3756903
Plan number
001
Location
City Of Industry, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1M total assets
Net assets$1MLiabilities$0
Money in vs. money out
Total income / additions$218.5K
Total expenses$152.1K
Benefits paid / distributions$143.2K
Contributions
EmployerNot reported
Participant$76.9K
Full reported line items
Total assets (EOY)
$1,044,030
Total liabilities (EOY)
$0
Net assets (EOY)
$1,044,030
Participant contributions
$76,947
Total income / additions
$218,454
Benefits paid
$143,155
Administrative expenses
$8,977
Total expenses
$152,132
Net increase / (decrease)
$66,322

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$8,976$0
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$0

Related Form 5500 pages