2023 Form 5500 filing — Mendez & Co., Inc. Employees' 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 20250415161812NAL0006030224001) for Mendez & Co., Inc. Employees' Retirement Plan, reported by Mendez & Co., Inc. under EIN 66-0177198 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415161812NAL0006030224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mendez & Co., Inc.
- EIN
- 66-0177198
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,017,188
- Total liabilities (EOY)
- $49,528
- Net assets (EOY)
- $2,967,660
- Total income / additions
- $361,141
- Benefits paid
- $9,312,124
- Administrative expenses
- $68,016
- Total expenses
- $9,380,140
- Net increase / (decrease)
- -$9,018,999
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Banco Popular | NONE | $49,686 | $0 |
| Jose E. Rosario & Co. Cpa, Psc | NONE | $11,280 | not reported in the loaded dataset |
| Bpas Actuarial & Pension Services | NONE | $7,050 | not reported in the loaded dataset |