Mendes & Mount, Llp Retirement Plan — Form 5500 plan (Mendes & Mount, Llp)

Plain-English plan 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 Retirement Plan is a benefit plan reported by Mendes & Mount, Llp under EIN 13-5535371 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $70,268,094 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$70.3MPlan net assets, end of year$70,268,094
Participants276Covered participants reported
Assets / participant$254.6KComputed: assets ÷ participants$254,595 (computed)
Provider compensation$14.4K1 Schedule C provider row(s)$14,397
Plan sponsor
Mendes & Mount, Llp
EIN
13-5535371
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023276H, C20241007120448NAL0008848707001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$70.3M total assets
Net assets$70.3MLiabilities$0
Money in vs. money out
Total income / additions$12.4M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$324.4K
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$70,268,094
Total liabilities (EOY)
$0
Net assets (EOY)
$70,268,094
Net assets (BOY)
$60,132,866

Income & contributions

Employer contributions
$324,450
Participant contributions
$1,376,865
Total contributions
$1,727,371
Total income / additions
$12,440,726

Expenses & distributions

Benefits paid
$2,287,941
Administrative expenses
$17,557
Total expenses
$2,305,498
Net increase / (decrease)
$10,135,228
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 19%Participant 81%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$14,397$02023

Related Form 5500 pages