Plan5500

Mendez & Co., Inc. Retirement Plan — Form 5500 plan (Mendez & Co., Inc.)

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, Mendez & Co., Inc. Retirement Plan is a benefit plan reported by Mendez & Co., Inc. under EIN 66-0177198 and plan number 002. The latest loaded filing year is 2023. The filing reports 622 participants and $21,458,966 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mendez & Co., Inc.
EIN
66-0177198
Plan number
002
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
622
End-of-year plan assets
$21,458,966

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023622H, C20250415152843NAL0001521155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,458,966
Total liabilities (EOY)
$0
Net assets (EOY)
$21,458,966
Net assets (BOY)
$18,870,609

Income & contributions

Employer contributions
$394,450
Participant contributions
$1,136,234
Total contributions
$1,881,571
Total income / additions
$3,972,602

Expenses & distributions

Benefits paid
$1,168,229
Administrative expenses
$216,016
Total expenses
$1,384,245
Net increase / (decrease)
$2,588,357

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Finanxial, Corp.N/A$99,751not reported in the loaded dataset2023
Benefit Plans Admin ServicesN/A$86,624$02023
Bpas Trust Company Of Puerto RicoN/A$29,639not reported in the loaded dataset2023

Related Form 5500 pages