Mentor Technical Group Corp. Profit Sharing And Savings Plan — Form 5500 plan (Mentor Technical Group Corp.)
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, Mentor Technical Group Corp. Profit Sharing And Savings Plan is a benefit plan reported by Mentor Technical Group Corp. under EIN 66-0596427 and plan number 001. The latest loaded filing year is 2023. The filing reports 509 participants and $5,294,114 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mentor Technical Group Corp.
- EIN
- 66-0596427
- Plan number
- 001
- Plan type
- 2
- Location
- Caguas, PR
- Latest filing year
- 2023
- Participants
- 509
- End-of-year plan assets
- $5,294,114
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 509 | H, C | 20240923082504NAL0020733170001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,294,114
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,294,114
- Net assets (BOY)
- $4,668,826
Income & contributions
- Employer contributions
- $58,996
- Participant contributions
- $347,643
- Total contributions
- $435,748
- Total income / additions
- $1,071,121
Expenses & distributions
- Benefits paid
- $421,298
- Administrative expenses
- $24,535
- Total expenses
- $445,833
- Net increase / (decrease)
- $625,288
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance | RECORDKEEPER | $24,535 | $0 | 2023 |
| Independent Financial Group LLC | BROKER/ADVISER | $14,580 | $0 | 2023 |