2023 Form 5500 filing — Jm Family Associates' Profit Sharing And 401(K) 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 20241011160426NAL0022285393001) for Jm Family Associates' Profit Sharing And 401(K) Plan, reported by Jm Family Automotive LLC under EIN 59-1390794 and plan number 003. It reports 5,060 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011160426NAL0022285393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jm Family Automotive LLC
- EIN
- 59-1390794
- Plan number
- 003
- Location
- Deerfield Beach, FL
- Participants
- 5,060
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,534,795,114
- Total liabilities (EOY)
- $1,750
- Net assets (EOY)
- $1,534,793,364
- Employer contributions
- $67,859,038
- Participant contributions
- $40,488,884
- Total income / additions
- $332,947,867
- Benefits paid
- $115,275,077
- Administrative expenses
- -$9,870
- Total expenses
- $115,931,253
- Net increase / (decrease)
- $217,016,614
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $9,853 | $0 |