J&M Family Management, LLC 401(K) Plan — Form 5500 plan (J&M Family Management, LLC)
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, J&M Family Management, LLC 401(K) Plan is a benefit plan reported by J&M Family Management, LLC under EIN 26-3169829 and plan number 001. The latest loaded filing year is 2023. The filing reports 318 participants and $3,717,710 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J&M Family Management, LLC
- EIN
- 26-3169829
- Plan number
- 001
- Plan type
- 2
- Location
- Grapevine, TX
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $3,717,710
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20250204122957NAL0008159185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,717,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,717,710
- Net assets (BOY)
- $3,425,662
Income & contributions
- Employer contributions
- $43,573
- Participant contributions
- $134,956
- Total contributions
- $182,251
- Total income / additions
- $767,112
Expenses & distributions
- Benefits paid
- $427,115
- Administrative expenses
- $44,881
- Total expenses
- $475,064
- Net increase / (decrease)
- $292,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $29,430 | $0 | 2023 |
| Rmb Capital Management, LLC | INVESTMENT ADVISORY | $0 | $17,000 | 2023 |
| Weaver And Tidwell Llp | ACCOUNTANT | $15,450 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J&M Family Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Grapevine, TX
- Principal Life Insurance Company — Schedule C compensation
- Rmb Capital Management, LLC — Schedule C compensation
- Weaver And Tidwell Llp — Schedule C compensation