Mcgarrah Jessee, Lp Retirement Plan — Form 5500 plan (Mj 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, Mcgarrah Jessee, Lp Retirement Plan is a benefit plan reported by Mj Management, LLC under EIN 74-2947475 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $17,377,878 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mj Management, LLC
EIN
74-2947475
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
201
End-of-year plan assets
$17,377,878

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023201H, C20240701111832NAL0002808195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,377,878
Total liabilities (EOY)
$0
Net assets (EOY)
$17,377,878
Net assets (BOY)
$13,849,167

Income & contributions

Employer contributions
$164,941
Participant contributions
$1,348,506
Total contributions
$1,642,693
Total income / additions
$4,745,857

Expenses & distributions

Benefits paid
$1,161,404
Administrative expenses
$55,742
Total expenses
$1,217,146
Net increase / (decrease)
$3,528,711

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Frost BankADVISOR$48,167not reported in the loaded dataset2023
Peggy S. Edge, Cpa, LLCAUDITOR$7,300not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$275$02023

Related Form 5500 pages