Jmo Capital Management Retirement Plan — Form 5500 plan (Jmo Capital Management, Co.)
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, Jmo Capital Management Retirement Plan is a benefit plan reported by Jmo Capital Management, Co. under EIN 86-1222694 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $324,161 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jmo Capital Management, Co.
- EIN
- 86-1222694
- Plan number
- 001
- Plan type
- 2
- Location
- Westwood, KS
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $324,161
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240523120622NAL0005174065001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $324,161
- Net assets (EOY)
- $324,161
- Net assets (BOY)
- $324,154
Income & contributions
- Total income / additions
- $7
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $7
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.