J&M Family Management — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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 (EIN 26-3169829) is a plan sponsor located in Grapevine, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 26-3169829
- Location
- Grapevine, TX
- Loaded plans
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $3,717,710
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $3,717,710
Contributions & income
- Employer contributions
- $43,573
- Participant contributions
- $134,956
- Total income / additions
- $767,112
Expenses & distributions
- Benefits paid / distributions
- $427,115
- Total expenses
- $475,064
- Net increase / (decrease)
- $292,048
Coverage
- Total reported participants
- 473
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| J&M Family Management, LLC 401(K) Plan | 001 | 318 | $3,717,710 | 2023 |
| J&M Family Management Wrap Plan | 501 | 155 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | J&M Family Management Wrap Plan | 155 | — | 20240529135614NAL0020465408001 |
| 2023 | J&M Family Management, LLC 401(K) Plan | 318 | H, C | 20250204122957NAL0008159185001 |