2023 Form 5500 filing — Eagle Railcar Services Retirement Savings 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 20241008151511NAL0035163970001) for Eagle Railcar Services Retirement Savings Plan, reported by Jm Texas Companies, LLC under EIN 26-4818658 and plan number 001. It reports 1,136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008151511NAL0035163970001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jm Texas Companies, LLC
- EIN
- 26-4818658
- Plan number
- 001
- Location
- Eastland, TX
- Participants
- 1,136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,285,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,285,868
- Employer contributions
- $457,335
- Participant contributions
- $1,288,400
- Total income / additions
- $3,479,097
- Benefits paid
- $2,159,725
- Administrative expenses
- $92,374
- Total expenses
- $2,313,445
- Net increase / (decrease)
- $1,165,652
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $45,854 | not reported in the loaded dataset |
| Fondren Oaks Capital Management | NONE | $26,398 | not reported in the loaded dataset |
| Condley And Company, Llp | NONE | $16,500 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $3,623 | $0 |