2023 Form 5500 filing — Jm Family Enterprises, Inc. Associates' Retirement 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 20241011160005NAL0023169505001) for Jm Family Enterprises, Inc. Associates' Retirement Plan, reported by Jm Family Automotive LLC under EIN 59-1390794 and plan number 002. It reports 7,503 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011160005NAL0023169505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jm Family Automotive LLC
- EIN
- 59-1390794
- Plan number
- 002
- Location
- Deerfield Beach, FL
- Participants
- 7,503
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $738,848,185
- Total liabilities (EOY)
- $2,157,690
- Net assets (EOY)
- $736,690,495
- Employer contributions
- $30,000,000
- Total income / additions
- $103,004,405
- Benefits paid
- $16,641,074
- Administrative expenses
- $1,113,042
- Total expenses
- $17,754,116
- Net increase / (decrease)
- $85,250,289
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acadian Asset Mgmt LLC | INV MGMT | $298,405 | not reported in the loaded dataset |
| Boston Trust Walden Company | INV MGMT | $219,440 | $0 |
| Jpmorgan Chase Bank, N.A. | INV MGMT | $158,528 | not reported in the loaded dataset |
| New England Pension Consulants | INV ADVISORY | $146,023 | not reported in the loaded dataset |
| Sands Capital Management, LLC | INV MGMT | $115,948 | $0 |
| Northern Trust | TRUSTEE | $88,205 | $0 |
| Dodge & Cox | INV MGMT | $82,067 | $0 |