2023 Form 5500 filing — J&M Family Management, LLC 401(K) 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 20250204122957NAL0008159185001) for J&M Family Management, LLC 401(K) Plan, reported by J&M Family Management, LLC under EIN 26-3169829 and plan number 001. It reports 318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250204122957NAL0008159185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J&M Family Management, LLC
- EIN
- 26-3169829
- Plan number
- 001
- Location
- Grapevine, TX
- Participants
- 318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,717,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,717,710
- Employer contributions
- $43,573
- Participant contributions
- $134,956
- Total income / additions
- $767,112
- Benefits paid
- $427,115
- Administrative expenses
- $44,881
- Total expenses
- $475,064
- Net increase / (decrease)
- $292,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $29,430 | $0 |
| Rmb Capital Management, LLC | INVESTMENT ADVISORY | $0 | $17,000 |
| Weaver And Tidwell Llp | ACCOUNTANT | $15,450 | not reported in the loaded dataset |