Jrm Construction Management Employee Stock Ownership Plan — Form 5500 plan (Jrm Construction Management)

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, Jrm Construction Management Employee Stock Ownership Plan is a benefit plan reported by Jrm Construction Management under EIN 20-8783504 and plan number 003. The latest loaded filing year is 2023. The filing reports 638 participants and $146,457,000 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$42.8MPlan net assets, end of year$42,789,574
Participants638Covered participants reported
Assets / participant$229.6KComputed: assets ÷ participants$229,556 (computed)
Provider compensationNone reported
Plan sponsor
Jrm Construction Management
EIN
20-8783504
Plan number
003
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023638H20241015095625NAL0055461058001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$146.5M total assets
Net assets$42.8MLiabilities$103.7M
Money in vs. money out
Total income / additions$31.3M
Total expenses$3.5M
Benefits paid / distributions$100.6K
Contributions
Employer$6.3M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$146,457,000
Total liabilities (EOY)
$103,667,426
Net assets (EOY)
$42,789,574
Net assets (BOY)
$14,967,836

Income & contributions

Employer contributions
$6,318,012
Total contributions
$6,318,012
Total income / additions
$31,278,012

Expenses & distributions

Benefits paid
$100,606
Administrative expenses
$0
Total expenses
$3,456,274
Net increase / (decrease)
$27,821,738
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages