Eagle Railcar Services Retirement Savings Plan — Form 5500 plan (Jm Texas Companies, LLC)
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, Eagle Railcar Services Retirement Savings Plan is a benefit plan reported by Jm Texas Companies, LLC under EIN 26-4818658 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,136 participants and $11,285,868 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jm Texas Companies, LLC
- EIN
- 26-4818658
- Plan number
- 001
- Plan type
- 2
- Location
- Eastland, TX
- Latest filing year
- 2023
- Participants
- 1,136
- End-of-year plan assets
- $11,285,868
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,136 | H, C | 20241008151511NAL0035163970001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,285,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,285,868
- Net assets (BOY)
- $10,120,216
Income & contributions
- Employer contributions
- $457,335
- Participant contributions
- $1,288,400
- Total contributions
- $1,778,853
- Total income / additions
- $3,479,097
Expenses & distributions
- Benefits paid
- $2,159,725
- Administrative expenses
- $92,374
- Total expenses
- $2,313,445
- Net increase / (decrease)
- $1,165,652
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $45,854 | not reported in the loaded dataset | 2023 |
| Fondren Oaks Capital Management | NONE | $26,398 | not reported in the loaded dataset | 2023 |
| Condley And Company, Llp | NONE | $16,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $3,623 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jm Texas Companies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Eastland, TX
- Ameritas Life Insurance Corp — Schedule C compensation
- Fondren Oaks Capital Management — Schedule C compensation
- Condley And Company, Llp — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation