2023 Form 5500 filing — The Bmw Management, Inc. Employee 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 20240624162802NAL0004176419001) for The Bmw Management, Inc. Employee 401(K) Plan, reported by Bmw Management, Inc. under EIN 06-1666318 and plan number 001. It reports 417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$343.2KReported net assets$343,227
Participants417
Provider compensation$6.3K1 Schedule C row(s)$6,347
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240624162802NAL0004176419001
Plan sponsor
Bmw Management, Inc.
EIN
06-1666318
Plan number
001
Location
Temecula, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$343.2K total assets
Net assets$343.2KLiabilities
Money in vs. money out
Total income / additions$171.1K
Total expenses$8.9K
Benefits paid / distributions$772
Contributions
EmployerNot reported
Participant$128.9K
Full reported line items
Total assets (EOY)
$343,227
Net assets (EOY)
$343,227
Participant contributions
$128,943
Total income / additions
$171,121
Benefits paid
$772
Administrative expenses
$8,151
Total expenses
$8,923
Net increase / (decrease)
$162,198
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $6.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240624162802NAL0004176419001 cover?
It is the 2023 Form 5500 filing for The Bmw Management, Inc. Employee 401(K) Plan, reported by Bmw Management, Inc. (EIN 06-1666318).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages