Bms And Affiliates 401(K) Plan — Form 5500 plan (Bekins A-1 Movers, Inc)

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, Bms And Affiliates 401(K) Plan is a benefit plan reported by Bekins A-1 Movers, Inc under EIN 54-1867481 and plan number 001. The latest loaded filing year is 2023. The filing reports 423 participants and $8,969,728 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bekins A-1 Movers, Inc
EIN
54-1867481
Plan number
001
Plan type
2
Location
Lakewood Ranch, FL
Latest filing year
2023
Participants
423
End-of-year plan assets
$8,969,728

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023423H, C20250210050254NAL0008895859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,969,728
Total liabilities (EOY)
$0
Net assets (EOY)
$8,969,728
Net assets (BOY)
$7,566,592

Income & contributions

Employer contributions
$48,262
Participant contributions
$630,452
Total contributions
$714,514
Total income / additions
$1,923,846

Expenses & distributions

Benefits paid
$487,158
Administrative expenses
$8,256
Total expenses
$520,710
Net increase / (decrease)
$1,403,136

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$8,255$02023

Related Form 5500 pages