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 Intermediaries, Inc. 401(K) Plan is a benefit plan reported by Bms Intermediaries, Inc. under EIN 75-2857254 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $41,498,636 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,498,636
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,498,636
- Net assets (BOY)
- $32,846,573
Income & contributions
- Employer contributions
- $2,297,333
- Participant contributions
- $3,165,760
- Total contributions
- $7,248,034
- Total income / additions
- $12,993,189
Expenses & distributions
- Benefits paid
- $4,296,706
- Administrative expenses
- $44,420
- Total expenses
- $4,341,126
- Net increase / (decrease)
- $8,652,063