Bmw Management, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bmw Management, Inc. (EIN 06-1666318) is a plan sponsor located in Temecula, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-1666318
Location
Temecula, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Bmw Management, Inc.

  • 1 loaded plans hold $343.2K in reported assets.
  • The largest, The Bmw Management, Inc. Employee 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 417 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$343.2KSummed across loaded plans$343,227
Total reported assets$343.2K$343,227
Total reported participants417
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$343.2K total assets
Net assets$343.2KLiabilities
Contributions & income
Employer contributionsNot reported
Participant contributions$128.9K
Total income / additions$171.1K
Expenses & distributions
Benefits paid / distributions$772
Total expenses$8.9K
Net increase / (decrease)$162.2K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Bmw Management, Inc. Employee 401(K) Plan
Participants per plan417Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 417 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bmw Management, Inc.. Open one for its full reported snapshot.

  1. 2023
    The Bmw Management, Inc. Employee 401(K) Plan417 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bmw Management, Inc. report on Form 5500?
Bmw Management, Inc. (EIN 06-1666318) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bmw Management, Inc.?
The Employer Identification Number (EIN) reported for Bmw Management, Inc. is 06-1666318.
What is the latest Form 5500 filing year for Bmw Management, Inc.?
The latest loaded Form 5500 filing year for Bmw Management, Inc. is 2023.

Related Form 5500 pages