2023 Form 5500 filing — Winco 401(K) Profit Sharing 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 20241014090836NAL0013039395001) for Winco 401(K) Profit Sharing Plan, reported by Bms Holdings, Inc. under EIN 43-0634395 and plan number 003. It reports 202 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)$6.6MReported net assets$6,572,786
Participants202
Provider compensation$29.8K2 Schedule C row(s)$29,813
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014090836NAL0013039395001
Plan sponsor
Bms Holdings, Inc.
EIN
43-0634395
Plan number
003
Location
St. Louis, MO
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)$6.6M total assets
Net assets$6.6MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$757.8K
Benefits paid / distributions$709.2K
Contributions
Employer$66.3K
Participant$227.2K
Full reported line items
Total assets (EOY)
$6,572,786
Total liabilities (EOY)
$0
Net assets (EOY)
$6,572,786
Employer contributions
$66,275
Participant contributions
$227,234
Total income / additions
$1,491,157
Benefits paid
$709,156
Administrative expenses
$47,437
Total expenses
$757,816
Net increase / (decrease)
$733,341
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISORY · Direct $28.2K
  2. 2
    RECORDKEEPER · Direct $1.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014090836NAL0013039395001 cover?
It is the 2023 Form 5500 filing for Winco 401(K) Profit Sharing Plan, reported by Bms Holdings, Inc. (EIN 43-0634395).
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