2023 Form 5500 filing — Bms Employee Stock Ownership 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 20241216162933NAL0000995907001) for Bms Employee Stock Ownership Plan, reported by Building Management Systems, Inc. under EIN 59-2126392 and plan number 001. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.4MReported net assets$1,371,665
Participants16
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241216162933NAL0000995907001
Plan sponsor
Building Management Systems, Inc.
EIN
59-2126392
Plan number
001
Location
Melbourne, FL
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$1.4M total assets
Net assets$1.4MLiabilities
Money in vs. money out
Total income / additions$210.3K
Total expenses$82.1K
Benefits paid / distributions$67.8K
Contributions
Employer$162K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,371,665
Net assets (EOY)
$1,371,665
Employer contributions
$162,000
Total income / additions
$210,340
Benefits paid
$67,760
Administrative expenses
$14,297
Total expenses
$82,057
Net increase / (decrease)
$128,283

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241216162933NAL0000995907001 cover?
It is the 2023 Form 5500 filing for Bms Employee Stock Ownership Plan, reported by Building Management Systems, Inc. (EIN 59-2126392).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages