2023 Form 5500 filing — Bms Retirement Savings 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 20250827092029NAL0016362272001) for Bms Retirement Savings Plan, reported by Bms Manufacturing Co., Inc. under EIN 16-1225221 and plan number 001. It reports 30 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,549,558
Participants30
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250827092029NAL0016362272001
Plan sponsor
Bms Manufacturing Co., Inc.
EIN
16-1225221
Plan number
001
Location
Watkins Glen, NY
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)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$291.2K
Total expenses$195.5K
Benefits paid / distributions$195.1K
Contributions
Employer$10.7K
Participant$49.7K
Full reported line items
Total assets (EOY)
$2,549,558
Total liabilities (EOY)
$0
Net assets (EOY)
$2,549,558
Employer contributions
$10,733
Participant contributions
$49,690
Total income / additions
$291,172
Benefits paid
$195,134
Administrative expenses
$388
Total expenses
$195,522
Net increase / (decrease)
$95,650

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250827092029NAL0016362272001 cover?
It is the 2023 Form 5500 filing for Bms Retirement Savings Plan, reported by Bms Manufacturing Co., Inc. (EIN 16-1225221).
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