Bms Logistics, Inc. 401(K) Plan — Form 5500 plan (Bms Logistics, Inc.)

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 Logistics, Inc. 401(K) Plan is a benefit plan reported by Bms Logistics, Inc. under EIN 20-5740772 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $5,119,377 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.1MPlan net assets, end of year$5,119,377
Participants296Covered participants reported
Assets / participant$17.3KComputed: assets ÷ participants$17,295 (computed)
Provider compensationNone reported
Plan sponsor
Bms Logistics, Inc.
EIN
20-5740772
Plan number
001
Plan type
2
Location
St Joseph, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023296H20240909084506NAL0004350433001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities
Money in vs. money out
Total income / additions$1.3M
Total expenses$998K
Benefits paid / distributions$998K
Contributions
Employer$306.1K
Participant$396.1K
Full reported line items

Net assets

Total assets (EOY)
$5,119,377
Net assets (EOY)
$5,119,377
Net assets (BOY)
$4,800,747

Income & contributions

Employer contributions
$306,110
Participant contributions
$396,108
Total contributions
$710,188
Total income / additions
$1,316,661

Expenses & distributions

Benefits paid
$998,031
Total expenses
$998,031
Net increase / (decrease)
$318,630
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 44%Participant 56%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income76%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages