?>
| Plan Name | BENEFITS MANAGEMENT, INC. PROFIT SHARING & SAVINGS PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | BENEFITS MANAGEMENT, INC. |
| Employer identification number (EIN): | 222940440 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about BENEFITS MANAGEMENT, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1988-11-17 |
| Company Identification Number: | 1307009 |
| Legal Registered Office Address: |
355 Packett's Landing Monroe Fairport United States of America (USA) 14450 |
More information about BENEFITS MANAGEMENT, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | MICHAEL A. GALLAGHER | 2024-09-24 | ||
| 001 | 2022-01-01 | MICHAEL A. GALLAGHER | 2023-10-05 | ||
| 001 | 2021-01-01 | MICHAEL A. GALLAGHER | 2022-10-04 | ||
| 001 | 2020-01-01 | MICHAEL A. GALLAGHER | 2021-09-28 | ||
| 001 | 2019-01-01 | MICHAEL A. GALLAGHER | 2020-10-13 | ||
| 001 | 2018-01-01 | MICHAEL A. GALLAGHER | 2019-10-14 | ||
| 001 | 2017-01-01 | MICHAEL A. GALLAGHER | 2018-10-11 | ||
| 001 | 2016-01-01 | MICHAEL A. GALLAGHER | 2017-10-16 | ||
| 001 | 2015-01-01 | MICHAEL A. GALLAGHER | 2016-10-14 | ||
| 001 | 2014-01-01 | MICHAEL A. GALLAGHER | 2015-10-15 | ||
| 001 | 2013-01-01 | MICHAEL A. GALLAGHER | 2014-10-14 | ||
| 001 | 2012-01-01 | MICHAEL A. GALLAGHER | 2013-10-14 | ||
| 001 | 2011-01-01 | MICHAEL A. GALLAGHER | 2012-10-09 | ||
| 001 | 2010-01-01 | MICHAEL A. GALLAGHER | 2011-10-14 | ||
| 001 | 2009-01-01 | MICHAEL A GALLAGHER | MICHAEL A GALLAGHER | 2010-04-07 |
| Measure | Date | Value |
|---|---|---|
| 2025: BENEFITS MANAGEMENT, INC. PROFIT SHARING & SAVINGS PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-06-06 | 4 |
| Total number of particpants at end of year | 2025-06-06 | 2 |
| Number of Participants With Account Balances | 2025-06-06 | 2 |
| 2024: BENEFITS MANAGEMENT, INC. PROFIT SHARING & SAVINGS PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-09-24 | 4 |
| Total number of particpants at end of year | 2024-09-24 | 4 |
| Number of Participants With Account Balances | 2024-09-24 | 3 |
| 2022: BENEFITS MANAGEMENT, INC. PROFIT SHARING & SAVINGS PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-10-04 | 4 |
| Total number of particpants at end of year | 2022-10-04 | 4 |
| Number of Participants With Account Balances | 2022-10-04 | 4 |
| 2009: BENEFITS MANAGEMENT, INC. PROFIT SHARING & SAVINGS PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|---|---|
| 2025 : BENEFITS MANAGEMENT, INC. PROFIT SHARING & SAVINGS PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-06-06 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-06 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-06 | 701063 |
| Net assets as of the end of the plan year | 2025-06-06 | 117361 |
| Total assets as of the beginning of the plan year | 2025-06-06 | 822792 |
| Value of plan covered by a fidelity bond | 2025-06-06 | 230000 |
| Participant contributions to plan in this plan year | 2025-06-06 | 0 |
| Other expenses paid from plan in this plan year | 2025-06-06 | 0 |
| Other contributions to plan in this plan year | 2025-06-06 | 0 |
| Other income to plan in this plan year | 2025-06-06 | -4368 |
| Plan net income in this plan year | 2025-06-06 | -705431 |
| Net assets as of the end of the plan year | 2025-06-06 | 117361 |
| Net assets as of the beginning of the plan year | 2025-06-06 | 822792 |
| Employer contributions to plan in this plan year | 2025-06-06 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-06 | 25 |
| 2024 : BENEFITS MANAGEMENT, INC. PROFIT SHARING & SAVINGS PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-09-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-24 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-24 | 409226 |
| Net assets as of the end of the plan year | 2024-09-24 | 822792 |
| Total assets as of the beginning of the plan year | 2024-09-24 | 942711 |
| Value of plan covered by a fidelity bond | 2024-09-24 | 230000 |
| Participant contributions to plan in this plan year | 2024-09-24 | 0 |
| Other expenses paid from plan in this plan year | 2024-09-24 | 0 |
| Other contributions to plan in this plan year | 2024-09-24 | 0 |
| Other income to plan in this plan year | 2024-09-24 | 289307 |
| Plan net income in this plan year | 2024-09-24 | -119919 |
| Net assets as of the end of the plan year | 2024-09-24 | 822792 |
| Net assets as of the beginning of the plan year | 2024-09-24 | 942711 |
| Employer contributions to plan in this plan year | 2024-09-24 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-24 | 25 |
| 2022 : BENEFITS MANAGEMENT, INC. PROFIT SHARING & SAVINGS PLAN 2022 401k financial data | ||
| Total liabilities as of the end of the plan year | 2022-10-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-04 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-04 | 1273941 |
| Net assets as of the end of the plan year | 2022-10-04 | 1371583 |
| Total assets as of the beginning of the plan year | 2022-10-04 | 2297185 |
| Value of plan covered by a fidelity bond | 2022-10-04 | 230000 |
| Participant contributions to plan in this plan year | 2022-10-04 | 4800 |
| Other expenses paid from plan in this plan year | 2022-10-04 | 0 |
| Other contributions to plan in this plan year | 2022-10-04 | 0 |
| Other income to plan in this plan year | 2022-10-04 | 328684 |
| Plan net income in this plan year | 2022-10-04 | -925602 |
| Net assets as of the end of the plan year | 2022-10-04 | 1371583 |
| Net assets as of the beginning of the plan year | 2022-10-04 | 2297185 |
| Employer contributions to plan in this plan year | 2022-10-04 | 14855 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-04 | 280 |
| 2009: BENEFITS MANAGEMENT, INC. PROFIT SHARING & SAVINGS PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |