B & M SENIOR SERVICES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-18 | 4 |
| Total number of particpants at end of year | 2025-07-18 | 5 |
| Number of Participants With Account Balances | 2025-07-18 | 3 |
| 2024: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-09 | 3 |
| Total number of particpants at end of year | 2024-07-09 | 3 |
| Number of Participants With Account Balances | 2024-07-09 | 3 |
| 2022: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-06-29 | 5 |
| Total number of particpants at end of year | 2022-06-29 | 4 |
| Number of Participants With Account Balances | 2022-06-29 | 4 |
| 2015: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 5 |
| Number of participants with account balances | 2015-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 6 |
| Number of participants with account balances | 2014-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
| Total of all active and inactive participants | 2013-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 7 |
| Number of participants with account balances | 2013-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 5 |
| Number of participants with account balances | 2012-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 5 |
| Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 0 |
| Total of all active and inactive participants | 2011-10-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
| Total participants | 2011-10-01 | 5 |
| Number of participants with account balances | 2011-10-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-18 | 7196 |
| Net assets as of the end of the plan year | 2025-07-18 | 614064 |
| Total assets as of the beginning of the plan year | 2025-07-18 | 536438 |
| Value of plan covered by a fidelity bond | 2025-07-18 | 54000 |
| Participant contributions to plan in this plan year | 2025-07-18 | 35987 |
| Other income to plan in this plan year | 2025-07-18 | 42643 |
| Plan net income in this plan year | 2025-07-18 | 77626 |
| Net assets as of the end of the plan year | 2025-07-18 | 614064 |
| Net assets as of the beginning of the plan year | 2025-07-18 | 536438 |
| Employer contributions to plan in this plan year | 2025-07-18 | 6192 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-18 | 7196 |
| 2024 : B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-09 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-09 | 7024 |
| Net assets as of the end of the plan year | 2024-07-09 | 536438 |
| Total assets as of the beginning of the plan year | 2024-07-09 | 433864 |
| Value of plan covered by a fidelity bond | 2024-07-09 | 40000 |
| Participant contributions to plan in this plan year | 2024-07-09 | 32905 |
| Other expenses paid from plan in this plan year | 2024-07-09 | 0 |
| Other contributions to plan in this plan year | 2024-07-09 | 0 |
| Other income to plan in this plan year | 2024-07-09 | 70189 |
| Plan net income in this plan year | 2024-07-09 | 102574 |
| Net assets as of the end of the plan year | 2024-07-09 | 536438 |
| Net assets as of the beginning of the plan year | 2024-07-09 | 433864 |
| Employer contributions to plan in this plan year | 2024-07-09 | 6504 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-09 | 7024 |
| 2022 : B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-29 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-29 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-29 | 6931 |
| Net assets as of the end of the plan year | 2022-06-29 | 503677 |
| Total assets as of the beginning of the plan year | 2022-06-29 | 452543 |
| Value of plan covered by a fidelity bond | 2022-06-29 | 40000 |
| Participant contributions to plan in this plan year | 2022-06-29 | 19408 |
| Other expenses paid from plan in this plan year | 2022-06-29 | 0 |
| Other contributions to plan in this plan year | 2022-06-29 | 0 |
| Other income to plan in this plan year | 2022-06-29 | 34607 |
| Plan net income in this plan year | 2022-06-29 | 51134 |
| Net assets as of the end of the plan year | 2022-06-29 | 503677 |
| Net assets as of the beginning of the plan year | 2022-06-29 | 452543 |
| Employer contributions to plan in this plan year | 2022-06-29 | 4050 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-29 | 6929 |
| 2015 : B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $195,213 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $73 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $195,140 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Value of fidelity bond covering the plan | 2015-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $21,451 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $153,363 |
| Net income (gross income less expenses) | 2015-12-31 | $195,140 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $195,140 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $20,399 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $73 |
| 2014 : B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $45,150 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $2,054 |
| Total plan assets at end of year | 2014-12-31 | $164,725 |
| Total plan assets at beginning of year | 2014-12-31 | $121,629 |
| Value of fidelity bond covering the plan | 2014-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $21,324 |
| Other income received | 2014-12-31 | $2,547 |
| Net income (gross income less expenses) | 2014-12-31 | $43,096 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $164,725 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $121,629 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $21,279 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,054 |
| 2013 : B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $42,563 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,340 |
| Total plan assets at end of year | 2013-12-31 | $121,629 |
| Total plan assets at beginning of year | 2013-12-31 | $80,406 |
| Value of fidelity bond covering the plan | 2013-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $22,287 |
| Other income received | 2013-12-31 | $1,365 |
| Net income (gross income less expenses) | 2013-12-31 | $41,223 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $121,629 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $80,406 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $18,911 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,340 |
| 2012 : B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $44,648 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $80,406 |
| Total plan assets at beginning of year | 2012-12-31 | $35,758 |
| Value of fidelity bond covering the plan | 2012-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $40,961 |
| Other income received | 2012-12-31 | $-3,557 |
| Net income (gross income less expenses) | 2012-12-31 | $44,648 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $80,406 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $35,758 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $7,244 |
| 2011 : B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $35,758 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $35,758 |
| Total plan assets at beginning of year | 2011-12-31 | $0 |
| Total contributions received or receivable from participants | 2011-12-31 | $33,786 |
| Other income received | 2011-12-31 | $-240 |
| Net income (gross income less expenses) | 2011-12-31 | $35,758 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $35,758 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $2,212 |
| 2015: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | First time form 5500 has been submitted | Yes |
| 2011-10-01 | Submission has been amended | No |
| 2011-10-01 | This submission is the final filing | No |
| 2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2011-10-01 | Plan is a collectively bargained plan | No |
| 2011-10-01 | Plan funding arrangement – Trust | Yes |
| 2011-10-01 | Plan benefit arrangement - Trust | Yes |