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B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameB AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

B & M SENIOR SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:B & M SENIOR SERVICES, INC.
Employer identification number (EIN):943401263
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BARRY HECTOR2024-07-09
0012022-01-01BARRY HECTOR2023-03-29
0012021-01-01BARRY HECTOR2022-06-29
0012020-01-01BARRY HECTOR2021-06-30
0012018-01-01BARRY HECTOR2019-03-25
0012017-01-01BARRY HECTOR2018-05-04
0012016-01-01BARRYHECTOR2017-07-05
0012015-01-01BARRY HECTOR
0012014-01-01MONIQUE HECTOR
0012013-01-01MONIQUE HECTOR
0012012-01-01MONIQUE HECTOR
0012011-10-01MONIQUE HECTOR

Plan Statistics for 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 year2025-07-184
Total number of particpants at end of year2025-07-185
Number of Participants With Account Balances2025-07-183
2024: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-093
Total number of particpants at end of year2024-07-093
Number of Participants With Account Balances2024-07-093
2022: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-295
Total number of particpants at end of year2022-06-294
Number of Participants With Account Balances2022-06-294
2015: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-017
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-10-010
Total number of active participants reported on line 7a of the Form 55002011-10-015
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-015
Number of participants with account balances2011-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010

Financial Data on 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 financial data
Total expenses incurred by plan in this plan year2025-07-187196
Net assets as of the end of the plan year2025-07-18614064
Total assets as of the beginning of the plan year2025-07-18536438
Value of plan covered by a fidelity bond2025-07-1854000
Participant contributions to plan in this plan year2025-07-1835987
Other income to plan in this plan year2025-07-1842643
Plan net income in this plan year2025-07-1877626
Net assets as of the end of the plan year2025-07-18614064
Net assets as of the beginning of the plan year2025-07-18536438
Employer contributions to plan in this plan year2025-07-186192
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-187196
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 year2024-07-090
Total liabilities as of the end of the plan year2024-07-090
Total liabilities as of the beginning of the plan year2024-07-090
Total expenses incurred by plan in this plan year2024-07-097024
Net assets as of the end of the plan year2024-07-09536438
Total assets as of the beginning of the plan year2024-07-09433864
Value of plan covered by a fidelity bond2024-07-0940000
Participant contributions to plan in this plan year2024-07-0932905
Other expenses paid from plan in this plan year2024-07-090
Other contributions to plan in this plan year2024-07-090
Other income to plan in this plan year2024-07-0970189
Plan net income in this plan year2024-07-09102574
Net assets as of the end of the plan year2024-07-09536438
Net assets as of the beginning of the plan year2024-07-09433864
Employer contributions to plan in this plan year2024-07-096504
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-097024
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 year2022-06-290
Total liabilities as of the end of the plan year2022-06-290
Total liabilities as of the beginning of the plan year2022-06-290
Total expenses incurred by plan in this plan year2022-06-296931
Net assets as of the end of the plan year2022-06-29503677
Total assets as of the beginning of the plan year2022-06-29452543
Value of plan covered by a fidelity bond2022-06-2940000
Participant contributions to plan in this plan year2022-06-2919408
Other expenses paid from plan in this plan year2022-06-290
Other contributions to plan in this plan year2022-06-290
Other income to plan in this plan year2022-06-2934607
Plan net income in this plan year2022-06-2951134
Net assets as of the end of the plan year2022-06-29503677
Net assets as of the beginning of the plan year2022-06-29452543
Employer contributions to plan in this plan year2022-06-294050
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-296929
2015 : B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$195,213
Expenses. Total of all expenses incurred2015-12-31$73
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$195,140
Total plan assets at beginning of year2015-12-31$0
Value of fidelity bond covering the plan2015-12-31$20,000
Total contributions received or receivable from participants2015-12-31$21,451
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$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 loans2015-12-31$0
Value of corrective distributions2015-12-31$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 year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$45,150
Expenses. Total of all expenses incurred2014-12-31$2,054
Total plan assets at end of year2014-12-31$164,725
Total plan assets at beginning of year2014-12-31$121,629
Value of fidelity bond covering the plan2014-12-31$30,000
Total contributions received or receivable from participants2014-12-31$21,324
Other income received2014-12-31$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 year2013-12-31$0
Total income from all sources2013-12-31$42,563
Expenses. Total of all expenses incurred2013-12-31$1,340
Total plan assets at end of year2013-12-31$121,629
Total plan assets at beginning of year2013-12-31$80,406
Value of fidelity bond covering the plan2013-12-31$30,000
Total contributions received or receivable from participants2013-12-31$22,287
Other income received2013-12-31$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 year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$44,648
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$80,406
Total plan assets at beginning of year2012-12-31$35,758
Value of fidelity bond covering the plan2012-12-31$30,000
Total contributions received or receivable from participants2012-12-31$40,961
Other income received2012-12-31$-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 plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$35,758
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$35,758
Total plan assets at beginning of year2011-12-31$0
Total contributions received or receivable from participants2011-12-31$33,786
Other income received2011-12-31$-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

Form 5500 Responses for B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

2015: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01First time form 5500 has been submittedYes
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes

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