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BMI HOSPITALITY MANAGEMENT 401(K) PLAN 401k Plan overview

Plan NameBMI HOSPITALITY MANAGEMENT 401(K) PLAN
Plan identification number 001

BMI HOSPITALITY MANAGEMENT 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BALLARD MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:BALLARD MANAGEMENT, INC.
Employer identification number (EIN):911420361
NAIC Classification:561110
NAIC Description:Office Administrative Services

Additional information about BALLARD MANAGEMENT, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1988-08-31
Company Identification Number: 601099652
Legal Registered Office Address: 3926 AURORA AVE N

SEATTLE
United States of America (USA)
981037802

More information about BALLARD MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BMI HOSPITALITY MANAGEMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01

Financial Data on BMI HOSPITALITY MANAGEMENT 401(K) PLAN

Measure Date Value
2025 : BMI HOSPITALITY MANAGEMENT 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2429900
Net assets as of the end of the plan year2025-07-24739052
Total assets as of the beginning of the plan year2025-07-24148820
Value of plan covered by a fidelity bond2025-07-2414882
Participant contributions to plan in this plan year2025-07-24373990
Other income to plan in this plan year2025-07-2454241
Plan net income in this plan year2025-07-24590232
Net assets as of the end of the plan year2025-07-24739052
Net assets as of the beginning of the plan year2025-07-24148820
Employer contributions to plan in this plan year2025-07-24191901
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-242061
2024 : BMI HOSPITALITY MANAGEMENT 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-13284
Net assets as of the end of the plan year2024-09-13148820
Total assets as of the beginning of the plan year2024-09-130
Participant contributions to plan in this plan year2024-09-1395234
Other expenses paid from plan in this plan year2024-09-130
Other contributions to plan in this plan year2024-09-130
Other income to plan in this plan year2024-09-1310686
Plan net income in this plan year2024-09-13148820
Net assets as of the end of the plan year2024-09-13148820
Net assets as of the beginning of the plan year2024-09-130
Employer contributions to plan in this plan year2024-09-1343184
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-13211

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