401k Plan data: BMS MANAGEMENT, INC. 401(K) PLAN plan

BMS MANAGEMENT, INC. 401(K) PLAN 401k Plan overview

Plan Name	BMS MANAGEMENT, INC. 401(K) PLAN
Plan identification number	001

BMS MANAGEMENT, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

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

Company Name: BMS MANAGEMENT, INC.

Employer identification number (EIN): 431439687

NAIC Classification: 339900

Additional information about BMS MANAGEMENT, INC.

Jurisdiction of Incorporation: Nevada Department of State

Incorporation Date: 2001-10-03

Company Identification Number: 20011443517

Legal Registered Office Address: 711 E. WASHINGTON STREET

CARSON CITY
United States of America (USA)
89701

More information about BMS MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BMS MANAGEMENT, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 DAN BAYER
001 2016-01-01 DAN BAYER
001 2015-01-01 STEPHEN T. MICHAELS
001 2014-01-01 STEPHEN T. MICHAELS
001 2013-01-01 STEPHEN T. MICHAELS
001 2012-01-01 STEPHEN T. MICHAELS
001 2011-01-01 STEPHEN T. MICHAELS
001 2009-01-01 STEPHEN T. MICHAELS

Plan id#	Filing Submission Date	Name of Administrator
001	2017-01-01	DAN BAYER
001	2016-01-01	DAN BAYER
001	2015-01-01	STEPHEN T. MICHAELS
001	2014-01-01	STEPHEN T. MICHAELS
001	2013-01-01	STEPHEN T. MICHAELS
001	2012-01-01	STEPHEN T. MICHAELS
001	2011-01-01	STEPHEN T. MICHAELS
001	2009-01-01	STEPHEN T. MICHAELS

Plan Statistics for BMS MANAGEMENT, INC. 401(K) PLAN

401k plan membership statisitcs for BMS MANAGEMENT, INC. 401(K) PLAN

Measure Date Value
2017: BMS MANAGEMENT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 228
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 237
Number of participants with account balances 2017-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BMS MANAGEMENT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 100
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 107
Number of participants with account balances 2016-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BMS MANAGEMENT, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 126
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 2015-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 126
Number of participants with account balances 2015-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BMS MANAGEMENT, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 124
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 2014-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 124
Number of participants with account balances 2014-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BMS MANAGEMENT, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 116
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 116
Number of participants with account balances 2013-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BMS MANAGEMENT, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 137
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 2012-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 137
Number of participants with account balances 2012-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BMS MANAGEMENT, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 120
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 120
Number of participants with account balances 2011-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BMS MANAGEMENT, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 136
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 2009-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 136
Number of participants with account balances 2009-01-01 136

Measure	Date	Value
2017: BMS MANAGEMENT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	228
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	237
Number of participants with account balances	2017-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BMS MANAGEMENT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	100
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	107
Number of participants with account balances	2016-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BMS MANAGEMENT, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	126
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	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	126
Number of participants with account balances	2015-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BMS MANAGEMENT, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	124
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	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	124
Number of participants with account balances	2014-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BMS MANAGEMENT, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	116
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	116
Number of participants with account balances	2013-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BMS MANAGEMENT, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	137
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	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	137
Number of participants with account balances	2012-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BMS MANAGEMENT, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	120
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	120
Number of participants with account balances	2011-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BMS MANAGEMENT, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	136
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	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	136
Number of participants with account balances	2009-01-01	136

Financial Data on BMS MANAGEMENT, INC. 401(K) PLAN

Measure	Date	Value
2017 : BMS MANAGEMENT, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$811,216
Total of all expenses incurred	2017-12-31	$730,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$730,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$603,784
Value of total assets at end of year	2017-12-31	$3,892,889
Value of total assets at beginning of year	2017-12-31	$3,811,834
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$71,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$71,281
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$450,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$331,895
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$34,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$81,055
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,892,889
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,811,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,818,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,482,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$25,757
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$3,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$3,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$136,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$237,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$730,161
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$48,165
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$325,638
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	VARNEY & ASSOCIATES, CPAS, LLC
Accountancy firm EIN	2017-12-31	300038643
2016 : BMS MANAGEMENT, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$829,846
Total of all expenses incurred	2016-12-31	$482,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$482,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$575,109
Value of total assets at end of year	2016-12-31	$3,811,834
Value of total assets at beginning of year	2016-12-31	$3,464,183
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$65,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$65,685
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$350,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$342,455
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$10,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$347,651
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,811,834
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,464,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,482,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,085,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$3,963
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$67,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$67,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$189,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$232,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$482,195
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$325,638
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$301,363
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	VARNEY & ASSOCIATES, CPAS, LLC
Accountancy firm EIN	2016-12-31	300038643
2015 : BMS MANAGEMENT, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$598,014
Total of all expenses incurred	2015-12-31	$236,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$236,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$612,878
Value of total assets at end of year	2015-12-31	$3,464,183
Value of total assets at beginning of year	2015-12-31	$3,102,495
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$25
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$57,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$57,606
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$350,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$343,512
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$10,286
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$5,659
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$35,924
Administrative expenses (other) incurred	2015-12-31	$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$361,688
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,464,183
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,102,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,085,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,769,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$67,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$114,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$114,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-72,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$233,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$236,301
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$301,363
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$213,219
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	VARNEY & ASSOCIATES, CPAS, LLC
Accountancy firm EIN	2015-12-31	300038643
2014 : BMS MANAGEMENT, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$783,837
Total of all expenses incurred	2014-12-31	$445,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$445,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$574,678
Value of total assets at end of year	2014-12-31	$3,102,495
Value of total assets at beginning of year	2014-12-31	$2,764,499
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$62,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$62,174
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$350,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$350,849
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$5,659
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$5,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$337,996
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,102,495
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,764,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,769,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,520,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$114,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$66,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$66,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$146,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$223,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$445,841
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$213,219
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$172,584
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	VARNEY & ASSOCIATES, CPAS, LLC
Accountancy firm EIN	2014-12-31	300038643
2013 : BMS MANAGEMENT, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$735,229
Total of all expenses incurred	2013-12-31	$278,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$278,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$559,965
Value of total assets at end of year	2013-12-31	$2,764,499
Value of total assets at beginning of year	2013-12-31	$2,308,069
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$41,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$41,567
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$350,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$331,203
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$5,142
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$5,166
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$14,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$456,430
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,764,499
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,308,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,520,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,046,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$66,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$79,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$79,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$133,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$214,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$278,799
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$172,584
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$177,009
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	VARNEY & ASSOCIATES, CPAS, LLC
Accountancy firm EIN	2013-12-31	300038643
2012 : BMS MANAGEMENT, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$699,848
Total of all expenses incurred	2012-12-31	$269,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$269,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$537,651
Value of total assets at end of year	2012-12-31	$2,308,069
Value of total assets at beginning of year	2012-12-31	$1,877,656
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$100
Total interest from all sources	2012-12-31	$6
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$47,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$47,371
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$250,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$243,697
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$5,166
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$105,424
Administrative expenses (other) incurred	2012-12-31	$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$430,413
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,308,069
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,877,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,046,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,770,115
Interest earned on other investments	2012-12-31	$6
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$79,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$27,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$27,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$114,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$188,530
Employer contributions (assets) at beginning of year	2012-12-31	$47,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$269,335
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$177,009
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$32,813
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	VARNEY & ASSOCIATES, CPAS, LLC
Accountancy firm EIN	2012-12-31	300038643
2011 : BMS MANAGEMENT, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$460,333
Total of all expenses incurred	2011-12-31	$214,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$214,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$391,811
Value of total assets at end of year	2011-12-31	$1,877,656
Value of total assets at beginning of year	2011-12-31	$1,632,156
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$43,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$43,573
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$200,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$225,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$245,500
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,877,656
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,632,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,770,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,584,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$27,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$24,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$165,978
Employer contributions (assets) at end of year	2011-12-31	$47,172
Employer contributions (assets) at beginning of year	2011-12-31	$47,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$214,833
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$32,813
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	VARNEY & ASSOCIATES, CPAS, LLC
Accountancy firm EIN	2011-12-31	300038643
2010 : BMS MANAGEMENT, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$493,900
Total of all expenses incurred	2010-12-31	$105,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$105,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$379,441
Value of total assets at end of year	2010-12-31	$1,632,156
Value of total assets at beginning of year	2010-12-31	$1,243,447
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$31,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$31,534
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$100,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$200,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$388,709
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,632,156
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,243,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,584,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,192,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$82,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$178,680
Employer contributions (assets) at end of year	2010-12-31	$47,463
Employer contributions (assets) at beginning of year	2010-12-31	$50,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$105,191
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	VARNEY & ASSOCIATES, CPAS, LLC
Accountancy firm EIN	2010-12-31	300038643

Form 5500 Responses for BMS MANAGEMENT, INC. 401(K) PLAN

2017: BMS MANAGEMENT, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BMS MANAGEMENT, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BMS MANAGEMENT, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BMS MANAGEMENT, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BMS MANAGEMENT, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BMS MANAGEMENT, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BMS MANAGEMENT, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BMS MANAGEMENT, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BMS MANAGEMENT, INC.
Employer identification number (EIN):	431439687
NAIC Classification:	339900

Jurisdiction of Incorporation:	Nevada Department of State
Incorporation Date:	2001-10-03
Company Identification Number:	20011443517
Legal Registered Office Address:	711 E. WASHINGTON STREET CARSON CITY United States of America (USA) 89701