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BMS EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameBMS EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

BMS EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

401k Sponsoring company profile

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

Company Name:BUILDING MANAGEMENT SYSTEMS, INC.
Employer identification number (EIN):592126392
NAIC Classification:238300

Additional information about BUILDING MANAGEMENT SYSTEMS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1981-09-15
Company Identification Number: F44759
Legal Registered Office Address: 2325 SEMINOLE BLVD.

MELBOURNE

32904

More information about BUILDING MANAGEMENT SYSTEMS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BMS EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01W. DOUG PADGETT
0012016-04-01W. DOUG PADGETT
0012015-04-01W. DOUG PADGETT
0012015-04-01W. DOUG PADGETT
0012014-04-01W. DOUG PADGETT
0012013-04-01W. DOUG PADGETT

Plan Statistics for BMS EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for BMS EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: BMS EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-0117
Total number of active participants reported on line 7a of the Form 55002022-04-0110
Number of retired or separated participants receiving benefits2022-04-015
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-0115
Number of participants with account balances2022-04-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
2021: BMS EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-0117
Total number of active participants reported on line 7a of the Form 55002021-04-0110
Number of retired or separated participants receiving benefits2021-04-015
Number of other retired or separated participants entitled to future benefits2021-04-012
Total of all active and inactive participants2021-04-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-0117
Number of participants with account balances2021-04-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-012
2020: BMS EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-0117
Total number of active participants reported on line 7a of the Form 55002020-04-0112
Number of retired or separated participants receiving benefits2020-04-015
Number of other retired or separated participants entitled to future benefits2020-04-010
Total of all active and inactive participants2020-04-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-0117
Number of participants with account balances2020-04-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
2019: BMS EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-0113
Total number of active participants reported on line 7a of the Form 55002019-04-019
Number of retired or separated participants receiving benefits2019-04-015
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-0114
Number of participants with account balances2019-04-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: BMS EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-0111
Total number of active participants reported on line 7a of the Form 55002018-04-016
Number of retired or separated participants receiving benefits2018-04-011
Number of other retired or separated participants entitled to future benefits2018-04-015
Total of all active and inactive participants2018-04-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-0112
Number of participants with account balances2018-04-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-011
2017: BMS EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-0111
Total number of active participants reported on line 7a of the Form 55002017-04-017
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-014
Total of all active and inactive participants2017-04-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-0111
Number of participants with account balances2017-04-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2016: BMS EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-0111
Total number of active participants reported on line 7a of the Form 55002016-04-019
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-011
Total of all active and inactive participants2016-04-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-0110
Number of participants with account balances2016-04-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: BMS EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-0110
Total number of active participants reported on line 7a of the Form 55002015-04-019
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-011
Total of all active and inactive participants2015-04-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-0110
Number of participants with account balances2015-04-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: BMS EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-0110
Total number of active participants reported on line 7a of the Form 55002014-04-019
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-011
Total of all active and inactive participants2014-04-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-0110
Number of participants with account balances2014-04-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: BMS EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-018
Total number of active participants reported on line 7a of the Form 55002013-04-018
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-010
Total of all active and inactive participants2013-04-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-018
Number of participants with account balances2013-04-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010

Financial Data on BMS EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : BMS EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total plan liabilities at end of year2023-03-31$0
Total plan liabilities at beginning of year2023-03-31$0
Total income from all sources2023-03-31$35,062
Expenses. Total of all expenses incurred2023-03-31$82,835
Benefits paid (including direct rollovers)2023-03-31$82,835
Total plan assets at end of year2023-03-31$1,243,382
Total plan assets at beginning of year2023-03-31$1,291,155
Value of fidelity bond covering the plan2023-03-31$100,000
Other income received2023-03-31$-126,938
Net income (gross income less expenses)2023-03-31$-47,773
Net plan assets at end of year (total assets less liabilities)2023-03-31$1,243,382
Net plan assets at beginning of year (total assets less liabilities)2023-03-31$1,291,155
Assets. Value of employer securities2023-03-31$666,019
Total contributions received or receivable from employer(s)2023-03-31$162,000
2022 : BMS EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-03-31$0
Total plan liabilities at beginning of year2022-03-31$0
Total income from all sources2022-03-31$250,970
Expenses. Total of all expenses incurred2022-03-31$64,622
Benefits paid (including direct rollovers)2022-03-31$64,622
Total plan assets at end of year2022-03-31$1,291,155
Total plan assets at beginning of year2022-03-31$1,104,807
Value of fidelity bond covering the plan2022-03-31$100,000
Other income received2022-03-31$90,970
Net income (gross income less expenses)2022-03-31$186,348
Net plan assets at end of year (total assets less liabilities)2022-03-31$1,291,155
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$1,104,807
Assets. Value of employer securities2022-03-31$782,074
Total contributions received or receivable from employer(s)2022-03-31$160,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
2021 : BMS EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-03-31$0
Total plan liabilities at beginning of year2021-03-31$0
Total income from all sources2021-03-31$142,473
Expenses. Total of all expenses incurred2021-03-31$62,499
Benefits paid (including direct rollovers)2021-03-31$62,499
Total plan assets at end of year2021-03-31$1,104,807
Total plan assets at beginning of year2021-03-31$1,024,833
Value of fidelity bond covering the plan2021-03-31$100,000
Other income received2021-03-31$22,473
Net income (gross income less expenses)2021-03-31$79,974
Net plan assets at end of year (total assets less liabilities)2021-03-31$1,104,807
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$1,024,833
Assets. Value of employer securities2021-03-31$679,140
Total contributions received or receivable from employer(s)2021-03-31$120,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
2020 : BMS EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-03-31$0
Total plan liabilities at beginning of year2020-03-31$30,238
Total income from all sources2020-03-31$180,407
Expenses. Total of all expenses incurred2020-03-31$66,459
Benefits paid (including direct rollovers)2020-03-31$66,459
Total plan assets at end of year2020-03-31$1,024,833
Total plan assets at beginning of year2020-03-31$941,123
Value of fidelity bond covering the plan2020-03-31$100,000
Other income received2020-03-31$7,907
Net income (gross income less expenses)2020-03-31$113,948
Net plan assets at end of year (total assets less liabilities)2020-03-31$1,024,833
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$910,885
Assets. Value of employer securities2020-03-31$645,506
Total contributions received or receivable from employer(s)2020-03-31$172,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-03-31$0
2019 : BMS EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-03-31$30,238
Total plan liabilities at beginning of year2019-03-31$74,938
Total income from all sources2019-03-31$148,472
Expenses. Total of all expenses incurred2019-03-31$5,301
Benefits paid (including direct rollovers)2019-03-31$3,688
Total plan assets at end of year2019-03-31$941,123
Total plan assets at beginning of year2019-03-31$842,652
Value of fidelity bond covering the plan2019-03-31$100,000
Expenses. Other expenses not covered elsewhere2019-03-31$1,613
Other income received2019-03-31$50,972
Net income (gross income less expenses)2019-03-31$143,171
Net plan assets at end of year (total assets less liabilities)2019-03-31$910,885
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$767,714
Assets. Value of employer securities2019-03-31$626,842
Total contributions received or receivable from employer(s)2019-03-31$97,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
2018 : BMS EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-03-31$74,938
Total plan liabilities at beginning of year2018-03-31$78,623
Total income from all sources2018-03-31$209,753
Expenses. Total of all expenses incurred2018-03-31$5,390
Total plan assets at end of year2018-03-31$842,652
Total plan assets at beginning of year2018-03-31$641,974
Value of fidelity bond covering the plan2018-03-31$50,000
Expenses. Other expenses not covered elsewhere2018-03-31$5,390
Other income received2018-03-31$64,953
Net income (gross income less expenses)2018-03-31$204,363
Net plan assets at end of year (total assets less liabilities)2018-03-31$767,714
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$563,351
Assets. Value of employer securities2018-03-31$572,141
Total contributions received or receivable from employer(s)2018-03-31$144,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
2017 : BMS EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-03-31$269,076
Total plan liabilities at beginning of year2017-03-31$269,076
Total income from all sources2017-03-31$0
Expenses. Total of all expenses incurred2017-03-31$0
Total plan assets at end of year2017-03-31$676,615
Total plan assets at beginning of year2017-03-31$676,615
Value of fidelity bond covering the plan2017-03-31$50,000
Net income (gross income less expenses)2017-03-31$0
Net plan assets at end of year (total assets less liabilities)2017-03-31$407,539
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$407,539
Assets. Value of employer securities2017-03-31$471,979
2016 : BMS EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-03-31$269,076
Total income from all sources2016-03-31$0
Expenses. Total of all expenses incurred2016-03-31$0
Total plan assets at end of year2016-03-31$224,310
Total plan assets at beginning of year2016-03-31$224,310
Value of fidelity bond covering the plan2016-03-31$50,000
Expenses. Other expenses not covered elsewhere2016-03-31$9,076
Other income received2016-03-31$-7,695
Net income (gross income less expenses)2016-03-31$0
Net plan assets at end of year (total assets less liabilities)2016-03-31$224,310
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$224,310
Assets. Value of employer securities2016-03-31$471,979
Total contributions received or receivable from employer(s)2016-03-31$200,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
2015 : BMS EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources2015-03-31$120,310
Expenses. Total of all expenses incurred2015-03-31$0
Total plan assets at end of year2015-03-31$224,310
Total plan assets at beginning of year2015-03-31$104,000
Value of fidelity bond covering the plan2015-03-31$50,000
Other income received2015-03-31$310
Net income (gross income less expenses)2015-03-31$120,310
Net plan assets at end of year (total assets less liabilities)2015-03-31$224,310
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$104,000
Total contributions received or receivable from employer(s)2015-03-31$120,000
2014 : BMS EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources2014-03-31$104,000
Expenses. Total of all expenses incurred2014-03-31$0
Total plan assets at end of year2014-03-31$104,000
Total plan assets at beginning of year2014-03-31$0
Net income (gross income less expenses)2014-03-31$104,000
Net plan assets at end of year (total assets less liabilities)2014-03-31$104,000
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$0
Total contributions received or receivable from employer(s)2014-03-31$104,000

Form 5500 Responses for BMS EMPLOYEE STOCK OWNERSHIP PLAN

2022: BMS EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: BMS EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: BMS EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: BMS EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: BMS EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: BMS EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: BMS EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: BMS EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: BMS EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: BMS EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01First time form 5500 has been submittedYes
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes

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