· 2022–2024 · DOL EFAST2

BENEFITS MANAGEMENT, INC. — BENEFITS MANAGEMENT, INC. PROFIT SHARING & SAVINGS PLAN, Form 5500 (2024)

Original filing (PDF)20250606141528NAL0021358576001

BENEFITS MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

BENEFITS MANAGEMENT, INC. PROFIT SHARING & SAVINGS PLAN

401(k) retirement plan

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$117K

Net assets (EOY)

$117K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

80

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BENEFITS MANAGEMENT, INC..

Plan sponsor

Name

BENEFITS MANAGEMENT, INC.

EIN

22-2940440all filings

Address

PO BOX 1168 · CANANDAIGUA, NY · 144246168

Phone

(585) 425-4333

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-06

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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