How big is B Money Management, Inc.'s plan?

B Money Management, Inc.'s plan reported $1.3M in assets and 39 participants for 2024.

Original filing (PDF)20250905104821NAL0017042561001

B Money Management, Inc.

Name: B Money Management, Inc. — B Money Management, Inc., Form 5500 (2024)
Creator: B Money Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

B Money Management, Inc. 401(k) Plan

401(k) retirement plan · B Money Management, Inc.'s B Money Management, Inc. 401(k) Plan held $1.3M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Bobby Roetzel signed B Money Management, Inc.'s 2024 Form 5500 as plan administrator.

Bobby Roetzel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

B Money Management, Inc.'s EIN is 33-1028583.

EIN 33-1028583

Plan number 001

Plan year 2024

ACK ID 20250905104821NAL0017042561001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for B Money Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

B Money Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Vendor & structure

100

Helping the score