How big is BSM Financial, Inc.'s plan?

BSM Financial, Inc.'s plan reported $1K in assets for 2024.

Original filing (PDF)20260120163207NAL0002513553001

BSM Financial, Inc.

Name: BSM Financial, Inc. — BSM Financial, Inc. 401(k), Form 5500 (2024)
Creator: BSM Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BSM Financial, Inc. 401(k) Plan

401(k) retirement plan · BSM Financial, Inc.'s BSM Financial, Inc. 401(k) Plan reported $1K in plan assets in 2024.

Signals · 1

Late filing · 2.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

People on this filing

Patti Towns signed BSM Financial, Inc.'s 2024 Form 5500 as plan administrator.

Patti Towns — 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

BSM Financial, Inc.'s EIN is 88-0274049.

EIN 88-0274049

Plan number 001

Plan year 2024

ACK ID 20260120163207NAL0002513553001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BSM Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off