Original filing (PDF)20250718182812NAL0001147651001

B AND M SENIOR SERVICES, INC.

Name: B AND M SENIOR SERVICES, INC. — B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRU, Form 5500 (2024)
Creator: B AND M SENIOR SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

B AND M SENIOR SERVICES INC 401(K) PROFIT SHARING PLAN & TRU

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$614K

Net assets (EOY)

$614K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for B AND M SENIOR SERVICES, INC..

Plan sponsor

Name

B AND M SENIOR SERVICES, INC.

EIN

94-3401263

Address

73-700 DINAH SHORE DR. STE 105 · SUITE 105 · PALM DESERT, CA · 92211

Phone

(760) 328-1700

Industry

Health Care & Social Assistancesee 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

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

VISITING ANGELS HOME HEALTH CARE, INC.

VISITING ANGELS HOME HEALTH CARE, INC. 401(K) PLAN

$614K · 30 participants

REBOUND MEDICAL LLC

REBOUND MEDICAL 401K PLAN

$615K · 22 participants

SR. HOME SOLUTIONS OF MI INC.

INTELLIGENT EMPLOYEE SOLUTIONS, INC. 401(K) OPEN MEP (SR. HOME SOLUTIONS OF MI INC.)

$615K · 5 participants

CHRISTINAS INDEPENDENT LIVING

CHRISTINAS INDEPENDENT LIVING 401(K) PROFIT SHARING PLAN & TRUST

$615K · 52 participants

COMFORT CARE 4 U, LLC