Bmi Financial Group Inc.
Plan context: Bmi Companies Retirement Savings Plan
EIN 59-2787441 • Miami, FL • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
145
2024 Assets
$9,157,626
2024 Contributions
$769,768
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 145 | $9,157,626 | $769,768 | $5,309iApproximate average salary by contribution assumption: employee only about $132,719 at 4% or $88,479 at 6%; with 50% employer match about $88,479 at 4% or $58,986 at 6%; with 100% employer match about $66,359 at 4% or $44,240 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 145 | $9,157,626 | $769,768 | $5,309iApproximate average salary by contribution assumption: employee only about $132,719 at 4% or $88,479 at 6%; with 50% employer match about $88,479 at 4% or $58,986 at 6%; with 100% employer match about $66,359 at 4% or $44,240 at 6%. |
| 2023 | 2 | 143 | $8,455,726 | $650,406 | $4,548iApproximate average salary by contribution assumption: employee only about $113,707 at 4% or $75,805 at 6%; with 50% employer match about $75,805 at 4% or $50,537 at 6%; with 100% employer match about $56,854 at 4% or $37,902 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 143 | $8,455,726 | $650,406 | $4,548iApproximate average salary by contribution assumption: employee only about $113,707 at 4% or $75,805 at 6%; with 50% employer match about $75,805 at 4% or $50,537 at 6%; with 100% employer match about $56,854 at 4% or $37,902 at 6%. |
| BMI FINANCIAL GROUP, INC. LIFE PLAN | - | 0 | - | - | - |
| 2022 | 1 | 139 | $8,745,971 | $616,873 | $4,438iApproximate average salary by contribution assumption: employee only about $110,948 at 4% or $73,966 at 6%; with 50% employer match about $73,966 at 4% or $49,310 at 6%; with 100% employer match about $55,474 at 4% or $36,983 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 139 | $8,745,971 | $616,873 | $4,438iApproximate average salary by contribution assumption: employee only about $110,948 at 4% or $73,966 at 6%; with 50% employer match about $73,966 at 4% or $49,310 at 6%; with 100% employer match about $55,474 at 4% or $36,983 at 6%. |
| 2021 | 1 | 140 | $11,090,986 | $633,020 | $4,522iApproximate average salary by contribution assumption: employee only about $113,039 at 4% or $75,360 at 6%; with 50% employer match about $75,360 at 4% or $50,240 at 6%; with 100% employer match about $56,520 at 4% or $37,680 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 140 | $11,090,986 | $633,020 | $4,522iApproximate average salary by contribution assumption: employee only about $113,039 at 4% or $75,360 at 6%; with 50% employer match about $75,360 at 4% or $50,240 at 6%; with 100% employer match about $56,520 at 4% or $37,680 at 6%. |
| 2020 | 1 | 140 | $9,748,343 | $580,792 | $4,149iApproximate average salary by contribution assumption: employee only about $103,713 at 4% or $69,142 at 6%; with 50% employer match about $69,142 at 4% or $46,095 at 6%; with 100% employer match about $51,856 at 4% or $34,571 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 140 | $9,748,343 | $580,792 | $4,149iApproximate average salary by contribution assumption: employee only about $103,713 at 4% or $69,142 at 6%; with 50% employer match about $69,142 at 4% or $46,095 at 6%; with 100% employer match about $51,856 at 4% or $34,571 at 6%. |
| 2019 | 1 | 133 | $8,458,712 | $541,144 | $4,069iApproximate average salary by contribution assumption: employee only about $101,719 at 4% or $67,813 at 6%; with 50% employer match about $67,813 at 4% or $45,208 at 6%; with 100% employer match about $50,859 at 4% or $33,906 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 133 | $8,458,712 | $541,144 | $4,069iApproximate average salary by contribution assumption: employee only about $101,719 at 4% or $67,813 at 6%; with 50% employer match about $67,813 at 4% or $45,208 at 6%; with 100% employer match about $50,859 at 4% or $33,906 at 6%. |
| 2018 | 1 | 118 | $7,382,036 | $530,930 | $4,499iApproximate average salary by contribution assumption: employee only about $112,485 at 4% or $74,990 at 6%; with 50% employer match about $74,990 at 4% or $49,993 at 6%; with 100% employer match about $56,243 at 4% or $37,495 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 118 | $7,382,036 | $530,930 | $4,499iApproximate average salary by contribution assumption: employee only about $112,485 at 4% or $74,990 at 6%; with 50% employer match about $74,990 at 4% or $49,993 at 6%; with 100% employer match about $56,243 at 4% or $37,495 at 6%. |
| 2017 | 1 | 114 | $7,933,401 | $509,431 | $4,469iApproximate average salary by contribution assumption: employee only about $111,717 at 4% or $74,478 at 6%; with 50% employer match about $74,478 at 4% or $49,652 at 6%; with 100% employer match about $55,859 at 4% or $37,239 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 114 | $7,933,401 | $509,431 | $4,469iApproximate average salary by contribution assumption: employee only about $111,717 at 4% or $74,478 at 6%; with 50% employer match about $74,478 at 4% or $49,652 at 6%; with 100% employer match about $55,859 at 4% or $37,239 at 6%. |
| 2016 | 1 | 98 | $6,450,620 | $500,807 | $5,110iApproximate average salary by contribution assumption: employee only about $127,757 at 4% or $85,171 at 6%; with 50% employer match about $85,171 at 4% or $56,781 at 6%; with 100% employer match about $63,878 at 4% or $42,586 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 98 | $6,450,620 | $500,807 | $5,110iApproximate average salary by contribution assumption: employee only about $127,757 at 4% or $85,171 at 6%; with 50% employer match about $85,171 at 4% or $56,781 at 6%; with 100% employer match about $63,878 at 4% or $42,586 at 6%. |
| 2015 | 1 | 95 | $5,770,304 | $438,724 | $4,618iApproximate average salary by contribution assumption: employee only about $115,454 at 4% or $76,969 at 6%; with 50% employer match about $76,969 at 4% or $51,313 at 6%; with 100% employer match about $57,727 at 4% or $38,485 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 95 | $5,770,304 | $438,724 | $4,618iApproximate average salary by contribution assumption: employee only about $115,454 at 4% or $76,969 at 6%; with 50% employer match about $76,969 at 4% or $51,313 at 6%; with 100% employer match about $57,727 at 4% or $38,485 at 6%. |
| 2014 | 1 | 86 | $5,443,669 | $474,680 | $5,520iApproximate average salary by contribution assumption: employee only about $137,988 at 4% or $91,992 at 6%; with 50% employer match about $91,992 at 4% or $61,328 at 6%; with 100% employer match about $68,994 at 4% or $45,996 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 86 | $5,443,669 | $474,680 | $5,520iApproximate average salary by contribution assumption: employee only about $137,988 at 4% or $91,992 at 6%; with 50% employer match about $91,992 at 4% or $61,328 at 6%; with 100% employer match about $68,994 at 4% or $45,996 at 6%. |
| 2013 | 1 | 81 | $4,920,700 | $455,111 | $5,619iApproximate average salary by contribution assumption: employee only about $140,466 at 4% or $93,644 at 6%; with 50% employer match about $93,644 at 4% or $62,429 at 6%; with 100% employer match about $70,233 at 4% or $46,822 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 81 | $4,920,700 | $455,111 | $5,619iApproximate average salary by contribution assumption: employee only about $140,466 at 4% or $93,644 at 6%; with 50% employer match about $93,644 at 4% or $62,429 at 6%; with 100% employer match about $70,233 at 4% or $46,822 at 6%. |
| 2012 | 1 | 82 | $3,884,821 | $386,714 | $4,716iApproximate average salary by contribution assumption: employee only about $117,901 at 4% or $78,600 at 6%; with 50% employer match about $78,600 at 4% or $52,400 at 6%; with 100% employer match about $58,950 at 4% or $39,300 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 82 | $3,884,821 | $386,714 | $4,716iApproximate average salary by contribution assumption: employee only about $117,901 at 4% or $78,600 at 6%; with 50% employer match about $78,600 at 4% or $52,400 at 6%; with 100% employer match about $58,950 at 4% or $39,300 at 6%. |
| 2011 | 1 | 78 | $3,158,563 | $318,999 | $4,090iApproximate average salary by contribution assumption: employee only about $102,243 at 4% or $68,162 at 6%; with 50% employer match about $68,162 at 4% or $45,441 at 6%; with 100% employer match about $51,122 at 4% or $34,081 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 78 | $3,158,563 | $318,999 | $4,090iApproximate average salary by contribution assumption: employee only about $102,243 at 4% or $68,162 at 6%; with 50% employer match about $68,162 at 4% or $45,441 at 6%; with 100% employer match about $51,122 at 4% or $34,081 at 6%. |
| 2010 | 1 | 60 | $3,189,098 | $345,760 | $5,763iApproximate average salary by contribution assumption: employee only about $144,067 at 4% or $96,044 at 6%; with 50% employer match about $96,044 at 4% or $64,030 at 6%; with 100% employer match about $72,033 at 4% or $48,022 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 60 | $3,189,098 | $345,760 | $5,763iApproximate average salary by contribution assumption: employee only about $144,067 at 4% or $96,044 at 6%; with 50% employer match about $96,044 at 4% or $64,030 at 6%; with 100% employer match about $72,033 at 4% or $48,022 at 6%. |
| 2009 | 1 | 74 | $3,051,067 | $335,999 | $4,541iApproximate average salary by contribution assumption: employee only about $113,513 at 4% or $75,675 at 6%; with 50% employer match about $75,675 at 4% or $50,450 at 6%; with 100% employer match about $56,757 at 4% or $37,838 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 74 | $3,051,067 | $335,999 | $4,541iApproximate average salary by contribution assumption: employee only about $113,513 at 4% or $75,675 at 6%; with 50% employer match about $75,675 at 4% or $50,450 at 6%; with 100% employer match about $56,757 at 4% or $37,838 at 6%. |
| 2008 | 1 | 99 | $2,341,544 | $329,338 | $3,327iApproximate average salary by contribution assumption: employee only about $83,166 at 4% or $55,444 at 6%; with 50% employer match about $55,444 at 4% or $36,963 at 6%; with 100% employer match about $41,583 at 4% or $27,722 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 99 | $2,341,544 | $329,338 | $3,327iApproximate average salary by contribution assumption: employee only about $83,166 at 4% or $55,444 at 6%; with 50% employer match about $55,444 at 4% or $36,963 at 6%; with 100% employer match about $41,583 at 4% or $27,722 at 6%. |
| 2007 | 1 | 99 | $0 | $0 | - |
| Bmi Companies Retirement Savings Plan | - | 99 | - | - | - |
| 2006 | 1 | 93 | $2,693,373 | $364,311 | $3,917iApproximate average salary by contribution assumption: employee only about $97,933 at 4% or $65,289 at 6%; with 50% employer match about $65,289 at 4% or $43,526 at 6%; with 100% employer match about $48,967 at 4% or $32,644 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 93 | $2,693,373 | $364,311 | $3,917iApproximate average salary by contribution assumption: employee only about $97,933 at 4% or $65,289 at 6%; with 50% employer match about $65,289 at 4% or $43,526 at 6%; with 100% employer match about $48,967 at 4% or $32,644 at 6%. |
| 2005 | 1 | 92 | $2,201,339 | $365,928 | $3,977iApproximate average salary by contribution assumption: employee only about $99,437 at 4% or $66,291 at 6%; with 50% employer match about $66,291 at 4% or $44,194 at 6%; with 100% employer match about $49,718 at 4% or $33,146 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 92 | $2,201,339 | $365,928 | $3,977iApproximate average salary by contribution assumption: employee only about $99,437 at 4% or $66,291 at 6%; with 50% employer match about $66,291 at 4% or $44,194 at 6%; with 100% employer match about $49,718 at 4% or $33,146 at 6%. |
| 2004 | 1 | 93 | $1,823,027 | $323,123 | $3,474iApproximate average salary by contribution assumption: employee only about $86,861 at 4% or $57,907 at 6%; with 50% employer match about $57,907 at 4% or $38,605 at 6%; with 100% employer match about $43,431 at 4% or $28,954 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 93 | $1,823,027 | $323,123 | $3,474iApproximate average salary by contribution assumption: employee only about $86,861 at 4% or $57,907 at 6%; with 50% employer match about $57,907 at 4% or $38,605 at 6%; with 100% employer match about $43,431 at 4% or $28,954 at 6%. |
| 2003 | 1 | 89 | $1,436,969 | $287,000 | $3,225iApproximate average salary by contribution assumption: employee only about $80,618 at 4% or $53,745 at 6%; with 50% employer match about $53,745 at 4% or $35,830 at 6%; with 100% employer match about $40,309 at 4% or $26,873 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 89 | $1,436,969 | $287,000 | $3,225iApproximate average salary by contribution assumption: employee only about $80,618 at 4% or $53,745 at 6%; with 50% employer match about $53,745 at 4% or $35,830 at 6%; with 100% employer match about $40,309 at 4% or $26,873 at 6%. |
| 2002 | 1 | 99 | $983,370 | $264,970 | $2,676iApproximate average salary by contribution assumption: employee only about $66,912 at 4% or $44,608 at 6%; with 50% employer match about $44,608 at 4% or $29,738 at 6%; with 100% employer match about $33,456 at 4% or $22,304 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 99 | $983,370 | $264,970 | $2,676iApproximate average salary by contribution assumption: employee only about $66,912 at 4% or $44,608 at 6%; with 50% employer match about $44,608 at 4% or $29,738 at 6%; with 100% employer match about $33,456 at 4% or $22,304 at 6%. |
| 2001 | 1 | 98 | $0 | $0 | - |
| Bmi Companies Retirement Savings Plan | - | 98 | - | - | - |
| 2000 | 1 | 73 | $858,076 | $233,041 | $3,192iApproximate average salary by contribution assumption: employee only about $79,809 at 4% or $53,206 at 6%; with 50% employer match about $53,206 at 4% or $35,470 at 6%; with 100% employer match about $39,904 at 4% or $26,603 at 6%. |
| Bmi Companies Retirement Savings Plan | - | 73 | $858,076 | $233,041 | $3,192iApproximate average salary by contribution assumption: employee only about $79,809 at 4% or $53,206 at 6%; with 50% employer match about $53,206 at 4% or $35,470 at 6%; with 100% employer match about $39,904 at 4% or $26,603 at 6%. |