How many benefit plans does W.E. Bowers & Associates, Inc. report on Form 5500?

W.E. Bowers & Associates, Inc. (EIN 52-1339598) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for W.E. Bowers & Associates, Inc.?

The Employer Identification Number (EIN) reported for W.E. Bowers & Associates, Inc. is 52-1339598.

What is the latest Form 5500 filing year for W.E. Bowers & Associates, Inc.?

The latest loaded Form 5500 filing year for W.E. Bowers & Associates, Inc. is 2023.

W.E. Bowers & Associates, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, W.E. Bowers & Associates, Inc. (EIN 52-1339598) is a plan sponsor located in Beltsville, MD with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 52-1339598
Location: Beltsville, MD
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $44,570,023
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $44,570,023

Contributions & income

Employer contributions: $1,038,539
Participant contributions: $3,297,844
Total income / additions: $10,789,115

Expenses & distributions

Benefits paid / distributions: $2,937,467
Total expenses: $3,156,912
Net increase / (decrease): $7,632,203

Coverage

Total reported participants: 1,426
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

W.E. Bowers & Associates, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
W.E. Bowers & Associates Non-Union Retirement Plan	002	180	$24,888,311	2023
W.E. Bowers & Associates Union Retirement Plan	001	1,246	$19,681,712	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for W.E. Bowers & Associates, Inc.
Year	Plan	Participants	Schedules	Filing
2023	W.E. Bowers & Associates Union Retirement Plan	1,246	H, C	20240730053104NAL0011600483001
2023	W.E. Bowers & Associates Non-Union Retirement Plan	180	H, C	20240730053209NAL0019636481001