Bowles Rice Llp — 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, Bowles Rice Llp (EIN 55-0394186) is a plan sponsor located in Charleston, WV with 2 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
55-0394186
Location
Charleston, WV
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$65,681,704
Total reported net assets (EOY)
$65,681,704

Contributions & income

Employer contributions
$2,129,108
Participant contributions
$1,451,711
Total income / additions
$12,786,955

Expenses & distributions

Benefits paid / distributions
$6,346,128
Total expenses
$6,657,583
Net increase / (decrease)
$6,129,372

Coverage

Total reported participants
455
Plans with financial statements
1
Plans with provider compensation
1

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

Bowles Rice Llp plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Bowles Rice 401(K) Profit Sharing Plan002261$65,681,7042023
Bowles Rice Health And Welfare Plan501194not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bowles Rice Llp
YearPlanParticipantsSchedulesFiling
2023Bowles Rice 401(K) Profit Sharing Plan261H, C20241014175633NAL0015386531001
2023Bowles Rice Health And Welfare Plan19420250224121803NAL0016174432001

Related Form 5500 pages