Bremen-Bowdon Investment Company — 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, Bremen-Bowdon Investment Company (EIN 58-0533925) is a plan sponsor located in Bowdon, GA 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
58-0533925
Location
Bowdon, GA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,159,540
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$3,159,540

Contributions & income

Employer contributions
$11,750
Participant contributions
$54,242
Total income / additions
$551,874

Expenses & distributions

Benefits paid / distributions
$264,320
Total expenses
$294,866
Net increase / (decrease)
$257,008

Coverage

Total reported participants
149
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

Bremen-Bowdon Investment Company plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Bremen-Bowdon Investment Company Retirement Plan002149$3,159,5402023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bremen-Bowdon Investment Company
YearPlanParticipantsSchedulesFiling
2023Bremen-Bowdon Investment Company Retirement Plan149H, C20241004065703NAL0011072625001

Related Form 5500 pages