2023 Form 5500 filing — W.E. Bowers & Associates Union Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730053104NAL0011600483001) for W.E. Bowers & Associates Union Retirement Plan, reported by W.E. Bowers And Associates, Inc. under EIN 52-1339598 and plan number 001. It reports 1,246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730053104NAL0011600483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- W.E. Bowers And Associates, Inc.
- EIN
- 52-1339598
- Plan number
- 001
- Location
- Beltsville, MD
- Participants
- 1,246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,681,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,681,712
- Participant contributions
- $2,146,882
- Total income / additions
- $4,867,777
- Benefits paid
- $1,780,369
- Administrative expenses
- $97,602
- Total expenses
- $1,939,523
- Net increase / (decrease)
- $2,928,254
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $59,649 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $37,951 | $756 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |