2023 Form 5500 filing — The Bowen Group 401(K) 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 20240926120348NAL0001424338001) for The Bowen Group 401(K) Plan, reported by The Bowen Group under EIN 20-4032003 and plan number 001. It reports 329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926120348NAL0001424338001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Bowen Group
- EIN
- 20-4032003
- Plan number
- 001
- Location
- Chantilly, VA
- Participants
- 329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,558,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,558,036
- Employer contributions
- $192,186
- Participant contributions
- $447,005
- Total income / additions
- $1,316,157
- Benefits paid
- $1,013,955
- Administrative expenses
- $25,882
- Total expenses
- $1,062,058
- Net increase / (decrease)
- $254,099
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $18,316 | $0 |
| Fiduciary Wealth Management | NONE | $7,566 | not reported in the loaded dataset |