2023 Form 5500 filing — Md Home Health / Home Assist 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 20240927115957NAL0003609856001) for Md Home Health / Home Assist 401(K) Plan, reported by Bowie Investment Group, Inc. under EIN 86-0649067 and plan number 002. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$145.4KReported net assets$145,357
Participants183
Provider compensation$3391 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927115957NAL0003609856001
Plan sponsor
Bowie Investment Group, Inc.
EIN
86-0649067
Plan number
002
Location
Phoenix, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$145.4K total assets
Net assets$145.4KLiabilities$0
Money in vs. money out
Total income / additions$147.9K
Total expenses$2.6K
Benefits paid / distributions$2.2K
Contributions
Employer$24.2K
Participant$113.1K
Full reported line items
Total assets (EOY)
$145,357
Total liabilities (EOY)
$0
Net assets (EOY)
$145,357
Employer contributions
$24,234
Participant contributions
$113,085
Total income / additions
$147,937
Benefits paid
$2,241
Administrative expenses
$339
Total expenses
$2,580
Net increase / (decrease)
$145,357
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $339 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927115957NAL0003609856001 cover?
It is the 2023 Form 5500 filing for Md Home Health / Home Assist 401(K) Plan, reported by Bowie Investment Group, Inc. (EIN 86-0649067).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages