2023 Form 5500 filing — Bowman & Company Llp 401(K) Savings Plan & Trust
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 20241010161425NAL0020506017001) for Bowman & Company Llp 401(K) Savings Plan & Trust, reported by Bowman & Company Llp under EIN 21-0658561 and plan number 002. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010161425NAL0020506017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bowman & Company Llp
- EIN
- 21-0658561
- Plan number
- 002
- Location
- Voorhees, NJ
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,513,811
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,513,811
- Employer contributions
- $484,029
- Participant contributions
- $1,195,543
- Total income / additions
- $6,550,074
- Benefits paid
- $5,839,280
- Administrative expenses
- $31,733
- Total expenses
- $5,871,013
- Net increase / (decrease)
- $679,061
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities | ADVISOR | $30,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $7,558 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$5,825 | $0 |