2023 Form 5500 filing — Bowles Rice 401(K) Profit Sharing 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 20241014175633NAL0015386531001) for Bowles Rice 401(K) Profit Sharing Plan, reported by Bowles Rice Llp under EIN 55-0394186 and plan number 002. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014175633NAL0015386531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bowles Rice Llp
- EIN
- 55-0394186
- Plan number
- 002
- Location
- Charleston, WV
- Participants
- 261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,681,704
- Net assets (EOY)
- $65,681,704
- Employer contributions
- $2,129,108
- Participant contributions
- $1,451,711
- Total income / additions
- $12,786,955
- Benefits paid
- $6,346,128
- Administrative expenses
- $311,455
- Total expenses
- $6,657,583
- Net increase / (decrease)
- $6,129,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Bank | INVESTMENT ADVISOR | $75,345 | $0 |
| Morgan Stanley Smith Barney LLC | SERVICE PROVIDER | $0 | $55,645 |
| Ntv Asset Management | INVESTMENT ADVISOR | $41,140 | not reported in the loaded dataset |
| Morgan Stanley | INVESTMENT ADVISOR | $28,444 | not reported in the loaded dataset |
| Janney Montogomery Scott LLC | INVESTMENT ADVISOR | $18,945 | not reported in the loaded dataset |
| Franklin Templeton | INVESTMENT ADVISOR | $9,760 | not reported in the loaded dataset |