2023 Form 5500 filing — Bowers And Associates 401k/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 20241015191506NAL0029474177002) for Bowers And Associates 401k/Profit Sharing Plan, reported by Bowers And Associates Inc. under EIN 38-2766101 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.6MReported net assets$1,602,752
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015191506NAL0029474177002
Plan sponsor
Bowers And Associates Inc.
EIN
38-2766101
Plan number
001
Location
Ann Arbor, MI
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$1.6M total assets
Net assets$1.6MLiabilities
Money in vs. money out
Total income / additions$288.3K
Total expenses$8.6K
Benefits paid / distributionsNot reported
Contributions
Employer$15.1K
Participant$61.6K
Full reported line items
Total assets (EOY)
$1,602,752
Net assets (EOY)
$1,602,752
Employer contributions
$15,050
Participant contributions
$61,583
Total income / additions
$288,292
Administrative expenses
$8,643
Total expenses
$8,643
Net increase / (decrease)
$279,649

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015191506NAL0029474177002 cover?
It is the 2023 Form 5500 filing for Bowers And Associates 401k/Profit Sharing Plan, reported by Bowers And Associates Inc. (EIN 38-2766101).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages