Bowman & Company Llp 401(K) Savings Plan & Trust — Form 5500 plan (Bowman & Company Llp)
Plain-English plan 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, Bowman & Company Llp 401(K) Savings Plan & Trust is a benefit plan reported by Bowman & Company Llp under EIN 21-0658561 and plan number 002. The latest loaded filing year is 2023. The filing reports 177 participants and $30,513,811 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bowman & Company Llp
- EIN
- 21-0658561
- Plan number
- 002
- Plan type
- 2
- Location
- Voorhees, NJ
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $30,513,811
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241010161425NAL0020506017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,513,811
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,513,811
- Net assets (BOY)
- $29,834,750
Income & contributions
- Employer contributions
- $484,029
- Participant contributions
- $1,195,543
- Total contributions
- $1,684,160
- Total income / additions
- $6,550,074
Expenses & distributions
- Benefits paid
- $5,839,280
- Administrative expenses
- $31,733
- Total expenses
- $5,871,013
- Net increase / (decrease)
- $679,061
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities | ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,558 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$5,825 | $0 | 2023 |