Bowser-Morner, Inc. Savings Plan — Form 5500 plan (Bowser-Morner, Inc)

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, Bowser-Morner, Inc. Savings Plan is a benefit plan reported by Bowser-Morner, Inc under EIN 31-0579112 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $19,317,963 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bowser-Morner, Inc
EIN
31-0579112
Plan number
001
Plan type
2
Location
Dayton, OH
Latest filing year
2023
Participants
134
End-of-year plan assets
$19,317,963

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20250613080146NAL0013477123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,317,963
Net assets (EOY)
$19,317,963
Net assets (BOY)
$17,025,090

Income & contributions

Employer contributions
$240,356
Participant contributions
$551,488
Total contributions
$813,775
Total income / additions
$3,929,138

Expenses & distributions

Benefits paid
$1,579,156
Administrative expenses
$56,902
Total expenses
$1,636,265
Net increase / (decrease)
$2,292,873

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Everhart Financial Group IncNONE$33,611not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$23,291not reported in the loaded dataset2023

Related Form 5500 pages