Bowman Consulting Group, Ltd. Retirement Plan — Form 5500 plan (Bowman Consulting Group, Ltd.)
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 Consulting Group, Ltd. Retirement Plan is a benefit plan reported by Bowman Consulting Group, Ltd. under EIN 54-1762351 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,910 participants and $120,874,999 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bowman Consulting Group, Ltd.
- EIN
- 54-1762351
- Plan number
- 001
- Plan type
- 2
- Location
- Reston, VA
- Latest filing year
- 2023
- Participants
- 1,910
- End-of-year plan assets
- $120,874,999
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,910 | H, C | 20240920155845NAL0007729969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,874,999
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,874,999
- Net assets (BOY)
- $88,505,265
Income & contributions
- Employer contributions
- $4,041,604
- Participant contributions
- $12,799,011
- Total contributions
- $23,092,737
- Total income / additions
- $40,029,416
Expenses & distributions
- Benefits paid
- $7,410,827
- Administrative expenses
- $237,681
- Total expenses
- $7,659,682
- Net increase / (decrease)
- $32,369,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Benefits Group, Inc. | N/A | $162,318 | not reported in the loaded dataset | 2023 |
| Lion Street Advisors LLC | N/A | $52,000 | not reported in the loaded dataset | 2023 |
| Fidelity Personal Trust Company | N/A | $23,362 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bowman Consulting Group, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Reston, VA
- Sentinel Benefits Group, Inc. — Schedule C compensation
- Lion Street Advisors LLC — Schedule C compensation
- Fidelity Personal Trust Company — Schedule C compensation