Plan5500

Tom Bowman Trucking Employee Benefit Plan — Form 5500 plan (Tom Bowman Trucking)

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, Tom Bowman Trucking Employee Benefit Plan is a benefit plan reported by Tom Bowman Trucking under EIN 65-1164293 and plan number 501. The latest loaded filing year is 2023. The filing reports 19 participants and $23,132 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tom Bowman Trucking
EIN
65-1164293
Plan number
501
Plan type
2
Location
Orangeville, PA
Latest filing year
2023
Participants
19
End-of-year plan assets
$23,132

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319I, C20240605134415NAL0020768193001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$23,132
Total liabilities (EOY)
$129,626
Net assets (EOY)
-$106,494
Net assets (BOY)
$2,730

Income & contributions

Employer contributions
$203,962
Participant contributions
$122,497
Total income / additions
$327,023

Expenses & distributions

Benefits paid
$313,540
Administrative expenses
$1,650
Total expenses
$436,247
Net increase / (decrease)
-$109,224

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Benecon GroupBROKER$7,870not reported in the loaded dataset2023
Mcgriff Insurance Services IncBROKER$6,875not reported in the loaded dataset2023
Capital BluecrossADMIN$1,650not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,501not reported in the loaded dataset2023

Related Form 5500 pages