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PROFIT SHARING PLAN 401k Plan overview

Plan NamePROFIT SHARING PLAN
Plan identification number 001

PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DAVID B. BOWEN & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:DAVID B. BOWEN & ASSOCIATES, INC.
Employer identification number (EIN):311197246
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01DAVID B. BOWEN2018-04-04
0012016-01-01DAVID B. BOWEN2017-05-04
0012015-01-01DAVID B. BOWEN2016-10-07
0012014-01-01DAVID B BOWEN
0012013-01-01DAVID B BOWEN
0012012-01-01DAVID B BOWEN
0012011-01-01DAVID B BOWEN
0012009-01-01DAVID B BOWEN
0012009-01-01DAVID B BOWEN
0012009-01-01DAVID B BOWEN DAVID B. BOWEN2010-10-07

Plan Statistics for PROFIT SHARING PLAN

401k plan membership statisitcs for PROFIT SHARING PLAN

Measure Date Value
2014: PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015

Financial Data on PROFIT SHARING PLAN

Measure Date Value
2014 : PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$142,740
Expenses. Total of all expenses incurred2014-12-31$15,372
Benefits paid (including direct rollovers)2014-12-31$15,372
Total plan assets at end of year2014-12-31$2,056,956
Total plan assets at beginning of year2014-12-31$1,929,588
Other income received2014-12-31$142,740
Net income (gross income less expenses)2014-12-31$127,368
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,056,956
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,929,588
2013 : PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$506,395
Expenses. Total of all expenses incurred2013-12-31$11,200
Benefits paid (including direct rollovers)2013-12-31$11,200
Total plan assets at end of year2013-12-31$1,929,588
Total plan assets at beginning of year2013-12-31$1,434,393
Other income received2013-12-31$437,761
Net income (gross income less expenses)2013-12-31$495,195
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,929,588
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,434,393
Total contributions received or receivable from employer(s)2013-12-31$68,634
2012 : PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$156,248
Expenses. Total of all expenses incurred2012-12-31$18,578
Benefits paid (including direct rollovers)2012-12-31$18,578
Total plan assets at end of year2012-12-31$1,434,393
Total plan assets at beginning of year2012-12-31$1,296,723
Other income received2012-12-31$85,163
Net income (gross income less expenses)2012-12-31$137,670
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,434,393
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,296,723
Total contributions received or receivable from employer(s)2012-12-31$71,085
2011 : PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$118,072
Expenses. Total of all expenses incurred2011-12-31$19,468
Benefits paid (including direct rollovers)2011-12-31$19,468
Total plan assets at end of year2011-12-31$1,296,723
Total plan assets at beginning of year2011-12-31$1,198,119
Other income received2011-12-31$76,954
Net income (gross income less expenses)2011-12-31$98,604
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,296,723
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,198,119
Total contributions received or receivable from employer(s)2011-12-31$41,118
2010 : PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$256,893
Total income from all sources2010-12-31$121,754
Expenses. Total of all expenses incurred2010-12-31$5,601
Benefits paid (including direct rollovers)2010-12-31$5,601
Total plan assets at end of year2010-12-31$1,198,119
Total plan assets at beginning of year2010-12-31$825,073
Other income received2010-12-31$93,554
Net income (gross income less expenses)2010-12-31$116,153
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,198,119
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$825,073
Total contributions received or receivable from employer(s)2010-12-31$28,200

Form 5500 Responses for PROFIT SHARING PLAN

2014: PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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