401k Plan data: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN plan

BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined 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).
Stock bonus
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name: RICHARD L. BOWEN & ASSOCIATES, INC.

Employer identification number (EIN): 341156989

NAIC Classification: 541310
NAIC Description: Architectural Services

Additional information about RICHARD L. BOWEN & ASSOCIATES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1943-04-10

Company Identification Number: 185411

Legal Registered Office Address: 50 W. BROAD ST
SUITE 1800
COLUMBUS
United States of America (USA)
43215

More information about RICHARD L. BOWEN & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ALLAN RENZI RICHARD L. BOWEN 2018-10-09
002 2016-01-01 ALLAN RENZI RICHARD L. BOWEN 2017-10-12
002 2015-01-01 CINDY KOENIG RICHARD L. BOWEN 2016-07-12
002 2014-01-01 CINDY KOENIG RICHARD L. BOWEN 2015-09-23
002 2013-01-01 LESLIE KRUPMAN RICHARD L. BOWEN 2014-10-02
002 2012-01-01 ALLAN RENZI
002 2011-01-01 ALLAN RENZI
002 2010-01-01 GREGORY SUTYAK
002 2009-01-01 GREGORY SUTYAK

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	ALLAN RENZI	RICHARD L. BOWEN	2018-10-09
002	2016-01-01	ALLAN RENZI	RICHARD L. BOWEN	2017-10-12
002	2015-01-01	CINDY KOENIG	RICHARD L. BOWEN	2016-07-12
002	2014-01-01	CINDY KOENIG	RICHARD L. BOWEN	2015-09-23
002	2013-01-01	LESLIE KRUPMAN	RICHARD L. BOWEN	2014-10-02
002	2012-01-01	ALLAN RENZI
002	2011-01-01	ALLAN RENZI
002	2010-01-01	GREGORY SUTYAK
002	2009-01-01	GREGORY SUTYAK

Plan Statistics for BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 43
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 17
Total of all active and inactive participants 2022-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 61
Number of participants with account balances 2022-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 46
Number of retired or separated participants receiving benefits 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 12
Total of all active and inactive participants 2021-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 62
Number of participants with account balances 2021-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 40
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 12
Total of all active and inactive participants 2020-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 56
Number of participants with account balances 2020-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 35
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 18
Total of all active and inactive participants 2019-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 58
Number of participants with account balances 2019-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 39
Number of retired or separated participants receiving benefits 2018-01-01 9
Number of other retired or separated participants entitled to future benefits 2018-01-01 24
Total of all active and inactive participants 2018-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 72
Number of participants with account balances 2018-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 45
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 29
Total of all active and inactive participants 2017-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 79
Number of participants with account balances 2017-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 53
Number of retired or separated participants receiving benefits 2016-01-01 6
Number of other retired or separated participants entitled to future benefits 2016-01-01 23
Total of all active and inactive participants 2016-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 82
Number of participants with account balances 2016-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 75
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 20
Total of all active and inactive participants 2015-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 96
Number of participants with account balances 2015-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 67
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 19
Total of all active and inactive participants 2014-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 87
Number of participants with account balances 2014-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 70
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 18
Total of all active and inactive participants 2013-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 89
Number of participants with account balances 2013-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 14
2012: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 63
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 17
Total of all active and inactive participants 2012-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 81
Number of participants with account balances 2012-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 63
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 12
Total of all active and inactive participants 2011-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 75
Number of participants with account balances 2011-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6
2010: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 58
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 18
Total of all active and inactive participants 2010-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 78
Number of participants with account balances 2010-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 62
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 29
Total of all active and inactive participants 2009-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 91
Number of participants with account balances 2009-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	43
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	17
Total of all active and inactive participants	2022-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	61
Number of participants with account balances	2022-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	46
Number of retired or separated participants receiving benefits	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	12
Total of all active and inactive participants	2021-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	62
Number of participants with account balances	2021-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	40
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	12
Total of all active and inactive participants	2020-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	56
Number of participants with account balances	2020-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	35
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	18
Total of all active and inactive participants	2019-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	58
Number of participants with account balances	2019-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	39
Number of retired or separated participants receiving benefits	2018-01-01	9
Number of other retired or separated participants entitled to future benefits	2018-01-01	24
Total of all active and inactive participants	2018-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	72
Number of participants with account balances	2018-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	45
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	29
Total of all active and inactive participants	2017-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	79
Number of participants with account balances	2017-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	53
Number of retired or separated participants receiving benefits	2016-01-01	6
Number of other retired or separated participants entitled to future benefits	2016-01-01	23
Total of all active and inactive participants	2016-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	82
Number of participants with account balances	2016-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	75
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	20
Total of all active and inactive participants	2015-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	96
Number of participants with account balances	2015-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	67
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	19
Total of all active and inactive participants	2014-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	87
Number of participants with account balances	2014-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	70
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	18
Total of all active and inactive participants	2013-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	89
Number of participants with account balances	2013-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	14
2012: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	63
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	17
Total of all active and inactive participants	2012-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	81
Number of participants with account balances	2012-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	63
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	12
Total of all active and inactive participants	2011-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	75
Number of participants with account balances	2011-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6
2010: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	58
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	18
Total of all active and inactive participants	2010-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	78
Number of participants with account balances	2010-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	62
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	29
Total of all active and inactive participants	2009-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	91
Number of participants with account balances	2009-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$1,189,317
Total plan liabilities at beginning of year	2022-12-31	$1,400,449
Total income from all sources	2022-12-31	$462,621
Expenses. Total of all expenses incurred	2022-12-31	$400,655
Benefits paid (including direct rollovers)	2022-12-31	$377,936
Total plan assets at end of year	2022-12-31	$6,727,090
Total plan assets at beginning of year	2022-12-31	$6,876,256
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$22,719
Other income received	2022-12-31	$92,366
Net income (gross income less expenses)	2022-12-31	$61,966
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,537,773
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,475,807
Assets. Value of employer securities	2022-12-31	$6,270,000
Total contributions received or receivable from employer(s)	2022-12-31	$370,255
2021 : BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$1,400,449
Total plan liabilities at beginning of year	2021-12-31	$1,485,684
Total income from all sources	2021-12-31	$2,850,736
Expenses. Total of all expenses incurred	2021-12-31	$63,365
Benefits paid (including direct rollovers)	2021-12-31	$48,508
Total plan assets at end of year	2021-12-31	$6,876,256
Total plan assets at beginning of year	2021-12-31	$4,174,120
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$14,857
Other income received	2021-12-31	$2,231,697
Net income (gross income less expenses)	2021-12-31	$2,787,371
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,475,807
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,688,436
Assets. Value of employer securities	2021-12-31	$6,160,000
Total contributions received or receivable from employer(s)	2021-12-31	$619,039
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$1,485,684
Total plan liabilities at beginning of year	2020-12-31	$1,433,689
Total income from all sources	2020-12-31	$2,460,200
Expenses. Total of all expenses incurred	2020-12-31	$175,972
Benefits paid (including direct rollovers)	2020-12-31	$137,315
Total plan assets at end of year	2020-12-31	$4,174,120
Total plan assets at beginning of year	2020-12-31	$1,837,897
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$38,657
Other income received	2020-12-31	$2,098,491
Net income (gross income less expenses)	2020-12-31	$2,284,228
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,688,436
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$404,208
Assets. Value of employer securities	2020-12-31	$3,938,000
Total contributions received or receivable from employer(s)	2020-12-31	$361,709
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$1,433,689
Total income from all sources	2019-12-31	$-1,044,820
Expenses. Total of all expenses incurred	2019-12-31	$448,975
Benefits paid (including direct rollovers)	2019-12-31	$415,194
Total plan assets at end of year	2019-12-31	$1,837,897
Total plan assets at beginning of year	2019-12-31	$1,898,003
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$33,781
Other income received	2019-12-31	$-1,144,911
Net income (gross income less expenses)	2019-12-31	$-1,493,795
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$404,208
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,898,003
Assets. Value of employer securities	2019-12-31	$1,738,000
Total contributions received or receivable from employer(s)	2019-12-31	$100,091
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-182,280
Expenses. Total of all expenses incurred	2018-12-31	$312,844
Benefits paid (including direct rollovers)	2018-12-31	$312,844
Total plan assets at end of year	2018-12-31	$1,898,003
Total plan assets at beginning of year	2018-12-31	$2,393,127
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Other income received	2018-12-31	$-182,280
Net income (gross income less expenses)	2018-12-31	$-495,124
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,898,003
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,393,127
Assets. Value of employer securities	2018-12-31	$1,179,200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$301,908
Expenses. Total of all expenses incurred	2017-12-31	$126,915
Benefits paid (including direct rollovers)	2017-12-31	$126,915
Total plan assets at end of year	2017-12-31	$2,393,127
Total plan assets at beginning of year	2017-12-31	$2,218,134
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Other income received	2017-12-31	$101,908
Net income (gross income less expenses)	2017-12-31	$174,993
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,393,127
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,218,134
Assets. Value of employer securities	2017-12-31	$1,346,400
Total contributions received or receivable from employer(s)	2017-12-31	$200,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$-171,264
Expenses. Total of all expenses incurred	2016-12-31	$267,504
Benefits paid (including direct rollovers)	2016-12-31	$267,504
Total plan assets at end of year	2016-12-31	$2,218,134
Total plan assets at beginning of year	2016-12-31	$2,656,902
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Other income received	2016-12-31	$-427,590
Net income (gross income less expenses)	2016-12-31	$-438,768
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,218,134
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,656,902
Assets. Value of employer securities	2016-12-31	$1,320,000
Total contributions received or receivable from employer(s)	2016-12-31	$256,326
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-158,001
Expenses. Total of all expenses incurred	2015-12-31	$214,529
Benefits paid (including direct rollovers)	2015-12-31	$214,529
Total plan assets at end of year	2015-12-31	$2,656,902
Total plan assets at beginning of year	2015-12-31	$3,029,432
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Other income received	2015-12-31	$-158,001
Net income (gross income less expenses)	2015-12-31	$-372,530
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,656,902
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,029,432
Assets. Value of employer securities	2015-12-31	$1,795,200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$-168,805
Expenses. Total of all expenses incurred	2014-12-31	$108,961
Benefits paid (including direct rollovers)	2014-12-31	$108,871
Total plan assets at end of year	2014-12-31	$3,029,432
Total plan assets at beginning of year	2014-12-31	$3,307,198
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Other income received	2014-12-31	$-268,805
Net income (gross income less expenses)	2014-12-31	$-277,766
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,029,432
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,307,198
Assets. Value of employer securities	2014-12-31	$1,962,400
Total contributions received or receivable from employer(s)	2014-12-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$90
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$609,036
Expenses. Total of all expenses incurred	2013-12-31	$250,307
Benefits paid (including direct rollovers)	2013-12-31	$250,307
Total plan assets at end of year	2013-12-31	$3,307,198
Total plan assets at beginning of year	2013-12-31	$2,948,469
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Other income received	2013-12-31	$45,224
Net income (gross income less expenses)	2013-12-31	$358,729
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,307,198
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,948,469
Assets. Value of employer securities	2013-12-31	$2,252,800
Total contributions received or receivable from employer(s)	2013-12-31	$563,812
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$512,745
Expenses. Total of all expenses incurred	2012-12-31	$81,941
Benefits paid (including direct rollovers)	2012-12-31	$81,910
Total plan assets at end of year	2012-12-31	$2,948,469
Total plan assets at beginning of year	2012-12-31	$2,517,665
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Other income received	2012-12-31	$212,745
Net income (gross income less expenses)	2012-12-31	$430,804
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,948,469
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,517,665
Assets. Value of employer securities	2012-12-31	$2,208,800
Total contributions received or receivable from employer(s)	2012-12-31	$300,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$31
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1,004,782
Expenses. Total of all expenses incurred	2011-12-31	$139,487
Benefits paid (including direct rollovers)	2011-12-31	$139,487
Total plan assets at end of year	2011-12-31	$2,517,665
Total plan assets at beginning of year	2011-12-31	$1,652,370
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Other income received	2011-12-31	$304,782
Net income (gross income less expenses)	2011-12-31	$865,295
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,517,665
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,652,370
Assets. Value of employer securities	2011-12-31	$1,458,600
Total contributions received or receivable from employer(s)	2011-12-31	$700,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$674,913
Expenses. Total of all expenses incurred	2010-12-31	$91,959
Benefits paid (including direct rollovers)	2010-12-31	$91,959
Total plan assets at end of year	2010-12-31	$1,652,370
Total plan assets at beginning of year	2010-12-31	$1,069,416
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Other income received	2010-12-31	$674,913
Net income (gross income less expenses)	2010-12-31	$582,954
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,652,370
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,069,416
Assets. Value of employer securities	2010-12-31	$1,155,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

2022: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BOWEN & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RICHARD L. BOWEN & ASSOCIATES, INC.
Employer identification number (EIN):	341156989
NAIC Classification:	541310
NAIC Description:	Architectural Services

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1943-04-10
Company Identification Number:	185411
Legal Registered Office Address:	50 W. BROAD ST SUITE 1800 COLUMBUS United States of America (USA) 43215