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BOWEN & BOWEN PROFIT SHARING PLAN 401k Plan overview

Plan NameBOWEN & BOWEN PROFIT SHARING PLAN
Plan identification number 001

BOWEN & BOWEN PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

BOWEN & BOWEN has sponsored the creation of one or more 401k plans.

Company Name:BOWEN & BOWEN
Employer identification number (EIN):362800016
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01BURTON A. BOWEN
0012017-01-01BURTON A. BOWEN
0012016-01-01BURTON A. BOWEN
0012015-01-01BURTON A. BOWEN
0012014-01-01BURTON A. BOWEN
0012013-01-01BURTON A. BOWEN
0012012-01-01BURTON A. BOWEN
0012011-01-01BURTON A BOWEN
0012009-01-01BURTON A BOWEN

Plan Statistics for BOWEN & BOWEN PROFIT SHARING PLAN

401k plan membership statisitcs for BOWEN & BOWEN PROFIT SHARING PLAN

Measure Date Value
2022: BOWEN & BOWEN PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016
Total number of active participants reported on line 7a of the Form 55002022-01-016
Total of all active and inactive participants2022-01-016
Total participants2022-01-016
Number of participants with account balances2022-01-016
2021: BOWEN & BOWEN PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-016
Total of all active and inactive participants2021-01-016
Total participants2021-01-016
Number of participants with account balances2021-01-010
2020: BOWEN & BOWEN PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-012
Total of all active and inactive participants2020-01-017
Total participants2020-01-017
Number of participants with account balances2020-01-016
2019: BOWEN & BOWEN PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-016
Total participants2019-01-016
Number of participants with account balances2019-01-010
2018: BOWEN & BOWEN PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-016
Total of all active and inactive participants2018-01-016
Total participants2018-01-016
2017: BOWEN & BOWEN PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-016
Total of all active and inactive participants2017-01-016
Total participants2017-01-016
Number of participants with account balances2017-01-016
2016: BOWEN & BOWEN PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-016
Total of all active and inactive participants2016-01-016
Total participants2016-01-016
2015: BOWEN & BOWEN PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-015
Total of all active and inactive participants2015-01-015
Total participants2015-01-015
2014: BOWEN & BOWEN PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-015
2013: BOWEN & BOWEN PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
2012: BOWEN & BOWEN PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Number of retired or separated participants receiving benefits2012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-015
2011: BOWEN & BOWEN PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-011
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-015
2009: BOWEN & BOWEN PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-016

Financial Data on BOWEN & BOWEN PROFIT SHARING PLAN

Measure Date Value
2022 : BOWEN & BOWEN PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-350,576
Expenses. Total of all expenses incurred2022-12-31$126,136
Benefits paid (including direct rollovers)2022-12-31$114,060
Total plan assets at end of year2022-12-31$2,502,515
Total plan assets at beginning of year2022-12-31$2,979,227
Value of fidelity bond covering the plan2022-12-31$330,000
Total contributions received or receivable from participants2022-12-31$50,029
Expenses. Other expenses not covered elsewhere2022-12-31$12,076
Other income received2022-12-31$-463,891
Net income (gross income less expenses)2022-12-31$-476,712
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,502,515
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,979,227
Total contributions received or receivable from employer(s)2022-12-31$63,286
2021 : BOWEN & BOWEN PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$505,164
Expenses. Total of all expenses incurred2021-12-31$119,577
Benefits paid (including direct rollovers)2021-12-31$106,669
Total plan assets at end of year2021-12-31$2,979,227
Total plan assets at beginning of year2021-12-31$2,593,640
Total contributions received or receivable from participants2021-12-31$54,428
Expenses. Other expenses not covered elsewhere2021-12-31$12,908
Other income received2021-12-31$394,977
Net income (gross income less expenses)2021-12-31$385,587
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,979,227
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,593,640
Total contributions received or receivable from employer(s)2021-12-31$55,759
2020 : BOWEN & BOWEN PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$307,566
Expenses. Total of all expenses incurred2020-12-31$375,566
Benefits paid (including direct rollovers)2020-12-31$364,869
Total plan assets at end of year2020-12-31$2,593,640
Total plan assets at beginning of year2020-12-31$2,661,640
Value of fidelity bond covering the plan2020-12-31$1
Total contributions received or receivable from participants2020-12-31$51,512
Expenses. Other expenses not covered elsewhere2020-12-31$10,697
Other income received2020-12-31$213,742
Net income (gross income less expenses)2020-12-31$-68,000
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,593,640
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,661,640
Total contributions received or receivable from employer(s)2020-12-31$42,312
2019 : BOWEN & BOWEN PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$529,770
Expenses. Total of all expenses incurred2019-12-31$128,159
Benefits paid (including direct rollovers)2019-12-31$117,844
Total plan assets at end of year2019-12-31$2,661,640
Total plan assets at beginning of year2019-12-31$2,260,029
Value of fidelity bond covering the plan2019-12-31$230,000
Total contributions received or receivable from participants2019-12-31$52,269
Expenses. Other expenses not covered elsewhere2019-12-31$10,315
Other income received2019-12-31$428,048
Net income (gross income less expenses)2019-12-31$401,611
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,661,640
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,260,029
Total contributions received or receivable from employer(s)2019-12-31$49,453
2018 : BOWEN & BOWEN PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-22,915
Expenses. Total of all expenses incurred2018-12-31$117,554
Benefits paid (including direct rollovers)2018-12-31$111,300
Total plan assets at end of year2018-12-31$2,260,029
Total plan assets at beginning of year2018-12-31$2,400,498
Value of fidelity bond covering the plan2018-12-31$230,000
Total contributions received or receivable from participants2018-12-31$50,143
Expenses. Other expenses not covered elsewhere2018-12-31$6,254
Other income received2018-12-31$-127,837
Net income (gross income less expenses)2018-12-31$-140,469
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,260,029
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,400,498
Total contributions received or receivable from employer(s)2018-12-31$54,779
2017 : BOWEN & BOWEN PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$302,449
Expenses. Total of all expenses incurred2017-12-31$68,836
Benefits paid (including direct rollovers)2017-12-31$68,800
Total plan assets at end of year2017-12-31$2,400,498
Total plan assets at beginning of year2017-12-31$2,166,885
Value of fidelity bond covering the plan2017-12-31$230,000
Total contributions received or receivable from participants2017-12-31$57,683
Expenses. Other expenses not covered elsewhere2017-12-31$36
Other income received2017-12-31$183,395
Net income (gross income less expenses)2017-12-31$233,613
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,400,498
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,166,885
Total contributions received or receivable from employer(s)2017-12-31$61,371
2016 : BOWEN & BOWEN PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$254,159
Expenses. Total of all expenses incurred2016-12-31$63
Total plan assets at end of year2016-12-31$2,166,885
Total plan assets at beginning of year2016-12-31$1,912,789
Value of fidelity bond covering the plan2016-12-31$230,000
Total contributions received or receivable from participants2016-12-31$54,315
Expenses. Other expenses not covered elsewhere2016-12-31$63
Other income received2016-12-31$138,727
Net income (gross income less expenses)2016-12-31$254,096
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,166,885
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,912,789
Total contributions received or receivable from employer(s)2016-12-31$61,117
2015 : BOWEN & BOWEN PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$50,883
Expenses. Total of all expenses incurred2015-12-31$4,293
Benefits paid (including direct rollovers)2015-12-31$3,000
Total plan assets at end of year2015-12-31$1,912,789
Total plan assets at beginning of year2015-12-31$1,866,199
Value of fidelity bond covering the plan2015-12-31$230,000
Total contributions received or receivable from participants2015-12-31$42,822
Expenses. Other expenses not covered elsewhere2015-12-31$1,293
Other income received2015-12-31$-35,991
Net income (gross income less expenses)2015-12-31$46,590
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,912,789
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,866,199
Total contributions received or receivable from employer(s)2015-12-31$44,052
2014 : BOWEN & BOWEN PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$208,039
Expenses. Total of all expenses incurred2014-12-31$759
Total plan assets at end of year2014-12-31$1,866,199
Total plan assets at beginning of year2014-12-31$1,658,919
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$47,822
Expenses. Other expenses not covered elsewhere2014-12-31$759
Other income received2014-12-31$100,855
Net income (gross income less expenses)2014-12-31$207,280
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,866,199
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,658,919
Total contributions received or receivable from employer(s)2014-12-31$59,362
2013 : BOWEN & BOWEN PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$345,368
Expenses. Total of all expenses incurred2013-12-31$827
Total plan assets at end of year2013-12-31$1,658,919
Total plan assets at beginning of year2013-12-31$1,314,378
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$46,256
Expenses. Other expenses not covered elsewhere2013-12-31$827
Other income received2013-12-31$240,033
Net income (gross income less expenses)2013-12-31$344,541
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,658,919
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,314,378
Total contributions received or receivable from employer(s)2013-12-31$59,079
2012 : BOWEN & BOWEN PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$127,153
Expenses. Total of all expenses incurred2012-12-31$307
Total plan assets at end of year2012-12-31$1,314,378
Total plan assets at beginning of year2012-12-31$1,187,532
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$44,213
Expenses. Other expenses not covered elsewhere2012-12-31$307
Other income received2012-12-31$11,268
Net income (gross income less expenses)2012-12-31$126,846
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,314,378
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,187,532
Total contributions received or receivable from employer(s)2012-12-31$71,672
2011 : BOWEN & BOWEN PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$7,864
Expenses. Total of all expenses incurred2011-12-31$29,386
Benefits paid (including direct rollovers)2011-12-31$28,727
Total plan assets at end of year2011-12-31$1,187,532
Total plan assets at beginning of year2011-12-31$1,209,054
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$35,397
Expenses. Other expenses not covered elsewhere2011-12-31$659
Other income received2011-12-31$-100,811
Net income (gross income less expenses)2011-12-31$-21,522
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,187,532
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,209,054
Total contributions received or receivable from employer(s)2011-12-31$73,278
2010 : BOWEN & BOWEN PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$173,652
Expenses. Total of all expenses incurred2010-12-31$2,293
Benefits paid (including direct rollovers)2010-12-31$1,341
Total plan assets at end of year2010-12-31$1,209,054
Total plan assets at beginning of year2010-12-31$1,037,695
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$33,166
Expenses. Other expenses not covered elsewhere2010-12-31$952
Other income received2010-12-31$79,207
Net income (gross income less expenses)2010-12-31$171,359
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,209,054
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,037,695
Total contributions received or receivable from employer(s)2010-12-31$61,279

Form 5500 Responses for BOWEN & BOWEN PROFIT SHARING PLAN

2022: BOWEN & BOWEN PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BOWEN & BOWEN PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOWEN & BOWEN PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOWEN & BOWEN PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BOWEN & BOWEN PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BOWEN & BOWEN PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BOWEN & BOWEN PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BOWEN & BOWEN PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BOWEN & BOWEN 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: BOWEN & BOWEN 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: BOWEN & BOWEN 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: BOWEN & BOWEN 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: BOWEN & BOWEN PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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