BOWEN & BOWEN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BOWEN & BOWEN PROFIT SHARING PLAN
Measure | Date | Value |
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2022: BOWEN & BOWEN PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6 |
Total of all active and inactive participants | 2022-01-01 | 6 |
Total participants | 2022-01-01 | 6 |
Number of participants with account balances | 2022-01-01 | 6 |
2021: BOWEN & BOWEN PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
Total of all active and inactive participants | 2021-01-01 | 6 |
Total participants | 2021-01-01 | 6 |
Number of participants with account balances | 2021-01-01 | 0 |
2020: BOWEN & BOWEN PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 7 |
Total participants | 2020-01-01 | 7 |
Number of participants with account balances | 2020-01-01 | 6 |
2019: BOWEN & BOWEN PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 6 |
Total participants | 2019-01-01 | 6 |
Number of participants with account balances | 2019-01-01 | 0 |
2018: BOWEN & BOWEN PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
Total of all active and inactive participants | 2018-01-01 | 6 |
Total participants | 2018-01-01 | 6 |
2017: BOWEN & BOWEN PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
Total of all active and inactive participants | 2017-01-01 | 6 |
Total participants | 2017-01-01 | 6 |
Number of participants with account balances | 2017-01-01 | 6 |
2016: BOWEN & BOWEN PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
Total of all active and inactive participants | 2016-01-01 | 6 |
Total participants | 2016-01-01 | 6 |
2015: BOWEN & BOWEN PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
Total of all active and inactive participants | 2015-01-01 | 5 |
Total participants | 2015-01-01 | 5 |
2014: BOWEN & BOWEN PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 5 |
2013: BOWEN & BOWEN PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 5 |
Total participants | 2013-01-01 | 5 |
2012: BOWEN & BOWEN PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 1 |
Number of participants with account balances | 2012-01-01 | 5 |
2011: BOWEN & BOWEN PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Total participants | 2011-01-01 | 6 |
Number of participants with account balances | 2011-01-01 | 5 |
2009: BOWEN & BOWEN PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 6 |
Total participants | 2009-01-01 | 6 |
Number of participants with account balances | 2009-01-01 | 6 |
Measure | Date | Value |
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2022 : BOWEN & BOWEN PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-350,576 |
Expenses. Total of all expenses incurred | 2022-12-31 | $126,136 |
Benefits paid (including direct rollovers) | 2022-12-31 | $114,060 |
Total plan assets at end of year | 2022-12-31 | $2,502,515 |
Total plan assets at beginning of year | 2022-12-31 | $2,979,227 |
Value of fidelity bond covering the plan | 2022-12-31 | $330,000 |
Total contributions received or receivable from participants | 2022-12-31 | $50,029 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $12,076 |
Other income received | 2022-12-31 | $-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 |
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Total income from all sources | 2021-12-31 | $505,164 |
Expenses. Total of all expenses incurred | 2021-12-31 | $119,577 |
Benefits paid (including direct rollovers) | 2021-12-31 | $106,669 |
Total plan assets at end of year | 2021-12-31 | $2,979,227 |
Total plan assets at beginning of year | 2021-12-31 | $2,593,640 |
Total contributions received or receivable from participants | 2021-12-31 | $54,428 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $12,908 |
Other income received | 2021-12-31 | $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 |
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Total income from all sources | 2020-12-31 | $307,566 |
Expenses. Total of all expenses incurred | 2020-12-31 | $375,566 |
Benefits paid (including direct rollovers) | 2020-12-31 | $364,869 |
Total plan assets at end of year | 2020-12-31 | $2,593,640 |
Total plan assets at beginning of year | 2020-12-31 | $2,661,640 |
Value of fidelity bond covering the plan | 2020-12-31 | $1 |
Total contributions received or receivable from participants | 2020-12-31 | $51,512 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $10,697 |
Other income received | 2020-12-31 | $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 |
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Total income from all sources | 2019-12-31 | $529,770 |
Expenses. Total of all expenses incurred | 2019-12-31 | $128,159 |
Benefits paid (including direct rollovers) | 2019-12-31 | $117,844 |
Total plan assets at end of year | 2019-12-31 | $2,661,640 |
Total plan assets at beginning of year | 2019-12-31 | $2,260,029 |
Value of fidelity bond covering the plan | 2019-12-31 | $230,000 |
Total contributions received or receivable from participants | 2019-12-31 | $52,269 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $10,315 |
Other income received | 2019-12-31 | $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 |
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Total income from all sources | 2018-12-31 | $-22,915 |
Expenses. Total of all expenses incurred | 2018-12-31 | $117,554 |
Benefits paid (including direct rollovers) | 2018-12-31 | $111,300 |
Total plan assets at end of year | 2018-12-31 | $2,260,029 |
Total plan assets at beginning of year | 2018-12-31 | $2,400,498 |
Value of fidelity bond covering the plan | 2018-12-31 | $230,000 |
Total contributions received or receivable from participants | 2018-12-31 | $50,143 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $6,254 |
Other income received | 2018-12-31 | $-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 |
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Total income from all sources | 2017-12-31 | $302,449 |
Expenses. Total of all expenses incurred | 2017-12-31 | $68,836 |
Benefits paid (including direct rollovers) | 2017-12-31 | $68,800 |
Total plan assets at end of year | 2017-12-31 | $2,400,498 |
Total plan assets at beginning of year | 2017-12-31 | $2,166,885 |
Value of fidelity bond covering the plan | 2017-12-31 | $230,000 |
Total contributions received or receivable from participants | 2017-12-31 | $57,683 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $36 |
Other income received | 2017-12-31 | $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 |
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Total income from all sources | 2016-12-31 | $254,159 |
Expenses. Total of all expenses incurred | 2016-12-31 | $63 |
Total plan assets at end of year | 2016-12-31 | $2,166,885 |
Total plan assets at beginning of year | 2016-12-31 | $1,912,789 |
Value of fidelity bond covering the plan | 2016-12-31 | $230,000 |
Total contributions received or receivable from participants | 2016-12-31 | $54,315 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $63 |
Other income received | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $50,883 |
Expenses. Total of all expenses incurred | 2015-12-31 | $4,293 |
Benefits paid (including direct rollovers) | 2015-12-31 | $3,000 |
Total plan assets at end of year | 2015-12-31 | $1,912,789 |
Total plan assets at beginning of year | 2015-12-31 | $1,866,199 |
Value of fidelity bond covering the plan | 2015-12-31 | $230,000 |
Total contributions received or receivable from participants | 2015-12-31 | $42,822 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $1,293 |
Other income received | 2015-12-31 | $-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 |
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Total income from all sources | 2014-12-31 | $208,039 |
Expenses. Total of all expenses incurred | 2014-12-31 | $759 |
Total plan assets at end of year | 2014-12-31 | $1,866,199 |
Total plan assets at beginning of year | 2014-12-31 | $1,658,919 |
Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
Total contributions received or receivable from participants | 2014-12-31 | $47,822 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $759 |
Other income received | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $345,368 |
Expenses. Total of all expenses incurred | 2013-12-31 | $827 |
Total plan assets at end of year | 2013-12-31 | $1,658,919 |
Total plan assets at beginning of year | 2013-12-31 | $1,314,378 |
Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
Total contributions received or receivable from participants | 2013-12-31 | $46,256 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $827 |
Other income received | 2013-12-31 | $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 |
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Total income from all sources | 2012-12-31 | $127,153 |
Expenses. Total of all expenses incurred | 2012-12-31 | $307 |
Total plan assets at end of year | 2012-12-31 | $1,314,378 |
Total plan assets at beginning of year | 2012-12-31 | $1,187,532 |
Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
Total contributions received or receivable from participants | 2012-12-31 | $44,213 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $307 |
Other income received | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $7,864 |
Expenses. Total of all expenses incurred | 2011-12-31 | $29,386 |
Benefits paid (including direct rollovers) | 2011-12-31 | $28,727 |
Total plan assets at end of year | 2011-12-31 | $1,187,532 |
Total plan assets at beginning of year | 2011-12-31 | $1,209,054 |
Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
Total contributions received or receivable from participants | 2011-12-31 | $35,397 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $659 |
Other income received | 2011-12-31 | $-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 |
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Total income from all sources | 2010-12-31 | $173,652 |
Expenses. Total of all expenses incurred | 2010-12-31 | $2,293 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,341 |
Total plan assets at end of year | 2010-12-31 | $1,209,054 |
Total plan assets at beginning of year | 2010-12-31 | $1,037,695 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $33,166 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $952 |
Other income received | 2010-12-31 | $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 |