BOWERS & COMPANY, CPAS, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BOWERS & COMPANY, CPAS, PLLC SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2020: BOWERS & COMPANY, CPAS, PLLC SAVINGS PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 88 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
| Total of all active and inactive participants | 2020-01-01 | 92 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 92 |
| Number of participants with account balances | 2020-01-01 | 80 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 14 |
| 2019: BOWERS & COMPANY, CPAS, PLLC SAVINGS PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 125 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 96 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 24 |
| Total of all active and inactive participants | 2019-01-01 | 120 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 120 |
| Number of participants with account balances | 2019-01-01 | 106 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 4 |
| 2010: BOWERS & COMPANY, CPAS, PLLC SAVINGS PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
| Total participants | 2010-01-01 | 39 |
| Number of participants with account balances | 2010-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
| 2009: BOWERS & COMPANY, CPAS, PLLC SAVINGS PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 40 |
| 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 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 43 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 43 |
| Number of participants with account balances | 2009-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2020 : BOWERS & COMPANY, CPAS, PLLC SAVINGS PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $3,198,930 |
| Total of all expenses incurred | 2020-12-31 | $1,594,100 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,565,546 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,066,197 |
| Value of total assets at end of year | 2020-12-31 | $16,207,765 |
| Value of total assets at beginning of year | 2020-12-31 | $14,602,935 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $28,554 |
| Total interest from all sources | 2020-12-31 | $2,941 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $83,587 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $8,587 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $568,447 |
| Participant contributions at end of year | 2020-12-31 | $41,691 |
| Participant contributions at beginning of year | 2020-12-31 | $80,776 |
| Participant contributions at end of year | 2020-12-31 | $1,083 |
| Participant contributions at beginning of year | 2020-12-31 | $3,606 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $4,722,543 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $4,022,678 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $288,904 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $73,156 |
| Other income not declared elsewhere | 2020-12-31 | $10,891 |
| Total non interest bearing cash at end of year | 2020-12-31 | $82 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $21,852 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,604,830 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $16,207,765 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,602,935 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $19,967 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $11,205,973 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $10,175,455 |
| Interest on participant loans | 2020-12-31 | $2,941 |
| Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,035,314 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $208,846 |
| Employer contributions (assets) at end of year | 2020-12-31 | $236,393 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $225,412 |
| Income. Dividends from preferred stock | 2020-12-31 | $83,587 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,565,546 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | ASSURANCE DIMENSIONS |
| Accountancy firm EIN | 2020-12-31 | 263429295 |
| 2019 : BOWERS & COMPANY, CPAS, PLLC SAVINGS PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $3,539,323 |
| Total of all expenses incurred | 2019-12-31 | $441,351 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $413,153 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $999,829 |
| Value of total assets at end of year | 2019-12-31 | $14,602,935 |
| Value of total assets at beginning of year | 2019-12-31 | $11,504,963 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $28,198 |
| Total interest from all sources | 2019-12-31 | $4,643 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $81,261 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $81,261 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $572,844 |
| Participant contributions at end of year | 2019-12-31 | $80,776 |
| Participant contributions at beginning of year | 2019-12-31 | $109,071 |
| Participant contributions at end of year | 2019-12-31 | $3,606 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $4,022,678 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $3,251,096 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $201,572 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $73,156 |
| Other income not declared elsewhere | 2019-12-31 | $9,980 |
| Total non interest bearing cash at end of year | 2019-12-31 | $21,852 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $3,097,972 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,602,935 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,504,963 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $28,198 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $10,175,455 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,930,508 |
| Interest on participant loans | 2019-12-31 | $4,643 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,443,610 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $225,413 |
| Employer contributions (assets) at end of year | 2019-12-31 | $225,412 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $214,288 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $413,153 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | ASSURANCE DIMENSIONS |
| Accountancy firm EIN | 2019-12-31 | 263429295 |
| 2010 : BOWERS & COMPANY, CPAS, PLLC SAVINGS PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $869,378 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $19,479 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $12,532 |
| Total plan assets at end of year | 2010-12-31 | $3,814,980 |
| Total plan assets at beginning of year | 2010-12-31 | $2,965,081 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $244,720 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $6,947 |
| Other income received | 2010-12-31 | $514,099 |
| Net income (gross income less expenses) | 2010-12-31 | $849,899 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,814,980 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,965,081 |
| Assets. Value of participant loans | 2010-12-31 | $34,018 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $110,559 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : BOWERS & COMPANY, CPAS, PLLC SAVINGS 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 |
