401k Plan data: BOWMAN 401(K) plan

BOWMAN 401(K) 401k Plan overview

Plan Name	BOWMAN 401(K)
Plan identification number	002

BOWMAN 401(K) Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN BOWMAN CHEVROLET, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOHN BOWMAN CHEVROLET, INC.

Employer identification number (EIN): 382554837

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOWMAN 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 KATHRYN BOWMAN COLEMAN
002 2016-07-01 KATHRYN BOWMAN COLEMAN

Plan Statistics for BOWMAN 401(K)

401k plan membership statisitcs for BOWMAN 401(K)

Measure Date Value
2021: BOWMAN 401(K) 2021 401k membership
Total participants, beginning-of-year 2021-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 106
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 40
Total of all active and inactive participants 2021-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 146
Number of participants with account balances 2021-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 25
2020: BOWMAN 401(K) 2020 401k membership
Total participants, beginning-of-year 2020-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 115
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 28
Total of all active and inactive participants 2020-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 144
Number of participants with account balances 2020-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 22
2019: BOWMAN 401(K) 2019 401k membership
Total participants, beginning-of-year 2019-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 126
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 2019-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 150
Number of participants with account balances 2019-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 25
2018: BOWMAN 401(K) 2018 401k membership
Total participants, beginning-of-year 2018-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 136
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 27
Total of all active and inactive participants 2018-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 163
Number of participants with account balances 2018-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 28
2017: BOWMAN 401(K) 2017 401k membership
Total participants, beginning-of-year 2017-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 134
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 22
Total of all active and inactive participants 2017-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 156
Number of participants with account balances 2017-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 24
2016: BOWMAN 401(K) 2016 401k membership
Total participants, beginning-of-year 2016-07-01 125
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 127
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 12
Total of all active and inactive participants 2016-07-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 139
Number of participants with account balances 2016-07-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 13

Measure	Date	Value
2021: BOWMAN 401(K) 2021 401k membership
Total participants, beginning-of-year	2021-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	106
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	40
Total of all active and inactive participants	2021-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	146
Number of participants with account balances	2021-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	25
2020: BOWMAN 401(K) 2020 401k membership
Total participants, beginning-of-year	2020-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	115
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	28
Total of all active and inactive participants	2020-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	144
Number of participants with account balances	2020-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	22
2019: BOWMAN 401(K) 2019 401k membership
Total participants, beginning-of-year	2019-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	126
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	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	150
Number of participants with account balances	2019-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	25
2018: BOWMAN 401(K) 2018 401k membership
Total participants, beginning-of-year	2018-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	136
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	27
Total of all active and inactive participants	2018-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	163
Number of participants with account balances	2018-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	28
2017: BOWMAN 401(K) 2017 401k membership
Total participants, beginning-of-year	2017-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	134
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	22
Total of all active and inactive participants	2017-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	156
Number of participants with account balances	2017-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	24
2016: BOWMAN 401(K) 2016 401k membership
Total participants, beginning-of-year	2016-07-01	125
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	127
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	12
Total of all active and inactive participants	2016-07-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	139
Number of participants with account balances	2016-07-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	13

Financial Data on BOWMAN 401(K)

Measure	Date	Value
2021 : BOWMAN 401(K) 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,615,466
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$634,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$593,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$684,553
Value of total assets at end of year	2021-12-31	$8,055,810
Value of total assets at beginning of year	2021-12-31	$7,074,466
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$40,812
Total interest from all sources	2021-12-31	$5,044
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$206,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$206,622
Administrative expenses professional fees incurred	2021-12-31	$23,916
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$537,180
Participant contributions at end of year	2021-12-31	$33,845
Participant contributions at end of year	2021-12-31	$128
Participant contributions at beginning of year	2021-12-31	$3,221
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$59,966
Other income not declared elsewhere	2021-12-31	$1,446
Total non interest bearing cash at end of year	2021-12-31	$5,801
Total non interest bearing cash at beginning of year	2021-12-31	$274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$981,344
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,055,810
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,074,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$16,896
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,785,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,553,776
Interest on participant loans	2021-12-31	$5,044
Value of interest in common/collective trusts at end of year	2021-12-31	$4,230,764
Value of interest in common/collective trusts at beginning of year	2021-12-31	$456,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$231,296
Net investment gain or loss from common/collective trusts	2021-12-31	$486,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$147,373
Employer contributions (assets) at end of year	2021-12-31	$2
Employer contributions (assets) at beginning of year	2021-12-31	$1,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$593,310
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	DOEREN MAYHEW
Accountancy firm EIN	2021-12-31	382492570
2020 : BOWMAN 401(K) 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,400,846
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$473,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$418,939
Value of total corrective distributions	2020-12-31	$16,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$512,483
Value of total assets at end of year	2020-12-31	$7,074,466
Value of total assets at beginning of year	2020-12-31	$6,147,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$37,862
Total interest from all sources	2020-12-31	$3,506
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$228,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$228,524
Administrative expenses professional fees incurred	2020-12-31	$21,296
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$447,309
Participant contributions at end of year	2020-12-31	$3,221
Assets. Loans (other than to participants) at end of year	2020-12-31	$59,966
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$76,969
Other income not declared elsewhere	2020-12-31	$985
Total non interest bearing cash at end of year	2020-12-31	$274
Total non interest bearing cash at beginning of year	2020-12-31	$5,368
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	$927,077
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,074,466
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,147,389
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	$16,566
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,553,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,915,829
Interest on participant loans	2020-12-31	$3,506
Value of interest in common/collective trusts at end of year	2020-12-31	$456,147
Value of interest in common/collective trusts at beginning of year	2020-12-31	$149,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$644,724
Net investment gain or loss from common/collective trusts	2020-12-31	$10,624
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	$65,174
Employer contributions (assets) at end of year	2020-12-31	$1,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$418,939
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	DOEREN MAYHEW
Accountancy firm EIN	2020-12-31	382492570
2019 : BOWMAN 401(K) 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,633,904
Total income from all sources (including contributions)	2019-12-31	$1,633,904
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$290,179
Total of all expenses incurred	2019-12-31	$290,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$222,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$222,633
Expenses. Certain deemed distributions of participant loans	2019-12-31	$12,805
Expenses. Certain deemed distributions of participant loans	2019-12-31	$12,805
Value of total corrective distributions	2019-12-31	$4,392
Value of total corrective distributions	2019-12-31	$4,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$579,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$579,201
Value of total assets at end of year	2019-12-31	$6,147,389
Value of total assets at end of year	2019-12-31	$6,147,389
Value of total assets at beginning of year	2019-12-31	$4,803,664
Value of total assets at beginning of year	2019-12-31	$4,803,664
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$50,349
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$50,349
Total interest from all sources	2019-12-31	$4,788
Total interest from all sources	2019-12-31	$4,788
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$227,145
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$227,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$227,145
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$227,145
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$435,022
Contributions received from participants	2019-12-31	$435,022
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$13,367
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$13,367
Assets. Loans (other than to participants) at end of year	2019-12-31	$76,969
Assets. Loans (other than to participants) at end of year	2019-12-31	$76,969
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$57,597
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$57,597
Total non interest bearing cash at end of year	2019-12-31	$5,368
Total non interest bearing cash at end of year	2019-12-31	$5,368
Total non interest bearing cash at beginning of year	2019-12-31	$14,809
Total non interest bearing cash at beginning of year	2019-12-31	$14,809
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
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	$1,343,725
Value of net income/loss	2019-12-31	$1,343,725
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,147,389
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,147,389
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,803,664
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,803,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$50,349
Investment advisory and management fees	2019-12-31	$50,349
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,915,829
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,915,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,656,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,656,392
Interest on participant loans	2019-12-31	$4,788
Interest on participant loans	2019-12-31	$4,788
Value of interest in common/collective trusts at end of year	2019-12-31	$149,223
Value of interest in common/collective trusts at end of year	2019-12-31	$149,223
Value of interest in common/collective trusts at beginning of year	2019-12-31	$74,866
Value of interest in common/collective trusts at beginning of year	2019-12-31	$74,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$822,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$822,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$130,812
Contributions received in cash from employer	2019-12-31	$130,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$222,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$222,633
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GRANT, MILLMAN & JOHNSON, P.C.
Accountancy firm name	2019-12-31	GRANT, MILLMAN & JOHNSON, P.C.
Accountancy firm EIN	2019-12-31	382555519
Accountancy firm EIN	2019-12-31	382555519
2018 : BOWMAN 401(K) 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$288,427
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$319,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$267,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$551,473
Value of total assets at end of year	2018-12-31	$4,803,664
Value of total assets at beginning of year	2018-12-31	$4,834,254
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$51,070
Total interest from all sources	2018-12-31	$2,929
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$31,551
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$428,531
Assets. Loans (other than to participants) at end of year	2018-12-31	$57,597
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$60,493
Total non interest bearing cash at end of year	2018-12-31	$14,809
Total non interest bearing cash at beginning of year	2018-12-31	$6,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-30,590
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,803,664
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,834,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$16,078
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,656,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,604,265
Interest on participant loans	2018-12-31	$2,929
Value of interest in common/collective trusts at end of year	2018-12-31	$74,866
Value of interest in common/collective trusts at beginning of year	2018-12-31	$163,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-265,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$122,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$267,947
Contract administrator fees	2018-12-31	$3,441
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GRANT, MILLMAN & JOHNSON, P.C.
Accountancy firm EIN	2018-12-31	382555519
2017 : BOWMAN 401(K) 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,210,858
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$102,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$69,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$520,527
Value of total assets at end of year	2017-12-31	$4,834,254
Value of total assets at beginning of year	2017-12-31	$3,725,737
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$32,717
Total interest from all sources	2017-12-31	$2,873
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Administrative expenses professional fees incurred	2017-12-31	$15,684
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$388,499
Assets. Loans (other than to participants) at end of year	2017-12-31	$60,493
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$62,254
Total non interest bearing cash at end of year	2017-12-31	$6,409
Total non interest bearing cash at beginning of year	2017-12-31	$4,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,108,517
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,834,254
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,725,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$13,974
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,604,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,533,970
Interest on participant loans	2017-12-31	$2,873
Value of interest in common/collective trusts at end of year	2017-12-31	$163,087
Value of interest in common/collective trusts at beginning of year	2017-12-31	$124,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$687,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$132,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$69,624
Contract administrator fees	2017-12-31	$3,059
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PAUL V. ENGSTROM & CO., LLP
Accountancy firm EIN	2017-12-31	381613627
2016 : BOWMAN 401(K) 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$3,461,258
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$276,733
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$12,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$215,479
Value of total assets at end of year	2016-12-31	$3,725,737
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,489
Total interest from all sources	2016-12-31	$1,579
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$4,246
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$168,013
Assets. Loans (other than to participants) at end of year	2016-12-31	$62,254
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$4,988
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$264,479
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,725,737
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$1,723
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,533,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$1,579
Value of interest in common/collective trusts at end of year	2016-12-31	$124,525
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$55,080
Net investment gain or loss from common/collective trusts	2016-12-31	$4,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$47,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,765
Contract administrator fees	2016-12-31	$520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No

Form 5500 Responses for BOWMAN 401(K)

2021: BOWMAN 401(K) 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: BOWMAN 401(K) 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: BOWMAN 401(K) 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: BOWMAN 401(K) 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: BOWMAN 401(K) 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: BOWMAN 401(K) 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	First time form 5500 has been submitted	Yes
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

BOWMAN 401(K) PLAN [EIN = 812848097]

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Company Name:	JOHN BOWMAN CHEVROLET, INC.
Employer identification number (EIN):	382554837
NAIC Classification:	441110
NAIC Description:	New Car Dealers