401k Plan data: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN plan

BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN
Plan identification number	001

BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan covering Self-Employed individuals.
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

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

Company Name: BOWIE & SCHAFFER

Employer identification number (EIN): 464353937

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DAVID BOWIE 2024-03-11
001 2022-01-01 DAVID BOWIE 2023-10-08
001 2021-01-01 DAVID BOWIE 2022-10-14
001 2020-01-01 DAVID BOWIE 2021-10-05 DAVID BOWIE 2021-10-05
001 2019-01-01 DAVID BOWIE 2020-10-14 DAVID BOWIE 2020-10-14
001 2017-01-01 DAVID BOWIE
001 2016-01-01
001 2015-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DAVID BOWIE	2024-03-11
001	2022-01-01	DAVID BOWIE	2023-10-08
001	2021-01-01	DAVID BOWIE	2022-10-14
001	2020-01-01	DAVID BOWIE	2021-10-05	DAVID BOWIE	2021-10-05
001	2019-01-01	DAVID BOWIE	2020-10-14	DAVID BOWIE	2020-10-14
001	2017-01-01	DAVID BOWIE
001	2016-01-01
001	2015-01-01

Plan Statistics for BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN

Measure Date Value
2023: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
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 0
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
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 0
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
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 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
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 0
Total of all active and inactive participants 2017-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2023: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
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	0
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
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	0
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
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	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
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	0
Total of all active and inactive participants	2017-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2023 : BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-09-30	$0
Total plan liabilities at beginning of year	2023-09-30	$0
Total income from all sources	2023-09-30	$41,544
Expenses. Total of all expenses incurred	2023-09-30	$1,482,399
Benefits paid (including direct rollovers)	2023-09-30	$1,482,399
Total plan assets at end of year	2023-09-30	$0
Total plan assets at beginning of year	2023-09-30	$1,440,855
Value of fidelity bond covering the plan	2023-09-30	$70,000
Total contributions received or receivable from participants	2023-09-30	$0
Expenses. Other expenses not covered elsewhere	2023-09-30	$0
Contributions received from other sources (not participants or employers)	2023-09-30	$0
Other income received	2023-09-30	$41,544
Noncash contributions received	2023-09-30	$0
Net income (gross income less expenses)	2023-09-30	$-1,440,855
Net plan assets at end of year (total assets less liabilities)	2023-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-09-30	$1,440,855
Total contributions received or receivable from employer(s)	2023-09-30	$0
Value of certain deemed distributions of participant loans	2023-09-30	$0
Value of corrective distributions	2023-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-09-30	$0
2022 : BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$47,330
Expenses. Total of all expenses incurred	2022-12-31	$20,860
Benefits paid (including direct rollovers)	2022-12-31	$19,354
Total plan assets at end of year	2022-12-31	$1,440,855
Total plan assets at beginning of year	2022-12-31	$1,414,385
Value of fidelity bond covering the plan	2022-12-31	$70,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$47,330
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$26,470
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,440,855
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,414,385
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$22,000
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,506
2021 : BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2021 401k financial data
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$360,150
Expenses. Total of all expenses incurred	2021-12-31	$39,408
Benefits paid (including direct rollovers)	2021-12-31	$39,308
Total plan assets at end of year	2021-12-31	$1,414,385
Total plan assets at beginning of year	2021-12-31	$1,093,643
Value of fidelity bond covering the plan	2021-12-31	$70,000
Other income received	2021-12-31	$360,150
Net income (gross income less expenses)	2021-12-31	$320,742
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,414,385
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,093,643
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$22,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$82,499
Expenses. Total of all expenses incurred	2020-12-31	$100
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$1,093,643
Total plan assets at beginning of year	2020-12-31	$1,011,244
Value of fidelity bond covering the plan	2020-12-31	$70,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$100
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$82,499
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$82,399
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,093,643
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,011,244
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$22,000
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$266,772
Expenses. Total of all expenses incurred	2019-12-31	$23,366
Benefits paid (including direct rollovers)	2019-12-31	$23,366
Total plan assets at end of year	2019-12-31	$1,011,244
Total plan assets at beginning of year	2019-12-31	$767,838
Value of fidelity bond covering the plan	2019-12-31	$70,000
Total contributions received or receivable from participants	2019-12-31	$43,000
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$169,244
Net income (gross income less expenses)	2019-12-31	$243,406
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,011,244
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$767,838
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$22,000
Total contributions received or receivable from employer(s)	2019-12-31	$54,528
2018 : BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$31,375
Expenses. Total of all expenses incurred	2018-12-31	$25,720
Benefits paid (including direct rollovers)	2018-12-31	$25,720
Total plan assets at end of year	2018-12-31	$767,838
Total plan assets at beginning of year	2018-12-31	$762,183
Value of fidelity bond covering the plan	2018-12-31	$70,000
Total contributions received or receivable from participants	2018-12-31	$43,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-65,625
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$5,655
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$767,838
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$762,183
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$22,000
Total contributions received or receivable from employer(s)	2018-12-31	$54,000
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$42,267
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$762,183
Total plan assets at beginning of year	2017-12-31	$719,916
Value of fidelity bond covering the plan	2017-12-31	$70,000
Total contributions received or receivable from participants	2017-12-31	$18,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$5,597
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$42,267
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$762,183
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$719,916
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$22,000
Total contributions received or receivable from employer(s)	2017-12-31	$18,670
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$134,163
Expenses. Total of all expenses incurred	2016-12-31	$18,000
Benefits paid (including direct rollovers)	2016-12-31	$18,000
Total plan assets at end of year	2016-12-31	$719,916
Total plan assets at beginning of year	2016-12-31	$603,753
Value of fidelity bond covering the plan	2016-12-31	$70,000
Total contributions received or receivable from participants	2016-12-31	$42,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$40,212
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$116,163
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$719,916
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$603,753
Total contributions received or receivable from employer(s)	2016-12-31	$51,951
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$57,368
Expenses. Total of all expenses incurred	2015-12-31	$145
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$603,753
Total plan assets at beginning of year	2015-12-31	$546,530
Value of fidelity bond covering the plan	2015-12-31	$70,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-8,178
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$57,223
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$603,753
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$546,530
Total contributions received or receivable from employer(s)	2015-12-31	$65,546
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$145

Form 5500 Responses for BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN

2023: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BOWIE & SHAFFER PROFIT SHARING 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOWIE & SCHAFFER
Employer identification number (EIN):	464353937
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers