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JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 401k Plan overview

Plan NameJOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN
Plan identification number 004

JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN BOWMAN, INC.
Employer identification number (EIN):840562424
NAIC Classification:812990
NAIC Description:All Other Personal Services

Additional information about JOHN BOWMAN, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1965-09-20
Company Identification Number: 19871208659
Legal Registered Office Address: 9439 Bandley Dr

Fountain
United States of America (USA)
80817

More information about JOHN BOWMAN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01JESSE THEKEN2020-08-06 JESSE THEKEN2020-08-06
0042018-01-01
0042017-01-01
0042016-01-01
0042015-01-01
0042014-01-01
0042013-01-01
0042012-01-01TERRY THEKEN TERRY THEKEN2013-09-09
0042011-01-01TERRY THEKEN TERRY THEKEN2012-11-08
0042009-01-01TERRY THEKEN

Plan Statistics for JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN

401k plan membership statisitcs for JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN

Measure Date Value
2022: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01122
Total number of active participants reported on line 7a of the Form 55002022-01-0187
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01122
Number of participants with account balances2022-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01139
Total number of active participants reported on line 7a of the Form 55002021-01-01113
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01132
Number of participants with account balances2021-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01126
Total number of active participants reported on line 7a of the Form 55002020-01-01106
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01136
Number of participants with account balances2020-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01168
Total number of active participants reported on line 7a of the Form 55002019-01-0193
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01122
Number of participants with account balances2019-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01179
Total number of active participants reported on line 7a of the Form 55002018-01-01120
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01180
Number of participants with account balances2018-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01164
Total number of active participants reported on line 7a of the Form 55002017-01-0198
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01161
Number of participants with account balances2017-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01168
Total number of active participants reported on line 7a of the Form 55002016-01-01113
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01164
Number of participants with account balances2016-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01128
Total number of active participants reported on line 7a of the Form 55002015-01-0195
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01122
Number of participants with account balances2015-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01127
Total number of active participants reported on line 7a of the Form 55002014-01-0195
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01121
Number of participants with account balances2014-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01133
Total number of active participants reported on line 7a of the Form 55002013-01-0194
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01123
Number of participants with account balances2013-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01157
Total number of active participants reported on line 7a of the Form 55002012-01-0199
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01130
Number of participants with account balances2012-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01168
Total number of active participants reported on line 7a of the Form 55002011-01-01148
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01175
Number of participants with account balances2011-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01144
Total number of active participants reported on line 7a of the Form 55002009-01-01112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01139
Number of participants with account balances2009-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN

Measure Date Value
2022 : JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,914
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$21,749
Total income from all sources (including contributions)2022-12-31$-1,322,911
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$392,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$328,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$463,253
Value of total assets at end of year2022-12-31$9,080,115
Value of total assets at beginning of year2022-12-31$10,804,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$63,842
Total interest from all sources2022-12-31$1,708
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$218,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$218,924
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$800,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$428,096
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$35,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$12,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$21,749
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$4,663
Total non interest bearing cash at end of year2022-12-31$4
Total non interest bearing cash at beginning of year2022-12-31$4,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,715,298
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,067,201
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,782,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$45,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,752,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,471,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$327,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$329,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$329,040
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,006,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$328,545
Contract administrator fees2022-12-31$13,819
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31OLSON, REYES & SAUERWEIN, LLC
Accountancy firm EIN2022-12-31260701023
2021 : JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$21,749
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$1,910,650
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$410,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$346,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$536,867
Value of total assets at end of year2021-12-31$10,804,248
Value of total assets at beginning of year2021-12-31$9,282,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$64,182
Total interest from all sources2021-12-31$141
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$262,441
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$262,441
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$800,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$472,927
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$63,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$21,749
Administrative expenses (other) incurred2021-12-31$1,435
Total non interest bearing cash at end of year2021-12-31$4,085
Total non interest bearing cash at beginning of year2021-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,500,093
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,782,499
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,282,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$47,179
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,471,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,947,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$329,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$335,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$335,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,111,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$346,375
Contract administrator fees2021-12-31$15,568
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$24,329
Total income from all sources (including contributions)2020-12-31$1,632,171
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$111,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$55,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$517,460
Value of total assets at end of year2020-12-31$9,282,406
Value of total assets at beginning of year2020-12-31$7,785,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$56,153
Total interest from all sources2020-12-31$701
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$172,612
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$172,612
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$800,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$457,000
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$60,460
Other income not declared elsewhere2020-12-31$22,036
Administrative expenses (other) incurred2020-12-31$2,866
Total non interest bearing cash at end of year2020-12-31$1
Total non interest bearing cash at beginning of year2020-12-31$7,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,520,888
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,282,406
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,761,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$37,330
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,947,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,411,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$335,307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$363,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$363,901
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$919,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at beginning of year2020-12-31$2,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$55,130
Contract administrator fees2020-12-31$15,957
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$24,329
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,329
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$1,760,977
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$685,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$595,677
Value of total corrective distributions2019-12-31$24,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$462,779
Value of total assets at end of year2019-12-31$7,785,847
Value of total assets at beginning of year2019-12-31$6,685,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,084
Total interest from all sources2019-12-31$904
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$178,221
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$178,221
Administrative expenses professional fees incurred2019-12-31$10,302
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$800,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$389,410
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,325
Other income not declared elsewhere2019-12-31$1,653
Administrative expenses (other) incurred2019-12-31$2,234
Total non interest bearing cash at end of year2019-12-31$7,748
Total non interest bearing cash at beginning of year2019-12-31$41,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,075,887
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,761,518
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,685,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$34,048
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,411,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,264,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$363,901
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$93,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$93,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$269,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,117,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$67,044
Employer contributions (assets) at end of year2019-12-31$2,452
Employer contributions (assets) at beginning of year2019-12-31$16,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$595,677
Contract administrator fees2019-12-31$18,500
Liabilities. Value of benefit claims payable at end of year2019-12-31$24,329
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
2018 : JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$2,708
Total income from all sources (including contributions)2018-12-31$-41,976
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,052,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,018,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$379,017
Value of total assets at end of year2018-12-31$6,685,631
Value of total assets at beginning of year2018-12-31$8,782,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$33,531
Total interest from all sources2018-12-31$4,821
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$161,547
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$161,547
Administrative expenses professional fees incurred2018-12-31$17,175
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$800,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$340,394
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,708
Other income not declared elsewhere2018-12-31$-16,916
Administrative expenses (other) incurred2018-12-31$1,024
Total non interest bearing cash at end of year2018-12-31$41,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,094,004
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,685,631
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,779,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$9,660
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,264,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,351,139
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,721,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$93,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$269,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$689,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-570,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$38,623
Employer contributions (assets) at end of year2018-12-31$16,148
Employer contributions (assets) at beginning of year2018-12-31$20,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,018,497
Contract administrator fees2018-12-31$5,672
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,708
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,018
Total income from all sources (including contributions)2017-12-31$1,304,376
Total of all expenses incurred2017-12-31$1,041,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$998,417
Value of total corrective distributions2017-12-31$2,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$369,780
Value of total assets at end of year2017-12-31$8,782,343
Value of total assets at beginning of year2017-12-31$8,525,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$40,811
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$382,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$382,229
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$800,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$316,929
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$8,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$262,440
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,779,635
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,517,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$40,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,351,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,343,952
Value of interest in pooled separate accounts at end of year2017-12-31$2,721,479
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,534,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$689,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$646,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$552,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$52,851
Employer contributions (assets) at end of year2017-12-31$20,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$998,417
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,018
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,692
Total income from all sources (including contributions)2016-12-31$979,231
Total of all expenses incurred2016-12-31$382,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$337,260
Value of total corrective distributions2016-12-31$8,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$377,277
Value of total assets at end of year2016-12-31$8,525,213
Value of total assets at beginning of year2016-12-31$7,942,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$37,128
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$309,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$309,335
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$800,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$356,202
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$21,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$596,825
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,517,195
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,920,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$37,128
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,343,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,903,967
Value of interest in pooled separate accounts at end of year2016-12-31$2,534,558
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,463,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$646,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$574,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$292,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$21,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$337,260
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAUERLE AND COMPANY, P.C.
Accountancy firm EIN2016-12-31840817888
2015 : JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$21,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$28,861
Total income from all sources (including contributions)2015-12-31$338,526
Total of all expenses incurred2015-12-31$182,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$130,686
Value of total corrective distributions2015-12-31$21,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$485,132
Value of total assets at end of year2015-12-31$7,942,062
Value of total assets at beginning of year2015-12-31$7,792,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,780
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$409,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$409,708
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$800,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$21,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$28,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$156,368
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,920,370
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,764,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$29,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,903,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,868,987
Value of interest in pooled separate accounts at end of year2015-12-31$2,463,958
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,563,326
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$574,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$360,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-556,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$485,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$130,686
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAUERLE AND COMPANY, P.C.
Accountancy firm EIN2015-12-31840817888
2014 : JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$28,861
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$102,431
Total income from all sources (including contributions)2014-12-31$856,005
Total of all expenses incurred2014-12-31$328,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$276,557
Value of total corrective distributions2014-12-31$28,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$545,436
Value of total assets at end of year2014-12-31$7,792,863
Value of total assets at beginning of year2014-12-31$7,338,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,611
Total interest from all sources2014-12-31$807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$800,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$28,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$102,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$527,976
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,764,002
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,236,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$22,536
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,868,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,728,068
Value of interest in pooled separate accounts at end of year2014-12-31$2,563,326
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,488,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$121,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$121,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$360,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$309,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$545,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$276,557
Contract administrator fees2014-12-31$75
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAUERLE AND COMPANY, P.C.
Accountancy firm EIN2014-12-31840817888
2013 : JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$102,431
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$56,648
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,345,464
Total of all expenses incurred2013-12-31$254,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$131,304
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$102,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$525,143
Value of total assets at end of year2013-12-31$7,338,457
Value of total assets at beginning of year2013-12-31$6,201,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,892
Total interest from all sources2013-12-31$12
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$700,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$525,143
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$102,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$56,648
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,090,837
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,236,026
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,145,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20,892
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,728,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,715,030
Value of interest in pooled separate accounts at end of year2013-12-31$2,488,855
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,369,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$121,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$117,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$117,138
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$12
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$820,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$131,304
Contract administrator fees2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAUERLE AND COMPANY, P.C.
Accountancy firm EIN2013-12-31840817888
2012 : JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$56,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$78,562
Total income from all sources (including contributions)2012-12-31$1,128,570
Total of all expenses incurred2012-12-31$502,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$426,093
Value of total corrective distributions2012-12-31$56,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$535,773
Value of total assets at end of year2012-12-31$6,201,837
Value of total assets at beginning of year2012-12-31$5,597,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,376
Total interest from all sources2012-12-31$15
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$535,773
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$56,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$78,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$626,453
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,145,189
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,518,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$19,376
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,715,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,266,802
Value of interest in pooled separate accounts at end of year2012-12-31$2,369,669
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,207,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$117,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$123,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$123,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$592,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$426,093
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAUERLE AND COMPANY, P.C.
Accountancy firm EIN2012-12-31840817888
2011 : JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$78,562
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$37,234
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$460,188
Total of all expenses incurred2011-12-31$389,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$288,393
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$78,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$521,447
Value of total assets at end of year2011-12-31$5,597,298
Value of total assets at beginning of year2011-12-31$5,485,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,621
Total interest from all sources2011-12-31$13
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$521,447
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$78,562
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$37,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$70,612
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,518,736
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,448,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$22,621
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,266,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,179,753
Value of interest in pooled separate accounts at end of year2011-12-31$2,207,156
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,222,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$123,340
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$82,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$82,675
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$13
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-61,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$288,393
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAUERLE AND COMPANY, P.C.
Accountancy firm EIN2011-12-31840817888
2010 : JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,109,018
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$678,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$613,528
Value of total corrective distributions2010-12-31$41,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$524,259
Value of total assets at end of year2010-12-31$5,485,358
Value of total assets at beginning of year2010-12-31$5,055,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,174
Total interest from all sources2010-12-31$8
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$75,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$75,980
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$508,785
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$15,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$430,192
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,485,358
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,055,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$24,174
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,179,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,537,354
Value of interest in pooled separate accounts at end of year2010-12-31$2,222,930
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,438,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$82,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$78,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$78,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$301,626
Net investment gain/loss from pooled separate accounts2010-12-31$207,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$613,528
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAUERLE AND COMPANY, P.C.
Accountancy firm EIN2010-12-31840817888

Form 5500 Responses for JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN

2022: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371326-01
Policy instance 1
Insurance contract or identification number371326-01
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-06-27
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371326-01
Policy instance 1
Insurance contract or identification number371326-01
Number of Individuals Covered31
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12,199
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $10,411
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371326-01
Policy instance 1
Insurance contract or identification number371326-01
Number of Individuals Covered50
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,696
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,393
Insurance broker organization code?3
Insurance broker nameANDREW M. ROSE
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371326-01
Policy instance 1
Insurance contract or identification number371326-01
Number of Individuals Covered48
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,223
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,223
Insurance broker organization code?3
Insurance broker nameANDREW M. ROSE
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371326-01
Policy instance 1
Insurance contract or identification number371326-01
Number of Individuals Covered49
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,593
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,593
Insurance broker organization code?3
Insurance broker nameANDREW M. ROSE
MORGAN STANLEY SMITH BARNEY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 1
Number of Individuals Covered28
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20,892
Amount paid for insurance broker fees20892
Insurance broker organization code?7
Insurance broker nameANDREW M. ROSE
MORGAN STANLEY SMITH BARNEY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Insurance broker nameANDREW M. ROSE
MORGAN STANLEY SMITH BARNEY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 1
Number of Individuals Covered32
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0

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