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BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameBWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 003

BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

BWE, INC. has sponsored the creation of one or more 401k plans.

Company Name:BWE, INC.
Employer identification number (EIN):952762943
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01MARK B. BATTEN2023-08-18
0032021-01-01MARK B. BATTEN2022-05-10
0032020-01-01DAVID MCDOWELL2021-04-12
0032019-01-01DAVID MCDOWELL2020-06-29
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01DAVID MCDOWELL

Plan Statistics for BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0156
Total number of active participants reported on line 7a of the Form 55002022-01-0141
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0122
Total of all active and inactive participants2022-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0165
Number of participants with account balances2022-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0159
Total number of active participants reported on line 7a of the Form 55002021-01-0144
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0115
Total of all active and inactive participants2021-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0160
Number of participants with account balances2021-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0152
Total number of active participants reported on line 7a of the Form 55002020-01-0143
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0153
Number of participants with account balances2020-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0146
Total number of active participants reported on line 7a of the Form 55002019-01-0138
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0149
Number of participants with account balances2019-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0146
Total number of active participants reported on line 7a of the Form 55002018-01-0137
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0142
Number of participants with account balances2018-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0147
Total number of active participants reported on line 7a of the Form 55002017-01-0139
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0143
Number of participants with account balances2017-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0143
Total number of active participants reported on line 7a of the Form 55002016-01-0136
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0137
Number of participants with account balances2016-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0139
Total number of active participants reported on line 7a of the Form 55002015-01-0140
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0143
Number of participants with account balances2015-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0140
Total number of active participants reported on line 7a of the Form 55002014-01-0137
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0139
Number of participants with account balances2014-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total income from all sources2022-12-31$-112,867
Expenses. Total of all expenses incurred2022-12-31$129,853
Benefits paid (including direct rollovers)2022-12-31$129,853
Total plan assets at end of year2022-12-31$3,658,480
Total plan assets at beginning of year2022-12-31$3,901,200
Value of fidelity bond covering the plan2022-12-31$1,000,000
Other income received2022-12-31$-378,400
Net income (gross income less expenses)2022-12-31$-242,720
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,658,480
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,901,200
Assets. Value of employer securities2022-12-31$3,658,240
Total contributions received or receivable from employer(s)2022-12-31$265,533
2021 : BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$65,550
Total income from all sources2021-12-31$340,056
Expenses. Total of all expenses incurred2021-12-31$2,328
Total plan assets at end of year2021-12-31$3,901,200
Total plan assets at beginning of year2021-12-31$3,629,022
Value of fidelity bond covering the plan2021-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$2,328
Other income received2021-12-31$45,576
Net income (gross income less expenses)2021-12-31$337,728
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,901,200
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,563,472
Assets. Value of employer securities2021-12-31$3,900,960
Total contributions received or receivable from employer(s)2021-12-31$294,480
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$65,550
Total plan liabilities at beginning of year2020-12-31$131,100
Total income from all sources2020-12-31$422,112
Expenses. Total of all expenses incurred2020-12-31$26,172
Benefits paid (including direct rollovers)2020-12-31$21,911
Total plan assets at end of year2020-12-31$3,629,022
Total plan assets at beginning of year2020-12-31$3,298,632
Value of fidelity bond covering the plan2020-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2020-12-31$4,261
Other income received2020-12-31$78,390
Net income (gross income less expenses)2020-12-31$395,940
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,563,472
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,167,532
Assets. Value of employer securities2020-12-31$3,628,800
Total contributions received or receivable from employer(s)2020-12-31$343,722
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$131,100
Total plan liabilities at beginning of year2019-12-31$260,550
Total income from all sources2019-12-31$583,160
Expenses. Total of all expenses incurred2019-12-31$44,918
Benefits paid (including direct rollovers)2019-12-31$36,450
Total plan assets at end of year2019-12-31$3,298,632
Total plan assets at beginning of year2019-12-31$2,889,840
Value of fidelity bond covering the plan2019-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2019-12-31$8,468
Other income received2019-12-31$173,582
Net income (gross income less expenses)2019-12-31$538,242
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,167,532
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,629,290
Assets. Value of employer securities2019-12-31$3,298,410
Total contributions received or receivable from employer(s)2019-12-31$409,578
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$260,550
Total plan liabilities at beginning of year2018-12-31$447,794
Total income from all sources2018-12-31$460,728
Expenses. Total of all expenses incurred2018-12-31$59,537
Benefits paid (including direct rollovers)2018-12-31$44,984
Total plan assets at end of year2018-12-31$2,889,840
Total plan assets at beginning of year2018-12-31$2,675,893
Value of fidelity bond covering the plan2018-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$14,553
Other income received2018-12-31$26,180
Net income (gross income less expenses)2018-12-31$401,191
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,629,290
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,228,099
Assets. Value of employer securities2018-12-31$2,889,600
Total contributions received or receivable from employer(s)2018-12-31$434,548
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$447,794
Total plan liabilities at beginning of year2017-12-31$680,038
Total income from all sources2017-12-31$367,367
Expenses. Total of all expenses incurred2017-12-31$25,163
Benefits paid (including direct rollovers)2017-12-31$3,062
Total plan assets at end of year2017-12-31$2,675,893
Total plan assets at beginning of year2017-12-31$2,565,933
Value of fidelity bond covering the plan2017-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2017-12-31$22,101
Other income received2017-12-31$109,959
Net income (gross income less expenses)2017-12-31$342,204
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,228,099
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,885,895
Assets. Value of employer securities2017-12-31$2,675,652
Total contributions received or receivable from employer(s)2017-12-31$257,408
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$680,038
Total plan liabilities at beginning of year2016-12-31$518,983
Total income from all sources2016-12-31$605,927
Expenses. Total of all expenses incurred2016-12-31$161,719
Benefits paid (including direct rollovers)2016-12-31$144,852
Total plan assets at end of year2016-12-31$2,565,933
Total plan assets at beginning of year2016-12-31$1,960,670
Value of fidelity bond covering the plan2016-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$16,867
Other income received2016-12-31$277,514
Net income (gross income less expenses)2016-12-31$444,208
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,885,895
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,441,687
Assets. Value of employer securities2016-12-31$2,565,694
Total contributions received or receivable from employer(s)2016-12-31$328,413
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$518,983
Total plan liabilities at beginning of year2015-12-31$615,101
Total income from all sources2015-12-31$533,628
Expenses. Total of all expenses incurred2015-12-31$68,663
Benefits paid (including direct rollovers)2015-12-31$46,183
Total plan assets at end of year2015-12-31$1,960,670
Total plan assets at beginning of year2015-12-31$1,591,823
Value of fidelity bond covering the plan2015-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$22,480
Other income received2015-12-31$49,347
Net income (gross income less expenses)2015-12-31$464,965
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,441,687
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$976,722
Assets. Value of employer securities2015-12-31$1,960,430
Total contributions received or receivable from employer(s)2015-12-31$484,281
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$615,101
Total plan liabilities at beginning of year2014-12-31$677,848
Total income from all sources2014-12-31$487,997
Expenses. Total of all expenses incurred2014-12-31$48,913
Benefits paid (including direct rollovers)2014-12-31$21,904
Total plan assets at end of year2014-12-31$1,591,823
Total plan assets at beginning of year2014-12-31$1,215,486
Value of fidelity bond covering the plan2014-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$27,009
Other income received2014-12-31$87,266
Net income (gross income less expenses)2014-12-31$439,084
Net plan assets at end of year (total assets less liabilities)2014-12-31$976,722
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$537,638
Assets. Value of employer securities2014-12-31$1,591,583
Total contributions received or receivable from employer(s)2014-12-31$400,731
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for BWE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: BWE, INC. EMPLOYEE STOCK OWNERSHIP 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: BWE, INC. EMPLOYEE STOCK OWNERSHIP 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: BWE, INC. EMPLOYEE STOCK OWNERSHIP 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: BWE, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BWE, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BWE, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BWE, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BWE, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BWE, INC. EMPLOYEE STOCK OWNERSHIP 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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