401k Plan data: E. TOBY BOWLER PROFIT SHARING PLAN plan

E. TOBY BOWLER PROFIT SHARING PLAN 401k Plan overview

Plan Name	E. TOBY BOWLER PROFIT SHARING PLAN
Plan identification number	001

E. TOBY BOWLER PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

E. TOBY BOWLER has sponsored the creation of one or more 401k plans.

Company Name: E. TOBY BOWLER

Employer identification number (EIN): 953585978

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan E. TOBY BOWLER PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 E. TOBY BOWLER 2023-04-14
001 2021-01-01 E. TOBY BOWLER 2022-06-30
001 2020-01-01 E. TOBY BOWLER 2021-04-08
001 2019-01-01 E TOBY BOWLER 2020-04-13
001 2016-01-01 E. TOBY BOWLER 2017-06-26
001 2013-01-01 GREGORY S. PEARSON, CPA, APA 2014-04-07
001 2012-01-01 GREGORY S. PEARSON, CPA, APA 2013-07-16
001 2011-01-01 GREGORY S. PEARSON, CPA, APA 2012-10-15
001 2010-01-01 GREGORY S. PEARSON, CPA, APA 2011-06-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	E. TOBY BOWLER	2023-04-14
001	2021-01-01	E. TOBY BOWLER	2022-06-30
001	2020-01-01	E. TOBY BOWLER	2021-04-08
001	2019-01-01	E TOBY BOWLER	2020-04-13
001	2016-01-01	E. TOBY BOWLER	2017-06-26
001	2013-01-01	GREGORY S. PEARSON, CPA, APA	2014-04-07
001	2012-01-01	GREGORY S. PEARSON, CPA, APA	2013-07-16
001	2011-01-01	GREGORY S. PEARSON, CPA, APA	2012-10-15
001	2010-01-01	GREGORY S. PEARSON, CPA, APA	2011-06-23

Plan Statistics for E. TOBY BOWLER PROFIT SHARING PLAN

401k plan membership statisitcs for E. TOBY BOWLER PROFIT SHARING PLAN

Measure Date Value
2022: E. TOBY BOWLER PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-06-30 12
Total number of particpants at end of year 2022-06-30 13
Number of Participants With Account Balances 2022-06-30 12

Measure	Date	Value
2022: E. TOBY BOWLER PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-06-30	12
Total number of particpants at end of year	2022-06-30	13
Number of Participants With Account Balances	2022-06-30	12

Financial Data on E. TOBY BOWLER PROFIT SHARING PLAN

Measure	Date	Value
2022 : E. TOBY BOWLER PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-06-30	0
Total liabilities as of the end of the plan year	2022-06-30	0
Total liabilities as of the beginning of the plan year	2022-06-30	0
Total expenses incurred by plan in this plan year	2022-06-30	9768
Net assets as of the end of the plan year	2022-06-30	1708308
Total assets as of the beginning of the plan year	2022-06-30	1410422
Value of plan covered by a fidelity bond	2022-06-30	141042
Participant contributions to plan in this plan year	2022-06-30	62654
Value of participant loans at end of plan year	2022-06-30	29424
Other expenses paid from plan in this plan year	2022-06-30	0
Other contributions to plan in this plan year	2022-06-30	0
Other income to plan in this plan year	2022-06-30	216699
Plan net income in this plan year	2022-06-30	297886
Net assets as of the end of the plan year	2022-06-30	1708308
Net assets as of the beginning of the plan year	2022-06-30	1410422
Employer contributions to plan in this plan year	2022-06-30	28301
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-30	9768

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Company Name:	E. TOBY BOWLER
Employer identification number (EIN):	953585978
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers