How many benefit plans does The Bowen Consulting Group, Inc. report on Form 5500?

The Bowen Consulting Group, Inc. (EIN 20-4032003) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Bowen Consulting Group, Inc.?

The Employer Identification Number (EIN) reported for The Bowen Consulting Group, Inc. is 20-4032003.

What is the latest Form 5500 filing year for The Bowen Consulting Group, Inc.?

The latest loaded Form 5500 filing year for The Bowen Consulting Group, Inc. is 2023.

The Bowen Consulting Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Bowen Consulting Group, Inc. (EIN 20-4032003) is a plan sponsor located in San Mateo, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 20-4032003
Location: San Mateo, CA
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $3,986,955
Total reported liabilities (EOY): $27,262
Total reported net assets (EOY): $3,959,693

Contributions & income

Employer contributions: $1,876,348
Participant contributions: $447,110
Total income / additions: $3,000,424

Expenses & distributions

Benefits paid / distributions: $2,345,488
Total expenses: $2,697,267
Net increase / (decrease): $303,157

Coverage

Total reported participants: 672
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Bowen Consulting Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Bowen Group 401(K) Plan	001	329	$3,558,036	2023
The Bowen Consulting Group, Inc. Health And Welfare Plan	501	239	$428,919	2023
The Bowen Group Welfare Benefit Plan	503	104	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Bowen Consulting Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	The Bowen Group 401(K) Plan	329	H, C	20240926120348NAL0001424338001
2023	The Bowen Consulting Group, Inc. Health And Welfare Plan	239	H, C	20241003110847NAL0010451473001
2023	The Bowen Group Welfare Benefit Plan	104	—	20250715153431NAL0003242368001