2023 Form 5500 filing — Bowers & Kubota Consulting 401k Profit Sharing & Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240904070204NAL0011002867001) for Bowers & Kubota Consulting 401k Profit Sharing & Retirement Plan, reported by Bowers And Kubota Consulting under EIN 99-0201320 and plan number 001. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904070204NAL0011002867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bowers And Kubota Consulting
- EIN
- 99-0201320
- Plan number
- 001
- Location
- Waipahu, HI
- Participants
- 306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,368,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,368,728
- Employer contributions
- $690,172
- Participant contributions
- $2,125,095
- Total income / additions
- $12,443,340
- Benefits paid
- $4,149,132
- Administrative expenses
- $23,334
- Total expenses
- $4,172,477
- Net increase / (decrease)
- $8,270,863
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Geneos Wealth Management, Inc. | INVESTMENT/FINANCIAL ADVI | $14,958 | $0 |
| Sagepoint Financial, Inc. | INVESTMENT/FINANCIAL ADVI | $5,041 | $0 |
| Adp, Inc. | RECORD KEEPER | $3,333 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |