2023 Form 5500 filing — Bowman Consulting Group, Ltd. 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 20240920155845NAL0007729969001) for Bowman Consulting Group, Ltd. Retirement Plan, reported by Bowman Consulting Group, Ltd. under EIN 54-1762351 and plan number 001. It reports 1,910 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920155845NAL0007729969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bowman Consulting Group, Ltd.
- EIN
- 54-1762351
- Plan number
- 001
- Location
- Reston, VA
- Participants
- 1,910
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,874,999
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,874,999
- Employer contributions
- $4,041,604
- Participant contributions
- $12,799,011
- Total income / additions
- $40,029,416
- Benefits paid
- $7,410,827
- Administrative expenses
- $237,681
- Total expenses
- $7,659,682
- Net increase / (decrease)
- $32,369,734
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, Inc. | N/A | $162,318 | not reported in the loaded dataset |
| Lion Street Advisors LLC | N/A | $52,000 | not reported in the loaded dataset |
| Fidelity Personal Trust Company | N/A | $23,362 | not reported in the loaded dataset |