2023 Form 5500 filing — Bowser-Morner, Inc. Savings 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 20250613080146NAL0013477123001) for Bowser-Morner, Inc. Savings Plan, reported by Bowser-Morner, Inc under EIN 31-0579112 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613080146NAL0013477123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bowser-Morner, Inc
- EIN
- 31-0579112
- Plan number
- 001
- Location
- Dayton, OH
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,317,963
- Net assets (EOY)
- $19,317,963
- Employer contributions
- $240,356
- Participant contributions
- $551,488
- Total income / additions
- $3,929,138
- Benefits paid
- $1,579,156
- Administrative expenses
- $56,902
- Total expenses
- $1,636,265
- Net increase / (decrease)
- $2,292,873
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everhart Financial Group Inc | NONE | $33,611 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $23,291 | not reported in the loaded dataset |