The Bowen Consulting Group, Inc. Health And Welfare Plan — Form 5500 plan (The Bowen Consulting Group, Inc.)
Plain-English plan 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. Health And Welfare Plan is a benefit plan reported by The Bowen Consulting Group, Inc. under EIN 20-4032003 and plan number 501. The latest loaded filing year is 2023. The filing reports 239 participants and $428,919 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Bowen Consulting Group, Inc.
- EIN
- 20-4032003
- Plan number
- 501
- Plan type
- 2
- Location
- San Mateo, CA
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $428,919
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241003110847NAL0010451473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $428,919
- Total liabilities (EOY)
- $27,262
- Net assets (EOY)
- $401,657
- Net assets (BOY)
- $352,599
Income & contributions
- Employer contributions
- $1,684,162
- Participant contributions
- $105
- Total contributions
- $1,684,267
- Total income / additions
- $1,684,267
Expenses & distributions
- Benefits paid
- $1,331,533
- Administrative expenses
- $303,676
- Total expenses
- $1,635,209
- Net increase / (decrease)
- $49,058
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fce Benefit Administrators, Inc. | NONE | $232,069 | $15,562 | 2023 |
| Cigna Health And Life Insurance Com | NONE | $37,413 | not reported in the loaded dataset | 2023 |
| Fiduciary Plan Management Services | NONE | $25,552 | not reported in the loaded dataset | 2023 |
| Business Beneftis Group | NONE | $24,458 | not reported in the loaded dataset | 2023 |
| Ineich & Company, Llp | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| United Workers Wellness | NONE | $9,979 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Bowen Consulting Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Mateo, CA
- Fce Benefit Administrators, Inc. — Schedule C compensation
- Cigna Health And Life Insurance Com — Schedule C compensation
- Fiduciary Plan Management Services — Schedule C compensation
- Business Beneftis Group — Schedule C compensation
- Ineich & Company, Llp — Schedule C compensation
- United Workers Wellness — Schedule C compensation