Don E. Bower, Inc. 401(K) Plan — Form 5500 plan (Don E. Bower, 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, Don E. Bower, Inc. 401(K) Plan is a benefit plan reported by Don E. Bower, Inc. under EIN 23-2132575 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $4,958,517 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Don E. Bower, Inc.
- EIN
- 23-2132575
- Plan number
- 001
- Plan type
- 2
- Location
- Berwick, PA
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $4,958,517
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20240926070733NAL0000583488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,958,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,958,517
- Net assets (BOY)
- $4,467,831
Income & contributions
- Employer contributions
- $127,651
- Participant contributions
- $90,848
- Total contributions
- $218,499
- Total income / additions
- $958,132
Expenses & distributions
- Benefits paid
- $441,344
- Administrative expenses
- $26,102
- Total expenses
- $467,446
- Net increase / (decrease)
- $490,686
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $24,971 | $0 | 2023 |
| Park Avenue Securities LLC | BROKER/ADVISOR | $0 | $17,907 | 2023 |
| Creative Retirement Systems | TPA | $1,118 | $13,367 | 2023 |
| Morningstar Inc | OTHER | $707 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Don E. Bower, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Berwick, PA
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Park Avenue Securities LLC — Schedule C compensation
- Creative Retirement Systems — Schedule C compensation
- Morningstar Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation