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, W.E. Bowers & Associates Union Retirement Plan is a benefit plan reported by W.E. Bowers And Associates, Inc. under EIN 52-1339598 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,246 participants and $19,681,712 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,681,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,681,712
- Net assets (BOY)
- $16,753,458
Income & contributions
- Participant contributions
- $2,146,882
- Total contributions
- $2,146,882
- Total income / additions
- $4,867,777
Expenses & distributions
- Benefits paid
- $1,780,369
- Administrative expenses
- $97,602
- Total expenses
- $1,939,523
- Net increase / (decrease)
- $2,928,254