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 Non-Union Retirement Plan is a benefit plan reported by W.E. Bowers & Associates, Inc. under EIN 52-1339598 and plan number 002. The latest loaded filing year is 2023. The filing reports 180 participants and $24,888,311 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,888,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,888,311
- Net assets (BOY)
- $20,184,362
Income & contributions
- Employer contributions
- $1,038,539
- Participant contributions
- $1,150,962
- Total contributions
- $2,196,455
- Total income / additions
- $5,921,338
Expenses & distributions
- Benefits paid
- $1,157,098
- Administrative expenses
- $52,440
- Total expenses
- $1,217,389
- Net increase / (decrease)
- $4,703,949