Bowles Rice 401(K) Profit Sharing Plan — Form 5500 plan (Bowles Rice Llp)
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, Bowles Rice 401(K) Profit Sharing Plan is a benefit plan reported by Bowles Rice Llp under EIN 55-0394186 and plan number 002. The latest loaded filing year is 2023. The filing reports 261 participants and $65,681,704 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bowles Rice Llp
- EIN
- 55-0394186
- Plan number
- 002
- Plan type
- 2
- Location
- Charleston, WV
- Latest filing year
- 2023
- Participants
- 261
- End-of-year plan assets
- $65,681,704
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 261 | H, C | 20241014175633NAL0015386531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,681,704
- Net assets (EOY)
- $65,681,704
- Net assets (BOY)
- $59,552,332
Income & contributions
- Employer contributions
- $2,129,108
- Participant contributions
- $1,451,711
- Total contributions
- $3,963,880
- Total income / additions
- $12,786,955
Expenses & distributions
- Benefits paid
- $6,346,128
- Administrative expenses
- $311,455
- Total expenses
- $6,657,583
- Net increase / (decrease)
- $6,129,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Bank | INVESTMENT ADVISOR | $75,345 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | SERVICE PROVIDER | $0 | $55,645 | 2023 |
| Ntv Asset Management | INVESTMENT ADVISOR | $41,140 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $28,444 | not reported in the loaded dataset | 2023 |
| Janney Montogomery Scott LLC | INVESTMENT ADVISOR | $18,945 | not reported in the loaded dataset | 2023 |
| Franklin Templeton | INVESTMENT ADVISOR | $9,760 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bowles Rice Llp
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Charleston, WV
- United Bank — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Ntv Asset Management — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Janney Montogomery Scott LLC — Schedule C compensation
- Franklin Templeton — Schedule C compensation