Bremen-Bowdon Investment Company Retirement Plan — Form 5500 plan (Bremen-Bowdon Investment Company)
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, Bremen-Bowdon Investment Company Retirement Plan is a benefit plan reported by Bremen-Bowdon Investment Company under EIN 58-0533925 and plan number 002. The latest loaded filing year is 2023. The filing reports 149 participants and $3,159,540 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bremen-Bowdon Investment Company
- EIN
- 58-0533925
- Plan number
- 002
- Plan type
- 2
- Location
- Bowdon, GA
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $3,159,540
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241004065703NAL0011072625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,159,540
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,159,540
- Net assets (BOY)
- $2,902,532
Income & contributions
- Employer contributions
- $11,750
- Participant contributions
- $54,242
- Total contributions
- $65,992
- Total income / additions
- $551,874
Expenses & distributions
- Benefits paid
- $264,320
- Administrative expenses
- $30,546
- Total expenses
- $294,866
- Net increase / (decrease)
- $257,008
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Renasant Bank | NONE | $24,172 | $0 | 2023 |
| Epic Retirement Plan Services | NONE | $6,374 | $0 | 2023 |