Plan5500

John Bowman, Inc. Employee 401(K) Plan — Form 5500 plan (John Bowman, 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, John Bowman, Inc. Employee 401(K) Plan is a benefit plan reported by John Bowman, Inc. under EIN 84-0562424 and plan number 004. The latest loaded filing year is 2023. The filing reports 120 participants and $10,443,257 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
John Bowman, Inc.
EIN
84-0562424
Plan number
004
Plan type
2
Location
Fountain, CO
Latest filing year
2023
Participants
120
End-of-year plan assets
$10,443,257

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023120H, C20240731145858NAL0022497649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,443,257
Total liabilities (EOY)
$3,385
Net assets (EOY)
$10,439,872
Net assets (BOY)
$9,067,201

Income & contributions

Participant contributions
$414,819
Total contributions
$414,819
Total income / additions
$1,876,999

Expenses & distributions

Benefits paid
$440,771
Administrative expenses
$63,557
Total expenses
$504,328
Net increase / (decrease)
$1,372,671

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning, IncNONE$45,331not reported in the loaded dataset2023
Tpp Retirement Plan Specialists LLCNONE$15,246not reported in the loaded dataset2023

Related Form 5500 pages