Bowers & Kubota Consulting 401k Profit Sharing & Retirement Plan — Form 5500 plan (Bowers And Kubota Consulting)
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, Bowers & Kubota Consulting 401k Profit Sharing & Retirement Plan is a benefit plan reported by Bowers And Kubota Consulting under EIN 99-0201320 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $49,368,728 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bowers And Kubota Consulting
- EIN
- 99-0201320
- Plan number
- 001
- Plan type
- 2
- Location
- Waipahu, HI
- Latest filing year
- 2023
- Participants
- 306
- End-of-year plan assets
- $49,368,728
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 306 | H, C | 20240904070204NAL0011002867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,368,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,368,728
- Net assets (BOY)
- $41,097,865
Income & contributions
- Employer contributions
- $690,172
- Participant contributions
- $2,125,095
- Total contributions
- $3,704,769
- Total income / additions
- $12,443,340
Expenses & distributions
- Benefits paid
- $4,149,132
- Administrative expenses
- $23,334
- Total expenses
- $4,172,477
- Net increase / (decrease)
- $8,270,863
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Geneos Wealth Management, Inc. | INVESTMENT/FINANCIAL ADVI | $14,958 | $0 | 2023 |
| Sagepoint Financial, Inc. | INVESTMENT/FINANCIAL ADVI | $5,041 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $3,333 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bowers And Kubota Consulting
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Waipahu, HI
- Geneos Wealth Management, Inc. — Schedule C compensation
- Sagepoint Financial, Inc. — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation