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FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 401k Plan overview

Plan NameFLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC.
Plan identification number 501

FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance

401k Sponsoring company profile

BOWEN AND WATSON, INC. has sponsored the creation of one or more 401k plans.

Company Name:BOWEN AND WATSON, INC.
Employer identification number (EIN):580806601
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-12-01
5012021-12-01
5012020-12-01
5012019-12-01
5012018-12-01
5012017-12-01
5012016-12-01SUZY STANDISH
5012015-12-01SUZY STANDISH
5012014-12-01SUZY STANDISH
5012013-12-01SUZY STANDISH
5012012-12-01DAVID HARBERT, CONTROLLER
5012011-12-01DAVID HARBERT CONTROLLER
5012009-12-01DAVID HARBERT CONTROLLER
5012008-12-01

Plan Statistics for FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC.

401k plan membership statisitcs for FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC.

Measure Date Value
2022: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2022 401k membership
Total participants, beginning-of-year2022-12-019
Total number of active participants reported on line 7a of the Form 55002022-12-018
Total of all active and inactive participants2022-12-018
Total participants2022-12-018
2021: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2021 401k membership
Total participants, beginning-of-year2021-12-018
Total number of active participants reported on line 7a of the Form 55002021-12-019
Total of all active and inactive participants2021-12-019
Total participants2021-12-019
2020: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2020 401k membership
Total participants, beginning-of-year2020-12-017
Total number of active participants reported on line 7a of the Form 55002020-12-018
Total of all active and inactive participants2020-12-018
Total participants2020-12-018
2019: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2019 401k membership
Total participants, beginning-of-year2019-12-0113
Total number of active participants reported on line 7a of the Form 55002019-12-017
Total of all active and inactive participants2019-12-017
Total participants2019-12-017
2018: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2018 401k membership
Total participants, beginning-of-year2018-12-0111
Total number of active participants reported on line 7a of the Form 55002018-12-0113
Total of all active and inactive participants2018-12-0113
Total participants2018-12-0113
2017: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2017 401k membership
Total participants, beginning-of-year2017-12-019
Total number of active participants reported on line 7a of the Form 55002017-12-0111
Total of all active and inactive participants2017-12-0111
Total participants2017-12-0111
2016: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2016 401k membership
Total participants, beginning-of-year2016-12-0110
Total number of active participants reported on line 7a of the Form 55002016-12-019
Total of all active and inactive participants2016-12-019
Total participants2016-12-019
2015: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2015 401k membership
Total participants, beginning-of-year2015-12-0110
Total number of active participants reported on line 7a of the Form 55002015-12-0110
Total of all active and inactive participants2015-12-0110
Total participants2015-12-010
2014: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2014 401k membership
Total participants, beginning-of-year2014-12-018
Total number of active participants reported on line 7a of the Form 55002014-12-0110
Total of all active and inactive participants2014-12-0110
Total participants2014-12-010
2013: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2013 401k membership
Total participants, beginning-of-year2013-12-018
Total number of active participants reported on line 7a of the Form 55002013-12-018
Total of all active and inactive participants2013-12-018
Total participants2013-12-010
2012: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2012 401k membership
Total participants, beginning-of-year2012-12-016
Total number of active participants reported on line 7a of the Form 55002012-12-018
Total of all active and inactive participants2012-12-018
Total participants2012-12-010
2011: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2011 401k membership
Total participants, beginning-of-year2011-12-019
Total number of active participants reported on line 7a of the Form 55002011-12-016
Total of all active and inactive participants2011-12-016
Total participants2011-12-016
2009: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2009 401k membership
Total participants, beginning-of-year2009-12-018
Total number of active participants reported on line 7a of the Form 55002009-12-0111
Total of all active and inactive participants2009-12-0111
Total participants2009-12-0111

Financial Data on FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC.

Measure Date Value
2023 : FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2023 401k financial data
Total income from all sources2023-11-30$13,826
Expenses. Total of all expenses incurred2023-11-30$11,788
Benefits paid (including direct rollovers)2023-11-30$11,788
Total plan assets at end of year2023-11-30$18,301
Total plan assets at beginning of year2023-11-30$16,263
Total contributions received or receivable from participants2023-11-30$13,826
Net income (gross income less expenses)2023-11-30$2,038
Net plan assets at end of year (total assets less liabilities)2023-11-30$18,301
Net plan assets at beginning of year (total assets less liabilities)2023-11-30$16,263
2022 : FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2022 401k financial data
Total income from all sources2022-11-30$17,247
Expenses. Total of all expenses incurred2022-11-30$14,921
Benefits paid (including direct rollovers)2022-11-30$14,911
Total plan assets at end of year2022-11-30$16,263
Total plan assets at beginning of year2022-11-30$13,937
Total contributions received or receivable from participants2022-11-30$17,247
Expenses. Other expenses not covered elsewhere2022-11-30$10
Net income (gross income less expenses)2022-11-30$2,326
Net plan assets at end of year (total assets less liabilities)2022-11-30$16,263
Net plan assets at beginning of year (total assets less liabilities)2022-11-30$13,937
2021 : FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2021 401k financial data
Total income from all sources2021-11-30$14,105
Expenses. Total of all expenses incurred2021-11-30$11,854
Benefits paid (including direct rollovers)2021-11-30$11,839
Total plan assets at end of year2021-11-30$13,937
Total plan assets at beginning of year2021-11-30$11,686
Total contributions received or receivable from participants2021-11-30$14,105
Expenses. Other expenses not covered elsewhere2021-11-30$15
Net income (gross income less expenses)2021-11-30$2,251
Net plan assets at end of year (total assets less liabilities)2021-11-30$13,937
Net plan assets at beginning of year (total assets less liabilities)2021-11-30$11,686
2020 : FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2020 401k financial data
Total income from all sources2020-11-30$15,850
Expenses. Total of all expenses incurred2020-11-30$16,997
Benefits paid (including direct rollovers)2020-11-30$16,997
Total plan assets at end of year2020-11-30$11,686
Total plan assets at beginning of year2020-11-30$12,833
Total contributions received or receivable from participants2020-11-30$15,850
Net income (gross income less expenses)2020-11-30$-1,147
Net plan assets at end of year (total assets less liabilities)2020-11-30$11,686
Net plan assets at beginning of year (total assets less liabilities)2020-11-30$12,833
2019 : FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2019 401k financial data
Total income from all sources2019-11-30$18,700
Expenses. Total of all expenses incurred2019-11-30$18,477
Benefits paid (including direct rollovers)2019-11-30$18,467
Total plan assets at end of year2019-11-30$12,833
Total plan assets at beginning of year2019-11-30$12,610
Total contributions received or receivable from participants2019-11-30$18,700
Expenses. Other expenses not covered elsewhere2019-11-30$10
Net income (gross income less expenses)2019-11-30$223
Net plan assets at end of year (total assets less liabilities)2019-11-30$12,833
Net plan assets at beginning of year (total assets less liabilities)2019-11-30$12,610
2017 : FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2017 401k financial data
Total plan liabilities at end of year2017-11-30$781
Total plan liabilities at beginning of year2017-11-30$5,468
Total income from all sources2017-11-30$22,941
Expenses. Total of all expenses incurred2017-11-30$22,837
Benefits paid (including direct rollovers)2017-11-30$22,837
Total plan assets at end of year2017-11-30$9,628
Total plan assets at beginning of year2017-11-30$14,211
Total contributions received or receivable from participants2017-11-30$22,941
Net income (gross income less expenses)2017-11-30$104
Net plan assets at end of year (total assets less liabilities)2017-11-30$8,847
Net plan assets at beginning of year (total assets less liabilities)2017-11-30$8,743
2016 : FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2016 401k financial data
Total plan liabilities at end of year2016-11-30$5,468
Total plan liabilities at beginning of year2016-11-30$3,512
Total income from all sources2016-11-30$20,832
Expenses. Total of all expenses incurred2016-11-30$22,572
Benefits paid (including direct rollovers)2016-11-30$22,572
Total plan assets at end of year2016-11-30$14,211
Total plan assets at beginning of year2016-11-30$13,995
Total contributions received or receivable from participants2016-11-30$20,832
Net income (gross income less expenses)2016-11-30$-1,740
Net plan assets at end of year (total assets less liabilities)2016-11-30$8,743
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$10,483
2015 : FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2015 401k financial data
Total plan liabilities at end of year2015-11-30$3,512
Total plan liabilities at beginning of year2015-11-30$216
Total income from all sources2015-11-30$13,285
Expenses. Total of all expenses incurred2015-11-30$15,920
Benefits paid (including direct rollovers)2015-11-30$15,920
Total plan assets at end of year2015-11-30$13,995
Total plan assets at beginning of year2015-11-30$13,334
Total contributions received or receivable from participants2015-11-30$13,285
Net income (gross income less expenses)2015-11-30$-2,635
Net plan assets at end of year (total assets less liabilities)2015-11-30$10,483
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$13,118
2014 : FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2014 401k financial data
Total plan liabilities at end of year2014-11-30$216
Total plan liabilities at beginning of year2014-11-30$3,243
Total income from all sources2014-11-30$10,940
Expenses. Total of all expenses incurred2014-11-30$9,120
Benefits paid (including direct rollovers)2014-11-30$9,008
Total plan assets at end of year2014-11-30$13,334
Total plan assets at beginning of year2014-11-30$14,541
Total contributions received or receivable from participants2014-11-30$10,940
Expenses. Other expenses not covered elsewhere2014-11-30$112
Net income (gross income less expenses)2014-11-30$1,820
Net plan assets at end of year (total assets less liabilities)2014-11-30$13,118
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$11,298
2013 : FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2013 401k financial data
Total plan liabilities at end of year2013-11-30$3,243
Total plan liabilities at beginning of year2013-11-30$3,354
Total income from all sources2013-11-30$18,506
Expenses. Total of all expenses incurred2013-11-30$18,669
Benefits paid (including direct rollovers)2013-11-30$18,669
Total plan assets at end of year2013-11-30$14,541
Total plan assets at beginning of year2013-11-30$14,815
Total contributions received or receivable from participants2013-11-30$18,506
Net income (gross income less expenses)2013-11-30$-163
Net plan assets at end of year (total assets less liabilities)2013-11-30$11,298
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$11,461
2012 : FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2012 401k financial data
Total plan liabilities at end of year2012-11-30$3,354
Total plan liabilities at beginning of year2012-11-30$5,860
Total income from all sources2012-11-30$14,717
Expenses. Total of all expenses incurred2012-11-30$13,311
Benefits paid (including direct rollovers)2012-11-30$13,311
Total plan assets at end of year2012-11-30$14,815
Total plan assets at beginning of year2012-11-30$15,915
Total contributions received or receivable from participants2012-11-30$14,717
Net income (gross income less expenses)2012-11-30$1,406
Net plan assets at end of year (total assets less liabilities)2012-11-30$11,461
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$10,055
2011 : FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2011 401k financial data
Total plan liabilities at end of year2011-11-30$5,860
Total plan liabilities at beginning of year2011-11-30$476
Total income from all sources2011-11-30$20,338
Expenses. Total of all expenses incurred2011-11-30$23,306
Benefits paid (including direct rollovers)2011-11-30$23,306
Total plan assets at end of year2011-11-30$15,915
Total plan assets at beginning of year2011-11-30$13,499
Total contributions received or receivable from participants2011-11-30$20,338
Net income (gross income less expenses)2011-11-30$-2,968
Net plan assets at end of year (total assets less liabilities)2011-11-30$10,055
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$13,023

Form 5500 Responses for FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC.

2022: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2022 form 5500 responses
2022-12-01Type of plan entitySingle employer plan
2022-12-01Plan funding arrangement – TrustYes
2022-12-01Plan benefit arrangement - TrustYes
2021: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Plan funding arrangement – TrustYes
2021-12-01Plan benefit arrangement - TrustYes
2020: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement - TrustYes
2019: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Plan funding arrangement – TrustYes
2019-12-01Plan benefit arrangement - TrustYes
2018: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement - TrustYes
2017: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement - TrustYes
2016: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement - TrustYes
2015: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement - TrustYes
2014: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement - TrustYes
2013: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2011: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement - TrustYes
2009: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement - TrustYes
2008: FLEXIBLE COMPENSATION PLAN OF BOWEN & WATSON, INC. 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

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