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GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameGERALD L. BOWEN, P.C. PROFIT SHARING PLAN
Plan identification number 001

GERALD L. BOWEN, P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing

401k Sponsoring company profile

GERALD L. BOWEN, P.C. has sponsored the creation of one or more 401k plans.

Company Name:GERALD L. BOWEN, P.C.
Employer identification number (EIN):232059695
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GERALD L. BOWEN, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01GERALD L BOWEN JR.
0012017-01-01GERALD L BOWEN JR.
0012016-01-01GERALD L BOWEN JR.
0012015-01-01GERALD L BOWEN JR.
0012014-01-01GERALD L BOWEN JR.
0012012-01-01GERALD L BOWEN JR.2013-06-30
0012011-01-01GERALD L BOWEN JR.
0012010-01-01GERALD L BOWEN JR.
0012009-11-01FREDERICK B FICHTHORN FREDERICK B FICHTHORN2011-02-24
0012009-01-01GERALD L BOWEN JR.
0012009-01-01 GERALD L BOWEN JR.2010-06-18

Plan Statistics for GERALD L. BOWEN, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for GERALD L. BOWEN, P.C. PROFIT SHARING PLAN

Measure Date Value
2020: GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
2017: GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
2016: GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
2015: GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
2014: GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
2011: GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-015
Total number of active participants reported on line 7a of the Form 55002009-11-015
Total of all active and inactive participants2009-11-015
Total participants2009-11-015
Number of participants with account balances2009-11-015
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GERALD L. BOWEN, P.C. PROFIT SHARING PLAN

Measure Date Value
2020 : GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$-6,639
Expenses. Total of all expenses incurred2020-12-31$79,365
Benefits paid (including direct rollovers)2020-12-31$79,365
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$86,004
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$0
Noncash contributions received2020-12-31$-6,639
Net income (gross income less expenses)2020-12-31$-86,004
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$86,004
Total contributions received or receivable from employer(s)2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$14,574
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$86,044
Total plan assets at beginning of year2019-12-31$71,470
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$12,100
Noncash contributions received2019-12-31$2,474
Net income (gross income less expenses)2019-12-31$14,574
Net plan assets at end of year (total assets less liabilities)2019-12-31$86,044
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$71,470
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-12,142
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$71,470
Total plan assets at beginning of year2018-12-31$83,612
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-14,118
Noncash contributions received2018-12-31$1,976
Net income (gross income less expenses)2018-12-31$-12,142
Net plan assets at end of year (total assets less liabilities)2018-12-31$71,470
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$83,612
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$18,271
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$83,612
Total plan assets at beginning of year2017-12-31$65,341
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$16,743
Noncash contributions received2017-12-31$1,528
Net income (gross income less expenses)2017-12-31$18,271
Net plan assets at end of year (total assets less liabilities)2017-12-31$83,612
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$65,341
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total income from all sources2016-12-31$2,788
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$65,341
Total plan assets at beginning of year2016-12-31$62,553
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$1,460
Noncash contributions received2016-12-31$1,328
Net income (gross income less expenses)2016-12-31$2,788
Net plan assets at end of year (total assets less liabilities)2016-12-31$65,341
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$62,553
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total income from all sources2015-12-31$1,303
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$62,553
Total plan assets at beginning of year2015-12-31$66,860
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$1,303
Net income (gross income less expenses)2015-12-31$1,303
Net plan assets at end of year (total assets less liabilities)2015-12-31$62,553
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$66,860
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,813
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$66,860
Total plan assets at beginning of year2014-12-31$71,652
Other income received2014-12-31$1,813
Net income (gross income less expenses)2014-12-31$1,813
Net plan assets at end of year (total assets less liabilities)2014-12-31$66,860
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$71,652
2013 : GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,311
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$71,652
Total plan assets at beginning of year2013-12-31$58,661
Other income received2013-12-31$1,311
Net income (gross income less expenses)2013-12-31$1,311
Net plan assets at end of year (total assets less liabilities)2013-12-31$71,652
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$58,661
2011 : GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$1,496
Total plan assets at end of year2011-12-31$48,813
Total plan assets at beginning of year2011-12-31$57,146
Other income received2011-12-31$1,496
Net income (gross income less expenses)2011-12-31$1,496
Net plan assets at end of year (total assets less liabilities)2011-12-31$48,813
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$57,146
2010 : GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$1,183
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$57,146
Total plan assets at beginning of year2010-12-31$53,253
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$1,183
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$1,183
Net plan assets at end of year (total assets less liabilities)2010-12-31$57,146
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$53,253
Total contributions received or receivable from employer(s)2010-12-31$0
Total income from all sources2010-12-08$13
Expenses. Total of all expenses incurred2010-12-08$277,890
Benefits paid (including direct rollovers)2010-12-08$277,877
Total plan assets at end of year2010-12-08$0
Total plan assets at beginning of year2010-12-08$277,877
Value of fidelity bond covering the plan2010-12-08$100,000
Other income received2010-12-08$13
Net income (gross income less expenses)2010-12-08$-277,877
Net plan assets at end of year (total assets less liabilities)2010-12-08$0
Net plan assets at beginning of year (total assets less liabilities)2010-12-08$277,877
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-08$13

Form 5500 Responses for GERALD L. BOWEN, P.C. PROFIT SHARING PLAN

2020: GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2011: GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GERALD L. BOWEN, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01This submission is the final filingNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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