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GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameGERALD L. BOWEN, P.C. MONEY PURCHASE PENSION PLAN
Plan identification number 003

GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION 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).
  • Money purchase (other than target benefit)

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. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032020-01-01
0032019-01-01
0032018-01-01GERALD L BOWEN JR.
0032017-01-01GERALD L BOWEN JR.
0032016-01-01GERALD L BOWEN JR.
0032015-01-01
0032014-01-01GERALD L BOWEN JR.
0032012-01-01GERALD L BOWEN JR.2013-06-30
0032011-01-01GERALD L BOWEN JR.
0032010-01-01GERALD L BOWEN JR.
0032009-01-01GERALD L BOWEN JR.

Plan Statistics for GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION PLAN

Measure Date Value
2020: GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
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. MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-011
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
2017: GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-014
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 participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
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 participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
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 participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-010
2011: GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION 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. MONEY PURCHASE PENSION 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. MONEY PURCHASE PENSION PLAN 2009 401k membership
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. MONEY PURCHASE PENSION PLAN

Measure Date Value
2020 : GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION 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$132,689
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$506,817
Total plan assets at beginning of year2020-12-31$374,128
Other income received2020-12-31$13,660
Noncash contributions received2020-12-31$110,886
Net income (gross income less expenses)2020-12-31$132,689
Net plan assets at end of year (total assets less liabilities)2020-12-31$506,817
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$374,128
Total contributions received or receivable from employer(s)2020-12-31$8,143
2019 : GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION 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$62,035
Expenses. Total of all expenses incurred2019-12-31$9,803
Benefits paid (including direct rollovers)2019-12-31$9,803
Total plan assets at end of year2019-12-31$374,128
Total plan assets at beginning of year2019-12-31$321,896
Other income received2019-12-31$43,264
Noncash contributions received2019-12-31$11,520
Net income (gross income less expenses)2019-12-31$52,232
Net plan assets at end of year (total assets less liabilities)2019-12-31$374,128
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$321,896
Total contributions received or receivable from employer(s)2019-12-31$7,251
2018 : GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION 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$15,675
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$321,896
Total plan assets at beginning of year2018-12-31$306,221
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$0
Other income received2018-12-31$-12,495
Noncash contributions received2018-12-31$16,294
Net income (gross income less expenses)2018-12-31$15,675
Net plan assets at end of year (total assets less liabilities)2018-12-31$321,896
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$306,221
Total contributions received or receivable from employer(s)2018-12-31$11,876
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. MONEY PURCHASE PENSION 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$44,428
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$306,221
Total plan assets at beginning of year2017-12-31$261,793
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$26,210
Noncash contributions received2017-12-31$7,871
Net income (gross income less expenses)2017-12-31$44,428
Net plan assets at end of year (total assets less liabilities)2017-12-31$306,221
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$261,793
Total contributions received or receivable from employer(s)2017-12-31$10,347
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. MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$13,176
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$261,792
Total plan assets at beginning of year2016-12-31$248,616
Total contributions received or receivable from participants2016-12-31$0
Other income received2016-12-31$2,303
Noncash contributions received2016-12-31$-1,119
Net income (gross income less expenses)2016-12-31$13,176
Net plan assets at end of year (total assets less liabilities)2016-12-31$261,792
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$248,616
Total contributions received or receivable from employer(s)2016-12-31$11,992
2015 : GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$19,190
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$248,616
Total plan assets at beginning of year2015-12-31$229,807
Other income received2015-12-31$7,627
Net income (gross income less expenses)2015-12-31$19,190
Net plan assets at end of year (total assets less liabilities)2015-12-31$248,616
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$229,807
Total contributions received or receivable from employer(s)2015-12-31$11,563
2014 : GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$18,983
Expenses. Total of all expenses incurred2014-12-31$77,987
Benefits paid (including direct rollovers)2014-12-31$77,987
Total plan assets at end of year2014-12-31$229,807
Total plan assets at beginning of year2014-12-31$285,613
Other income received2014-12-31$6,487
Net income (gross income less expenses)2014-12-31$-59,004
Net plan assets at end of year (total assets less liabilities)2014-12-31$229,807
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$285,613
Total contributions received or receivable from employer(s)2014-12-31$12,496
2013 : GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$12,279
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$285,613
Total plan assets at beginning of year2013-12-31$246,572
Other income received2013-12-31$578
Net income (gross income less expenses)2013-12-31$12,279
Net plan assets at end of year (total assets less liabilities)2013-12-31$285,613
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$246,572
Total contributions received or receivable from employer(s)2013-12-31$11,701
2011 : GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$10,265
Total plan assets at end of year2011-12-31$224,503
Total plan assets at beginning of year2011-12-31$214,953
Other income received2011-12-31$346
Net income (gross income less expenses)2011-12-31$10,265
Net plan assets at end of year (total assets less liabilities)2011-12-31$224,503
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$214,953
Total contributions received or receivable from employer(s)2011-12-31$9,919
2010 : GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION 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$10,150
Total plan assets at end of year2010-12-31$214,953
Total plan assets at beginning of year2010-12-31$198,443
Other income received2010-12-31$475
Net income (gross income less expenses)2010-12-31$10,150
Net plan assets at end of year (total assets less liabilities)2010-12-31$214,953
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$198,443
Total contributions received or receivable from employer(s)2010-12-31$9,675

Form 5500 Responses for GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION PLAN

2020: GERALD L. BOWEN, P.C. MONEY PURCHASE PENSION 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. MONEY PURCHASE PENSION 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. MONEY PURCHASE PENSION 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. MONEY PURCHASE PENSION 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. MONEY PURCHASE PENSION 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. MONEY PURCHASE PENSION 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. MONEY PURCHASE PENSION 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. MONEY PURCHASE PENSION 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. MONEY PURCHASE PENSION 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. MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Submission has been amendedNo
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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