401k Plan data: BOWEN LAW PROFESIONAL GROUP 401 (K) PLAN, 616480 plan

BOWEN LAW PROFESIONAL GROUP 401 (K) PLAN, 616480 401k Plan overview

Plan Name	BOWEN LAW PROFESIONAL GROUP 401 (K) PLAN, 616480
Plan identification number	001

BOWEN LAW PROFESIONAL GROUP 401 (K) PLAN, 616480 Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: BOWEN LAW, P.C.

Employer identification number (EIN): 264383735

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOWEN LAW PROFESIONAL GROUP 401 (K) PLAN, 616480

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LEAH JACOBSON 2024-09-27
001 2022-01-01 LEAH JACOBSON 2023-08-17 LEAH JACOBSON 2023-08-17
001 2021-01-01 LEAH JACOBSON 2022-10-06
001 2020-01-01 JANET BOWEN 2021-09-20
001 2019-01-01 JANET BOWEN 2020-07-30
001 2018-01-01 TRAV BOWEN 2019-10-15
001 2017-01-01 TRAV BOWEN 2018-10-15 TRAV BOWEN 2018-10-15
001 2016-01-01 TRAV BOWEN 2017-10-16
001 2015-01-01 BRIAN BERKALBACH 2016-10-07 BRIAN BERKALBACH 2016-10-07
001 2014-01-01 BRIAN BERKELBACH
001 2013-01-01 BRIAN BERKELBACH 2014-07-31 BRIAN BERKELBACH 2014-07-31
001 2012-01-01 TRAVIS BOWEN 2013-07-16 TRAVIS BOWEN 2013-07-16
001 2011-01-01 PATTY DOUVILLE 2012-04-04 PATTY DOUVILLE 2012-04-04
001 2010-02-01 PATTY DOUVILLE 2012-03-28 PATTY DOUVILLE 2012-03-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	LEAH JACOBSON	2024-09-27
001	2022-01-01	LEAH JACOBSON	2023-08-17	LEAH JACOBSON	2023-08-17
001	2021-01-01	LEAH JACOBSON	2022-10-06
001	2020-01-01	JANET BOWEN	2021-09-20
001	2019-01-01	JANET BOWEN	2020-07-30
001	2018-01-01	TRAV BOWEN	2019-10-15
001	2017-01-01	TRAV BOWEN	2018-10-15	TRAV BOWEN	2018-10-15
001	2016-01-01	TRAV BOWEN	2017-10-16
001	2015-01-01	BRIAN BERKALBACH	2016-10-07	BRIAN BERKALBACH	2016-10-07
001	2014-01-01	BRIAN BERKELBACH
001	2013-01-01	BRIAN BERKELBACH	2014-07-31	BRIAN BERKELBACH	2014-07-31
001	2012-01-01	TRAVIS BOWEN	2013-07-16	TRAVIS BOWEN	2013-07-16
001	2011-01-01	PATTY DOUVILLE	2012-04-04	PATTY DOUVILLE	2012-04-04
001	2010-02-01	PATTY DOUVILLE	2012-03-28	PATTY DOUVILLE	2012-03-28

Plan Statistics for BOWEN LAW PROFESIONAL GROUP 401 (K) PLAN, 616480

401k plan membership statisitcs for BOWEN LAW PROFESIONAL GROUP 401 (K) PLAN, 616480

Measure Date Value
2014: BOWEN LAW PROFESIONAL GROUP 401 (K) PLAN, 616480 2014 401k membership
Total participants, beginning-of-year 2014-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 21
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 21

Measure	Date	Value
2014: BOWEN LAW PROFESIONAL GROUP 401 (K) PLAN, 616480 2014 401k membership
Total participants, beginning-of-year	2014-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	21
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	21

Form 5500 Responses for BOWEN LAW PROFESIONAL GROUP 401 (K) PLAN, 616480

2014: BOWEN LAW PROFESIONAL GROUP 401 (K) PLAN, 616480 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No

Potentially related plans

BOWEN LAW FIRM RETIREMENT PLAN [EIN = 204770365]

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Company Name:	BOWEN LAW, P.C.
Employer identification number (EIN):	264383735
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers