401k Plan data: BOWEN REAL ESTATE GROUP 401(K) PLAN plan

BOWEN REAL ESTATE GROUP 401(K) PLAN 401k Plan overview

Plan Name	BOWEN REAL ESTATE GROUP 401(K) PLAN
Plan identification number	001

BOWEN REAL ESTATE GROUP 401(K) PLAN 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BOWEN PROPERTY MANAGEMENT CO has sponsored the creation of one or more 401k plans.

Company Name: BOWEN PROPERTY MANAGEMENT CO

Employer identification number (EIN): 930694449

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOWEN REAL ESTATE GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 STEVEN GISH STEVEN GISH 2018-08-23
001 2016-01-01 STEVEN L GISH STEVEN L GISH 2017-08-30
001 2015-01-01 E. ALLEN SHELBY E. ALLEN SHELBY 2016-10-07
001 2014-01-01 STEVEN GISH STEVEN GISH 2015-10-02
001 2013-01-01 STEVEN L. GISH STEVEN L. GISH 2014-09-19
001 2012-01-01 STEVEN GISH STEVEN GISH 2013-10-02
001 2011-01-01 STEVEN L. GISH
001 2010-01-01 STEVEN L. GISH
001 2009-01-01 STEVEN GISH STEVEN GISH 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	STEVEN GISH	STEVEN GISH	2018-08-23
001	2016-01-01	STEVEN L GISH	STEVEN L GISH	2017-08-30
001	2015-01-01	E. ALLEN SHELBY	E. ALLEN SHELBY	2016-10-07
001	2014-01-01	STEVEN GISH	STEVEN GISH	2015-10-02
001	2013-01-01	STEVEN L. GISH	STEVEN L. GISH	2014-09-19
001	2012-01-01	STEVEN GISH	STEVEN GISH	2013-10-02
001	2011-01-01	STEVEN L. GISH
001	2010-01-01	STEVEN L. GISH
001	2009-01-01	STEVEN GISH	STEVEN GISH	2010-10-14

Plan Statistics for BOWEN REAL ESTATE GROUP 401(K) PLAN

401k plan membership statisitcs for BOWEN REAL ESTATE GROUP 401(K) PLAN

Measure Date Value
2022: BOWEN REAL ESTATE GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 42
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 77
Total of all active and inactive participants 2022-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 119
Number of participants with account balances 2022-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BOWEN REAL ESTATE GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 36
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 91
Total of all active and inactive participants 2021-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 127
Number of participants with account balances 2021-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BOWEN REAL ESTATE GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 53
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 94
Total of all active and inactive participants 2020-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 147
Number of participants with account balances 2020-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BOWEN REAL ESTATE GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 418
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 41
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 93
Total of all active and inactive participants 2019-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 134
Number of participants with account balances 2019-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BOWEN REAL ESTATE GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 423
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 329
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 52
Total of all active and inactive participants 2018-01-01 381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 381
Number of participants with account balances 2018-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BOWEN REAL ESTATE GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 491
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 331
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 57
Total of all active and inactive participants 2017-01-01 388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 388
Number of participants with account balances 2017-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BOWEN REAL ESTATE GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 440
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 338
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 55
Total of all active and inactive participants 2016-01-01 393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 393
Number of participants with account balances 2016-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BOWEN REAL ESTATE GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 350
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 266
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 85
Total of all active and inactive participants 2015-01-01 351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 351
Number of participants with account balances 2015-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BOWEN REAL ESTATE GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 391
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 230
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 92
Total of all active and inactive participants 2014-01-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 322
Number of participants with account balances 2014-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BOWEN REAL ESTATE GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 367
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 194
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 96
Total of all active and inactive participants 2013-01-01 290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 290
Number of participants with account balances 2013-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BOWEN REAL ESTATE GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 930
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 276
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 91
Total of all active and inactive participants 2012-01-01 367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 367
Number of participants with account balances 2012-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 9
2011: BOWEN REAL ESTATE GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 886
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 839
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 91
Total of all active and inactive participants 2011-01-01 930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 930
Number of participants with account balances 2011-01-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 15
2010: BOWEN REAL ESTATE GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 950
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 807
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 79
Total of all active and inactive participants 2010-01-01 886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 886
Number of participants with account balances 2010-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 17
2009: BOWEN REAL ESTATE GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 852
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 843
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 107
Total of all active and inactive participants 2009-01-01 950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 950
Number of participants with account balances 2009-01-01 287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 29

Measure	Date	Value
2022: BOWEN REAL ESTATE GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	42
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	77
Total of all active and inactive participants	2022-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	119
Number of participants with account balances	2022-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BOWEN REAL ESTATE GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	36
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	91
Total of all active and inactive participants	2021-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	127
Number of participants with account balances	2021-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BOWEN REAL ESTATE GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	53
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	94
Total of all active and inactive participants	2020-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	147
Number of participants with account balances	2020-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BOWEN REAL ESTATE GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	418
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	41
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	93
Total of all active and inactive participants	2019-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	134
Number of participants with account balances	2019-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BOWEN REAL ESTATE GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	423
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	329
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	52
Total of all active and inactive participants	2018-01-01	381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	381
Number of participants with account balances	2018-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BOWEN REAL ESTATE GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	491
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	331
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	57
Total of all active and inactive participants	2017-01-01	388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	388
Number of participants with account balances	2017-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BOWEN REAL ESTATE GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	440
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	338
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	55
Total of all active and inactive participants	2016-01-01	393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	393
Number of participants with account balances	2016-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BOWEN REAL ESTATE GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	350
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	266
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	85
Total of all active and inactive participants	2015-01-01	351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	351
Number of participants with account balances	2015-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BOWEN REAL ESTATE GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	391
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	230
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	92
Total of all active and inactive participants	2014-01-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	322
Number of participants with account balances	2014-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BOWEN REAL ESTATE GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	367
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	194
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	96
Total of all active and inactive participants	2013-01-01	290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	290
Number of participants with account balances	2013-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BOWEN REAL ESTATE GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	930
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	276
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	91
Total of all active and inactive participants	2012-01-01	367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	367
Number of participants with account balances	2012-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	9
2011: BOWEN REAL ESTATE GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	886
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	839
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	91
Total of all active and inactive participants	2011-01-01	930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	930
Number of participants with account balances	2011-01-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	15
2010: BOWEN REAL ESTATE GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	950
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	807
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	79
Total of all active and inactive participants	2010-01-01	886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	886
Number of participants with account balances	2010-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	17
2009: BOWEN REAL ESTATE GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	852
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	843
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	107
Total of all active and inactive participants	2009-01-01	950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	950
Number of participants with account balances	2009-01-01	287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	29

Financial Data on BOWEN REAL ESTATE GROUP 401(K) PLAN

Measure	Date	Value
2022 : BOWEN REAL ESTATE GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-910,502
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$756,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$751,571
Expenses. Certain deemed distributions of participant loans	2022-12-31	$4,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$289,657
Value of total assets at end of year	2022-12-31	$5,492,297
Value of total assets at beginning of year	2022-12-31	$7,159,745
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$628
Total interest from all sources	2022-12-31	$7,708
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$156,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$156,735
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$202,429
Participant contributions at end of year	2022-12-31	$55,527
Participant contributions at beginning of year	2022-12-31	$65,443
Administrative expenses (other) incurred	2022-12-31	$628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,667,448
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,492,297
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,159,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,251,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,103,158
Interest on participant loans	2022-12-31	$7,708
Value of interest in common/collective trusts at end of year	2022-12-31	$185,263
Value of interest in common/collective trusts at beginning of year	2022-12-31	$991,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,366,881
Net investment gain or loss from common/collective trusts	2022-12-31	$2,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$87,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$751,571
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KBF CPAS LLP
Accountancy firm EIN	2022-12-31	821030164
2021 : BOWEN REAL ESTATE GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,171,485
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$915,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$898,763
Expenses. Certain deemed distributions of participant loans	2021-12-31	$15,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$276,581
Value of total assets at end of year	2021-12-31	$7,159,745
Value of total assets at beginning of year	2021-12-31	$6,903,393
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$520
Total interest from all sources	2021-12-31	$7,701
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$438,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$438,848
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$194,767
Participant contributions at end of year	2021-12-31	$65,443
Participant contributions at beginning of year	2021-12-31	$85,545
Participant contributions at beginning of year	2021-12-31	$17
Other income not declared elsewhere	2021-12-31	$981
Administrative expenses (other) incurred	2021-12-31	$520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$256,352
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,159,745
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,903,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,103,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,824,577
Interest on participant loans	2021-12-31	$7,701
Value of interest in common/collective trusts at end of year	2021-12-31	$991,144
Value of interest in common/collective trusts at beginning of year	2021-12-31	$993,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$441,013
Net investment gain or loss from common/collective trusts	2021-12-31	$6,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$81,814
Employer contributions (assets) at beginning of year	2021-12-31	$13
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$898,763
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	KBF CPAS LLP
Accountancy firm EIN	2021-12-31	821030164
2020 : BOWEN REAL ESTATE GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,323,592
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,335,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,331,152
Expenses. Certain deemed distributions of participant loans	2020-12-31	$3,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$433,230
Value of total assets at end of year	2020-12-31	$6,903,393
Value of total assets at beginning of year	2020-12-31	$6,915,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$630
Total interest from all sources	2020-12-31	$5,498
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$236,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$236,930
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$221,911
Participant contributions at end of year	2020-12-31	$85,545
Participant contributions at beginning of year	2020-12-31	$24,530
Participant contributions at end of year	2020-12-31	$17
Participant contributions at beginning of year	2020-12-31	$2,257
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$121,849
Other income not declared elsewhere	2020-12-31	$3,018
Administrative expenses (other) incurred	2020-12-31	$630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-11,982
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,903,393
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,915,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,824,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,579,378
Interest on participant loans	2020-12-31	$5,498
Value of interest in common/collective trusts at end of year	2020-12-31	$993,241
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,307,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$628,753
Net investment gain or loss from common/collective trusts	2020-12-31	$16,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$89,470
Employer contributions (assets) at end of year	2020-12-31	$13
Employer contributions (assets) at beginning of year	2020-12-31	$1,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,331,152
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	KBF CPAS, LLP
Accountancy firm EIN	2020-12-31	821030164
2019 : BOWEN REAL ESTATE GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,927,323
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$533,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$461,028
Expenses. Certain deemed distributions of participant loans	2019-12-31	$68,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$722,218
Value of total assets at end of year	2019-12-31	$6,915,375
Value of total assets at beginning of year	2019-12-31	$5,521,363
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,525
Total interest from all sources	2019-12-31	$4,585
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$224,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$224,504
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$416,744
Participant contributions at end of year	2019-12-31	$24,530
Participant contributions at beginning of year	2019-12-31	$68,567
Participant contributions at end of year	2019-12-31	$2,257
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$111,756
Other income not declared elsewhere	2019-12-31	$39
Administrative expenses (other) incurred	2019-12-31	$3,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,394,012
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,915,375
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,521,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,579,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,491,976
Interest on participant loans	2019-12-31	$4,585
Value of interest in common/collective trusts at end of year	2019-12-31	$1,307,211
Value of interest in common/collective trusts at beginning of year	2019-12-31	$960,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$955,819
Net investment gain or loss from common/collective trusts	2019-12-31	$20,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$193,718
Employer contributions (assets) at end of year	2019-12-31	$1,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$461,028
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KBF CPAS, LLP
Accountancy firm EIN	2019-12-31	821030164
2018 : BOWEN REAL ESTATE GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$362,004
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$689,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$687,202
Expenses. Certain deemed distributions of participant loans	2018-12-31	$64
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$618,955
Value of total assets at end of year	2018-12-31	$5,521,363
Value of total assets at beginning of year	2018-12-31	$5,849,050
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,425
Total interest from all sources	2018-12-31	$1,855
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$244,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$244,010
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$425,111
Participant contributions at end of year	2018-12-31	$68,567
Participant contributions at beginning of year	2018-12-31	$27,834
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$4,982
Other income not declared elsewhere	2018-12-31	$34
Administrative expenses (other) incurred	2018-12-31	$2,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-327,687
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,521,363
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,849,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,491,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,903,916
Interest on participant loans	2018-12-31	$1,855
Value of interest in common/collective trusts at end of year	2018-12-31	$960,820
Value of interest in common/collective trusts at beginning of year	2018-12-31	$917,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-514,931
Net investment gain or loss from common/collective trusts	2018-12-31	$12,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$188,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$687,202
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KBF CPAS, LLP
Accountancy firm EIN	2018-12-31	821030164
2017 : BOWEN REAL ESTATE GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,017,871
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$516,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$515,143
Expenses. Certain deemed distributions of participant loans	2017-12-31	$61
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,233,030
Value of total assets at end of year	2017-12-31	$5,849,050
Value of total assets at beginning of year	2017-12-31	$4,347,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,160
Total interest from all sources	2017-12-31	$1,833
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$215,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$215,974
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$435,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$295,812
Participant contributions at end of year	2017-12-31	$27,834
Participant contributions at beginning of year	2017-12-31	$78,458
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$791,977
Other income not declared elsewhere	2017-12-31	$1
Administrative expenses (other) incurred	2017-12-31	$1,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,501,507
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,849,050
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,347,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,903,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,157,144
Interest on participant loans	2017-12-31	$1,833
Value of interest in common/collective trusts at end of year	2017-12-31	$917,300
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,111,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$555,710
Net investment gain or loss from common/collective trusts	2017-12-31	$11,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$145,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$515,143
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KBF CPAS LLP
Accountancy firm EIN	2017-12-31	821030164
2016 : BOWEN REAL ESTATE GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$945,733
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$142,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$140,243
Expenses. Certain deemed distributions of participant loans	2016-12-31	$96
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$633,651
Value of total assets at end of year	2016-12-31	$4,347,543
Value of total assets at beginning of year	2016-12-31	$3,544,074
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,925
Total interest from all sources	2016-12-31	$2,886
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$114,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$114,437
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$355,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$232,496
Participant contributions at end of year	2016-12-31	$78,458
Participant contributions at beginning of year	2016-12-31	$38,502
Participant contributions at beginning of year	2016-12-31	$175
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$285,473
Administrative expenses (other) incurred	2016-12-31	$1,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$803,469
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,347,543
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,544,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,157,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,077,290
Interest on participant loans	2016-12-31	$2,886
Value of interest in common/collective trusts at end of year	2016-12-31	$1,111,941
Value of interest in common/collective trusts at beginning of year	2016-12-31	$427,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$191,956
Net investment gain or loss from common/collective trusts	2016-12-31	$2,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$115,682
Employer contributions (assets) at beginning of year	2016-12-31	$140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$140,243
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	KIECKHAFER SCHIFFER & COMPANY LL
Accountancy firm EIN	2016-12-31	330688321
2015 : BOWEN REAL ESTATE GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$336,112
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$659,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$654,691
Expenses. Certain deemed distributions of participant loans	2015-12-31	$129
Value of total corrective distributions	2015-12-31	$3,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$287,075
Value of total assets at end of year	2015-12-31	$3,544,074
Value of total assets at beginning of year	2015-12-31	$3,867,296
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$930
Total interest from all sources	2015-12-31	$771
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$199,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$199,932
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$387,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$182,218
Participant contributions at end of year	2015-12-31	$38,502
Participant contributions at beginning of year	2015-12-31	$11,376
Participant contributions at end of year	2015-12-31	$175
Participant contributions at beginning of year	2015-12-31	$75
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$4,329
Other income not declared elsewhere	2015-12-31	$512
Administrative expenses (other) incurred	2015-12-31	$930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-323,222
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,544,074
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,867,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,077,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,716,394
Interest on participant loans	2015-12-31	$771
Value of interest in common/collective trusts at end of year	2015-12-31	$427,967
Value of interest in common/collective trusts at beginning of year	2015-12-31	$139,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-155,994
Net investment gain or loss from common/collective trusts	2015-12-31	$3,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$100,528
Employer contributions (assets) at end of year	2015-12-31	$140
Employer contributions (assets) at beginning of year	2015-12-31	$60
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$654,691
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MACK, ROBERTS & CO., LLC
Accountancy firm EIN	2015-12-31	931159640
2014 : BOWEN REAL ESTATE GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$537,363
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$322,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$317,336
Expenses. Certain deemed distributions of participant loans	2014-12-31	$4,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$278,237
Value of total assets at end of year	2014-12-31	$3,867,296
Value of total assets at beginning of year	2014-12-31	$3,652,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$915
Total interest from all sources	2014-12-31	$476
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$294,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$294,082
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$366,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$160,970
Participant contributions at end of year	2014-12-31	$11,376
Participant contributions at beginning of year	2014-12-31	$10,853
Participant contributions at end of year	2014-12-31	$75
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$33,999
Other income not declared elsewhere	2014-12-31	$48
Administrative expenses (other) incurred	2014-12-31	$915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$214,904
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,867,296
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,652,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,716,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,320,361
Interest on participant loans	2014-12-31	$476
Value of interest in common/collective trusts at end of year	2014-12-31	$139,391
Value of interest in common/collective trusts at beginning of year	2014-12-31	$321,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-36,135
Net investment gain or loss from common/collective trusts	2014-12-31	$655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$83,268
Employer contributions (assets) at end of year	2014-12-31	$60
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$317,336
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MACK, ROBERTS & CO., LLC
Accountancy firm EIN	2014-12-31	931159640
2013 : BOWEN REAL ESTATE GROUP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$32,023
Total income from all sources (including contributions)	2013-12-31	$940,633
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$518,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$515,023
Expenses. Certain deemed distributions of participant loans	2013-12-31	$2,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$232,132
Value of total assets at end of year	2013-12-31	$3,652,392
Value of total assets at beginning of year	2013-12-31	$3,262,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,376
Total interest from all sources	2013-12-31	$456
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$192,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$192,504
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$327,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$158,692
Participant contributions at end of year	2013-12-31	$10,853
Participant contributions at beginning of year	2013-12-31	$13,602
Participant contributions at beginning of year	2013-12-31	$1,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$32,023
Administrative expenses (other) incurred	2013-12-31	$1,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$421,936
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,652,392
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,230,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,320,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,109,091
Interest on participant loans	2013-12-31	$456
Value of interest in common/collective trusts at end of year	2013-12-31	$321,178
Value of interest in common/collective trusts at beginning of year	2013-12-31	$138,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$511,166
Net investment gain or loss from common/collective trusts	2013-12-31	$4,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$73,440
Employer contributions (assets) at beginning of year	2013-12-31	$167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$515,023
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MACK, ROBERTS & CO., LLC
Accountancy firm EIN	2013-12-31	931159640
2012 : BOWEN REAL ESTATE GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$32,023
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$32,173
Total income from all sources (including contributions)	2012-12-31	$1,036,477
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,195,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,158,399
Value of total corrective distributions	2012-12-31	$32,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$421,979
Value of total assets at end of year	2012-12-31	$3,262,479
Value of total assets at beginning of year	2012-12-31	$4,421,568
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$4,994
Total interest from all sources	2012-12-31	$3,091
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$72,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$72,685
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$439,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$341,187
Participant contributions at end of year	2012-12-31	$13,602
Participant contributions at beginning of year	2012-12-31	$99,039
Participant contributions at end of year	2012-12-31	$1,270
Participant contributions at beginning of year	2012-12-31	$3,247
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$32,023
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$32,173
Other income not declared elsewhere	2012-12-31	$3
Administrative expenses (other) incurred	2012-12-31	$4,994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-1,158,939
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,230,456
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,389,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,109,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,027,189
Interest on participant loans	2012-12-31	$3,091
Value of interest in common/collective trusts at end of year	2012-12-31	$138,349
Value of interest in common/collective trusts at beginning of year	2012-12-31	$291,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$536,600
Net investment gain or loss from common/collective trusts	2012-12-31	$2,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$80,054
Employer contributions (assets) at end of year	2012-12-31	$167
Employer contributions (assets) at beginning of year	2012-12-31	$904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,158,399
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MACK, ROBERTS & CO., LLC
Accountancy firm EIN	2012-12-31	931159640
2011 : BOWEN REAL ESTATE GROUP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$32,173
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$75,509
Total income from all sources (including contributions)	2011-12-31	$441,273
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$325,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$291,771
Value of total corrective distributions	2011-12-31	$32,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$585,840
Value of total assets at end of year	2011-12-31	$4,421,568
Value of total assets at beginning of year	2011-12-31	$4,349,160
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,585
Total interest from all sources	2011-12-31	$4,174
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$82,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$82,504
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$428,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$463,756
Participant contributions at end of year	2011-12-31	$99,039
Participant contributions at beginning of year	2011-12-31	$83,987
Participant contributions at end of year	2011-12-31	$3,247
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$4,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$32,173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$75,509
Administrative expenses (other) incurred	2011-12-31	$1,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$115,744
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,389,395
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,273,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,027,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,803,492
Interest on participant loans	2011-12-31	$4,174
Value of interest in common/collective trusts at end of year	2011-12-31	$291,189
Value of interest in common/collective trusts at beginning of year	2011-12-31	$461,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-235,397
Net investment gain or loss from common/collective trusts	2011-12-31	$4,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$117,545
Employer contributions (assets) at end of year	2011-12-31	$904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$291,771
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MACK, ROBERTS AND CO., LLC
Accountancy firm EIN	2011-12-31	931159640
2010 : BOWEN REAL ESTATE GROUP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$75,509
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$977,255
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$690,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$607,231
Expenses. Certain deemed distributions of participant loans	2010-12-31	$3,203
Value of total corrective distributions	2010-12-31	$75,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$638,038
Value of total assets at end of year	2010-12-31	$4,349,160
Value of total assets at beginning of year	2010-12-31	$3,986,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$4,124
Total interest from all sources	2010-12-31	$25,247
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$62,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$62,255
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$399,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$476,693
Participant contributions at end of year	2010-12-31	$83,987
Participant contributions at beginning of year	2010-12-31	$97,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$75,509
Administrative expenses (other) incurred	2010-12-31	$4,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$287,188
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,273,651
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,986,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,803,492
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$3,855,019
Interest on participant loans	2010-12-31	$4,251
Interest earned on other investments	2010-12-31	$20,996
Value of interest in common/collective trusts at end of year	2010-12-31	$461,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$19,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$219,583
Net investment gain or loss from common/collective trusts	2010-12-31	$32,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$161,345
Employer contributions (assets) at beginning of year	2010-12-31	$14,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$607,231
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BEEMER, SMITH, MUNRO & CO.
Accountancy firm EIN	2010-12-31	930668420
2009 : BOWEN REAL ESTATE GROUP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BOWEN REAL ESTATE GROUP 401(K) PLAN

2022: BOWEN REAL ESTATE GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BOWEN REAL ESTATE GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BOWEN REAL ESTATE GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BOWEN REAL ESTATE GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BOWEN REAL ESTATE GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BOWEN REAL ESTATE GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BOWEN REAL ESTATE GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BOWEN REAL ESTATE GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BOWEN REAL ESTATE GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BOWEN REAL ESTATE GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BOWEN REAL ESTATE GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BOWEN REAL ESTATE GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BOWEN REAL ESTATE GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BOWEN REAL ESTATE GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

934872-01

Policy instance

Insurance contract or identification number	934872-01
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

Potentially related plans

BOWEN REAL ESTATE 401(K) PS PLAN [EIN = 330821471]

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Company Name:	BOWEN PROPERTY MANAGEMENT CO
Employer identification number (EIN):	930694449
NAIC Classification:	531310