Bowen & Bowen DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bowen & Bowen
  • Sponsor EIN: 362800016
  • Sponsor Address: 16 W 445 S FRONTAGE ROAD, BURR RIDGE, IL, 60527
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $3.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$3.2M$79,239$50,178
20236$2.9M$83,407$44,430
20226$2.5M$63,286$50,029

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