Gerald L. Bowen, PC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Gerald L. Bowen, PC
  • Sponsor EIN: 232050695
  • Sponsor Address: 530 STREET ROAD, SOUTHAMPTON, PA, 18966
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $644,868

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$644,868$14,993$0
20234$515,027$16,016$0
20225$388,377$8,798$0

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