Original filing (PDF)20250305075331NAL0016798626001

LOW and Bonar, Inc.

Name: LOW and Bonar, Inc. — LOW and Bonar Union 401(k), Form 5500 (2023)
Creator: LOW and Bonar, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

LOW and Bonar Union 401(k) Plan

401(k) retirement plan · LOW and Bonar, Inc.'s LOW and Bonar Union 401(k) Plan filed a Form 5500 for plan year 2023, with Fidelity as recordkeeper.

Signals · 1

Late filing · 3.6 mo

Active participants

—

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Rebecca Watson signed LOW and Bonar, Inc.'s 2023 Form 5500 as plan administrator.

Rebecca Watson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LOW and Bonar, Inc.'s EIN is 20-0411022.

EIN 20-0411022

Plan number 001

Plan year 2023

ACK ID 20250305075331NAL0016798626001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for LOW and Bonar, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

LOW and Bonar, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOW AND BONAR, INC..

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 3.6 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

LOW AND BONAR, INC.

EIN

all filings

Address

P.O BOX 1057 · ENKA, NC · 28728

Phone

(828) 665-5061

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-03-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$6K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.