Original filing (PDF)20250929155708NAL0005124531001

BOWERS & COMPANY, CPAS, PLLC

Name: BOWERS & COMPANY, CPAS, PLLC — BOWERS & COMPANY, CPAS, PLLC SAVINGS PLAN, Form 5500 (2024)
Creator: BOWERS & COMPANY, CPAS, PLLC

Form 5500-SF

FILING_RECEIVED

BOWERS & COMPANY, CPAS, PLLC SAVINGS PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

124

Accounts w/ balance

119

Plan assets (EOY)

$24.6M

Net assets (EOY)

$24.6M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOWERS & COMPANY, CPAS, PLLC.

Plan sponsor

Name

BOWERS & COMPANY, CPAS, PLLC

EIN

20-1317788

Address

333 W. WASHINGTON STREET, SUITE 500 · SYRACUSE, NY · 13202

Phone

(315) 472-6221

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

SELDEN FOX, LTD

SELDEN FOX, LTD. 401(K) PROFIT SHARING PLAN

$24.7M · 59 participants

BRADY, WARE & SCHOENFELD, INC.

BRADY, WARE & SCHOENFELD, INC. 401(K) PROFIT SHARING PLAN & TRUST

$24.7M · 155 participants

BRAND SONNENSCHINE LLP

BRAND, SONNENSCHINE, LLP EMPLOYEES 401(K) PLAN

$24.8M · 71 participants

HAYNIE & COMPANY

HAYNIE & CO. 401(K) PLAN

$24.8M · 364 participants

GROSSMAN YANAK & FORD LLP

GROSSMAN YANAK & FORD LLP PROFIT SHARING AND 401(K) PLAN