How big is Bowen Agency's plan?

Bowen Agency's plan reported $819K in assets and 5 participants for 2025.

Original filing (PDF)20260327091445NAL0006759649001

Bowen Agency

Name: Bowen Agency — Bowen Agency 401(k) Plan, Form 5500 (2025)
Creator: Bowen Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bowen Agency 401(k) Plan

401(k) retirement plan · Bowen Agency's Bowen Agency 401(k) Plan held $819K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$819K

Net assets (EOY)

$819K

People on this filing

Lawrence E. Johnson signed Bowen Agency's 2025 Form 5500 as plan administrator.

Lawrence E. Johnson — 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

Bowen Agency's EIN is 23-1984403.

EIN 23-1984403

Plan number 001

Plan year 2025

ACK ID 20260327091445NAL0006759649001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bowen Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bowen Agency's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOWEN AGENCY.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Plan sponsor

Name

BOWEN AGENCY

EIN

all filings

Address

1372 N. SUSQUEHANNA TRAIL · SUITE 110 · SELINSGROVE, PA · 17870

Phone

(570) 743-2165

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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