Original filing (PDF)20250722080219NAL0005206498001

PETER BOWERS, PC

Name: PETER BOWERS, PC — PETER BOWERS, PC CASH BALANCE PLAN, Form 5500 (2024)
Creator: PETER BOWERS, PC

Form 5500-SF

FILING_RECEIVED

PETER BOWERS, PC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETER BOWERS, PC.

Plan sponsor

Name

PETER BOWERS, PC

EIN

23-2982813

Address

441 NORTH 5TH STREET · SUITE 100 · PHILADELPHIA, PA · 19123

Phone

(215) 440-0300

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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 Law Offices plans

WILSON, HUTCHINSON & LITTLEPAGE

WILSON, HUTCHINSON & LITTLEPAGE 401K PS PLAN

$1.0M · 27 participants

JACOBS & JAGOS, LLC

JACOBS & JAGOS LLC, PROFIT SHARING PLAN

$1.0M · 4 participants

THE WIRBICKI LAW GROUP, LLC

THE WIRBICKI LAW GROUP 401K & PROFIT SHARING PLAN

$1.0M · 21 participants

ESPLIN & ASSOCIATES, PC

ESPLIN & ASSOCIATES 401(K) PLAN

$1.0M · 13 participants

GIVNER LAW GROUP

GIVNER DEFINED BENEFIT PLAN

$1.0M · 3 participants