· 2022–2024 · DOL EFAST2

DONALD C. BOWERS INSURANCE, INC. — DONALD C. BOWERS INSURANCE, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250822153411NAL0002600179001

DONALD C. BOWERS INSURANCE, INC.

Form 5500-SF

FILING_RECEIVED

DONALD C. BOWERS INSURANCE, INC. 401(K) PLAN

401(k) retirement plan

Active participants

24

Accounts w/ balance

24

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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

51

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DONALD C. BOWERS INSURANCE, INC..

Plan sponsor

Name

DONALD C. BOWERS INSURANCE, INC.

EIN

52-1559081

Address

1380 DUAL HWY. · HAGERSTOWN, MD · 21740

Phone

(240) 329-3323

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-22

Pension benefit codes

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)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

GIBSON & ASSOCIATES, INC.

GIBSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

$2.0M · 7 participants

ROSS F. MONGIARDO, CFP, CLU, CHFC

ROSS F. MONGIARDO, CFP, CLU, CHFC RETIREMENT PLAN

$2.0M · 3 participants

OJM GROUP, LLC 401(K) PLAN

$2.0M · 11 participants

RICK SHARPE PROFIT SHARING PLAN

NEITCLEM WHOLESALE INSURANCE BROKERAGE, INC.

NEITCLEM WHOLESALE INSURANCE BROKERAGE, INC. 401(K) PROFIT SHARING PLAN