Original filing (PDF)20250418162115NAL0001463011001

BOWLES & VERNA LLP

Name: BOWLES & VERNA LLP — BOWLES & VERNA LLP 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: BOWLES & VERNA LLP

Form 5500-SF

FILING_RECEIVED

BOWLES & VERNA LLP 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.9M

Net assets (EOY)

$16.9M

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 BOWLES & VERNA LLP.

Plan sponsor

Name

BOWLES & VERNA LLP

EIN

68-0102293

Address

2121 N. CALIFORNIA BLVD STE 875 · WALNUT CREEK, CA · 945968180

Phone

(925) 935-3300

Industry

Law 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

2025-04-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

KAPLAN FOX & KILSHEIMER LLP

KAPLAN FOX & KILSHEIMER LLP PROFIT SHARING PLAN

$16.9M · 41 participants

MARTIN AND JONES, PLLC

MARTIN AND JONES, PLLC 401K SAVINGS AND PROFIT SHARING PLAN

$16.9M · 30 participants

KATHERMAN, BRIGGS & GREENBERG, LLP

KATHERMAN, BRIGGS & GREENBERG, LLP, 401K PROFIT SHARING PLAN & TRUST

$16.9M · 32 participants

SPANOS PRZETAK APLC

SPANOS PRZETAK APLC PROFIT SHARING 401(K) PLAN

$16.9M · 25 participants

CHISHOLM CHISHOLM & KILPATRICK, LTD.