Original filing (PDF)20250918101234NAL0002916226001

BOWLES PROPERTIES, INC.

Name: BOWLES PROPERTIES, INC. — SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BOWLES PROPERTIES, INC., Form 5500 (2024)
Creator: BOWLES PROPERTIES, INC.

Form 5500-SF

FILING_RECEIVED

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BOWLES PROPERTIES, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 PROPERTIES, INC..

Plan sponsor

Name

BOWLES PROPERTIES, INC.

EIN

75-1560191

Address

PO BOX 3147 · LONGVIEW, TX · 756063147

Phone

(903) 753-7061

Industry

Real Estatesee 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

2025-09-18

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2E · Profit-sharing

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

MOORE & ASSOCIATES INC

MOORE & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST

$2.1M · 5 participants

THE ADLER GROUP, INC.

THE ADLER GROUP, INC. PROFIT SHARING PLAN

$2.1M · 7 participants

RPRE

RPRE PENSION PLAN

$2.1M · 1 participants

MCKINNEY CAPITAL GROUP LLC

MCKINNEY BROKERAGE GROUP, INC DEFINED BENEFIT PENSION PLAN

$2.1M · 9 participants

EMORY REAL ESTATE ADVISORS, LLC

EMORY REAL ESTATE ADVISORS, LLC 401(K) PLAN

$2.1M · 2 participants