Original filing (PDF)20240823123133NAL0010408240001

BOWEN EDUCATION SERVICES

Name: BOWEN EDUCATION SERVICES — BOWEN EDUCATION SERVICES - 401(K), Form 5500 (2023)
Creator: BOWEN EDUCATION SERVICES

Form 5500-SF

FILING_RECEIVED

BOWEN EDUCATION SERVICES - 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 BOWEN EDUCATION SERVICES.

Plan sponsor

Name

BOWEN EDUCATION SERVICES

EIN

83-0960794

Address

873 DAVE GIBSON BLVD · FORT MILL, SC · 29708

Phone

(803) 526-3021

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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