· 2022–2024 · DOL EFAST2

Christy Bowie Financial Solutions — Christy Bowie, Form 5500 (2025)

Original filing (PDF)20260723141747NAL0011339619001

Christy Bowie Financial Solutions

Form 5500-SF

FILING_RECEIVED

Christy Bowie Financial Solutions 401(k) Plan

401(k) retirement plan · Christy Bowie Financial Solutions' Christy Bowie Financial Solutions 401(k) Plan held $23K in plan assets for 2 participants in 2025.

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

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

65

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 CHRISTY BOWIE FINANCIAL SOLUTIONS.

Plan sponsor

Name

CHRISTY BOWIE FINANCIAL SOLUTIONS

EIN

87-4246548all filings

Address

4948 GREENVILLE AVE · SUITE 100-142 · DALLAS, TX · 75206

Phone

(214) 280-8385

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-23

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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