How big is Bowen Financial Group, LLC's plan?

Bowen Financial Group, LLC's plan reported $17K in assets and 3 participants for 2025.

Original filing (PDF)20260512104401NAL0013357186001

Bowen Financial Group, LLC

Name: Bowen Financial Group, LLC — Bowen Financial Group, Form 5500 (2025)
Creator: Bowen Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bowen Financial Group, LLC 401(k) Plan

401(k) retirement plan · Bowen Financial Group, LLC's Bowen Financial Group, LLC 401(k) Plan held $17K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

Plan identifiers

Bowen Financial Group, LLC's EIN is 93-3139390.

EIN 93-3139390

Plan number 001

Plan year 2025

ACK ID 20260512104401NAL0013357186001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bowen Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bowen Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOWEN FINANCIAL GROUP, LLC.

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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

Vendor & structure

100

Helping the score