BOWEN ADVISORS, INC.
Plan context: BOWEN INC 401(K) PROFIT SHARING PLAN & TRUST
EIN 20-0614040 • Plymouth, MA • 14 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
38
2025 Assets
$3,763,872
2025 Contributions
$323,604
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 38 | $3,763,872 | $323,604 | $8,516iApproximate average salary by contribution assumption: employee only about $212,897 at 4% or $141,932 at 6%; with 50% employer match about $141,932 at 4% or $94,621 at 6%; with 100% employer match about $106,449 at 4% or $70,966 at 6%. |
| BOWEN INC 401(K) PROFIT SHARING PLAN & TRUST | - | 38 | $3,763,872 | $323,604 | $8,516iApproximate average salary by contribution assumption: employee only about $212,897 at 4% or $141,932 at 6%; with 50% employer match about $141,932 at 4% or $94,621 at 6%; with 100% employer match about $106,449 at 4% or $70,966 at 6%. |
| 2024 | 1 | 37 | $3,269,343 | $270,410 | $7,308iApproximate average salary by contribution assumption: employee only about $182,709 at 4% or $121,806 at 6%; with 50% employer match about $121,806 at 4% or $81,204 at 6%; with 100% employer match about $91,355 at 4% or $60,903 at 6%. |
| BOWEN INC 401(K) PROFIT SHARING PLAN & TRUST | - | 37 | $3,269,343 | $270,410 | $7,308iApproximate average salary by contribution assumption: employee only about $182,709 at 4% or $121,806 at 6%; with 50% employer match about $121,806 at 4% or $81,204 at 6%; with 100% employer match about $91,355 at 4% or $60,903 at 6%. |
| 2023 | 1 | 35 | $2,777,535 | $285,496 | $8,157iApproximate average salary by contribution assumption: employee only about $203,926 at 4% or $135,950 at 6%; with 50% employer match about $135,950 at 4% or $90,634 at 6%; with 100% employer match about $101,963 at 4% or $67,975 at 6%. |
| BOWEN INC 401(K) PROFIT SHARING PLAN & TRUST | - | 35 | $2,777,535 | $285,496 | $8,157iApproximate average salary by contribution assumption: employee only about $203,926 at 4% or $135,950 at 6%; with 50% employer match about $135,950 at 4% or $90,634 at 6%; with 100% employer match about $101,963 at 4% or $67,975 at 6%. |
| 2022 | 1 | 37 | $2,262,428 | $247,153 | $6,680iApproximate average salary by contribution assumption: employee only about $166,995 at 4% or $111,330 at 6%; with 50% employer match about $111,330 at 4% or $74,220 at 6%; with 100% employer match about $83,498 at 4% or $55,665 at 6%. |
| BOWEN INC 401(K) PROFIT SHARING PLAN & TRUST | - | 37 | $2,262,428 | $247,153 | $6,680iApproximate average salary by contribution assumption: employee only about $166,995 at 4% or $111,330 at 6%; with 50% employer match about $111,330 at 4% or $74,220 at 6%; with 100% employer match about $83,498 at 4% or $55,665 at 6%. |
| 2021 | 1 | 34 | $2,289,663 | $247,981 | $7,294iApproximate average salary by contribution assumption: employee only about $182,339 at 4% or $121,559 at 6%; with 50% employer match about $121,559 at 4% or $81,040 at 6%; with 100% employer match about $91,169 at 4% or $60,780 at 6%. |
| BOWEN INC 401(K) PROFIT SHARING PLAN & TRUST | - | 34 | $2,289,663 | $247,981 | $7,294iApproximate average salary by contribution assumption: employee only about $182,339 at 4% or $121,559 at 6%; with 50% employer match about $121,559 at 4% or $81,040 at 6%; with 100% employer match about $91,169 at 4% or $60,780 at 6%. |
| 2020 | 1 | 32 | $2,499,162 | $282,312 | $8,822iApproximate average salary by contribution assumption: employee only about $220,556 at 4% or $147,038 at 6%; with 50% employer match about $147,038 at 4% or $98,025 at 6%; with 100% employer match about $110,278 at 4% or $73,519 at 6%. |
| BOWEN ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 32 | $2,499,162 | $282,312 | $8,822iApproximate average salary by contribution assumption: employee only about $220,556 at 4% or $147,038 at 6%; with 50% employer match about $147,038 at 4% or $98,025 at 6%; with 100% employer match about $110,278 at 4% or $73,519 at 6%. |
| 2019 | 1 | 33 | $2,569,727 | $239,322 | $7,252iApproximate average salary by contribution assumption: employee only about $181,305 at 4% or $120,870 at 6%; with 50% employer match about $120,870 at 4% or $80,580 at 6%; with 100% employer match about $90,652 at 4% or $60,435 at 6%. |
| BOWEN ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 33 | $2,569,727 | $239,322 | $7,252iApproximate average salary by contribution assumption: employee only about $181,305 at 4% or $120,870 at 6%; with 50% employer match about $120,870 at 4% or $80,580 at 6%; with 100% employer match about $90,652 at 4% or $60,435 at 6%. |
| 2018 | 1 | 34 | $1,999,204 | $190,214 | $5,595iApproximate average salary by contribution assumption: employee only about $139,863 at 4% or $93,242 at 6%; with 50% employer match about $93,242 at 4% or $62,161 at 6%; with 100% employer match about $69,932 at 4% or $46,621 at 6%. |
| BOWEN ADVISORS INC 401 K PROFIT SHARING PLAN TRUST | - | 34 | $1,999,204 | $190,214 | $5,595iApproximate average salary by contribution assumption: employee only about $139,863 at 4% or $93,242 at 6%; with 50% employer match about $93,242 at 4% or $62,161 at 6%; with 100% employer match about $69,932 at 4% or $46,621 at 6%. |
| 2017 | 1 | 29 | $1,896,901 | $200,494 | $6,914iApproximate average salary by contribution assumption: employee only about $172,840 at 4% or $115,226 at 6%; with 50% employer match about $115,226 at 4% or $76,818 at 6%; with 100% employer match about $86,420 at 4% or $57,613 at 6%. |
| BOWEN ADVISORS INC 401 K PROFIT SHARING PLAN TRUST | - | 29 | $1,896,901 | $200,494 | $6,914iApproximate average salary by contribution assumption: employee only about $172,840 at 4% or $115,226 at 6%; with 50% employer match about $115,226 at 4% or $76,818 at 6%; with 100% employer match about $86,420 at 4% or $57,613 at 6%. |
| 2016 | 1 | 22 | $1,544,813 | $208,625 | $9,483iApproximate average salary by contribution assumption: employee only about $237,074 at 4% or $158,049 at 6%; with 50% employer match about $158,049 at 4% or $105,366 at 6%; with 100% employer match about $118,537 at 4% or $79,025 at 6%. |
| BOWEN ADVISORS INC 401 K PROFIT SHARING PLAN TRUST | - | 22 | $1,544,813 | $208,625 | $9,483iApproximate average salary by contribution assumption: employee only about $237,074 at 4% or $158,049 at 6%; with 50% employer match about $158,049 at 4% or $105,366 at 6%; with 100% employer match about $118,537 at 4% or $79,025 at 6%. |
| 2015 | 1 | 21 | $1,237,399 | $197,868 | $9,422iApproximate average salary by contribution assumption: employee only about $235,557 at 4% or $157,038 at 6%; with 50% employer match about $157,038 at 4% or $104,692 at 6%; with 100% employer match about $117,779 at 4% or $78,519 at 6%. |
| BOWEN ADVISORS INC 401 K PROFIT SHARING PLAN TRUST | - | 21 | $1,237,399 | $197,868 | $9,422iApproximate average salary by contribution assumption: employee only about $235,557 at 4% or $157,038 at 6%; with 50% employer match about $157,038 at 4% or $104,692 at 6%; with 100% employer match about $117,779 at 4% or $78,519 at 6%. |
| 2014 | 1 | 18 | $1,080,545 | $231,521 | $12,862iApproximate average salary by contribution assumption: employee only about $321,557 at 4% or $214,371 at 6%; with 50% employer match about $214,371 at 4% or $142,914 at 6%; with 100% employer match about $160,778 at 4% or $107,186 at 6%. |
| BOWEN ADVISORS INC 401 K PROFIT SHARING PLAN TRUST | - | 18 | $1,080,545 | $231,521 | $12,862iApproximate average salary by contribution assumption: employee only about $321,557 at 4% or $214,371 at 6%; with 50% employer match about $214,371 at 4% or $142,914 at 6%; with 100% employer match about $160,778 at 4% or $107,186 at 6%. |
| 2013 | 1 | 12 | $817,313 | $82,081 | $6,840iApproximate average salary by contribution assumption: employee only about $171,002 at 4% or $114,001 at 6%; with 50% employer match about $114,001 at 4% or $76,001 at 6%; with 100% employer match about $85,501 at 4% or $57,001 at 6%. |
| BOWEN ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST | - | 12 | $817,313 | $82,081 | $6,840iApproximate average salary by contribution assumption: employee only about $171,002 at 4% or $114,001 at 6%; with 50% employer match about $114,001 at 4% or $76,001 at 6%; with 100% employer match about $85,501 at 4% or $57,001 at 6%. |
| 2009 | 1 | 7 | $409,693 | $321,912 | $45,987iApproximate average salary by contribution assumption: employee only about $1,149,686 at 4% or $766,457 at 6%; with 50% employer match about $766,457 at 4% or $510,971 at 6%; with 100% employer match about $574,843 at 4% or $383,229 at 6%. |
| BOWEN ADVISORS, INC. 401(K) PROFIT SHARING PLAN SHARING PLAN | - | 7 | $409,693 | $321,912 | $45,987iApproximate average salary by contribution assumption: employee only about $1,149,686 at 4% or $766,457 at 6%; with 50% employer match about $766,457 at 4% or $510,971 at 6%; with 100% employer match about $574,843 at 4% or $383,229 at 6%. |