Civic Intelligence

Bowen Real Estate

Plan context: Bowen Real Estate 401(K) Ps Plan

EIN 33-0821471 • Ranch Santa Margarita, CA • 19 filings • 4 plans

22502 Avenida EmpresaRanch Santa Margarita, CA 92688
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,161,125

2024 Contributions

$420,147

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,161,125$1,580,563$0200620162024YearValue
$3,161,125Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

840200620152024YearValue
8Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202418$3,161,125$420,147$52,518iApproximate average salary by contribution assumption: employee only about $1,312,959 at 4% or $875,306 at 6%; with 50% employer match about $875,306 at 4% or $583,538 at 6%; with 100% employer match about $656,480 at 4% or $437,653 at 6%.
Bowen Real Estate 401(K) Ps Plan-8$3,161,125$420,147$52,518iApproximate average salary by contribution assumption: employee only about $1,312,959 at 4% or $875,306 at 6%; with 50% employer match about $875,306 at 4% or $583,538 at 6%; with 100% employer match about $656,480 at 4% or $437,653 at 6%.
202318$2,530,010$131,699$16,462iApproximate average salary by contribution assumption: employee only about $411,559 at 4% or $274,373 at 6%; with 50% employer match about $274,373 at 4% or $182,915 at 6%; with 100% employer match about $205,780 at 4% or $137,186 at 6%.
Bowen Real Estate 401(K) Ps Plan-8$2,530,010$131,699$16,462iApproximate average salary by contribution assumption: employee only about $411,559 at 4% or $274,373 at 6%; with 50% employer match about $274,373 at 4% or $182,915 at 6%; with 100% employer match about $205,780 at 4% or $137,186 at 6%.
202216$2,277,124$133,553$22,259iApproximate average salary by contribution assumption: employee only about $556,471 at 4% or $370,981 at 6%; with 50% employer match about $370,981 at 4% or $247,320 at 6%; with 100% employer match about $278,235 at 4% or $185,490 at 6%.
Bowen Real Estate 401(K) Ps Plan-6$2,277,124$133,553$22,259iApproximate average salary by contribution assumption: employee only about $556,471 at 4% or $370,981 at 6%; with 50% employer match about $370,981 at 4% or $247,320 at 6%; with 100% employer match about $278,235 at 4% or $185,490 at 6%.
202116$2,431,673$163,941$27,324iApproximate average salary by contribution assumption: employee only about $683,088 at 4% or $455,392 at 6%; with 50% employer match about $455,392 at 4% or $303,594 at 6%; with 100% employer match about $341,544 at 4% or $227,696 at 6%.
Bowen Real Estate 401(K) Ps Plan-6$2,431,673$163,941$27,324iApproximate average salary by contribution assumption: employee only about $683,088 at 4% or $455,392 at 6%; with 50% employer match about $455,392 at 4% or $303,594 at 6%; with 100% employer match about $341,544 at 4% or $227,696 at 6%.
202016$2,131,367$160,058$26,676iApproximate average salary by contribution assumption: employee only about $666,908 at 4% or $444,606 at 6%; with 50% employer match about $444,606 at 4% or $296,404 at 6%; with 100% employer match about $333,454 at 4% or $222,303 at 6%.
Bowen Real Estate 401(K) Ps Plan-6$2,131,367$160,058$26,676iApproximate average salary by contribution assumption: employee only about $666,908 at 4% or $444,606 at 6%; with 50% employer match about $444,606 at 4% or $296,404 at 6%; with 100% employer match about $333,454 at 4% or $222,303 at 6%.
201916$1,848,140$149,040$24,840iApproximate average salary by contribution assumption: employee only about $621,000 at 4% or $414,000 at 6%; with 50% employer match about $414,000 at 4% or $276,000 at 6%; with 100% employer match about $310,500 at 4% or $207,000 at 6%.
Bowen Real Estate 401(K) Ps Plan-6$1,848,140$149,040$24,840iApproximate average salary by contribution assumption: employee only about $621,000 at 4% or $414,000 at 6%; with 50% employer match about $414,000 at 4% or $276,000 at 6%; with 100% employer match about $310,500 at 4% or $207,000 at 6%.
201816$1,512,102$133,411$22,235iApproximate average salary by contribution assumption: employee only about $555,879 at 4% or $370,586 at 6%; with 50% employer match about $370,586 at 4% or $247,057 at 6%; with 100% employer match about $277,940 at 4% or $185,293 at 6%.
Bowen Real Estate 401(K) Ps Plan-6$1,512,102$133,411$22,235iApproximate average salary by contribution assumption: employee only about $555,879 at 4% or $370,586 at 6%; with 50% employer match about $370,586 at 4% or $247,057 at 6%; with 100% employer match about $277,940 at 4% or $185,293 at 6%.
201716$1,432,814$142,823$23,804iApproximate average salary by contribution assumption: employee only about $595,096 at 4% or $396,731 at 6%; with 50% employer match about $396,731 at 4% or $264,487 at 6%; with 100% employer match about $297,548 at 4% or $198,365 at 6%.
Bowen Real Estate 401(K) Ps Plan-6$1,432,814$142,823$23,804iApproximate average salary by contribution assumption: employee only about $595,096 at 4% or $396,731 at 6%; with 50% employer match about $396,731 at 4% or $264,487 at 6%; with 100% employer match about $297,548 at 4% or $198,365 at 6%.
201616$1,138,105$122,679$20,447iApproximate average salary by contribution assumption: employee only about $511,163 at 4% or $340,775 at 6%; with 50% employer match about $340,775 at 4% or $227,183 at 6%; with 100% employer match about $255,581 at 4% or $170,388 at 6%.
Bowen Real Estate 401(K) Ps Plan-6$1,138,105$122,679$20,447iApproximate average salary by contribution assumption: employee only about $511,163 at 4% or $340,775 at 6%; with 50% employer match about $340,775 at 4% or $227,183 at 6%; with 100% employer match about $255,581 at 4% or $170,388 at 6%.
201515$976,278$104,862$20,972iApproximate average salary by contribution assumption: employee only about $524,310 at 4% or $349,540 at 6%; with 50% employer match about $349,540 at 4% or $233,027 at 6%; with 100% employer match about $262,155 at 4% or $174,770 at 6%.
Bowen Real Estate 401(K) Ps Plan-5$976,278$104,862$20,972iApproximate average salary by contribution assumption: employee only about $524,310 at 4% or $349,540 at 6%; with 50% employer match about $349,540 at 4% or $233,027 at 6%; with 100% employer match about $262,155 at 4% or $174,770 at 6%.
201415$873,999$114,752$22,950iApproximate average salary by contribution assumption: employee only about $573,760 at 4% or $382,507 at 6%; with 50% employer match about $382,507 at 4% or $255,004 at 6%; with 100% employer match about $286,880 at 4% or $191,253 at 6%.
Bowen Real Estate 401(K) Ps Plan-5$873,999$114,752$22,950iApproximate average salary by contribution assumption: employee only about $573,760 at 4% or $382,507 at 6%; with 50% employer match about $382,507 at 4% or $255,004 at 6%; with 100% employer match about $286,880 at 4% or $191,253 at 6%.
201314$707,183$106,805$26,701iApproximate average salary by contribution assumption: employee only about $667,531 at 4% or $445,021 at 6%; with 50% employer match about $445,021 at 4% or $296,681 at 6%; with 100% employer match about $333,766 at 4% or $222,510 at 6%.
Bowen Real Estate 401(K) Ps Plan-4$707,183$106,805$26,701iApproximate average salary by contribution assumption: employee only about $667,531 at 4% or $445,021 at 6%; with 50% employer match about $445,021 at 4% or $296,681 at 6%; with 100% employer match about $333,766 at 4% or $222,510 at 6%.
201213$542,327$66,667$22,222iApproximate average salary by contribution assumption: employee only about $555,558 at 4% or $370,372 at 6%; with 50% employer match about $370,372 at 4% or $246,915 at 6%; with 100% employer match about $277,779 at 4% or $185,186 at 6%.
Bowen Real Estate 401(K) Ps Plan-3$542,327$66,667$22,222iApproximate average salary by contribution assumption: employee only about $555,558 at 4% or $370,372 at 6%; with 50% employer match about $370,372 at 4% or $246,915 at 6%; with 100% employer match about $277,779 at 4% or $185,186 at 6%.
201113$448,157$46,500$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
Bowen Real Estate 401(K) Ps Plan-3$448,157$46,500$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
201013$400,118$46,500$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
Bowen Real Estate 401(K) Ps Plan-3$400,118$46,500$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
200913$334,367$0-
Bowen Real Estate 401(K) Ps Plan-3$334,367$0-
200813$285,619$0-
Bowen Real Estate 401(K) Ps Plan-3$285,619--
200713$0$0-
Bowen Real Estate 401(K) Ps Plan-3---
200613$375,306$142,868$47,623iApproximate average salary by contribution assumption: employee only about $1,190,567 at 4% or $793,711 at 6%; with 50% employer match about $793,711 at 4% or $529,141 at 6%; with 100% employer match about $595,283 at 4% or $396,856 at 6%.
BOWEN REAL ESTATE 401K PROFIT SHARING PLAN-3$375,306$142,868$47,623iApproximate average salary by contribution assumption: employee only about $1,190,567 at 4% or $793,711 at 6%; with 50% employer match about $793,711 at 4% or $529,141 at 6%; with 100% employer match about $595,283 at 4% or $396,856 at 6%.