Bowers Financial Group Inc.
Plan context: Bowers Financial Group Retirement Plan
EIN 46-0654083 • 8 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$221,385
2019 Contributions
$167,947
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 1 | $221,385 | $0 | - |
| Bowers Financial Group Retirement Plan | - | 1 | $221,385 | - | - |
| 2018 | 1 | 2 | $323,543 | $0 | - |
| Bowers Financial Group Retirement Plan | - | 2 | $323,543 | - | - |
| 2017 | 1 | 2 | $362,752 | $167,947 | $83,974iApproximate average salary by contribution assumption: employee only about $2,099,338 at 4% or $1,399,558 at 6%; with 50% employer match about $1,399,558 at 4% or $933,039 at 6%; with 100% employer match about $1,049,669 at 4% or $699,779 at 6%. |
| Bowers Financial Group Retirement Plan | - | 2 | $362,752 | $167,947 | $83,974iApproximate average salary by contribution assumption: employee only about $2,099,338 at 4% or $1,399,558 at 6%; with 50% employer match about $1,399,558 at 4% or $933,039 at 6%; with 100% employer match about $1,049,669 at 4% or $699,779 at 6%. |
| 2016 | 1 | 2 | $232,674 | $22,000 | $11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%. |
| Bowers Financial Group Retirement Plan | - | 2 | $232,674 | $22,000 | $11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%. |
| 2015 | 1 | 3 | $225,164 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Bowers Financial Group Retirement Plan | - | 3 | $225,164 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2014 | 1 | 3 | $223,426 | $0 | - |
| Bowers Financial Group Retirement Plan | - | 3 | $223,426 | - | - |
| 2013 | 1 | 1 | $224,688 | $0 | - |
| Bowers Financial Group Retirement Plan | - | 1 | $224,688 | - | - |
| 2012 | 1 | 1 | $215,630 | $230,524 | $230,524iApproximate average salary by contribution assumption: employee only about $5,763,100 at 4% or $3,842,067 at 6%; with 50% employer match about $3,842,067 at 4% or $2,561,378 at 6%; with 100% employer match about $2,881,550 at 4% or $1,921,033 at 6%. |
| Bowers Financial Group Retirement Plan | - | 1 | $215,630 | $230,524 | $230,524iApproximate average salary by contribution assumption: employee only about $5,763,100 at 4% or $3,842,067 at 6%; with 50% employer match about $3,842,067 at 4% or $2,561,378 at 6%; with 100% employer match about $2,881,550 at 4% or $1,921,033 at 6%. |