Civic Intelligence

James M. Bowen Co., LLC

Plan context: James M. Bowen Co. LLC 401(K) Plan

EIN 54-1741388 • Fredericksburg, VA • 26 filings • 3 plans

2205 Plank RoadFredericksburg, VA 22401
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$845,260

2025 Contributions

$23,041

Historical Graphs

Total Assets Over Time

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

$1,010,146$505,073$0200020132024YearValue
$845,260Latest year 2024

Participants Over Time

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

90450200020122024YearValue
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
202510$0$23,041-
James M. Bowen Co. LLC 401(K) Plan-0$0$23,041-
202418$845,260$29,796$3,725iApproximate average salary by contribution assumption: employee only about $93,113 at 4% or $62,075 at 6%; with 50% employer match about $62,075 at 4% or $41,383 at 6%; with 100% employer match about $46,556 at 4% or $31,038 at 6%.
James M. Bowen Co. LLC 401(K) Plan-8$845,260$29,796$3,725iApproximate average salary by contribution assumption: employee only about $93,113 at 4% or $62,075 at 6%; with 50% employer match about $62,075 at 4% or $41,383 at 6%; with 100% employer match about $46,556 at 4% or $31,038 at 6%.
202318$718,183$22,942$2,868iApproximate average salary by contribution assumption: employee only about $71,694 at 4% or $47,796 at 6%; with 50% employer match about $47,796 at 4% or $31,864 at 6%; with 100% employer match about $35,847 at 4% or $23,898 at 6%.
James M. Bowen Co. LLC 401(K) Plan-8$718,183$22,942$2,868iApproximate average salary by contribution assumption: employee only about $71,694 at 4% or $47,796 at 6%; with 50% employer match about $47,796 at 4% or $31,864 at 6%; with 100% employer match about $35,847 at 4% or $23,898 at 6%.
202219$696,313$29,317$3,257iApproximate average salary by contribution assumption: employee only about $81,436 at 4% or $54,291 at 6%; with 50% employer match about $54,291 at 4% or $36,194 at 6%; with 100% employer match about $40,718 at 4% or $27,145 at 6%.
James M. Bowen Co. LLC 401(K) Plan-9$696,313$29,317$3,257iApproximate average salary by contribution assumption: employee only about $81,436 at 4% or $54,291 at 6%; with 50% employer match about $54,291 at 4% or $36,194 at 6%; with 100% employer match about $40,718 at 4% or $27,145 at 6%.
2021110$758,586$26,048$2,605iApproximate average salary by contribution assumption: employee only about $65,120 at 4% or $43,413 at 6%; with 50% employer match about $43,413 at 4% or $28,942 at 6%; with 100% employer match about $32,560 at 4% or $21,707 at 6%.
James M. Bowen Co. LLC 401(K) Plan-10$758,586$26,048$2,605iApproximate average salary by contribution assumption: employee only about $65,120 at 4% or $43,413 at 6%; with 50% employer match about $43,413 at 4% or $28,942 at 6%; with 100% employer match about $32,560 at 4% or $21,707 at 6%.
202019$793,907$20,395$2,266iApproximate average salary by contribution assumption: employee only about $56,653 at 4% or $37,769 at 6%; with 50% employer match about $37,769 at 4% or $25,179 at 6%; with 100% employer match about $28,326 at 4% or $18,884 at 6%.
James M. Bowen Co. LLC 401(K) Plan-9$793,907$20,395$2,266iApproximate average salary by contribution assumption: employee only about $56,653 at 4% or $37,769 at 6%; with 50% employer match about $37,769 at 4% or $25,179 at 6%; with 100% employer match about $28,326 at 4% or $18,884 at 6%.
201918$714,894$22,715$2,839iApproximate average salary by contribution assumption: employee only about $70,984 at 4% or $47,323 at 6%; with 50% employer match about $47,323 at 4% or $31,549 at 6%; with 100% employer match about $35,492 at 4% or $23,661 at 6%.
James M. Bowen Co. LLC 401(K) Plan-8$714,894$22,715$2,839iApproximate average salary by contribution assumption: employee only about $70,984 at 4% or $47,323 at 6%; with 50% employer match about $47,323 at 4% or $31,549 at 6%; with 100% employer match about $35,492 at 4% or $23,661 at 6%.
2018112$606,380$24,961$2,080iApproximate average salary by contribution assumption: employee only about $52,002 at 4% or $34,668 at 6%; with 50% employer match about $34,668 at 4% or $23,112 at 6%; with 100% employer match about $26,001 at 4% or $17,334 at 6%.
James M. Bowen Co. LLC 401(K) Plan-12$606,380$24,961$2,080iApproximate average salary by contribution assumption: employee only about $52,002 at 4% or $34,668 at 6%; with 50% employer match about $34,668 at 4% or $23,112 at 6%; with 100% employer match about $26,001 at 4% or $17,334 at 6%.
2017112$626,364$16,266$1,356iApproximate average salary by contribution assumption: employee only about $33,888 at 4% or $22,592 at 6%; with 50% employer match about $22,592 at 4% or $15,061 at 6%; with 100% employer match about $16,944 at 4% or $11,296 at 6%.
James M. Bowen Co. LLC 401(K) Plan-12$626,364$16,266$1,356iApproximate average salary by contribution assumption: employee only about $33,888 at 4% or $22,592 at 6%; with 50% employer match about $22,592 at 4% or $15,061 at 6%; with 100% employer match about $16,944 at 4% or $11,296 at 6%.
2016117$666,220$29,020$1,707iApproximate average salary by contribution assumption: employee only about $42,676 at 4% or $28,451 at 6%; with 50% employer match about $28,451 at 4% or $18,967 at 6%; with 100% employer match about $21,338 at 4% or $14,225 at 6%.
James M. Bowen Co. LLC 401(K) Plan-17$666,220$29,020$1,707iApproximate average salary by contribution assumption: employee only about $42,676 at 4% or $28,451 at 6%; with 50% employer match about $28,451 at 4% or $18,967 at 6%; with 100% employer match about $21,338 at 4% or $14,225 at 6%.
2015122$747,279$39,806$1,809iApproximate average salary by contribution assumption: employee only about $45,234 at 4% or $30,156 at 6%; with 50% employer match about $30,156 at 4% or $20,104 at 6%; with 100% employer match about $22,617 at 4% or $15,078 at 6%.
James M. Bowen Co. LLC 401(K) Plan-22$747,279$39,806$1,809iApproximate average salary by contribution assumption: employee only about $45,234 at 4% or $30,156 at 6%; with 50% employer match about $30,156 at 4% or $20,104 at 6%; with 100% employer match about $22,617 at 4% or $15,078 at 6%.
2014127$954,523$50,733$1,879iApproximate average salary by contribution assumption: employee only about $46,975 at 4% or $31,317 at 6%; with 50% employer match about $31,317 at 4% or $20,878 at 6%; with 100% employer match about $23,488 at 4% or $15,658 at 6%.
James M. Bowen Co. LLC 401(K) Plan-27$954,523$50,733$1,879iApproximate average salary by contribution assumption: employee only about $46,975 at 4% or $31,317 at 6%; with 50% employer match about $31,317 at 4% or $20,878 at 6%; with 100% employer match about $23,488 at 4% or $15,658 at 6%.
2013128$1,010,146$66,354$2,370iApproximate average salary by contribution assumption: employee only about $59,245 at 4% or $39,496 at 6%; with 50% employer match about $39,496 at 4% or $26,331 at 6%; with 100% employer match about $29,622 at 4% or $19,748 at 6%.
James M. Bowen Co. LLC 401(K) Plan-28$1,010,146$66,354$2,370iApproximate average salary by contribution assumption: employee only about $59,245 at 4% or $39,496 at 6%; with 50% employer match about $39,496 at 4% or $26,331 at 6%; with 100% employer match about $29,622 at 4% or $19,748 at 6%.
2012127$784,533$63,207$2,341iApproximate average salary by contribution assumption: employee only about $58,525 at 4% or $39,017 at 6%; with 50% employer match about $39,017 at 4% or $26,011 at 6%; with 100% employer match about $29,263 at 4% or $19,508 at 6%.
James M. Bowen Co. LLC 401(K) Plan-27$784,533$63,207$2,341iApproximate average salary by contribution assumption: employee only about $58,525 at 4% or $39,017 at 6%; with 50% employer match about $39,017 at 4% or $26,011 at 6%; with 100% employer match about $29,263 at 4% or $19,508 at 6%.
2011128$648,526$68,385$2,442iApproximate average salary by contribution assumption: employee only about $61,058 at 4% or $40,705 at 6%; with 50% employer match about $40,705 at 4% or $27,137 at 6%; with 100% employer match about $30,529 at 4% or $20,353 at 6%.
James M. Bowen Co. LLC 401(K) Plan-28$648,526$68,385$2,442iApproximate average salary by contribution assumption: employee only about $61,058 at 4% or $40,705 at 6%; with 50% employer match about $40,705 at 4% or $27,137 at 6%; with 100% employer match about $30,529 at 4% or $20,353 at 6%.
2010131$644,277$77,963$2,515iApproximate average salary by contribution assumption: employee only about $62,873 at 4% or $41,916 at 6%; with 50% employer match about $41,916 at 4% or $27,944 at 6%; with 100% employer match about $31,437 at 4% or $20,958 at 6%.
James M. Bowen Co. LLC 401(K) Plan-31$644,277$77,963$2,515iApproximate average salary by contribution assumption: employee only about $62,873 at 4% or $41,916 at 6%; with 50% employer match about $41,916 at 4% or $27,944 at 6%; with 100% employer match about $31,437 at 4% or $20,958 at 6%.
2009171$593,328$79,875$1,125iApproximate average salary by contribution assumption: employee only about $28,125 at 4% or $18,750 at 6%; with 50% employer match about $18,750 at 4% or $12,500 at 6%; with 100% employer match about $14,063 at 4% or $9,375 at 6%.
James M. Bowen Co. LLC 401(K) Plan-71$593,328$79,875$1,125iApproximate average salary by contribution assumption: employee only about $28,125 at 4% or $18,750 at 6%; with 50% employer match about $18,750 at 4% or $12,500 at 6%; with 100% employer match about $14,063 at 4% or $9,375 at 6%.
2008185$463,344$86,352$1,016iApproximate average salary by contribution assumption: employee only about $25,398 at 4% or $16,932 at 6%; with 50% employer match about $16,932 at 4% or $11,288 at 6%; with 100% employer match about $12,699 at 4% or $8,466 at 6%.
James M. Bowen Co. LLC 401(K) Plan-85$463,344$86,352$1,016iApproximate average salary by contribution assumption: employee only about $25,398 at 4% or $16,932 at 6%; with 50% employer match about $16,932 at 4% or $11,288 at 6%; with 100% employer match about $12,699 at 4% or $8,466 at 6%.
2007184$0$0-
James M. Bowen Co. LLC 401(K) Plan-84---
2006190$576,407$91,269$1,014iApproximate average salary by contribution assumption: employee only about $25,353 at 4% or $16,902 at 6%; with 50% employer match about $16,902 at 4% or $11,268 at 6%; with 100% employer match about $12,676 at 4% or $8,451 at 6%.
James M. Bowen Co. LLC 401(K) Plan-90$576,407$91,269$1,014iApproximate average salary by contribution assumption: employee only about $25,353 at 4% or $16,902 at 6%; with 50% employer match about $16,902 at 4% or $11,268 at 6%; with 100% employer match about $12,676 at 4% or $8,451 at 6%.
2005184$472,678$89,666$1,067iApproximate average salary by contribution assumption: employee only about $26,686 at 4% or $17,791 at 6%; with 50% employer match about $17,791 at 4% or $11,861 at 6%; with 100% employer match about $13,343 at 4% or $8,895 at 6%.
James M. Bowen Co. LLC 401(K) Plan-84$472,678$89,666$1,067iApproximate average salary by contribution assumption: employee only about $26,686 at 4% or $17,791 at 6%; with 50% employer match about $17,791 at 4% or $11,861 at 6%; with 100% employer match about $13,343 at 4% or $8,895 at 6%.
2004178$404,353$98,695$1,265iApproximate average salary by contribution assumption: employee only about $31,633 at 4% or $21,089 at 6%; with 50% employer match about $21,089 at 4% or $14,059 at 6%; with 100% employer match about $15,817 at 4% or $10,544 at 6%.
James M. Bowen Co. LLC 401(K) Plan-78$404,353$98,695$1,265iApproximate average salary by contribution assumption: employee only about $31,633 at 4% or $21,089 at 6%; with 50% employer match about $21,089 at 4% or $14,059 at 6%; with 100% employer match about $15,817 at 4% or $10,544 at 6%.
2003185$327,320$82,156$967iApproximate average salary by contribution assumption: employee only about $24,164 at 4% or $16,109 at 6%; with 50% employer match about $16,109 at 4% or $10,739 at 6%; with 100% employer match about $12,082 at 4% or $8,055 at 6%.
James M. Bowen Co. LLC 401(K) Plan-85$327,320$82,156$967iApproximate average salary by contribution assumption: employee only about $24,164 at 4% or $16,109 at 6%; with 50% employer match about $16,109 at 4% or $10,739 at 6%; with 100% employer match about $12,082 at 4% or $8,055 at 6%.
2002174$192,903$85,631$1,157iApproximate average salary by contribution assumption: employee only about $28,929 at 4% or $19,286 at 6%; with 50% employer match about $19,286 at 4% or $12,858 at 6%; with 100% employer match about $14,465 at 4% or $9,643 at 6%.
James M. Bowen Co. LLC 401(K) Plan-74$192,903$85,631$1,157iApproximate average salary by contribution assumption: employee only about $28,929 at 4% or $19,286 at 6%; with 50% employer match about $19,286 at 4% or $12,858 at 6%; with 100% employer match about $14,465 at 4% or $9,643 at 6%.
2001180$0$0-
James M. Bowen Co. LLC 401(K) Plan-80---
2000168$102,954$88,404$1,300iApproximate average salary by contribution assumption: employee only about $32,501 at 4% or $21,668 at 6%; with 50% employer match about $21,668 at 4% or $14,445 at 6%; with 100% employer match about $16,251 at 4% or $10,834 at 6%.
James M. Bowen Co. LLC 401(K) Plan-68$102,954$88,404$1,300iApproximate average salary by contribution assumption: employee only about $32,501 at 4% or $21,668 at 6%; with 50% employer match about $21,668 at 4% or $14,445 at 6%; with 100% employer match about $16,251 at 4% or $10,834 at 6%.