How many benefit plans does Wells Brothers, Inc. report on Form 5500?

Wells Brothers, Inc. (EIN 31-1274234) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Wells Brothers, Inc.?

The Employer Identification Number (EIN) reported for Wells Brothers, Inc. is 31-1274234.

What is the latest Form 5500 filing year for Wells Brothers, Inc.?

The latest loaded Form 5500 filing year for Wells Brothers, Inc. is 2023.

Wells Brothers, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wells Brothers, Inc. (EIN 31-1274234) is a plan sponsor located in Anna, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 31-1274234
Location: Anna, OH
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $13,489,578
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $13,489,578

Contributions & income

Employer contributions: $355,820
Participant contributions: $1,072,914
Total income / additions: $3,441,471

Expenses & distributions

Benefits paid / distributions: $982,807
Total expenses: $997,566
Net increase / (decrease): $2,443,905

Coverage

Total reported participants: 350
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Wells Brothers, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Wells Brothers, Inc. / Panel Control, Inc. 401(K) Plan	001	193	$13,489,578	2023
Wells Brothers, Inc. Employee Benefit Plan	505	157	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wells Brothers, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Wells Brothers, Inc. Employee Benefit Plan	157	—	20240709140040NAL0007931971001
2023	Wells Brothers, Inc. / Panel Control, Inc. 401(K) Plan	193	H, C	20241004104617NAL0012115825001