How many benefit plans does Wel Companies, Inc. report on Form 5500?

Wel Companies, Inc. (EIN 39-1277617) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Wel Companies, Inc.?

The Employer Identification Number (EIN) reported for Wel Companies, Inc. is 39-1277617.

What is the latest Form 5500 filing year for Wel Companies, Inc.?

The latest loaded Form 5500 filing year for Wel Companies, Inc. is 2023.

Wel Companies, 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, Wel Companies, Inc. (EIN 39-1277617) is a plan sponsor located in De Pere, WI with 1 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: 39-1277617
Location: De Pere, WI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $6,294,795
Total reported net assets (EOY): $6,294,795

Contributions & income

Employer contributions: $319,664
Participant contributions: $1,027,068
Total income / additions: $2,180,149

Expenses & distributions

Benefits paid / distributions: $1,345,733
Total expenses: $1,414,557
Net increase / (decrease): $765,592

Coverage

Total reported participants: 965
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

Wel Companies, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Wel Companies, Inc. 401(K) Savings Plan	001	545	$6,294,795	2023
Wel Companies Health And Wellness Plan	504	420	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 Wel Companies, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Wel Companies Health And Wellness Plan	420	—	20240722162258NAL0006031171001
2023	Wel Companies, Inc. 401(K) Savings Plan	545	H, C	20240831132347NAL0029052368001