How many benefit plans does Welch-Olson Holdings, Inc. report on Form 5500?

Welch-Olson Holdings, Inc. (EIN 88-2375318) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Welch-Olson Holdings, Inc.?

The Employer Identification Number (EIN) reported for Welch-Olson Holdings, Inc. is 88-2375318.

What is the latest Form 5500 filing year for Welch-Olson Holdings, Inc.?

The latest loaded Form 5500 filing year for Welch-Olson Holdings, Inc. is 2023.

Welch-Olson Holdings, 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, Welch-Olson Holdings, Inc. (EIN 88-2375318) is a plan sponsor located in New Braunfels, TX 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: 88-2375318
Location: New Braunfels, TX
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Welch-Olson Holdings, Inc.

1 loaded plans hold $342K in reported assets.
The largest, Welch-Olson Holdings, Inc. 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
Plans cover 2 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$342KSummed across loaded plans$341,990

Total reported assets$342K$341,990

Total reported participants2

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$342K total assets

Net assets$342KLiabilities$0

Contributions & income

Employer contributions$0

Participant contributions$0

Total income / additions-$110K

Expenses & distributions

Benefits paid / distributions$0

Total expenses$25

Net increase / (decrease)-$110K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Welch-Olson Holdings, Inc. 401(K) Profit Sharing Plan

Participants per plan2Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Welch-Olson Holdings, Inc. 401(K) Profit Sharing Plan$342K
Plan #001 · 2 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Welch-Olson Holdings, Inc.. Open one for its full reported snapshot.

2023
Welch-Olson Holdings, Inc. 401(K) Profit Sharing Plan2 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Welch-Olson Holdings, Inc. report on Form 5500?: Welch-Olson Holdings, Inc. (EIN 88-2375318) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Welch-Olson Holdings, Inc.?: The Employer Identification Number (EIN) reported for Welch-Olson Holdings, Inc. is 88-2375318.
What is the latest Form 5500 filing year for Welch-Olson Holdings, Inc.?: The latest loaded Form 5500 filing year for Welch-Olson Holdings, Inc. is 2023.