2023 Form 5500 filing — Welch Consulting Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240529145628NAL0006297971001) for Welch Consulting Retirement Plan, reported by Welch Consulting under EIN 76-0627621 and plan number 001. It reports 45 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants45
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240529145628NAL0006297971001
Plan sponsor
Welch Consulting
EIN
76-0627621
Plan number
001
Location
College Station, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$1.6M
Total expenses$15.7M
Benefits paid / distributions$15.7M
Contributions
Employer$553
Participant$12.4K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$553
Participant contributions
$12,396
Total income / additions
$1,572,486
Benefits paid
$15,669,693
Administrative expenses
$4,685
Total expenses
$15,674,378
Net increase / (decrease)
-$14,101,892

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240529145628NAL0006297971001 cover?
It is the 2023 Form 5500 filing for Welch Consulting Retirement Plan, reported by Welch Consulting (EIN 76-0627621).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages