2023 Form 5500 filing — Welch Capital Partners, LLC 401(K) Profit Sharing 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 20240911125831NAL0008511905001) for Welch Capital Partners, LLC 401(K) Profit Sharing Plan, reported by Welch Capital Partners, LLC under EIN 13-3893476 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240911125831NAL0008511905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Welch Capital Partners, LLC
- EIN
- 13-3893476
- Plan number
- 001
- Location
- Harrison, NY
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,638,738
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,638,738
- Employer contributions
- $217,500
- Participant contributions
- $82,500
- Total income / additions
- $668,968
- Benefits paid
- $0
- Administrative expenses
- $100
- Total expenses
- $100
- Net increase / (decrease)
- $668,868
- Schedule source
- Schedule I