2023 Form 5500 filing — Wellons Group, Inc. Profit Sharing Plan And Trust
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 20241014174447NAL0045533056001) for Wellons Group, Inc. Profit Sharing Plan And Trust, reported by Wellons Group, Inc. under EIN 27-1458904 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014174447NAL0045533056001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wellons Group, Inc.
- EIN
- 27-1458904
- Plan number
- 001
- Location
- Vancouver, WA
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,805,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,805,033
- Employer contributions
- $3,783,457
- Total income / additions
- $9,354,709
- Benefits paid
- $4,886,019
- Administrative expenses
- $67,475
- Total expenses
- $4,953,494
- Net increase / (decrease)
- $4,401,215
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Momentous Wealth Management | NONE | $63,556 | not reported in the loaded dataset |