James J. Welch & Co., Inc. 401(K) Plan — Form 5500 plan (James J. Welch & Co., Inc.)
Plain-English plan 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, James J. Welch & Co., Inc. 401(K) Plan is a benefit plan reported by James J. Welch & Co., Inc. under EIN 04-2165271 and plan number 001. The latest loaded filing year is 2023. The filing reports 43 participants and $1,698,657 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James J. Welch & Co., Inc.
- EIN
- 04-2165271
- Plan number
- 001
- Plan type
- 2
- Location
- Salem, MA
- Latest filing year
- 2023
- Participants
- 43
- End-of-year plan assets
- $1,698,657
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 43 | I | 20240828101919NAL0024239842001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,698,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,698,657
- Net assets (BOY)
- $1,011,350
Income & contributions
- Employer contributions
- $104,263
- Participant contributions
- $261,518
- Total income / additions
- $705,919
Expenses & distributions
- Benefits paid
- $18,299
- Administrative expenses
- $313
- Total expenses
- $18,612
- Net increase / (decrease)
- $687,307
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.