Welch Associates Land Surveyor 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Welch Associates Land Surveyor)
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, Welch Associates Land Surveyor 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Welch Associates Land Surveyor under EIN 04-3381736 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $3,660,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Welch Associates Land Surveyor
- EIN
- 04-3381736
- Plan number
- 001
- Plan type
- 2
- Location
- West Bridgewater, MA
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $3,660,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20240725110518NAL0009154451001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,660,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,660,288
- Net assets (BOY)
- $2,898,106
Income & contributions
- Employer contributions
- $44,505
- Participant contributions
- $106,042
- Total income / additions
- $778,144
Expenses & distributions
- Benefits paid
- $11,039
- Administrative expenses
- $4,923
- Total expenses
- $15,962
- Net increase / (decrease)
- $762,182
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.