Plan5500

Wellmore, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Wellmore, 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, Wellmore, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Wellmore, Inc. under EIN 06-0669107 and plan number 002. The latest loaded filing year is 2023. The filing reports 431 participants and $9,473,555 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wellmore, Inc.
EIN
06-0669107
Plan number
002
Plan type
2
Location
Waterbury, CT
Latest filing year
2023
Participants
431
End-of-year plan assets
$9,473,555

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023431H, C20250320150225NAL0013018258001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,473,555
Total liabilities (EOY)
$0
Net assets (EOY)
$9,473,555
Net assets (BOY)
$8,464,256

Income & contributions

Employer contributions
$453,326
Participant contributions
$446,355
Total contributions
$934,017
Total income / additions
$1,919,690

Expenses & distributions

Benefits paid
$845,924
Administrative expenses
$64,467
Total expenses
$910,391
Net increase / (decrease)
$1,009,299

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Co Of AmericaRECORDKEEPER$37,265$02023
Smith Brothers Financial LLCINVESTMENT ADVISOR$22,777not reported in the loaded dataset2023
Pension Consultants IncCONTRACT ADMIN$5,250$8,3872023

Related Form 5500 pages