Welch Capital Partners, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Welch Capital Partners, LLC)
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 Capital Partners, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Welch Capital Partners, LLC under EIN 13-3893476 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $3,638,738 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Welch Capital Partners, LLC
- EIN
- 13-3893476
- Plan number
- 001
- Plan type
- 2
- Location
- Harrison, NY
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $3,638,738
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240911125831NAL0008511905001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,638,738
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,638,738
- Net assets (BOY)
- $2,969,870
Income & contributions
- Employer contributions
- $217,500
- Participant contributions
- $82,500
- Total income / additions
- $668,968
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $100
- Total expenses
- $100
- Net increase / (decrease)
- $668,868
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.