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, Wellons Group, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Wellons Group, Inc. under EIN 27-1458904 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $47,805,033 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,805,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,805,033
- Net assets (BOY)
- $43,403,818
Income & contributions
- Employer contributions
- $3,783,457
- Total contributions
- $3,783,457
- Total income / additions
- $9,354,709
Expenses & distributions
- Benefits paid
- $4,886,019
- Administrative expenses
- $67,475
- Total expenses
- $4,953,494
- Net increase / (decrease)
- $4,401,215