Wells Brothers, Inc. / Panel Control, Inc. 401(K) Plan — Form 5500 plan (Wells Brothers, 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, Wells Brothers, Inc. / Panel Control, Inc. 401(K) Plan is a benefit plan reported by Wells Brothers, Inc. under EIN 31-1274234 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $13,489,578 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wells Brothers, Inc.
EIN
31-1274234
Plan number
001
Plan type
2
Location
Anna, OH
Latest filing year
2023
Participants
193
End-of-year plan assets
$13,489,578

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023193H, C20241004104617NAL0012115825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,489,578
Total liabilities (EOY)
$0
Net assets (EOY)
$13,489,578
Net assets (BOY)
$11,045,673

Income & contributions

Employer contributions
$355,820
Participant contributions
$1,072,914
Total contributions
$1,461,330
Total income / additions
$3,441,471

Expenses & distributions

Benefits paid
$982,807
Administrative expenses
$13,655
Total expenses
$997,566
Net increase / (decrease)
$2,443,905

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Everhart Financial Group IncINVESTMENT ADVISOR$0$31,0072023
Creative Retirement Systems, Inc.TPA$0$5,9842023

Related Form 5500 pages