Plan5500

Welch Bros., Inc. Profit Sharing Plan — Form 5500 plan (Welch Bros., 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, Welch Bros., Inc. Profit Sharing Plan is a benefit plan reported by Welch Bros., Inc. under EIN 36-3115602 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $55,383,049 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Welch Bros., Inc.
EIN
36-3115602
Plan number
001
Plan type
2
Location
Elgin, IL
Latest filing year
2023
Participants
231
End-of-year plan assets
$55,383,049

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023231H, C20250114144142NAL0011695715001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,383,049
Total liabilities (EOY)
$0
Net assets (EOY)
$55,383,049
Net assets (BOY)
$47,148,489

Income & contributions

Employer contributions
$2,900,000
Participant contributions
$767,556
Total contributions
$3,667,556
Total income / additions
$9,947,252

Expenses & distributions

Benefits paid
$1,711,992
Administrative expenses
$700
Total expenses
$1,712,692
Net increase / (decrease)
$8,234,560

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward D Jones & Co LpINVESTMENT ADVISOR$93,205not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$700$02023

Related Form 5500 pages