Plan5500

Wel Companies, Inc. 401(K) Savings Plan — Form 5500 plan (Wel Companies, 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, Wel Companies, Inc. 401(K) Savings Plan is a benefit plan reported by Wel Companies, Inc. under EIN 39-1277617 and plan number 001. The latest loaded filing year is 2023. The filing reports 545 participants and $6,294,795 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wel Companies, Inc.
EIN
39-1277617
Plan number
001
Plan type
2
Location
Depere, WI
Latest filing year
2023
Participants
545
End-of-year plan assets
$6,294,795

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023545H, C20240831132347NAL0029052368001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,294,795
Net assets (EOY)
$6,294,795
Net assets (BOY)
$5,529,203

Income & contributions

Employer contributions
$319,664
Participant contributions
$1,027,068
Total contributions
$1,365,469
Total income / additions
$2,180,149

Expenses & distributions

Benefits paid
$1,345,733
Administrative expenses
$68,824
Total expenses
$1,414,557
Net increase / (decrease)
$765,592

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORD KEEPER$1,120not reported in the loaded dataset2023

Related Form 5500 pages