Welch Comer & Associates, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Welch Comer & Associates, 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 Comer & Associates, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Welch Comer & Associates, Inc. under EIN 82-0412565 and plan number 002. The latest loaded filing year is 2023. The filing reports 29 participants and $6,720,749 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Welch Comer & Associates, Inc.
- EIN
- 82-0412565
- Plan number
- 002
- Plan type
- 2
- Location
- Coeur D Alene, ID
- Latest filing year
- 2023
- Participants
- 29
- End-of-year plan assets
- $6,720,749
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 29 | I | 20240926144427NAL0000929745001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,720,749
- Total liabilities (EOY)
- $1,268,509
- Net assets (EOY)
- $5,452,240
- Net assets (BOY)
- $5,037,610
Income & contributions
- Employer contributions
- $114,690
- Total income / additions
- $603,116
Expenses & distributions
- Benefits paid
- $147,677
- Total expenses
- $188,486
- Net increase / (decrease)
- $414,630
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.