Welty, Weaver & Currie, A Professional Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Welty, Weaver & Currie, A Professional Corporation)
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, Welty, Weaver & Currie, A Professional Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Welty, Weaver & Currie, A Professional Corporation under EIN 94-2802242 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $4,581,467 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Welty, Weaver & Currie, A Professional Corporation
- EIN
- 94-2802242
- Plan number
- 001
- Plan type
- 2
- Location
- Healdsburg, CA
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $4,581,467
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20240919114010NAL0005890465001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,581,467
- Net assets (EOY)
- $4,581,467
- Net assets (BOY)
- $3,623,639
Income & contributions
- Employer contributions
- $50,465
- Participant contributions
- $83,561
- Total income / additions
- $1,086,826
Expenses & distributions
- Benefits paid
- $120,500
- Administrative expenses
- $8,498
- Total expenses
- $128,998
- Net increase / (decrease)
- $957,828
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.