401k Plan data: WELCH CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN plan

WELCH CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WELCH CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

WELCH CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WELCH CONSULTING GROUP, INC has sponsored the creation of one or more 401k plans.

Company Name: WELCH CONSULTING GROUP, INC

Employer identification number (EIN): 571101866

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELCH CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 SUSAN HELLMAN 2016-05-04 SUSAN HELLMAN 2016-05-04
002 2014-01-01 MARGIE WELCH 2015-05-05
002 2013-01-01 SUSAN S. HELLMAN 2014-07-30 SUSAN S. HELLMAN 2014-07-30
002 2012-01-01 MARGIE WELCH 2013-09-26 MARGIE WELCH 2013-09-26
002 2011-01-01 MARGIE WELCH 2012-07-19
002 2010-01-01 MARGIE WELCH 2011-09-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01	SUSAN HELLMAN	2016-05-04	SUSAN HELLMAN	2016-05-04
002	2014-01-01	MARGIE WELCH	2015-05-05
002	2013-01-01	SUSAN S. HELLMAN	2014-07-30	SUSAN S. HELLMAN	2014-07-30
002	2012-01-01	MARGIE WELCH	2013-09-26	MARGIE WELCH	2013-09-26
002	2011-01-01	MARGIE WELCH	2012-07-19
002	2010-01-01	MARGIE WELCH	2011-09-20

Potentially related plans

WELCH CONSULTING RETIREMENT PLAN [EIN = 760627621]

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Company Name:	WELCH CONSULTING GROUP, INC
Employer identification number (EIN):	571101866
NAIC Classification:	541600