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WEL COMPANIES, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameWEL COMPANIES, INC. 401(K) SAVINGS PLAN
Plan identification number 001

WEL COMPANIES, INC. 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WEL COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WEL COMPANIES, INC.
Employer identification number (EIN):391277617
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEL COMPANIES, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MATT LENSMIRE
0012023-01-01CHRISTOPHER TIELENS2024-08-30
0012022-01-01CHRISTOPHER TIELENS2023-10-11
0012021-01-01CHRISTOPHER TIELENS2022-09-13
0012020-01-01CHRISTOPHER TIELENS2021-08-09 CHRISTOPHER TIELENS2021-08-09
0012019-01-01CHRISTOPHER TIELENS2020-09-22 CHRISTOPHER TIELENS2020-09-22
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01GREG BREDAEL
0012013-01-01GREG BREDAEL
0012012-01-01GREG BREDAEL
0012011-01-01GREG BREDAEL
0012010-01-01GREG BREDAEL
0012009-01-01GREG BREDAEL

Plan Statistics for WEL COMPANIES, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for WEL COMPANIES, INC. 401(K) SAVINGS PLAN

Measure Date Value
2023: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01545
Total number of active participants reported on line 7a of the Form 55002023-01-01363
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0190
Total of all active and inactive participants2023-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01453
Number of participants with account balances2023-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01103
2022: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01525
Total number of active participants reported on line 7a of the Form 55002022-01-01433
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0176
Total of all active and inactive participants2022-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01509
Number of participants with account balances2022-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0171
2021: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01621
Total number of active participants reported on line 7a of the Form 55002021-01-01434
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0170
Total of all active and inactive participants2021-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01504
Number of participants with account balances2021-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0191
2020: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01696
Total number of active participants reported on line 7a of the Form 55002020-01-01533
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01587
Number of participants with account balances2020-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01656
Total number of active participants reported on line 7a of the Form 55002019-01-01485
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01183
Total of all active and inactive participants2019-01-01668
Total participants2019-01-01668
Number of participants with account balances2019-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01619
Total number of active participants reported on line 7a of the Form 55002017-01-01489
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01134
Total of all active and inactive participants2017-01-01623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01623
Number of participants with account balances2017-01-01325
2016: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01644
Total number of active participants reported on line 7a of the Form 55002016-01-01509
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0179
Total of all active and inactive participants2016-01-01588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01588
Number of participants with account balances2016-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01525
Total number of active participants reported on line 7a of the Form 55002015-01-01565
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0185
Total of all active and inactive participants2015-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01650
Number of participants with account balances2015-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01523
Total number of active participants reported on line 7a of the Form 55002014-01-01397
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0147
Total of all active and inactive participants2014-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01444
Number of participants with account balances2014-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01530
Total number of active participants reported on line 7a of the Form 55002013-01-01398
Number of retired or separated participants receiving benefits2013-01-0143
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01441
Number of participants with account balances2013-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01587
Total number of active participants reported on line 7a of the Form 55002012-01-01428
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01482
Number of participants with account balances2012-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01622
Total number of active participants reported on line 7a of the Form 55002011-01-01460
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01484
Number of participants with account balances2011-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0150
2010: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01567
Total number of active participants reported on line 7a of the Form 55002010-01-01510
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0120
Total of all active and inactive participants2010-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01530
Number of participants with account balances2010-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01433
Total number of active participants reported on line 7a of the Form 55002009-01-01449
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01460
Number of participants with account balances2009-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on WEL COMPANIES, INC. 401(K) SAVINGS PLAN

Measure Date Value
2023 : WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$2,180,149
Total of all expenses incurred2023-12-31$1,414,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,345,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,365,469
Value of total assets at end of year2023-12-31$6,294,795
Value of total assets at beginning of year2023-12-31$5,529,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$68,824
Total interest from all sources2023-12-31$7,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,027,068
Participant contributions at end of year2023-12-31$121,231
Participant contributions at beginning of year2023-12-31$144,214
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$18,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$765,592
Value of net assets at end of year (total assets less liabilities)2023-12-31$6,294,795
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,529,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$6,173,564
Value of interest in pooled separate accounts at beginning of year2023-12-31$5,384,989
Interest on participant loans2023-12-31$7,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$807,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$319,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,345,733
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HAWKINS ASH CPAS LP
Accountancy firm EIN2023-12-31390912608
Total income from all sources (including contributions)2023-01-01$2,180,149
Total of all expenses incurred2023-01-01$1,414,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,345,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,365,469
Value of total assets at end of year2023-01-01$6,294,795
Value of total assets at beginning of year2023-01-01$5,529,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$68,824
Total interest from all sources2023-01-01$7,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,027,068
Participant contributions at end of year2023-01-01$121,231
Participant contributions at beginning of year2023-01-01$144,214
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$18,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$765,592
Value of net assets at end of year (total assets less liabilities)2023-01-01$6,294,795
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$5,529,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in pooled separate accounts at end of year2023-01-01$6,173,564
Value of interest in pooled separate accounts at beginning of year2023-01-01$5,384,989
Interest on participant loans2023-01-01$7,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$807,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$319,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,345,733
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01HAWKINS ASH CPAS LP
Accountancy firm EIN2023-01-01390912608
2022 : WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$553,410
Total of all expenses incurred2022-12-31$1,374,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,308,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,464,373
Value of total assets at end of year2022-12-31$5,529,203
Value of total assets at beginning of year2022-12-31$6,350,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$65,902
Total interest from all sources2022-12-31$6,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,011,144
Participant contributions at end of year2022-12-31$144,214
Participant contributions at beginning of year2022-12-31$148,722
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$167,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-821,232
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,529,203
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,350,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,201,713
Value of interest in pooled separate accounts at end of year2022-12-31$5,384,989
Interest on participant loans2022-12-31$6,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-917,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$285,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,308,740
Contract administrator fees2022-12-31$65,902
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HAWKINS ASH CPAS LP
Accountancy firm EIN2022-12-31390912608
Total income from all sources (including contributions)2022-01-01$553,410
Total of all expenses incurred2022-01-01$1,374,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,308,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,464,373
Value of total assets at end of year2022-01-01$5,529,203
Value of total assets at beginning of year2022-01-01$6,350,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$65,902
Total interest from all sources2022-01-01$6,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,011,144
Participant contributions at end of year2022-01-01$144,214
Participant contributions at beginning of year2022-01-01$148,722
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$167,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-821,232
Value of net assets at end of year (total assets less liabilities)2022-01-01$5,529,203
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$6,350,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$6,201,713
Value of interest in pooled separate accounts at end of year2022-01-01$5,384,989
Interest on participant loans2022-01-01$6,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-917,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$285,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,308,740
Contract administrator fees2022-01-01$65,902
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01HAWKINS ASH CPAS LP
Accountancy firm EIN2022-01-01390912608
2021 : WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,968,767
Total of all expenses incurred2021-12-31$1,515,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,444,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,295,156
Value of total assets at end of year2021-12-31$6,350,435
Value of total assets at beginning of year2021-12-31$5,897,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$71,544
Total interest from all sources2021-12-31$7,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$960,577
Participant contributions at end of year2021-12-31$148,722
Participant contributions at beginning of year2021-12-31$144,939
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$68,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$452,794
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,350,435
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,897,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,201,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,752,702
Interest on participant loans2021-12-31$7,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$666,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$265,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,444,429
Contract administrator fees2021-12-31$71,544
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HAWKINS ASH CPAS LP
Accountancy firm EIN2021-12-31390912608
2020 : WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,643,141
Total of all expenses incurred2020-12-31$971,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$908,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$978,242
Value of total assets at end of year2020-12-31$5,897,641
Value of total assets at beginning of year2020-12-31$5,226,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,945
Total interest from all sources2020-12-31$8,266
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$656,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$656,633
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$877,649
Participant contributions at end of year2020-12-31$144,939
Participant contributions at beginning of year2020-12-31$180,906
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$100,593
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$671,212
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,897,641
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,226,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,752,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,045,523
Interest on participant loans2020-12-31$8,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$908,984
Contract administrator fees2020-12-31$62,945
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HAWKINS ASH CPAS LP
Accountancy firm EIN2020-12-31390912608
2019 : WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,281
Total income from all sources (including contributions)2019-12-31$1,505,438
Total of all expenses incurred2019-12-31$552,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$525,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$723,493
Value of total assets at end of year2019-12-31$5,226,429
Value of total assets at beginning of year2019-12-31$4,278,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,725
Total interest from all sources2019-12-31$8,989
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$772,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$772,956
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$714,800
Participant contributions at end of year2019-12-31$180,906
Participant contributions at beginning of year2019-12-31$168,509
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,072
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$67
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$952,931
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,226,429
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,273,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,045,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,109,436
Interest on participant loans2019-12-31$8,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$621
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$525,782
Contract administrator fees2019-12-31$26,725
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$5,281
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HAWKINS ASH CPAS LP
Accountancy firm EIN2019-12-31390912608
2018 : WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,281
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$411,296
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$613,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$579,434
Value of total corrective distributions2018-12-31$5,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$665,480
Value of total assets at end of year2018-12-31$4,278,779
Value of total assets at beginning of year2018-12-31$4,476,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,280
Total interest from all sources2018-12-31$10,541
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$5,215
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$447,620
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$640,312
Participant contributions at end of year2018-12-31$168,509
Participant contributions at beginning of year2018-12-31$252,228
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$24,334
Other income not declared elsewhere2018-12-31$1,731
Total non interest bearing cash at end of year2018-12-31$67
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-202,699
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,273,498
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,476,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,109,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,223,969
Interest on participant loans2018-12-31$10,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-266,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$834
Employer contributions (assets) at end of year2018-12-31$767
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$579,434
Contract administrator fees2018-12-31$24,065
Liabilities. Value of benefit claims payable at end of year2018-12-31$5,281
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HAWKINS ASH CPAS LLP
Accountancy firm EIN2018-12-31390912608
2017 : WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$682
Total income from all sources (including contributions)2017-12-31$1,242,415
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$790,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$762,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$681,843
Value of total assets at end of year2017-12-31$4,476,197
Value of total assets at beginning of year2017-12-31$4,024,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,704
Total interest from all sources2017-12-31$8,614
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$5,530
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$447,620
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$598,731
Participant contributions at end of year2017-12-31$252,228
Participant contributions at beginning of year2017-12-31$166,965
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$83,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$452,004
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,476,197
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,024,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,223,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,857,910
Interest on participant loans2017-12-31$8,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$551,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$762,707
Contract administrator fees2017-12-31$22,174
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$682
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCHENCK SC
Accountancy firm EIN2017-12-31391173131
2016 : WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$984,801
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$726,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$695,409
Value of total corrective distributions2016-12-31$3,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$736,296
Value of total assets at end of year2016-12-31$4,024,875
Value of total assets at beginning of year2016-12-31$3,765,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,849
Total interest from all sources2016-12-31$6,790
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$6,660
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$402,488
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$621,153
Participant contributions at end of year2016-12-31$166,965
Participant contributions at beginning of year2016-12-31$138,373
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$115,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$258,354
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,024,193
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,765,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,857,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,627,466
Interest on participant loans2016-12-31$6,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$241,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$695,409
Contract administrator fees2016-12-31$21,189
Liabilities. Value of benefit claims payable at end of year2016-12-31$682
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCHENCK SC
Accountancy firm EIN2016-12-31391173131
2015 : WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$480,657
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$860,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$835,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$516,642
Value of total assets at end of year2015-12-31$3,765,839
Value of total assets at beginning of year2015-12-31$4,146,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,321
Total interest from all sources2015-12-31$7,519
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$3,650
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$376,584
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$511,730
Participant contributions at end of year2015-12-31$138,373
Participant contributions at beginning of year2015-12-31$201,530
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$2,411
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$367,629
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-380,273
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,765,839
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,146,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,627,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,574,542
Interest on participant loans2015-12-31$7,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-43,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$835,609
Contract administrator fees2015-12-31$21,671
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SCHENCK SC
Accountancy firm EIN2015-12-31391173131
2014 : WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$651,932
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$267,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$239,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$478,024
Value of total assets at end of year2014-12-31$4,146,112
Value of total assets at beginning of year2014-12-31$3,761,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,993
Total interest from all sources2014-12-31$6,800
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$6,130
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$414,611
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$412,621
Participant contributions at end of year2014-12-31$201,530
Participant contributions at beginning of year2014-12-31$116,134
Participant contributions at end of year2014-12-31$2,411
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$367,629
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$359,684
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$65,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$384,750
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,146,112
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,761,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,574,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,285,544
Interest on participant loans2014-12-31$6,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$167,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$239,189
Contract administrator fees2014-12-31$21,863
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SCHENCK SC
Accountancy firm EIN2014-12-31391173131
2013 : WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$22
Total income from all sources (including contributions)2013-12-31$923,582
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$710,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$682,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$407,112
Value of total assets at end of year2013-12-31$3,761,362
Value of total assets at beginning of year2013-12-31$3,548,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,538
Total interest from all sources2013-12-31$5,125
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$4,930
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$376,136
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$399,126
Participant contributions at end of year2013-12-31$116,134
Participant contributions at beginning of year2013-12-31$181,284
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$1,600
Assets. Other investments not covered elsewhere at end of year2013-12-31$359,684
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$516,750
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,986
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$39
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$212,716
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,761,362
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,548,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,285,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,848,995
Interest on participant loans2013-12-31$5,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$511,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$682,328
Contract administrator fees2013-12-31$23,608
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$22
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SCHENCK SC
Accountancy firm EIN2013-12-31391173131
2012 : WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$22
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$868,826
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$356,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$328,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$525,129
Value of total assets at end of year2012-12-31$3,548,668
Value of total assets at beginning of year2012-12-31$3,036,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$28,126
Total interest from all sources2012-12-31$7,750
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$354,864
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$394,913
Participant contributions at end of year2012-12-31$181,284
Participant contributions at beginning of year2012-12-31$165,079
Participant contributions at end of year2012-12-31$1,600
Participant contributions at beginning of year2012-12-31$9,820
Assets. Other investments not covered elsewhere at end of year2012-12-31$516,750
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$732,758
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$130,216
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$39
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$5,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$512,418
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,548,646
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,036,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,848,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,128,571
Interest on participant loans2012-12-31$7,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$335,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$328,282
Contract administrator fees2012-12-31$22,476
Liabilities. Value of benefit claims payable at end of year2012-12-31$22
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCHENCK SC
Accountancy firm EIN2012-12-31391173131
2011 : WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$444,163
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$438,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$406,914
Expenses. Certain deemed distributions of participant loans2011-12-31$4,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$472,752
Value of total assets at end of year2011-12-31$3,036,228
Value of total assets at beginning of year2011-12-31$3,030,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,563
Total interest from all sources2011-12-31$6,299
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$303,622
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$454,124
Participant contributions at end of year2011-12-31$165,079
Participant contributions at beginning of year2011-12-31$120,724
Participant contributions at end of year2011-12-31$9,820
Participant contributions at beginning of year2011-12-31$3,533
Assets. Other investments not covered elsewhere at end of year2011-12-31$732,758
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$18,628
Administrative expenses (other) incurred2011-12-31$5,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$6,076
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,036,228
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,030,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,128,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,579,268
Interest on participant loans2011-12-31$6,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$326,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-34,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$406,914
Contract administrator fees2011-12-31$20,933
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SCHENCK SC
Accountancy firm EIN2011-12-31391173131
2010 : WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$756,664
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$311,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$289,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$428,122
Value of total assets at end of year2010-12-31$3,030,152
Value of total assets at beginning of year2010-12-31$2,584,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,887
Total interest from all sources2010-12-31$5,384
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$3,830
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$303,012
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$428,122
Participant contributions at end of year2010-12-31$120,724
Participant contributions at beginning of year2010-12-31$121,573
Participant contributions at end of year2010-12-31$3,533
Participant contributions at beginning of year2010-12-31$14,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$445,569
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,030,152
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,584,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,579,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,141,168
Interest on participant loans2010-12-31$5,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$326,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$307,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$323,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$289,208
Contract administrator fees2010-12-31$18,057
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SCHENCK SC
Accountancy firm EIN2010-12-31391173131
2009 : WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WEL COMPANIES, INC. 401(K) SAVINGS PLAN

2023: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WEL COMPANIES, INC. 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67484
Policy instance 1
Insurance contract or identification number67484
Number of Individuals Covered380
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $25,325
Total amount of fees paid to insurance companyUSD $12,116
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67484
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67484
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67484
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67484
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67484
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67484
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67484
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67484
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67484
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67484
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number67484
Policy instance 1

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