401k Plan data: WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401K PLAN plan

WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401K PLAN 401k Plan overview

Plan Name	WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401K PLAN
Plan identification number	001

WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401K 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

WELTON INVESTMENT PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: WELTON INVESTMENT PARTNERS, LLC

Employer identification number (EIN): 471056813

NAIC Classification: 523900

Additional information about WELTON INVESTMENT PARTNERS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5550124

More information about WELTON INVESTMENT PARTNERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01 TODD MERRELL 2023-10-12
001 2021-01-01 GUILLAUME DETRAIT 2022-10-13
001 2020-01-01 GUILLAUME DETRAIT 2021-05-03
001 2019-01-01 GUILLAUME DETRAIT 2020-09-29
001 2018-01-01 GUILLAUME DETRAIT 2019-09-25
001 2017-01-01 GUILLAUME DETRAIT 2018-10-01
001 2016-01-01 GUILLAUME DETRAIT 2017-09-28
001 2015-01-01 GUILLAUME DETRAIT 2016-05-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01	TODD MERRELL	2023-10-12
001	2021-01-01	GUILLAUME DETRAIT	2022-10-13
001	2020-01-01	GUILLAUME DETRAIT	2021-05-03
001	2019-01-01	GUILLAUME DETRAIT	2020-09-29
001	2018-01-01	GUILLAUME DETRAIT	2019-09-25
001	2017-01-01	GUILLAUME DETRAIT	2018-10-01
001	2016-01-01	GUILLAUME DETRAIT	2017-09-28
001	2015-01-01	GUILLAUME DETRAIT	2016-05-19

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Company Name:	WELTON INVESTMENT PARTNERS, LLC
Employer identification number (EIN):	471056813
NAIC Classification:	523900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5550124