401k Plan data: WELCH CONSULTING RETIREMENT PLAN plan

WELCH CONSULTING RETIREMENT PLAN 401k Plan overview

Plan Name	WELCH CONSULTING RETIREMENT PLAN
Plan identification number	001

WELCH CONSULTING RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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

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

Company Name: WELCH CONSULTING

Employer identification number (EIN): 760627621

NAIC Classification: 541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELCH CONSULTING RETIREMENT 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
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 LARA ANDERSON
001 2017-01-01 LARA ANDERSON
001 2016-01-01 LARA ANDERSON
001 2015-01-01 LARA ANDERSON
001 2014-01-01 LARA ANDERSON
001 2013-01-01 LARA ANDERSON
001 2012-01-01 LARA ANDERSON
001 2011-01-01 LARA ANDERSON
001 2009-01-01 LARA ANDERSON

Plan Statistics for WELCH CONSULTING RETIREMENT PLAN

401k plan membership statisitcs for WELCH CONSULTING RETIREMENT PLAN

Measure Date Value
2023: WELCH CONSULTING RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 45
Total of all active and inactive participants 2023-01-01 0
Total participants 2023-01-01 0
2022: WELCH CONSULTING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 43
Total of all active and inactive participants 2022-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 45
Number of participants with account balances 2022-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: WELCH CONSULTING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 38
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 31
Total of all active and inactive participants 2021-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 69
Number of participants with account balances 2021-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: WELCH CONSULTING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 40
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 26
Total of all active and inactive participants 2020-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 66
Number of participants with account balances 2020-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: WELCH CONSULTING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 33
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 26
Total of all active and inactive participants 2019-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 59
Number of participants with account balances 2019-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: WELCH CONSULTING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 31
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 25
Total of all active and inactive participants 2018-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 56
Number of participants with account balances 2018-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: WELCH CONSULTING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 40
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 20
Total of all active and inactive participants 2017-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 60
Number of participants with account balances 2017-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: WELCH CONSULTING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 31
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 18
Total of all active and inactive participants 2016-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 49
Number of participants with account balances 2016-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: WELCH CONSULTING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 35
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 18
Total of all active and inactive participants 2015-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 53
Number of participants with account balances 2015-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: WELCH CONSULTING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 38
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 15
Total of all active and inactive participants 2014-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 53
Number of participants with account balances 2014-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: WELCH CONSULTING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 38
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 15
Total of all active and inactive participants 2013-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 53
Number of participants with account balances 2013-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: WELCH CONSULTING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 38
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 23
Total of all active and inactive participants 2012-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 61
Number of participants with account balances 2012-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: WELCH CONSULTING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 40
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 24
Total of all active and inactive participants 2011-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 64
Number of participants with account balances 2011-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2009: WELCH CONSULTING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 62
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 15
Total of all active and inactive participants 2009-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 77
Number of participants with account balances 2009-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2023: WELCH CONSULTING RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	45
Total of all active and inactive participants	2023-01-01	0
Total participants	2023-01-01	0
2022: WELCH CONSULTING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	43
Total of all active and inactive participants	2022-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	45
Number of participants with account balances	2022-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: WELCH CONSULTING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	38
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	31
Total of all active and inactive participants	2021-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	69
Number of participants with account balances	2021-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: WELCH CONSULTING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	40
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	26
Total of all active and inactive participants	2020-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	66
Number of participants with account balances	2020-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: WELCH CONSULTING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	33
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	26
Total of all active and inactive participants	2019-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	59
Number of participants with account balances	2019-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: WELCH CONSULTING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	31
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	25
Total of all active and inactive participants	2018-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	56
Number of participants with account balances	2018-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: WELCH CONSULTING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	40
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	20
Total of all active and inactive participants	2017-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	60
Number of participants with account balances	2017-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: WELCH CONSULTING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	31
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	18
Total of all active and inactive participants	2016-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	49
Number of participants with account balances	2016-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: WELCH CONSULTING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	35
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	18
Total of all active and inactive participants	2015-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	53
Number of participants with account balances	2015-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: WELCH CONSULTING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	38
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	15
Total of all active and inactive participants	2014-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	53
Number of participants with account balances	2014-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: WELCH CONSULTING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	38
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	15
Total of all active and inactive participants	2013-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	53
Number of participants with account balances	2013-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: WELCH CONSULTING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	38
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	23
Total of all active and inactive participants	2012-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	61
Number of participants with account balances	2012-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: WELCH CONSULTING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	40
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	24
Total of all active and inactive participants	2011-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	64
Number of participants with account balances	2011-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2009: WELCH CONSULTING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	62
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	15
Total of all active and inactive participants	2009-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	77
Number of participants with account balances	2009-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on WELCH CONSULTING RETIREMENT PLAN

Measure	Date	Value
2023 : WELCH CONSULTING RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-27	$0
Total plan liabilities at end of year	2023-12-27	$0
Total plan liabilities at beginning of year	2023-12-27	$0
Total income from all sources	2023-12-27	$1,572,486
Expenses. Total of all expenses incurred	2023-12-27	$15,674,378
Benefits paid (including direct rollovers)	2023-12-27	$15,669,693
Total plan assets at end of year	2023-12-27	$0
Total plan assets at beginning of year	2023-12-27	$14,101,892
Value of fidelity bond covering the plan	2023-12-27	$500,000
Total contributions received or receivable from participants	2023-12-27	$12,396
Expenses. Other expenses not covered elsewhere	2023-12-27	$0
Contributions received from other sources (not participants or employers)	2023-12-27	$0
Other income received	2023-12-27	$1,559,537
Noncash contributions received	2023-12-27	$0
Net income (gross income less expenses)	2023-12-27	$-14,101,892
Net plan assets at end of year (total assets less liabilities)	2023-12-27	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-12-27	$14,101,892
Total contributions received or receivable from employer(s)	2023-12-27	$553
Value of certain deemed distributions of participant loans	2023-12-27	$0
Value of corrective distributions	2023-12-27	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-27	$4,685
2022 : WELCH CONSULTING RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-4,560,608
Expenses. Total of all expenses incurred	2022-12-31	$7,541,375
Benefits paid (including direct rollovers)	2022-12-31	$7,539,619
Total plan assets at end of year	2022-12-31	$14,101,892
Total plan assets at beginning of year	2022-12-31	$26,203,875
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$159,027
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-4,841,281
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-12,101,983
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$14,101,892
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$26,203,875
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$121,646
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,756
2021 : WELCH CONSULTING RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$4,902,224
Expenses. Total of all expenses incurred	2021-12-31	$105,884
Benefits paid (including direct rollovers)	2021-12-31	$104,507
Total plan assets at end of year	2021-12-31	$26,203,875
Total plan assets at beginning of year	2021-12-31	$21,407,535
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$484,181
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$51,147
Other income received	2021-12-31	$3,966,934
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$4,796,340
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$26,203,875
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$21,407,535
Assets. Value of participant loans	2021-12-31	$22,788
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$399,962
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$1,377
2020 : WELCH CONSULTING RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$4,972,548
Expenses. Total of all expenses incurred	2020-12-31	$6,036
Benefits paid (including direct rollovers)	2020-12-31	$4,372
Total plan assets at end of year	2020-12-31	$21,407,535
Total plan assets at beginning of year	2020-12-31	$16,441,023
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$450,396
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$4,172,722
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$4,966,512
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$21,407,535
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$16,441,023
Assets. Value of participant loans	2020-12-31	$26,841
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$349,430
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,664
2019 : WELCH CONSULTING RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$4,155,425
Expenses. Total of all expenses incurred	2019-12-31	$1,354,079
Benefits paid (including direct rollovers)	2019-12-31	$1,353,267
Total plan assets at end of year	2019-12-31	$16,441,023
Total plan assets at beginning of year	2019-12-31	$13,639,677
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$409,321
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$3,413,672
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$2,801,346
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$16,441,023
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$13,639,677
Assets. Value of participant loans	2019-12-31	$25,825
Total contributions received or receivable from employer(s)	2019-12-31	$332,432
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$812
2018 : WELCH CONSULTING RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-227,173
Expenses. Total of all expenses incurred	2018-12-31	$48,480
Benefits paid (including direct rollovers)	2018-12-31	$47,401
Total plan assets at end of year	2018-12-31	$13,639,677
Total plan assets at beginning of year	2018-12-31	$13,915,330
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$423,145
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-981,839
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-275,653
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$13,639,677
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$13,915,330
Assets. Value of participant loans	2018-12-31	$90,497
Total contributions received or receivable from employer(s)	2018-12-31	$331,521
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,079
2017 : WELCH CONSULTING RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$2,875,006
Expenses. Total of all expenses incurred	2017-12-31	$789,555
Benefits paid (including direct rollovers)	2017-12-31	$788,776
Total plan assets at end of year	2017-12-31	$13,915,330
Total plan assets at beginning of year	2017-12-31	$11,829,879
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$381,259
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$2,185,041
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$2,085,451
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$13,915,330
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$11,829,879
Assets. Value of participant loans	2017-12-31	$3,119
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$308,706
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$779
2016 : WELCH CONSULTING RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,542,491
Expenses. Total of all expenses incurred	2016-12-31	$66,283
Benefits paid (including direct rollovers)	2016-12-31	$66,105
Total plan assets at end of year	2016-12-31	$11,829,879
Total plan assets at beginning of year	2016-12-31	$10,353,671
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$361,182
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$3,382
Other income received	2016-12-31	$861,216
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$1,476,208
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$11,829,879
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$10,353,671
Assets. Value of participant loans	2016-12-31	$3,933
Total contributions received or receivable from employer(s)	2016-12-31	$316,711
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$178
2015 : WELCH CONSULTING RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$772,335
Expenses. Total of all expenses incurred	2015-12-31	$1,184,556
Benefits paid (including direct rollovers)	2015-12-31	$1,184,322
Total plan assets at end of year	2015-12-31	$10,353,671
Total plan assets at beginning of year	2015-12-31	$10,765,892
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$389,635
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$70,929
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-412,221
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$10,353,671
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$10,765,892
Assets. Value of participant loans	2015-12-31	$1,791
Total contributions received or receivable from employer(s)	2015-12-31	$311,771
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$234
2014 : WELCH CONSULTING RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,539,266
Expenses. Total of all expenses incurred	2014-12-31	$823,879
Benefits paid (including direct rollovers)	2014-12-31	$823,542
Total plan assets at end of year	2014-12-31	$10,765,892
Total plan assets at beginning of year	2014-12-31	$10,050,505
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$385,815
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$795,992
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$715,387
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$10,765,892
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$10,050,505
Assets. Value of participant loans	2014-12-31	$33,711
Total contributions received or receivable from employer(s)	2014-12-31	$357,459
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$337
2013 : WELCH CONSULTING RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$2,627,589
Expenses. Total of all expenses incurred	2013-12-31	$284,165
Benefits paid (including direct rollovers)	2013-12-31	$282,942
Total plan assets at end of year	2013-12-31	$10,050,505
Total plan assets at beginning of year	2013-12-31	$7,707,081
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$361,373
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,959,915
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$2,343,424
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$10,050,505
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,707,081
Assets. Value of participant loans	2013-12-31	$50,628
Total contributions received or receivable from employer(s)	2013-12-31	$306,301
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,223
2012 : WELCH CONSULTING RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,768,754
Expenses. Total of all expenses incurred	2012-12-31	$378,788
Benefits paid (including direct rollovers)	2012-12-31	$378,352
Total plan assets at end of year	2012-12-31	$7,707,081
Total plan assets at beginning of year	2012-12-31	$6,317,115
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$349,275
Contributions received from other sources (not participants or employers)	2012-12-31	$142,862
Other income received	2012-12-31	$930,849
Net income (gross income less expenses)	2012-12-31	$1,389,966
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,707,081
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,317,115
Assets. Value of participant loans	2012-12-31	$20,902
Total contributions received or receivable from employer(s)	2012-12-31	$345,768
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$436
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WELCH CONSULTING RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$597,901
Expenses. Total of all expenses incurred	2011-12-31	$726,873
Benefits paid (including direct rollovers)	2011-12-31	$726,603
Total plan assets at end of year	2011-12-31	$6,317,115
Total plan assets at beginning of year	2011-12-31	$6,446,087
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$374,574
Other income received	2011-12-31	$-144,559
Net income (gross income less expenses)	2011-12-31	$-128,972
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,317,115
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,446,087
Assets. Value of participant loans	2011-12-31	$41,767
Total contributions received or receivable from employer(s)	2011-12-31	$367,886
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$270
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WELCH CONSULTING RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,658,433
Expenses. Total of all expenses incurred	2010-12-31	$131,446
Benefits paid (including direct rollovers)	2010-12-31	$130,997
Total plan assets at end of year	2010-12-31	$6,446,087
Total plan assets at beginning of year	2010-12-31	$4,919,100
Value of fidelity bond covering the plan	2010-12-31	$450,000
Total contributions received or receivable from participants	2010-12-31	$424,016
Other income received	2010-12-31	$772,595
Net income (gross income less expenses)	2010-12-31	$1,526,987
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,446,087
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,919,100
Assets. Value of participant loans	2010-12-31	$84,213
Total contributions received or receivable from employer(s)	2010-12-31	$461,822
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$449
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : WELCH CONSULTING RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WELCH CONSULTING RETIREMENT PLAN

2023: WELCH CONSULTING RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WELCH CONSULTING RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WELCH CONSULTING RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WELCH CONSULTING RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WELCH CONSULTING RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WELCH CONSULTING RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WELCH CONSULTING RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WELCH CONSULTING RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WELCH CONSULTING RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WELCH CONSULTING RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WELCH CONSULTING RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WELCH CONSULTING RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WELCH CONSULTING RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WELCH CONSULTING RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

WELCH CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN [EIN = 571101866]

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Company Name:	WELCH CONSULTING
Employer identification number (EIN):	760627621
NAIC Classification:	541700