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WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameWELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST
Plan identification number 001

WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

WELCH BRUUN & GREEN has sponsored the creation of one or more 401k plans.

Company Name:WELCH BRUUN & GREEN
Employer identification number (EIN):930691419
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012018-01-01
0012017-01-01DENISE BRAY
0012016-01-01DENISE BRAY
0012015-01-01DENISE BRAY
0012014-01-01DENISE BRAY
0012013-01-01DENISE BRAY
0012012-01-01DENISE BRAY
0012011-01-01DENISE BRAY
0012009-01-01DENISE BRAY
0012009-01-01DENISE BRAY
0012009-01-01DENISE BRAY

Plan Statistics for WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-015
Total number of active participants reported on line 7a of the Form 55002023-01-013
Total of all active and inactive participants2023-01-013
Total participants2023-01-013
Number of participants with account balances2023-01-013
2018: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of retired or separated participants receiving benefits2018-01-013
Total of all active and inactive participants2018-01-019
Total participants2018-01-019
Number of participants with account balances2018-01-016
2017: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-011
Total of all active and inactive participants2017-01-019
Total participants2017-01-019
2016: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-019
Total of all active and inactive participants2016-01-019
Total participants2016-01-019
2015: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-017
Total of all active and inactive participants2015-01-017
Total participants2015-01-017
2014: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-017
Total of all active and inactive participants2014-01-017
Total participants2014-01-017
2013: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-017
Total of all active and inactive participants2013-01-017
Total participants2013-01-017
2012: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-018
Total of all active and inactive participants2012-01-018
Total participants2012-01-018
Number of participants with account balances2012-01-018
2011: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-018
Total of all active and inactive participants2011-01-018
Total participants2011-01-018
Number of participants with account balances2011-01-018
2009: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-018
Total of all active and inactive participants2009-01-018
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total income from all sources2023-12-31$981,932
Expenses. Total of all expenses incurred2023-12-31$2,956,682
Benefits paid (including direct rollovers)2023-12-31$2,956,682
Total plan assets at end of year2023-12-31$1,423,090
Total plan assets at beginning of year2023-12-31$3,397,840
Total contributions received or receivable from participants2023-12-31$183,403
Other income received2023-12-31$798,529
Net income (gross income less expenses)2023-12-31$-1,974,750
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,423,090
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,397,840
2018 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$-89,547
Expenses. Total of all expenses incurred2018-12-31$187,275
Benefits paid (including direct rollovers)2018-12-31$187,275
Total plan assets at end of year2018-12-31$2,792,509
Total plan assets at beginning of year2018-12-31$3,069,331
Total contributions received or receivable from participants2018-12-31$172,081
Other income received2018-12-31$-266,543
Net income (gross income less expenses)2018-12-31$-276,822
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,792,509
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,069,331
Total contributions received or receivable from employer(s)2018-12-31$4,915
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$187,275
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
2017 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$590,992
Expenses. Total of all expenses incurred2017-12-31$2,503,537
Benefits paid (including direct rollovers)2017-12-31$2,473,324
Total plan assets at end of year2017-12-31$3,069,331
Total plan assets at beginning of year2017-12-31$4,981,876
Total contributions received or receivable from participants2017-12-31$126,176
Other income received2017-12-31$447,245
Net income (gross income less expenses)2017-12-31$-1,912,545
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,069,331
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,981,876
Total contributions received or receivable from employer(s)2017-12-31$17,571
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$30,213
2016 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$169,951
Expenses. Total of all expenses incurred2016-12-31$563,992
Benefits paid (including direct rollovers)2016-12-31$170,703
Total plan assets at end of year2016-12-31$4,981,876
Total plan assets at beginning of year2016-12-31$5,375,917
Total contributions received or receivable from participants2016-12-31$149,324
Expenses. Other expenses not covered elsewhere2016-12-31$356,722
Net income (gross income less expenses)2016-12-31$-394,041
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,981,876
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,375,917
Total contributions received or receivable from employer(s)2016-12-31$20,627
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$36,567
2015 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$209,210
Expenses. Total of all expenses incurred2015-12-31$210,529
Benefits paid (including direct rollovers)2015-12-31$173,323
Total plan assets at end of year2015-12-31$5,375,917
Total plan assets at beginning of year2015-12-31$5,377,236
Total contributions received or receivable from participants2015-12-31$197,443
Other income received2015-12-31$1,650
Net income (gross income less expenses)2015-12-31$-1,319
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,375,917
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,377,236
Total contributions received or receivable from employer(s)2015-12-31$10,117
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$37,206
2014 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$410,510
Expenses. Total of all expenses incurred2014-12-31$170,482
Benefits paid (including direct rollovers)2014-12-31$157,400
Total plan assets at end of year2014-12-31$5,377,236
Total plan assets at beginning of year2014-12-31$5,137,208
Total contributions received or receivable from participants2014-12-31$146,008
Other income received2014-12-31$244,093
Net income (gross income less expenses)2014-12-31$240,028
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,377,236
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,137,208
Total contributions received or receivable from employer(s)2014-12-31$20,409
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$13,082
2013 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$651,066
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$5,137,208
Total plan assets at beginning of year2013-12-31$4,486,142
Total contributions received or receivable from participants2013-12-31$131,254
Other income received2013-12-31$502,121
Net income (gross income less expenses)2013-12-31$651,066
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,137,208
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,486,142
Total contributions received or receivable from employer(s)2013-12-31$17,691
2012 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$747,761
Total plan assets at end of year2012-12-31$4,486,142
Total plan assets at beginning of year2012-12-31$3,738,381
Total contributions received or receivable from participants2012-12-31$165,254
Other income received2012-12-31$559,667
Net income (gross income less expenses)2012-12-31$747,761
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,486,142
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,738,381
Total contributions received or receivable from employer(s)2012-12-31$22,840
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$191,021
Total plan assets at end of year2011-12-31$3,738,381
Total plan assets at beginning of year2011-12-31$3,547,360
Total contributions received or receivable from participants2011-12-31$192,701
Other income received2011-12-31$-22,650
Net income (gross income less expenses)2011-12-31$191,021
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,738,381
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,547,360
Total contributions received or receivable from employer(s)2011-12-31$20,970
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$467,557
Expenses. Total of all expenses incurred2010-12-31$75,321
Benefits paid (including direct rollovers)2010-12-31$75,321
Total plan assets at end of year2010-12-31$3,547,360
Total plan assets at beginning of year2010-12-31$3,155,124
Total contributions received or receivable from participants2010-12-31$194,000
Other income received2010-12-31$256,809
Net income (gross income less expenses)2010-12-31$392,236
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,547,360
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,155,124
Total contributions received or receivable from employer(s)2010-12-31$16,748
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$75,321
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$14,613
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST

2023: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2018: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberC2996
Policy instance 1
Insurance contract or identification numberC2996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberC2996
Policy instance 1
Insurance contract or identification numberC2996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberC2996
Policy instance 1
Insurance contract or identification numberC2996
Number of Individuals Covered1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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