WELCH BRUUN & GREEN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2023: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 3 |
Total of all active and inactive participants | 2023-01-01 | 3 |
Total participants | 2023-01-01 | 3 |
Number of participants with account balances | 2023-01-01 | 3 |
2018: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 9 |
Total participants | 2018-01-01 | 9 |
Number of participants with account balances | 2018-01-01 | 6 |
2017: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 9 |
Total participants | 2017-01-01 | 9 |
2016: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 9 |
Total of all active and inactive participants | 2016-01-01 | 9 |
Total participants | 2016-01-01 | 9 |
2015: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
Total of all active and inactive participants | 2015-01-01 | 7 |
Total participants | 2015-01-01 | 7 |
2014: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
Total of all active and inactive participants | 2014-01-01 | 7 |
Total participants | 2014-01-01 | 7 |
2013: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
Total of all active and inactive participants | 2013-01-01 | 7 |
Total participants | 2013-01-01 | 7 |
2012: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
Total of all active and inactive participants | 2012-01-01 | 8 |
Total participants | 2012-01-01 | 8 |
Number of participants with account balances | 2012-01-01 | 8 |
2011: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
Total of all active and inactive participants | 2011-01-01 | 8 |
Total participants | 2011-01-01 | 8 |
Number of participants with account balances | 2011-01-01 | 8 |
2009: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
Total of all active and inactive participants | 2009-01-01 | 8 |
Total participants | 2009-01-01 | 8 |
Number of participants with account balances | 2009-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2023 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $981,932 |
Expenses. Total of all expenses incurred | 2023-12-31 | $2,956,682 |
Benefits paid (including direct rollovers) | 2023-12-31 | $2,956,682 |
Total plan assets at end of year | 2023-12-31 | $1,423,090 |
Total plan assets at beginning of year | 2023-12-31 | $3,397,840 |
Total contributions received or receivable from participants | 2023-12-31 | $183,403 |
Other income received | 2023-12-31 | $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 |
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Total income from all sources | 2018-12-31 | $-89,547 |
Expenses. Total of all expenses incurred | 2018-12-31 | $187,275 |
Benefits paid (including direct rollovers) | 2018-12-31 | $187,275 |
Total plan assets at end of year | 2018-12-31 | $2,792,509 |
Total plan assets at beginning of year | 2018-12-31 | $3,069,331 |
Total contributions received or receivable from participants | 2018-12-31 | $172,081 |
Other income received | 2018-12-31 | $-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 securities | 2018-12-31 | $187,275 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
2017 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $590,992 |
Expenses. Total of all expenses incurred | 2017-12-31 | $2,503,537 |
Benefits paid (including direct rollovers) | 2017-12-31 | $2,473,324 |
Total plan assets at end of year | 2017-12-31 | $3,069,331 |
Total plan assets at beginning of year | 2017-12-31 | $4,981,876 |
Total contributions received or receivable from participants | 2017-12-31 | $126,176 |
Other income received | 2017-12-31 | $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 |
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Total income from all sources | 2016-12-31 | $169,951 |
Expenses. Total of all expenses incurred | 2016-12-31 | $563,992 |
Benefits paid (including direct rollovers) | 2016-12-31 | $170,703 |
Total plan assets at end of year | 2016-12-31 | $4,981,876 |
Total plan assets at beginning of year | 2016-12-31 | $5,375,917 |
Total contributions received or receivable from participants | 2016-12-31 | $149,324 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $209,210 |
Expenses. Total of all expenses incurred | 2015-12-31 | $210,529 |
Benefits paid (including direct rollovers) | 2015-12-31 | $173,323 |
Total plan assets at end of year | 2015-12-31 | $5,375,917 |
Total plan assets at beginning of year | 2015-12-31 | $5,377,236 |
Total contributions received or receivable from participants | 2015-12-31 | $197,443 |
Other income received | 2015-12-31 | $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 |
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Total income from all sources | 2014-12-31 | $410,510 |
Expenses. Total of all expenses incurred | 2014-12-31 | $170,482 |
Benefits paid (including direct rollovers) | 2014-12-31 | $157,400 |
Total plan assets at end of year | 2014-12-31 | $5,377,236 |
Total plan assets at beginning of year | 2014-12-31 | $5,137,208 |
Total contributions received or receivable from participants | 2014-12-31 | $146,008 |
Other income received | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $651,066 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $5,137,208 |
Total plan assets at beginning of year | 2013-12-31 | $4,486,142 |
Total contributions received or receivable from participants | 2013-12-31 | $131,254 |
Other income received | 2013-12-31 | $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 |
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Total income from all sources | 2012-12-31 | $747,761 |
Total plan assets at end of year | 2012-12-31 | $4,486,142 |
Total plan assets at beginning of year | 2012-12-31 | $3,738,381 |
Total contributions received or receivable from participants | 2012-12-31 | $165,254 |
Other income received | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $191,021 |
Total plan assets at end of year | 2011-12-31 | $3,738,381 |
Total plan assets at beginning of year | 2011-12-31 | $3,547,360 |
Total contributions received or receivable from participants | 2011-12-31 | $192,701 |
Other income received | 2011-12-31 | $-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 securities | 2011-12-31 | $0 |
2010 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $467,557 |
Expenses. Total of all expenses incurred | 2010-12-31 | $75,321 |
Benefits paid (including direct rollovers) | 2010-12-31 | $75,321 |
Total plan assets at end of year | 2010-12-31 | $3,547,360 |
Total plan assets at beginning of year | 2010-12-31 | $3,155,124 |
Total contributions received or receivable from participants | 2010-12-31 | $194,000 |
Other income received | 2010-12-31 | $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 securities | 2010-12-31 | $75,321 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $14,613 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2023: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2018: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
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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 | This return/report is a short plan year return/report (less than 12 months) | 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 BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
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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 BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
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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 BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
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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 BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
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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 BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
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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 BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
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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 is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |