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401k Sponsoring company profile

WELSH ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:WELSH ADVISORS, INC.
Employer identification number (EIN):464760047
NAIC Classification:541213
NAIC Description:Tax Preparation Services

Additional information about WELSH ADVISORS, INC.

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about WELSH ADVISORS, INC.

The following addresses have been detected on the 401k submissions:

USA Location Address
2457 N. AVALON AVE.
ORANGE
CA
92867
Date first seen: 2007-01-01
Date last seen: 2024-09-30
USA Location Address
16081 SANTA BARBARA LN
HUNTINGTON BEACH
CA
92649
Date first seen: 2007-01-01
Date last seen: 2024-09-30

The following addresses have been found in other jurisdictions:

Jurisdiction:California Department of State
Address:
2457 N. Avalon Ave.
Orange
CA
Jurisdiction Company ID:
Jurisdiction Registration Date:

WELSH ADVISORS, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001WELSH ADVISORS, INC. 401(K) PROFIT SHARING PLAN2018-01-01 2015-01-01
002WELSH ADVISORS, INC. DEFINED BENEFIT PLAN2020-01-01 2015-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2023-02-02Employer Contributions $ 500,000
2023-02-02Employee Contributions $ 500,000
2022-02-08Employer Contributions $ 546,255
2022-02-08Employee Contributions $ 546,255

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