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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:
Incorporation Date:
Company Identification Number:

More information about WELTON INVESTMENT PARTNERS, LLC

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

USA Location Address
EASTWOOD BUILDING
P.O. BOX 6147
CARMEL
CA
939216147
Date first seen: 2016-05-19
Date last seen: 2018-10-01
USA Location Address
56B 5TH ST. LOT 1 #6147
CARMEL
CA
93921
Date first seen: 2010-01-01
Date last seen: 2024-10-15

The following addresses have been found in other jurisdictions:

Jurisdiction:New York Department of State
Address:
EASTWOOD BLDG SAN CARLOS
CARMEL
Jurisdiction Company ID:4660405
Jurisdiction Registration Date:2014-11-03

Plan Sponsor Events

WELTON INVESTMENT PARTNERS, LLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401K PLAN2016-01-01 2010-01-01
002WELTON INVESTMENT PARTNERS LLC RETIREMENT PLAN2016-01-01 2010-01-01

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
2023-02-28Employer Contributions $ 700,000
2023-02-28Employee Contributions $ 700,000
2022-02-24Employer Contributions $ 700,000
2022-02-24Employee Contributions $ 700,000
2020-09-09Employer Contributions $ 192,192
2020-09-09Employee Contributions $ 192,192
2019-11-29Employer Contributions $ 345,999
2019-11-29Employee Contributions $ 345,999
2018-08-22Employer Contributions $ 383,156
2018-08-22Employee Contributions $ 383,156
2017-08-25Employer Contributions $ 342,425
2017-08-25Employee Contributions $ 342,425
2016-01-04Employer Contributions $ 150,000
2016-01-04Employee Contributions $ 150,000

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