JAMES J. WELCH & CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES J. WELCH & CO., INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : JAMES J. WELCH & CO., INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $705,919 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $18,612 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $18,299 |
| Total plan assets at end of year | 2023-12-31 | $1,698,657 |
| Total plan assets at beginning of year | 2023-12-31 | $1,011,350 |
| Value of fidelity bond covering the plan | 2023-12-31 | $167,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $261,518 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $101,933 |
| Other income received | 2023-12-31 | $238,205 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $687,307 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,698,657 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,011,350 |
| Assets. Value of participant loans | 2023-12-31 | $7,756 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $104,263 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $313 |
| 2022 : JAMES J. WELCH & CO., INC. 401(K) PROFIT SHARING 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 | $95,376 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $17,666 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $17,410 |
| Total plan assets at end of year | 2022-12-31 | $1,011,350 |
| Total plan assets at beginning of year | 2022-12-31 | $933,640 |
| Value of fidelity bond covering the plan | 2022-12-31 | $167,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $199,405 |
| 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 | $-182,829 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $77,710 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,011,350 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $933,640 |
| Assets. Value of participant loans | 2022-12-31 | $5,054 |
| 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 | $78,800 |
| 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 | $256 |
| 2021 : JAMES J. WELCH & CO., INC. 401(K) PROFIT SHARING 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 | $441,964 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $124,937 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $124,937 |
| Total plan assets at end of year | 2021-12-31 | $933,640 |
| Total plan assets at beginning of year | 2021-12-31 | $616,613 |
| Value of fidelity bond covering the plan | 2021-12-31 | $167,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $161,025 |
| 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 | $126,075 |
| Other income received | 2021-12-31 | $94,139 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $317,027 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $933,640 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $616,613 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| 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 | $60,725 |
| 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 | $0 |
| 2020 : JAMES J. WELCH & CO., INC. 401(K) PROFIT SHARING 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 | $241,104 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $7,681 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $7,518 |
| Total plan assets at end of year | 2020-12-31 | $616,613 |
| Total plan assets at beginning of year | 2020-12-31 | $383,190 |
| Value of fidelity bond covering the plan | 2020-12-31 | $167,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $113,449 |
| 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 | $1,240 |
| Other income received | 2020-12-31 | $86,949 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $233,423 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $616,613 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $383,190 |
| Assets. Value of participant loans | 2020-12-31 | $0 |
| 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 | $39,466 |
| 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 | $163 |
| 2019 : JAMES J. WELCH & CO., INC. 401(K) PROFIT SHARING 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 | $365,401 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,197,320 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,197,132 |
| Total plan assets at end of year | 2019-12-31 | $383,190 |
| Total plan assets at beginning of year | 2019-12-31 | $1,215,109 |
| Value of fidelity bond covering the plan | 2019-12-31 | $167,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $107,738 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $19,152 |
| Other income received | 2019-12-31 | $196,354 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $-831,919 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $383,190 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,215,109 |
| Assets. Value of participant loans | 2019-12-31 | $2,159 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $42,157 |
| 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 | $188 |
| 2018 : JAMES J. WELCH & CO., INC. 401(K) PROFIT SHARING 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 | $-51,694 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $127,700 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $126,994 |
| Total plan assets at end of year | 2018-12-31 | $1,215,109 |
| Total plan assets at beginning of year | 2018-12-31 | $1,394,503 |
| Value of fidelity bond covering the plan | 2018-12-31 | $167,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $10,835 |
| 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 | $-62,529 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-179,394 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,215,109 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,394,503 |
| Assets. Value of participant loans | 2018-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
| 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 | $706 |
| 2017 : JAMES J. WELCH & CO., INC. 401(K) PROFIT SHARING 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 | $208,478 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $290,182 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $287,955 |
| Total plan assets at end of year | 2017-12-31 | $1,394,503 |
| Total plan assets at beginning of year | 2017-12-31 | $1,476,207 |
| Value of fidelity bond covering the plan | 2017-12-31 | $167,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $7,340 |
| 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 | $201,138 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $-81,704 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,394,503 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,476,207 |
| Assets. Value of participant loans | 2017-12-31 | $8,205 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $1,503 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $724 |
| 2016 : JAMES J. WELCH & CO., INC. 401(K) PROFIT SHARING 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 | $109,169 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $310,821 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $310,821 |
| Total plan assets at end of year | 2016-12-31 | $1,476,207 |
| Total plan assets at beginning of year | 2016-12-31 | $1,677,859 |
| Value of fidelity bond covering the plan | 2016-12-31 | $167,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $20,753 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $88,416 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $-201,652 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,476,207 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,677,859 |
| Assets. Value of participant loans | 2016-12-31 | $32,412 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| 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 | $0 |
