FRANK WELCH & SONS CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO.
| Measure | Date | Value |
|---|
| 2025 : PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-28 | 1496002 |
| Net assets as of the end of the plan year | 2025-08-28 | 1954826 |
| Total assets as of the beginning of the plan year | 2025-08-28 | 2773895 |
| Value of plan covered by a fidelity bond | 2025-08-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-08-28 | 0 |
| Other expenses paid from plan in this plan year | 2025-08-28 | 0 |
| Other contributions to plan in this plan year | 2025-08-28 | 0 |
| Other income to plan in this plan year | 2025-08-28 | 401933 |
| Plan net income in this plan year | 2025-08-28 | -819069 |
| Net assets as of the end of the plan year | 2025-08-28 | 1954826 |
| Net assets as of the beginning of the plan year | 2025-08-28 | 2773895 |
| Employer contributions to plan in this plan year | 2025-08-28 | 275000 |
| Fees paid to broker by Benefit Provider | 2025-08-28 | 1239 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-28 | 12129 |
| 2015 : PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-11-30 | $0 |
| Total plan liabilities at beginning of year | 2015-11-30 | $0 |
| Total income from all sources | 2015-11-30 | $196,937 |
| Expenses. Total of all expenses incurred | 2015-11-30 | $50,496 |
| Benefits paid (including direct rollovers) | 2015-11-30 | $39,316 |
| Total plan assets at end of year | 2015-11-30 | $2,393,322 |
| Total plan assets at beginning of year | 2015-11-30 | $2,246,881 |
| Value of fidelity bond covering the plan | 2015-11-30 | $250,000 |
| Other income received | 2015-11-30 | $-28,063 |
| Net income (gross income less expenses) | 2015-11-30 | $146,441 |
| Net plan assets at end of year (total assets less liabilities) | 2015-11-30 | $2,393,322 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-11-30 | $2,246,881 |
| Total contributions received or receivable from employer(s) | 2015-11-30 | $225,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-11-30 | $11,180 |
| 2014 : PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2014 401k financial data |
|---|
| Total income from all sources | 2014-11-30 | $126,787 |
| Expenses. Total of all expenses incurred | 2014-11-30 | $58,239 |
| Benefits paid (including direct rollovers) | 2014-11-30 | $47,154 |
| Total plan assets at end of year | 2014-11-30 | $2,211,881 |
| Total plan assets at beginning of year | 2014-11-30 | $2,143,333 |
| Value of fidelity bond covering the plan | 2014-11-30 | $250,000 |
| Other income received | 2014-11-30 | $91,787 |
| Net income (gross income less expenses) | 2014-11-30 | $68,548 |
| Net plan assets at end of year (total assets less liabilities) | 2014-11-30 | $2,211,881 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-11-30 | $2,143,333 |
| Total contributions received or receivable from employer(s) | 2014-11-30 | $35,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-11-30 | $11,085 |
| 2013 : PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2013 401k financial data |
|---|
| Total income from all sources | 2013-11-30 | $288,075 |
| Expenses. Total of all expenses incurred | 2013-11-30 | $107,963 |
| Benefits paid (including direct rollovers) | 2013-11-30 | $70,663 |
| Total plan assets at end of year | 2013-11-30 | $2,143,333 |
| Total plan assets at beginning of year | 2013-11-30 | $1,963,221 |
| Value of fidelity bond covering the plan | 2013-11-30 | $250,000 |
| Other income received | 2013-11-30 | $188,075 |
| Net income (gross income less expenses) | 2013-11-30 | $180,112 |
| Net plan assets at end of year (total assets less liabilities) | 2013-11-30 | $2,143,333 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-11-30 | $1,963,221 |
| Total contributions received or receivable from employer(s) | 2013-11-30 | $100,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-11-30 | $37,300 |
| 2012 : PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2012 401k financial data |
|---|
| Total income from all sources | 2012-11-30 | $315,467 |
| Expenses. Total of all expenses incurred | 2012-11-30 | $80,034 |
| Benefits paid (including direct rollovers) | 2012-11-30 | $70,663 |
| Total plan assets at end of year | 2012-11-30 | $1,963,221 |
| Total plan assets at beginning of year | 2012-11-30 | $1,727,788 |
| Value of fidelity bond covering the plan | 2012-11-30 | $250,000 |
| Other income received | 2012-11-30 | $115,467 |
| Net income (gross income less expenses) | 2012-11-30 | $235,433 |
| Net plan assets at end of year (total assets less liabilities) | 2012-11-30 | $1,963,221 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-11-30 | $1,727,788 |
| Total contributions received or receivable from employer(s) | 2012-11-30 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-11-30 | $9,371 |
| 2011 : PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO. 2011 401k financial data |
|---|
| Total income from all sources | 2011-11-30 | $226,281 |
| Expenses. Total of all expenses incurred | 2011-11-30 | $79,839 |
| Benefits paid (including direct rollovers) | 2011-11-30 | $70,663 |
| Total plan assets at end of year | 2011-11-30 | $1,727,788 |
| Total plan assets at beginning of year | 2011-11-30 | $1,581,347 |
| Value of fidelity bond covering the plan | 2011-11-30 | $100,000 |
| Other income received | 2011-11-30 | $26,281 |
| Net income (gross income less expenses) | 2011-11-30 | $146,442 |
| Net plan assets at end of year (total assets less liabilities) | 2011-11-30 | $1,727,788 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-11-30 | $1,581,347 |
| Total contributions received or receivable from employer(s) | 2011-11-30 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-11-30 | $9,176 |