D E WELCH INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan D E WELCH PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2023 : D E WELCH PROFIT SHARING PLAN & TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-06-30 | $1,032 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $300 |
| Total plan assets at end of year | 2023-06-30 | $240,255 |
| Total plan assets at beginning of year | 2023-06-30 | $239,523 |
| Expenses. Other expenses not covered elsewhere | 2023-06-30 | $300 |
| Other income received | 2023-06-30 | $1,032 |
| Net income (gross income less expenses) | 2023-06-30 | $732 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $240,255 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $239,523 |
| 2022 : D E WELCH PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-06-30 | $-765 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $300 |
| Total plan assets at end of year | 2022-06-30 | $239,523 |
| Total plan assets at beginning of year | 2022-06-30 | $240,588 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $300 |
| Other income received | 2022-06-30 | $-765 |
| Net income (gross income less expenses) | 2022-06-30 | $-1,065 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $239,523 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $240,588 |
| 2021 : D E WELCH PROFIT SHARING PLAN & TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-06-30 | $1,932 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $300 |
| Total plan assets at end of year | 2021-06-30 | $240,588 |
| Total plan assets at beginning of year | 2021-06-30 | $238,956 |
| Value of fidelity bond covering the plan | 2021-06-30 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $300 |
| Other income received | 2021-06-30 | $1,932 |
| Net income (gross income less expenses) | 2021-06-30 | $1,632 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $240,588 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $238,956 |
| 2020 : D E WELCH PROFIT SHARING PLAN & TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $1,663 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $26,794 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $26,494 |
| Total plan assets at end of year | 2020-06-30 | $238,956 |
| Total plan assets at beginning of year | 2020-06-30 | $264,087 |
| Value of fidelity bond covering the plan | 2020-06-30 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $300 |
| Other income received | 2020-06-30 | $1,663 |
| Net income (gross income less expenses) | 2020-06-30 | $-25,131 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $238,956 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $264,087 |
| 2019 : D E WELCH PROFIT SHARING PLAN & TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $1,859 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $300 |
| Total plan assets at end of year | 2019-06-30 | $264,087 |
| Total plan assets at beginning of year | 2019-06-30 | $262,528 |
| Value of fidelity bond covering the plan | 2019-06-30 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2019-06-30 | $300 |
| Other income received | 2019-06-30 | $1,859 |
| Net income (gross income less expenses) | 2019-06-30 | $1,559 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $264,087 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $262,528 |
| 2017 : D E WELCH PROFIT SHARING PLAN & TRUST 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-06-30 | $0 |
| Total plan liabilities at beginning of year | 2017-06-30 | $0 |
| Total income from all sources | 2017-06-30 | $2,224 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $265 |
| Total plan assets at end of year | 2017-06-30 | $261,036 |
| Total plan assets at beginning of year | 2017-06-30 | $259,077 |
| Value of fidelity bond covering the plan | 2017-06-30 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $265 |
| Other income received | 2017-06-30 | $2,224 |
| Net income (gross income less expenses) | 2017-06-30 | $1,959 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $261,036 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $259,077 |
| 2016 : D E WELCH PROFIT SHARING PLAN & TRUST 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-06-30 | $0 |
| Total income from all sources | 2016-06-30 | $11,082 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $468 |
| Total plan assets at end of year | 2016-06-30 | $259,077 |
| Total plan assets at beginning of year | 2016-06-30 | $248,463 |
| Value of fidelity bond covering the plan | 2016-06-30 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $468 |
| Other income received | 2016-06-30 | $11,082 |
| Net income (gross income less expenses) | 2016-06-30 | $10,614 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $259,077 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $248,463 |
| Assets. Value of participant loans | 2016-06-30 | $10,306 |
| 2015 : D E WELCH PROFIT SHARING PLAN & TRUST 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-06-30 | $0 |
| Total plan liabilities at beginning of year | 2015-06-30 | $0 |
| Total income from all sources | 2015-06-30 | $11,133 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $13,971 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $13,500 |
| Total plan assets at end of year | 2015-06-30 | $248,463 |
| Total plan assets at beginning of year | 2015-06-30 | $251,301 |
| Value of fidelity bond covering the plan | 2015-06-30 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $471 |
| Other income received | 2015-06-30 | $11,133 |
| Net income (gross income less expenses) | 2015-06-30 | $-2,838 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $248,463 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $251,301 |
| Assets. Value of participant loans | 2015-06-30 | $9,816 |
| 2014 : D E WELCH PROFIT SHARING PLAN & TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-06-30 | $0 |
| Total plan liabilities at beginning of year | 2014-06-30 | $0 |
| Total income from all sources | 2014-06-30 | $12,746 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $468 |
| Total plan assets at end of year | 2014-06-30 | $251,301 |
| Total plan assets at beginning of year | 2014-06-30 | $239,023 |
| Value of fidelity bond covering the plan | 2014-06-30 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $468 |
| Other income received | 2014-06-30 | $12,746 |
| Net income (gross income less expenses) | 2014-06-30 | $12,278 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $251,301 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $239,023 |
| Assets. Value of participant loans | 2014-06-30 | $9,348 |
| 2013 : D E WELCH PROFIT SHARING PLAN & TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-06-30 | $0 |
| Total plan liabilities at beginning of year | 2013-06-30 | $0 |
| Total income from all sources | 2013-06-30 | $11,158 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $468 |
| Total plan assets at end of year | 2013-06-30 | $239,023 |
| Total plan assets at beginning of year | 2013-06-30 | $228,333 |
| Value of fidelity bond covering the plan | 2013-06-30 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $468 |
| Other income received | 2013-06-30 | $11,158 |
| Net income (gross income less expenses) | 2013-06-30 | $10,690 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $239,023 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $228,333 |
| Assets. Value of participant loans | 2013-06-30 | $8,903 |
| 2012 : D E WELCH PROFIT SHARING PLAN & TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-06-30 | $0 |
| Total plan liabilities at beginning of year | 2012-06-30 | $0 |
| Total income from all sources | 2012-06-30 | $9,044 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $468 |
| Total plan assets at end of year | 2012-06-30 | $228,333 |
| Total plan assets at beginning of year | 2012-06-30 | $219,756 |
| Value of fidelity bond covering the plan | 2012-06-30 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $468 |
| Other income received | 2012-06-30 | $9,044 |
| Net income (gross income less expenses) | 2012-06-30 | $8,576 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $228,333 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $219,756 |
| Assets. Value of participant loans | 2012-06-30 | $8,479 |
| 2011 : D E WELCH PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-06-30 | $0 |
| Total plan liabilities at beginning of year | 2011-06-30 | $0 |
| Total income from all sources | 2011-06-30 | $12,600 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $20,230 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $20,000 |
| Total plan assets at end of year | 2011-06-30 | $219,756 |
| Total plan assets at beginning of year | 2011-06-30 | $227,386 |
| Value of fidelity bond covering the plan | 2011-06-30 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $230 |
| Other income received | 2011-06-30 | $12,600 |
| Net income (gross income less expenses) | 2011-06-30 | $-7,630 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $219,756 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $227,386 |
| Assets. Value of participant loans | 2011-06-30 | $8,075 |
| 2022: D E WELCH PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: D E WELCH PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: D E WELCH PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: D E WELCH PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: D E WELCH PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | First time form 5500 has been submitted | Yes |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: D E WELCH PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | First time form 5500 has been submitted | Yes |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: D E WELCH PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | First time form 5500 has been submitted | Yes |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: D E WELCH PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | First time form 5500 has been submitted | Yes |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: D E WELCH PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | First time form 5500 has been submitted | Yes |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: D E WELCH PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | First time form 5500 has been submitted | Yes |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: D E WELCH PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | First time form 5500 has been submitted | Yes |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: D E WELCH PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | First time form 5500 has been submitted | Yes |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2010: D E WELCH PROFIT SHARING PLAN & TRUST 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | First time form 5500 has been submitted | Yes |
| 2010-07-01 | Submission has been amended | No |
| 2010-07-01 | This submission is the final filing | No |
| 2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-07-01 | Plan is a collectively bargained plan | No |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: D E WELCH PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
