401k Plan data: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST plan

WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST
Plan identification number	001

WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

WELCH BRUUN & GREEN has sponsored the creation of one or more 401k plans.

Company Name: WELCH BRUUN & GREEN

Employer identification number (EIN): 930691419

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01 DENISE BRAY
001 2016-01-01 DENISE BRAY
001 2015-01-01 DENISE BRAY
001 2014-01-01 DENISE BRAY
001 2013-01-01 DENISE BRAY
001 2012-01-01 DENISE BRAY
001 2011-01-01 DENISE BRAY
001 2009-01-01 DENISE BRAY
001 2009-01-01 DENISE BRAY
001 2009-01-01 DENISE BRAY

Plan Statistics for WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST

Measure Date Value
2018: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 9
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 6
2017: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 9
Total participants 2017-01-01 9
2016: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Total of all active and inactive participants 2016-01-01 9
Total participants 2016-01-01 9
2015: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Total of all active and inactive participants 2015-01-01 7
Total participants 2015-01-01 7
2014: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Total of all active and inactive participants 2014-01-01 7
Total participants 2014-01-01 7
2013: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Total of all active and inactive participants 2013-01-01 7
Total participants 2013-01-01 7
2012: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Total of all active and inactive participants 2012-01-01 8
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
2011: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Total of all active and inactive participants 2011-01-01 8
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
2009: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Total of all active and inactive participants 2009-01-01 8
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2018: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	9
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	6
2017: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	9
Total participants	2017-01-01	9
2016: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Total of all active and inactive participants	2016-01-01	9
Total participants	2016-01-01	9
2015: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Total of all active and inactive participants	2015-01-01	7
Total participants	2015-01-01	7
2014: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Total of all active and inactive participants	2014-01-01	7
Total participants	2014-01-01	7
2013: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Total of all active and inactive participants	2013-01-01	7
Total participants	2013-01-01	7
2012: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Total of all active and inactive participants	2012-01-01	8
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
2011: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Total of all active and inactive participants	2011-01-01	8
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
2009: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Total of all active and inactive participants	2009-01-01	8
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2018 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-89,547
Expenses. Total of all expenses incurred	2018-12-31	$187,275
Benefits paid (including direct rollovers)	2018-12-31	$187,275
Total plan assets at end of year	2018-12-31	$2,792,509
Total plan assets at beginning of year	2018-12-31	$3,069,331
Total contributions received or receivable from participants	2018-12-31	$172,081
Other income received	2018-12-31	$-266,543
Net income (gross income less expenses)	2018-12-31	$-276,822
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,792,509
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,069,331
Total contributions received or receivable from employer(s)	2018-12-31	$4,915
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$187,275
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
2017 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$590,992
Expenses. Total of all expenses incurred	2017-12-31	$2,503,537
Benefits paid (including direct rollovers)	2017-12-31	$2,473,324
Total plan assets at end of year	2017-12-31	$3,069,331
Total plan assets at beginning of year	2017-12-31	$4,981,876
Total contributions received or receivable from participants	2017-12-31	$126,176
Other income received	2017-12-31	$447,245
Net income (gross income less expenses)	2017-12-31	$-1,912,545
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,069,331
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,981,876
Total contributions received or receivable from employer(s)	2017-12-31	$17,571
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$30,213
2016 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$169,951
Expenses. Total of all expenses incurred	2016-12-31	$563,992
Benefits paid (including direct rollovers)	2016-12-31	$170,703
Total plan assets at end of year	2016-12-31	$4,981,876
Total plan assets at beginning of year	2016-12-31	$5,375,917
Total contributions received or receivable from participants	2016-12-31	$149,324
Expenses. Other expenses not covered elsewhere	2016-12-31	$356,722
Net income (gross income less expenses)	2016-12-31	$-394,041
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,981,876
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,375,917
Total contributions received or receivable from employer(s)	2016-12-31	$20,627
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$36,567
2015 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$209,210
Expenses. Total of all expenses incurred	2015-12-31	$210,529
Benefits paid (including direct rollovers)	2015-12-31	$173,323
Total plan assets at end of year	2015-12-31	$5,375,917
Total plan assets at beginning of year	2015-12-31	$5,377,236
Total contributions received or receivable from participants	2015-12-31	$197,443
Other income received	2015-12-31	$1,650
Net income (gross income less expenses)	2015-12-31	$-1,319
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,375,917
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,377,236
Total contributions received or receivable from employer(s)	2015-12-31	$10,117
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$37,206
2014 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$410,510
Expenses. Total of all expenses incurred	2014-12-31	$170,482
Benefits paid (including direct rollovers)	2014-12-31	$157,400
Total plan assets at end of year	2014-12-31	$5,377,236
Total plan assets at beginning of year	2014-12-31	$5,137,208
Total contributions received or receivable from participants	2014-12-31	$146,008
Other income received	2014-12-31	$244,093
Net income (gross income less expenses)	2014-12-31	$240,028
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,377,236
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,137,208
Total contributions received or receivable from employer(s)	2014-12-31	$20,409
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$13,082
2013 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$651,066
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$5,137,208
Total plan assets at beginning of year	2013-12-31	$4,486,142
Total contributions received or receivable from participants	2013-12-31	$131,254
Other income received	2013-12-31	$502,121
Net income (gross income less expenses)	2013-12-31	$651,066
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,137,208
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,486,142
Total contributions received or receivable from employer(s)	2013-12-31	$17,691
2012 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$747,761
Total plan assets at end of year	2012-12-31	$4,486,142
Total plan assets at beginning of year	2012-12-31	$3,738,381
Total contributions received or receivable from participants	2012-12-31	$165,254
Other income received	2012-12-31	$559,667
Net income (gross income less expenses)	2012-12-31	$747,761
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,486,142
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,738,381
Total contributions received or receivable from employer(s)	2012-12-31	$22,840
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$191,021
Total plan assets at end of year	2011-12-31	$3,738,381
Total plan assets at beginning of year	2011-12-31	$3,547,360
Total contributions received or receivable from participants	2011-12-31	$192,701
Other income received	2011-12-31	$-22,650
Net income (gross income less expenses)	2011-12-31	$191,021
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,738,381
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,547,360
Total contributions received or receivable from employer(s)	2011-12-31	$20,970
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$467,557
Expenses. Total of all expenses incurred	2010-12-31	$75,321
Benefits paid (including direct rollovers)	2010-12-31	$75,321
Total plan assets at end of year	2010-12-31	$3,547,360
Total plan assets at beginning of year	2010-12-31	$3,155,124
Total contributions received or receivable from participants	2010-12-31	$194,000
Other income received	2010-12-31	$256,809
Net income (gross income less expenses)	2010-12-31	$392,236
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,547,360
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,155,124
Total contributions received or receivable from employer(s)	2010-12-31	$16,748
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$75,321
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$14,613
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST

2018: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WELCH BRUUN & GREEN PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

C2996

Policy instance

Insurance contract or identification number	C2996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WELCH BRUUN & GREEN
Employer identification number (EIN):	930691419
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator
001	2018-01-01
001	2017-01-01	DENISE BRAY
001	2016-01-01	DENISE BRAY
001	2015-01-01	DENISE BRAY
001	2014-01-01	DENISE BRAY
001	2013-01-01	DENISE BRAY
001	2012-01-01	DENISE BRAY
001	2011-01-01	DENISE BRAY
001	2009-01-01	DENISE BRAY
001	2009-01-01	DENISE BRAY
001	2009-01-01	DENISE BRAY