Wellmore, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wellmore, Inc. (EIN 06-0669107) is a plan sponsor located in Waterbury, CT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-0669107
Location
Waterbury, CT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$9,473,555
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$9,473,555

Contributions & income

Employer contributions
$453,326
Participant contributions
$446,355
Total income / additions
$1,919,690

Expenses & distributions

Benefits paid / distributions
$845,924
Total expenses
$910,391
Net increase / (decrease)
$1,009,299

Coverage

Total reported participants
585
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Wellmore, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Wellmore, Inc. 401(K) And Profit Sharing Plan002431$9,473,5552023
Wellmore, Inc. Health & Welfare Plan501154not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wellmore, Inc.
YearPlanParticipantsSchedulesFiling
2023Wellmore, Inc. Health & Welfare Plan15420241212162503NAL0020266720001
2023Wellmore, Inc. 401(K) And Profit Sharing Plan431H, C20250320150225NAL0013018258001

Related Form 5500 pages