Plan5500

Welser Profile North America, LLC — 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, Welser Profile North America, LLC (EIN 86-2647963) is a plan sponsor located in Valley City, OH 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
86-2647963
Location
Valley City, OH
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9MSummed across loaded plans$8,958,102
Total reported assets$9M$8,958,102
Total reported participants443
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9M total assets
Net assets$9MLiabilities$0
Contributions & income
Employer contributions$188.3K
Participant contributions$730.5K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$560.2K
Total expenses$568.2K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Welser Profile Companies Retirement Savings Plan
Participants per plan222Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Welser Profile Companies Retirement Savings Plan$9M
    Plan #001 · 314 participants · 2023
  2. 2
    Welser Profile North America LLC Health And Welfare Plannot reported in the loaded dataset
    Plan #503 · 129 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Welser Profile North America, LLC
YearPlanParticipantsSchedulesFiling
2023Welser Profile Companies Retirement Savings Plan314H, C20241011121415NAL0038669568001
2023Welser Profile North America LLC Health And Welfare Plan129—20250117105849NAL0025032481001

Related Form 5500 pages