2023 Form 5500 filing — Welch Comer & Associates, Inc. Employee Stock Ownership Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240926144427NAL0000929745001) for Welch Comer & Associates, Inc. Employee Stock Ownership Plan And Trust, reported by Welch Comer & Associates, Inc. under EIN 82-0412565 and plan number 002. It reports 29 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240926144427NAL0000929745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Welch Comer & Associates, Inc.
- EIN
- 82-0412565
- Plan number
- 002
- Location
- Coeur D Alene, ID
- Participants
- 29
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,720,749
- Total liabilities (EOY)
- $1,268,509
- Net assets (EOY)
- $5,452,240
- Employer contributions
- $114,690
- Total income / additions
- $603,116
- Benefits paid
- $147,677
- Total expenses
- $188,486
- Net increase / (decrease)
- $414,630
- Schedule source
- Schedule I