Plain-English plan 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, Gelia Wells & Mohr, Inc. 401(K) Plan is a benefit plan reported by Gelia Wells & Mohr, Inc. under EIN 16-0844960 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $10,557,212 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,557,212
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,557,212
- Net assets (BOY)
- $9,779,110
Income & contributions
- Employer contributions
- $94,859
- Participant contributions
- $487,828
- Total contributions
- $719,334
- Total income / additions
- $2,334,330
Expenses & distributions
- Benefits paid
- $1,487,450
- Administrative expenses
- $48,359
- Total expenses
- $1,556,228
- Net increase / (decrease)
- $778,102