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, Welch Senior Living, LLC Savings Plan is a benefit plan reported by Welch Senior Living, LLC under EIN 81-4769421 and plan number 002. The latest loaded filing year is 2023. The filing reports 579 participants and $11,266,107 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,266,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,266,107
- Net assets (BOY)
- $10,167,352
Income & contributions
- Employer contributions
- $74,227
- Participant contributions
- $612,248
- Total contributions
- $950,163
- Total income / additions
- $2,498,102
Expenses & distributions
- Benefits paid
- $1,309,476
- Administrative expenses
- $89,871
- Total expenses
- $1,399,347
- Net increase / (decrease)
- $1,098,755