Welser Profile Companies Retirement Savings Plan — Form 5500 plan (Welser Profile North America, LLC)
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, Welser Profile Companies Retirement Savings Plan is a benefit plan reported by Welser Profile North America, LLC under EIN 86-2647963 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $8,958,102 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9MPlan net assets, end of year$8,958,102
Participants314Covered participants reported
Assets / participant$28.5KComputed: assets ÷ participants$28,529 (computed)
Provider compensation$22.3K2 Schedule C provider row(s)$22,331
- Plan sponsor
- Welser Profile North America, LLC
- EIN
- 86-2647963
- Plan number
- 001
- Plan type
- 2
- Location
- Valley City, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 314 | H, C | 20241011121415NAL0038669568001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9M total assets
Net assets$9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,958,102
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,958,102
- Net assets (BOY)
- $7,303,128
Income & contributions
- Employer contributions
- $188,325
- Participant contributions
- $730,499
- Total contributions
- $959,798
- Total income / additions
- $2,223,159
Expenses & distributions
- Benefits paid
- $560,191
- Administrative expenses
- $7,994
- Total expenses
- $568,185
- Net increase / (decrease)
- $1,654,974
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
20%80%
Employer 20%Participant 80%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | ADVISOR | $0 | $14,337 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $7,994 | $0 | 2023 |