Welch Financial Inc.
Plan context: Payroll Transfers 401K Savings Plan
EIN 59-3340263 • Tampa, FL • 3 filings • 2 plans
Current Snapshot
Latest Year
2010
2010 Participants
1
2010 Assets
$2,671
2010 Contributions
$903
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| Payroll Transfers 401K Savings Plan | - | 0 | - | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| Payroll Transfers 401K Savings Plan | - | 1 | - | - | - |
| 1999 | 1 | 1 | $2,671 | $903 | $903iApproximate average salary by contribution assumption: employee only about $22,575 at 4% or $15,050 at 6%; with 50% employer match about $15,050 at 4% or $10,033 at 6%; with 100% employer match about $11,288 at 4% or $7,525 at 6%. |
| Payroll Transfers 401K Savings Plan | - | 1 | $2,671 | $903 | $903iApproximate average salary by contribution assumption: employee only about $22,575 at 4% or $15,050 at 6%; with 50% employer match about $15,050 at 4% or $10,033 at 6%; with 100% employer match about $11,288 at 4% or $7,525 at 6%. |