Civic Intelligence

The Welch Group LLC

Plan context: The Welch Group LLC 401(K) Profit Sharing Plan

EIN 63-1231262 • Birmingham, AL • 21 filings • 2 plans

3940 Montclair Road, Suite 500Birmingham, AL 35213
Current Snapshot

Latest Year

2025

2025 Participants

42

2025 Assets

$26,200,447

2025 Contributions

$1,752,296

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$26,200,447$13,100,224$0200520152025YearValue
$26,200,447Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

42210200520152025YearValue
42Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025142$26,200,447$1,752,296$41,721iApproximate average salary by contribution assumption: employee only about $1,043,033 at 4% or $695,356 at 6%; with 50% employer match about $695,356 at 4% or $463,570 at 6%; with 100% employer match about $521,517 at 4% or $347,678 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-42$26,200,447$1,752,296$41,721iApproximate average salary by contribution assumption: employee only about $1,043,033 at 4% or $695,356 at 6%; with 50% employer match about $695,356 at 4% or $463,570 at 6%; with 100% employer match about $521,517 at 4% or $347,678 at 6%.
2024137$21,027,524$1,597,522$43,176iApproximate average salary by contribution assumption: employee only about $1,079,407 at 4% or $719,605 at 6%; with 50% employer match about $719,605 at 4% or $479,736 at 6%; with 100% employer match about $539,703 at 4% or $359,802 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-37$21,027,524$1,597,522$43,176iApproximate average salary by contribution assumption: employee only about $1,079,407 at 4% or $719,605 at 6%; with 50% employer match about $719,605 at 4% or $479,736 at 6%; with 100% employer match about $539,703 at 4% or $359,802 at 6%.
2023133$16,686,777$1,089,796$33,024iApproximate average salary by contribution assumption: employee only about $825,603 at 4% or $550,402 at 6%; with 50% employer match about $550,402 at 4% or $366,935 at 6%; with 100% employer match about $412,802 at 4% or $275,201 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-33$16,686,777$1,089,796$33,024iApproximate average salary by contribution assumption: employee only about $825,603 at 4% or $550,402 at 6%; with 50% employer match about $550,402 at 4% or $366,935 at 6%; with 100% employer match about $412,802 at 4% or $275,201 at 6%.
2022131$14,301,350$1,013,166$32,683iApproximate average salary by contribution assumption: employee only about $817,069 at 4% or $544,713 at 6%; with 50% employer match about $544,713 at 4% or $363,142 at 6%; with 100% employer match about $408,535 at 4% or $272,356 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-31$14,301,350$1,013,166$32,683iApproximate average salary by contribution assumption: employee only about $817,069 at 4% or $544,713 at 6%; with 50% employer match about $544,713 at 4% or $363,142 at 6%; with 100% employer match about $408,535 at 4% or $272,356 at 6%.
2021130$14,320,154$1,107,629$36,921iApproximate average salary by contribution assumption: employee only about $923,024 at 4% or $615,349 at 6%; with 50% employer match about $615,349 at 4% or $410,233 at 6%; with 100% employer match about $461,512 at 4% or $307,675 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-30$14,320,154$1,107,629$36,921iApproximate average salary by contribution assumption: employee only about $923,024 at 4% or $615,349 at 6%; with 50% employer match about $615,349 at 4% or $410,233 at 6%; with 100% employer match about $461,512 at 4% or $307,675 at 6%.
2020131$11,363,964$796,766$25,702iApproximate average salary by contribution assumption: employee only about $642,553 at 4% or $428,369 at 6%; with 50% employer match about $428,369 at 4% or $285,579 at 6%; with 100% employer match about $321,277 at 4% or $214,184 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-31$11,363,964$796,766$25,702iApproximate average salary by contribution assumption: employee only about $642,553 at 4% or $428,369 at 6%; with 50% employer match about $428,369 at 4% or $285,579 at 6%; with 100% employer match about $321,277 at 4% or $214,184 at 6%.
2019124$10,912,407$675,289$28,137iApproximate average salary by contribution assumption: employee only about $703,426 at 4% or $468,951 at 6%; with 50% employer match about $468,951 at 4% or $312,634 at 6%; with 100% employer match about $351,713 at 4% or $234,475 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-24$10,912,407$675,289$28,137iApproximate average salary by contribution assumption: employee only about $703,426 at 4% or $468,951 at 6%; with 50% employer match about $468,951 at 4% or $312,634 at 6%; with 100% employer match about $351,713 at 4% or $234,475 at 6%.
2018119$8,430,969$604,224$31,801iApproximate average salary by contribution assumption: employee only about $795,032 at 4% or $530,021 at 6%; with 50% employer match about $530,021 at 4% or $353,347 at 6%; with 100% employer match about $397,516 at 4% or $265,011 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-19$8,430,969$604,224$31,801iApproximate average salary by contribution assumption: employee only about $795,032 at 4% or $530,021 at 6%; with 50% employer match about $530,021 at 4% or $353,347 at 6%; with 100% employer match about $397,516 at 4% or $265,011 at 6%.
2017118$8,283,587$511,801$28,433iApproximate average salary by contribution assumption: employee only about $710,835 at 4% or $473,890 at 6%; with 50% employer match about $473,890 at 4% or $315,927 at 6%; with 100% employer match about $355,417 at 4% or $236,945 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-18$8,283,587$511,801$28,433iApproximate average salary by contribution assumption: employee only about $710,835 at 4% or $473,890 at 6%; with 50% employer match about $473,890 at 4% or $315,927 at 6%; with 100% employer match about $355,417 at 4% or $236,945 at 6%.
2016117$6,609,937$442,801$26,047iApproximate average salary by contribution assumption: employee only about $651,178 at 4% or $434,119 at 6%; with 50% employer match about $434,119 at 4% or $289,412 at 6%; with 100% employer match about $325,589 at 4% or $217,059 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-17$6,609,937$442,801$26,047iApproximate average salary by contribution assumption: employee only about $651,178 at 4% or $434,119 at 6%; with 50% employer match about $434,119 at 4% or $289,412 at 6%; with 100% employer match about $325,589 at 4% or $217,059 at 6%.
2015117$5,443,431$410,494$24,147iApproximate average salary by contribution assumption: employee only about $603,668 at 4% or $402,445 at 6%; with 50% employer match about $402,445 at 4% or $268,297 at 6%; with 100% employer match about $301,834 at 4% or $201,223 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-17$5,443,431$410,494$24,147iApproximate average salary by contribution assumption: employee only about $603,668 at 4% or $402,445 at 6%; with 50% employer match about $402,445 at 4% or $268,297 at 6%; with 100% employer match about $301,834 at 4% or $201,223 at 6%.
2014118$5,211,684$390,961$21,720iApproximate average salary by contribution assumption: employee only about $543,001 at 4% or $362,001 at 6%; with 50% employer match about $362,001 at 4% or $241,334 at 6%; with 100% employer match about $271,501 at 4% or $181,000 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-18$5,211,684$390,961$21,720iApproximate average salary by contribution assumption: employee only about $543,001 at 4% or $362,001 at 6%; with 50% employer match about $362,001 at 4% or $241,334 at 6%; with 100% employer match about $271,501 at 4% or $181,000 at 6%.
2013116$4,378,232$349,328$21,833iApproximate average salary by contribution assumption: employee only about $545,825 at 4% or $363,883 at 6%; with 50% employer match about $363,883 at 4% or $242,589 at 6%; with 100% employer match about $272,913 at 4% or $181,942 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-16$4,378,232$349,328$21,833iApproximate average salary by contribution assumption: employee only about $545,825 at 4% or $363,883 at 6%; with 50% employer match about $363,883 at 4% or $242,589 at 6%; with 100% employer match about $272,913 at 4% or $181,942 at 6%.
2012113$3,422,642$289,507$22,270iApproximate average salary by contribution assumption: employee only about $556,744 at 4% or $371,163 at 6%; with 50% employer match about $371,163 at 4% or $247,442 at 6%; with 100% employer match about $278,372 at 4% or $185,581 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-13$3,422,642$289,507$22,270iApproximate average salary by contribution assumption: employee only about $556,744 at 4% or $371,163 at 6%; with 50% employer match about $371,163 at 4% or $247,442 at 6%; with 100% employer match about $278,372 at 4% or $185,581 at 6%.
2011112$2,839,116$287,597$23,966iApproximate average salary by contribution assumption: employee only about $599,160 at 4% or $399,440 at 6%; with 50% employer match about $399,440 at 4% or $266,294 at 6%; with 100% employer match about $299,580 at 4% or $199,720 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-12$2,839,116$287,597$23,966iApproximate average salary by contribution assumption: employee only about $599,160 at 4% or $399,440 at 6%; with 50% employer match about $399,440 at 4% or $266,294 at 6%; with 100% employer match about $299,580 at 4% or $199,720 at 6%.
2010115$2,509,881$305,815$20,388iApproximate average salary by contribution assumption: employee only about $509,692 at 4% or $339,794 at 6%; with 50% employer match about $339,794 at 4% or $226,530 at 6%; with 100% employer match about $254,846 at 4% or $169,897 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-15$2,509,881$305,815$20,388iApproximate average salary by contribution assumption: employee only about $509,692 at 4% or $339,794 at 6%; with 50% employer match about $339,794 at 4% or $226,530 at 6%; with 100% employer match about $254,846 at 4% or $169,897 at 6%.
2009116$2,025,160$253,068$15,817iApproximate average salary by contribution assumption: employee only about $395,419 at 4% or $263,613 at 6%; with 50% employer match about $263,613 at 4% or $175,742 at 6%; with 100% employer match about $197,709 at 4% or $131,806 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-16$2,025,160$253,068$15,817iApproximate average salary by contribution assumption: employee only about $395,419 at 4% or $263,613 at 6%; with 50% employer match about $263,613 at 4% or $175,742 at 6%; with 100% employer match about $197,709 at 4% or $131,806 at 6%.
2008115$1,558,809$275,326$18,355iApproximate average salary by contribution assumption: employee only about $458,877 at 4% or $305,918 at 6%; with 50% employer match about $305,918 at 4% or $203,945 at 6%; with 100% employer match about $229,438 at 4% or $152,959 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-15$1,558,809$275,326$18,355iApproximate average salary by contribution assumption: employee only about $458,877 at 4% or $305,918 at 6%; with 50% employer match about $305,918 at 4% or $203,945 at 6%; with 100% employer match about $229,438 at 4% or $152,959 at 6%.
2007113$2,108,925$271,443$20,880iApproximate average salary by contribution assumption: employee only about $522,006 at 4% or $348,004 at 6%; with 50% employer match about $348,004 at 4% or $232,003 at 6%; with 100% employer match about $261,003 at 4% or $174,002 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-13$2,108,925$271,443$20,880iApproximate average salary by contribution assumption: employee only about $522,006 at 4% or $348,004 at 6%; with 50% employer match about $348,004 at 4% or $232,003 at 6%; with 100% employer match about $261,003 at 4% or $174,002 at 6%.
2006112$1,660,290$283,953$23,663iApproximate average salary by contribution assumption: employee only about $591,569 at 4% or $394,379 at 6%; with 50% employer match about $394,379 at 4% or $262,919 at 6%; with 100% employer match about $295,784 at 4% or $197,190 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-12$1,660,290$283,953$23,663iApproximate average salary by contribution assumption: employee only about $591,569 at 4% or $394,379 at 6%; with 50% employer match about $394,379 at 4% or $262,919 at 6%; with 100% employer match about $295,784 at 4% or $197,190 at 6%.
2005111$1,321,991$451,838$41,076iApproximate average salary by contribution assumption: employee only about $1,026,905 at 4% or $684,603 at 6%; with 50% employer match about $684,603 at 4% or $456,402 at 6%; with 100% employer match about $513,452 at 4% or $342,302 at 6%.
The Welch Group LLC 401(K) Profit Sharing Plan-11$1,321,991$451,838$41,076iApproximate average salary by contribution assumption: employee only about $1,026,905 at 4% or $684,603 at 6%; with 50% employer match about $684,603 at 4% or $456,402 at 6%; with 100% employer match about $513,452 at 4% or $342,302 at 6%.
The Welch Group LLC | EIN 63-1231262 | 2025 Form 5500 Company Profile