Civic Intelligence

Welser Profile North America LLC

Plan context: Welser Profile Companies Retirement Savings Plan

EIN 86-2647963 • 5 filings • 2 plans

Current Snapshot

Latest Year

2025

2025 Participants

159

2025 Assets

$9,559,944

2025 Contributions

$1,096,351

Historical Graphs

Total Assets Over Time

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

$9,559,944$4,779,972$020232024YearValue
$9,559,944Latest year 2024

Participants Over Time

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

184920202320242025YearValue
159Latest 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
20251159$0$0-
Welser Profile North America LLC Health and Welfare Plan-159---
20242170$9,559,944$1,096,351$6,449iApproximate average salary by contribution assumption: employee only about $161,228 at 4% or $107,485 at 6%; with 50% employer match about $107,485 at 4% or $71,657 at 6%; with 100% employer match about $80,614 at 4% or $53,743 at 6%.
Welser Profile Companies Retirement Savings Plan-170$9,559,944$1,096,351$6,449iApproximate average salary by contribution assumption: employee only about $161,228 at 4% or $107,485 at 6%; with 50% employer match about $107,485 at 4% or $71,657 at 6%; with 100% employer match about $80,614 at 4% or $53,743 at 6%.
Welser Profile North America LLC Health and Welfare Plan-165---
20232184$8,958,102$959,798$5,216iApproximate average salary by contribution assumption: employee only about $130,407 at 4% or $86,938 at 6%; with 50% employer match about $86,938 at 4% or $57,959 at 6%; with 100% employer match about $65,204 at 4% or $43,469 at 6%.
Welser Profile Companies Retirement Savings Plan-184$8,958,102$959,798$5,216iApproximate average salary by contribution assumption: employee only about $130,407 at 4% or $86,938 at 6%; with 50% employer match about $86,938 at 4% or $57,959 at 6%; with 100% employer match about $65,204 at 4% or $43,469 at 6%.
Welser Profile North America LLC Health and Welfare Plan-172---