How big is Wellingtons Associates, LLC's plan?

Wellingtons Associates, LLC's plan reported $111K in assets and 12 participants for 2024.

Original filing (PDF)20251003090852NAL0000746131001

Wellingtons Associates, LLC

Name: Wellingtons Associates, LLC — Wellingtons Associates, Form 5500 (2024)
Creator: Wellingtons Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellingtons Associates, LLC Profit Sharing Plan

Defined-contribution retirement plan · Wellingtons Associates, LLC's Wellingtons Associates, LLC Profit Sharing Plan held $111K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$111K

Net assets (EOY)

$111K

Plan identifiers

Wellingtons Associates, LLC's EIN is 06-1483799.

EIN 06-1483799

Plan number 001

Plan year 2024

ACK ID 20251003090852NAL0000746131001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wellingtons Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wellingtons Associates, LLC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELLINGTONS ASSOCIATES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score