· 2022–2024 · DOL EFAST2

HALSTED WELLES ASSOCIATES, INC. — HALSTED WELLES ASSOCIATES, INC. PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250331105350NAL0008574624001

HALSTED WELLES ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

HALSTED WELLES ASSOCIATES, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

14

Accounts w/ balance

19

Plan assets (EOY)

$963K

Net assets (EOY)

$963K

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

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

HALSTED WELLES ASSOCIATES, INC.

EIN

13-2967041all filings

Address

630 FLUSHING AVENUE 5TH FLOOR · BROOKLYN, NY · 11206

Phone

(347) 987-3808

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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