Original filing (PDF)20251010120606NAL0004580083002

DAVID L. WELCH, CERTIFIED PUBLIC ACCOUNTANT

Name: DAVID L. WELCH, CERTIFIED PUBLIC ACCOUNTANT — DAVID L. WELCH, CERTIFIED PUBLIC ACCOUNTANT 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DAVID L. WELCH, CERTIFIED PUBLIC ACCOUNTANT

Form 5500-SF

FILING_RECEIVED

DAVID L. WELCH, CERTIFIED PUBLIC ACCOUNTANT 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$489K

Net assets (EOY)

$489K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID L. WELCH, CERTIFIED PUBLIC ACCOUNTANT.

Plan sponsor

Name

DAVID L. WELCH, CERTIFIED PUBLIC ACCOUNTANT

EIN

20-3801957all filings

Address

717 MISSOURI STREET · FAIRFIELD, CA · 94533

Phone

(707) 422-8540

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator