How big is Jimmy Welch Team, LLC's plan?

Jimmy Welch Team, LLC's plan reported $198K in assets and 4 participants for 2024.

Original filing (PDF)20250504124916NAL0006871457001

Jimmy Welch Team, LLC

Name: Jimmy Welch Team, LLC — Jimmy Welch Team, LLC 401(k), Form 5500 (2024)
Creator: Jimmy Welch Team, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jimmy Welch Team, LLC 401(k) Plan

401(k) retirement plan · Jimmy Welch Team, LLC's Jimmy Welch Team, LLC 401(k) Plan held $198K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$198K

Net assets (EOY)

$198K

People on this filing

Ashley Welch signed Jimmy Welch Team, LLC's 2024 Form 5500 as plan administrator.

Ashley Welch — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jimmy Welch Team, LLC's EIN is 20-5215427.

EIN 20-5215427

Plan number 001

Plan year 2024

ACK ID 20250504124916NAL0006871457001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jimmy Welch Team, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JIMMY WELCH TEAM, 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