How big is Welmed, Inc.'s plan?

Welmed, Inc.'s plan reported $2.6M in assets and 8 participants for 2024.

Original filing (PDF)20250929144453NAL0012318512001

Welmed, Inc.

Name: Welmed, Inc. — Welmed Inc. 401(k) Plan, Form 5500 (2024)
Creator: Welmed, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Welmed Inc. 401(k) Plan

401(k) retirement plan · Welmed, Inc.'s Welmed Inc. 401(k) Plan held $2.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Cynthia Geissberberger signed Welmed, Inc.'s 2024 Form 5500 as plan administrator.

Cynthia Geissberberger — 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

Welmed, Inc.'s EIN is 20-5274792.

EIN 20-5274792

Plan number 001

Plan year 2024

ACK ID 20250929144453NAL0012318512001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Welmed, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

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

Plan sponsor

Name

WELMED, INC.

EIN

all filings

Address

410 WELLINGTON CR · LAKE VILLA, IL · 60046

Phone

(708) 259-1110

Industry

Wholesale Trade

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

2025-09-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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