Original filing (PDF)20230717100441NAL0056529986001

WELDON SERVICE & REPAIR

Name: WELDON SERVICE & REPAIR — WELDON SERVICE AND REPAIR RETIREMENT PLAN, Form 5500 (2022)
Creator: WELDON SERVICE & REPAIR

Form 5500-SF

FILING_RECEIVED

WELDON SERVICE AND REPAIR RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELDON SERVICE & REPAIR.

Plan sponsor

Name

WELDON SERVICE & REPAIR

EIN

27-3222103

Address

8707 LAKE STREET ROAD · LEROY, NY · 14482

Phone

(585) 502-8778

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-01-31

Filed

2023-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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