How big is Welfle, Inc.'s plan?

Welfle, Inc.'s plan reported $1.1M in assets and 4 participants for 2024.

Original filing (PDF)20251218100014NAL0011573218001

Welfle, Inc.

Name: Welfle, Inc. — Welfle, Inc. Cash Balance Plan, Form 5500 (2024)
Creator: Welfle, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Welfle, Inc. Cash Balance Plan

Defined-benefit pension plan · Welfle, Inc.'s Welfle, Inc. Cash Balance Plan held $1.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Amanda Mundy signed Welfle, Inc.'s 2024 Form 5500 as plan administrator.

Amanda Mundy — 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

Welfle, Inc.'s EIN is 34-1730290.

EIN 34-1730290

Plan number 002

Plan year 2024

ACK ID 20251218100014NAL0011573218001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Welfle, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

WELFLE, INC.

EIN

all filings

Address

797 STATE ROUTE 61 EAST · NORWALK, OH · 44857

Phone

(419) 663-1121

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-12-18

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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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