How big is Wellenstein & Sons, Inc.'s plan?

Wellenstein & Sons, Inc.'s plan reported $2.7M in assets and 65 participants for 2024.

Original filing (PDF)20251009152639NAL0011757840001

Wellenstein & Sons, Inc.

Name: Wellenstein & Sons, Inc. — Wellenstein & Sons, Inc., Form 5500 (2024)
Creator: Wellenstein & Sons, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellenstein & Sons, Inc. Profit Sharing Retirement Plan

401(k) retirement plan · Wellenstein & Sons, Inc.'s Wellenstein & Sons, Inc. Profit Sharing Retirement Plan held $2.7M in plan assets for 65 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Nicholas Wellenstein signed Wellenstein & Sons, Inc.'s 2024 Form 5500 as plan administrator.

Nicholas Wellenstein — 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

Wellenstein & Sons, Inc.'s EIN is 39-0852140.

EIN 39-0852140

Plan number 001

Plan year 2024

ACK ID 20251009152639NAL0011757840001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wellenstein & Sons, Inc.'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 WELLENSTEIN & SONS, INC..

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Plan health score

Above-average plan

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

Knocking points off