Original filing (PDF)20240205132018NAL0057293042001

WELLS ENTERPRISES, INC.

Name: WELLS ENTERPRISES, INC. — WELLS ENTERPRISES, INC. PENSION PLAN FOR REPRESENTED EMPLOYEES, Form 5500 (2022)
Creator: WELLS ENTERPRISES, INC.

Form 5500-SF

FILING_RECEIVED

WELLS ENTERPRISES, INC. PENSION PLAN FOR REPRESENTED EMPLOYEES

Defined-benefit pension 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 WELLS ENTERPRISES, INC..

Plan sponsor

Name

WELLS ENTERPRISES, INC.

EIN

42-1080796

Address

1 BLUE BUNNY DRIVE · PO BOX 1310 · LE MARS, IA · 510311310

Phone

(800) 942-3800

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-12-01

Tax period

2023-06-30

Filed

2024-02-05

Pension benefit codes

1B · Flat-dollar DB formula

3H · Sponsor in controlled / affiliated group

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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