Original filing (PDF)20250828081656NAL0017721392001

FRANK WELCH & SONS CO., INC

Name: FRANK WELCH & SONS CO., INC — PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO., Form 5500 (2023)
Creator: FRANK WELCH & SONS CO., INC

Form 5500-SF

FILING_RECEIVED

PENSION PLAN FOR EMPLOYEES OF FRANK WELCH & SONS CO.

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 FRANK WELCH & SONS CO., INC.

Plan sponsor

Name

FRANK WELCH & SONS CO., INC

EIN

56-1424147

Address

1703 S. MAIN ST. · MOUNT AIRY, NC · 270305529

Phone

(336) 789-2427

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-08-28

Pension benefit codes

1A · Pay-related DB formula

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

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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