How big is Welenken CPA'S' plan?

Welenken CPA'S' plan reported $5.1M in assets and 17 participants for 2024.

Original filing (PDF)20250826121036NAL0015054656001

Welenken CPA'S

Name: Welenken CPA'S — Welenken CPA'S 401(k) Profit, Form 5500 (2024)
Creator: Welenken CPA'S
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Welenken CPA'S 401(k) Profit Sharing Plan

401(k) retirement plan · Welenken CPA'S' Welenken CPA'S 401(k) Profit Sharing Plan held $5.1M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Mary ANN Phillips signed Welenken CPA'S' 2024 Form 5500 as plan administrator.

Mary ANN Phillips — 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

Welenken CPA'S' EIN is 61-0484308.

EIN 61-0484308

Plan number 001

Plan year 2024

ACK ID 20250826121036NAL0015054656001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Welenken CPA'S' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELENKEN CPA'S.

Finding similar companies…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score