Original filing (PDF)20250514081940NAL0029451008001

WELCH & COMPANY CPAS PSC

Name: WELCH & COMPANY CPAS PSC — WELCH & COMPANY CPAS PSC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: WELCH & COMPANY CPAS PSC

Form 5500-SF

FILING_RECEIVED

WELCH & COMPANY CPAS PSC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELCH & COMPANY CPAS PSC.

Plan sponsor

Name

WELCH & COMPANY CPAS PSC

EIN

61-0932881all filings

Address

101A WIND HAVEN DR · NICHOLASVILLE, KY · 403568005

Phone

(859) 224-8909

Industry