How big is Wells CALL a Professional Corporation's plan?

Wells CALL a Professional Corporation's plan reported $1.7M in assets and 9 participants for 2024.

Original filing (PDF)20250519132911NAL0001144355001

Wells CALL a Professional Corporation

Name: Wells CALL a Professional Corporation — Wells, CALL, Form 5500 (2024)
Creator: Wells CALL a Professional Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wells, CALL, Clark, Bennett & Clawson a PC Cash Balance Plan

Defined-benefit pension plan · Wells CALL a Professional Corporation's Wells, CALL, Clark, Bennett & Clawson a PC Cash Balance Plan held $1.7M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Melora Bennett signed Wells CALL a Professional Corporation's 2024 Form 5500 as plan administrator.

Melora Bennett — 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

Wells CALL a Professional Corporation's EIN is 68-0030610.

EIN 68-0030610

Plan number 002

Plan year 2024

ACK ID 20250519132911NAL0001144355001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wells CALL a Professional Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wells CALL a Professional Corporation's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELLS CALL A PROFESSIONAL CORPORATION.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score