Original filing (PDF)20250414085839NAL0002867664001

BRADLEY WELBORN

Name: BRADLEY WELBORN — BRADLEY WELBORN PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BRADLEY WELBORN

Form 5500-SF

FILING_RECEIVED

BRADLEY WELBORN PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

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 BRADLEY WELBORN.

Plan sponsor

Name

BRADLEY WELBORN

EIN

76-0127304

Address

800 W. CHURCH ST · LIVINGSTON, TX · 77351

Phone

(936) 327-2541

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-14

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Welfare benefit codes

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Service providers (Schedule C)

Small plans don't disclose service providers

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