How big is Wells Trumbull, PLLC's plan?

Wells Trumbull, PLLC's plan reported $340K in assets and 6 participants for 2024.

Original filing (PDF)20251009153602NAL0016498306001

Wells Trumbull, PLLC

Name: Wells Trumbull, PLLC — Wells Trumbull, PLLC Cash, Form 5500 (2024)
Creator: Wells Trumbull, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wells Trumbull, PLLC Cash Balance Plan

Defined-benefit pension plan · Wells Trumbull, PLLC's Wells Trumbull, PLLC Cash Balance Plan held $340K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$340K

Net assets (EOY)

$340K

Plan identifiers

Wells Trumbull, PLLC's EIN is 88-0714765.

EIN 88-0714765

Plan number 002

Plan year 2024

ACK ID 20251009153602NAL0016498306001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wells Trumbull, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wells Trumbull, PLLC'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 TRUMBULL, PLLC.

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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