How big is Loretta M Shipley Welsh's plan?

Loretta M Shipley Welsh's plan reported $197K in assets and 3 participants for 2024.

Original filing (PDF)20251014120449NAL0001320147001

Loretta M Shipley Welsh

Name: Loretta M Shipley Welsh — Loretta M Shipley Welsh, Form 5500 (2024)
Creator: Loretta M Shipley Welsh
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Loretta M Shipley Welsh Realty 401(k) Profit Sharing Plan

401(k) retirement plan · Loretta M Shipley Welsh's Loretta M Shipley Welsh Realty 401(k) Profit Sharing Plan held $197K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$197K

Net assets (EOY)

$197K

Plan identifiers

Loretta M Shipley Welsh's EIN is 90-0391646.

EIN 90-0391646

Plan number 001

Plan year 2024

ACK ID 20251014120449NAL0001320147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Loretta M Shipley Welsh from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Loretta M Shipley Welsh's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LORETTA M SHIPLEY WELSH.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score