Form 5500 Search

WALLACE WELCH

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
17
Active participants
6,429
Total plan assets
$17.9M
Filings (rows)
17
Direct comp
$1.3M
Indirect comp
$0

SERVICES PROVIDED

Broker15
Accountant / Auditor2

Top plans served

All 17 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
WALLACE WELCH & WILLINGHAM INC.
WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN
ST PETERSBURG, FL
Accountant / Auditor
ACCOUNTANT
145$17.9M$8K
WALLACE WELCH & WILLINGHAM INC.
WALLACE WELCH & WILLINGHAM INC. 401(K) RETIREMENT PLAN
ST PETERSBURG, FL
Accountant / Auditor
ACCOUNTANT
0$0$9K
HCI GROUP, INC.
HCI GROUP INC CAFETERIA AND ERISA WRAP PLAN
TAMPA, FL
Broker
INS. AGENT OR BROKER
438$192K
GETTEL AUTOMOTIVE, INC. DBA GETTEL TOYOTA OF BRADENTON
GETTEL AUTOMOTIVE, INC. CAFETERIA AND ERISA WRAP PLAN
BRADENTON, FL
Broker
BROKER
661$17K
SUNSET AUTOMOTIVE GROUP
SUNSET CHEVROLET INC AND AFFILIATES MEDICAL INSURANCE PLAN
SARASOTA, FL
Broker
BROKER
625$93K
OPTIMUM DEALERSHIP GROUP LLC
OPTIMUM DEALERSHIP GROUP HEALTH & WELFARE PLAN
OCALA, FL
Broker
INS AGENTS AND BROKERS
290$32K
FLORIDACENTRAL CREDIT UNION
FLORIDACENTRAL CREDIT UNION CAFETERIA & ERISA WRAP PLAN
TAMPA, FL
Broker
INS AGENTS AND BROKERS
129$52K
BB BHF STORES LLC
BB BHF STORES WELFARE BENEFIT PLAN
LAKELAND, FL
Broker
INS AGENTS AND BROKERS
233$4K
HCI GROUP, INC.
HCI GROUP INC CAFETERIA AND ERISA WRAP PLAN
TAMPA, FL
Broker
INS. AGENT OR BROKER
429$191K
AGORA SALES, INC.
AGORA LEATHER PRODUCTS WELFARE PLAN
ST. PETERSBURG, FL
Broker
INS BROKER
298$58K
OGLETHORPE, INC.
OGLETHORPE, INC. WELFARE BENEFIT PLAN
BROOKSVILLE, FL
Broker
BROKER
602$68K
WATERSIDE AUTOMOTIVE, LLC
WATERSIDE AUTOMOTIVE HEALTH & WELFARE PLAN
CLEARWATER, FL
Broker
INS AGENTS AND BROKERS
120$33K
KNOWBE4, INC.
KNOWBE4, INC. BENEFIT PLAN
CLEARWATER, FL
Broker
BROKER
1,367$414K
OPERATION PAR, INC
OPERATION PAR, INC. CAFETERIA & ERISA WRAP PLAN
PINELLAS PARK, FL
Broker
BROKER
406$43K
DADE CITY CHEVROLET, INC.
JIM BROWNE AUTOMOTIVE HEALTH & WELFARE BENEFIT PLAN
DADE CITY, FL
Broker
BROKER
105$18K
OPERATION PAR, INC
OPERATION PAR, INC. CAFETERIA & ERISA WRAP PLAN
PINELLAS PARK, FL
Broker
BROKER
391$44K
AGORA SALES, INC.
AGORA LEATHER PRODUCTS WELFARE PLAN
ST. PETERSBURG, FL
Broker
INS BROKER
190$57K
WALLACE WELCH — Form 5500 Service Provider Profile | Form 5500 Search