OpenERISA

Welcome Funds INC.

Boca Raton, FL, 33431

EIN 65-0973973
Plans
2
Total participants
150
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
524290

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Welcome Funds INC. 401(K) Profit Sharing Plan16
2024Form 5500-SF002Welcome Funds INC. Cash Balance Plan12
2023Form 5500-SF001Welcome Funds INC. 401(K) Profit Sharing Plan18
2023Form 5500-SF002Welcome Funds INC. Cash Balance Plan14
2022Form 5500-SF001Welcome Funds INC. 401(K) Profit Sharing Plan16
2022Form 5500-SF002Welcome Funds INC. Cash Balance Plan12
2021Form 5500-SF001Welcome Funds INC. 401(K) Profit Sharing Plan17
2021Form 5500-SF002Welcome Funds INC. Cash Balance Plan13
2020Form 5500-SF001Welcome Funds INC. 401(K) Profit Sharing Plan18
2020Form 5500-SF002Welcome Funds INC. Cash Balance Plan14

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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