Welcome Finance Company, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Welcome Finance Company, INC.
  • Sponsor EIN: 560939475
  • Sponsor Address: 112 W. CENTER STREET, MEBANE, NC, 273020391
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 27
  • Total Assets: $1.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202527$1.0M$0$0
202419$914,168$19,727$46,088
202325$821,557$20,926$43,960
202222$689,189$17,613$36,770

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