The Welch Group, LLC

Alabama
Registered In
09/04/1998
Incorp. Date

Company Summary

The Welch Group, LLC at Birmingham, Al lists Welch, Stewart H III as the associate.

Registered In
Alabama
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
Exists
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Welch, Stewart H III Registered Agent
5 TH FLOOR 3940 MONTCLAIR RD, BIRMINGHAM, AL 35213
Welch, Stewart H III Member
BIRMINGHAM, AL View Map

Financial Information for The Welch Group, LLC

Form 5500

THE WELCH GROUP, LLC

3940 Montclair Road, Suite 500, Birmingham, Al 35213 (205) 879-5001 EIN:63-1231262 Plan Admin:Stewart Welch
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameTHE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY31 / 33 Assets BOY/EOY$14,301,350 / $16,686,777 2023 THE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #003 31 / 33 $14,301,350 / $16,686,777
2022 Plan NameTHE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY30 / 31 Assets BOY/EOY$14,320,154 / $14,301,350 2022 THE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #003 30 / 31 $14,320,154 / $14,301,350
2021 Plan NameTHE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY31 / 30 Assets BOY/EOY$11,363,964 / $14,320,154 2021 THE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #003 31 / 30 $11,363,964 / $14,320,154
2020 Plan NameTHE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY24 / 31 Assets BOY/EOY$10,912,407 / $11,363,964 2020 THE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #003 24 / 31 $10,912,407 / $11,363,964
2019 Plan NameTHE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #003 Participants BOY/EOY19 / 24 Assets BOY/EOY$8,430,969 / $10,912,407 2019 THE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #003 19 / 24 $8,430,969 / $10,912,407
Benefit & Retirement Plans based on Form 5500.
PPP Loans

THE WELCH GROUP LLC

3940 Montclair Rd #5, Mountain Brk, Al 35213-2413
Loan Date Approved Forgiven Lender Jobs
04/06/2020 Approved$552,000 Forgiven$558,624 LenderServisFirst Bank Jobs24 04/06/2020 $552,000 $558,624 ServisFirst Bank 24
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Alabama Secretary of State U.S. Department of Labor U.S. Small Business Administration
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