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WELCOME FUNDS, INC.

Headquarter

Company Details

Entity Name: WELCOME FUNDS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 19 Jan 2000 (25 years ago)
Document Number: P00000005536
FEI/EIN Number 650973973
Address: 4755 Technology Way, Suite 202, Boca Raton, FL, 33431, US
Mail Address: 4755 Technology Way, Suite 202, Boca Raton, FL, 33431, US
ZIP code: 33431
County: Palm Beach
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of WELCOME FUNDS, INC., MISSISSIPPI 944199 MISSISSIPPI
Headquarter of WELCOME FUNDS, INC., RHODE ISLAND 000542321 RHODE ISLAND
Headquarter of WELCOME FUNDS, INC., ALABAMA 000-941-215 ALABAMA
Headquarter of WELCOME FUNDS, INC., NEW YORK 3052391 NEW YORK
Headquarter of WELCOME FUNDS, INC., MINNESOTA 327693d2-22ff-e811-9169-00155d0deff0 MINNESOTA
Headquarter of WELCOME FUNDS, INC., MINNESOTA 6adb3acd-8dd4-e011-a886-001ec94ffe7f MINNESOTA
Headquarter of WELCOME FUNDS, INC., KENTUCKY 0716134 KENTUCKY
Headquarter of WELCOME FUNDS, INC., COLORADO 20091044943 COLORADO
Headquarter of WELCOME FUNDS, INC., CONNECTICUT 0659272 CONNECTICUT

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WELCOME FUNDS INC. CASH BALANCE PLAN 2023 650973973 2024-09-30 WELCOME FUNDS INC. 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 524290
Sponsor’s telephone number 5618620244
Plan sponsor’s address 4755 TECHNOLOGY WAY, SUITE 202, BOCA RATON, FL, 33431
WELCOME FUNDS INC. 401(K) PROFIT SHARING PLAN 2023 650973973 2024-09-30 WELCOME FUNDS INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524290
Sponsor’s telephone number 5618620244
Plan sponsor’s address 4755 TECHNOLOGY WAY, SUITE 202, BOCA RATON, FL, 33431
WELCOME FUNDS INC. 401(K) PROFIT SHARING PLAN 2022 650973973 2023-05-31 WELCOME FUNDS INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524290
Sponsor’s telephone number 5618620244
Plan sponsor’s address 4755 TECHNOLOGY WAY, SUITE 202, BOCA RATON, FL, 33431
WELCOME FUNDS INC. CASH BALANCE PLAN 2022 650973973 2023-07-12 WELCOME FUNDS INC. 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 524290
Sponsor’s telephone number 5618620244
Plan sponsor’s address 4755 TECHNOLOGY WAY, SUITE 202, BOCA RATON, FL, 33431
WELCOME FUNDS INC. 401(K) PROFIT SHARING PLAN 2021 650973973 2022-08-15 WELCOME FUNDS INC. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524290
Sponsor’s telephone number 5618620244
Plan sponsor’s address 4755 TECHNOLOGY WAY, SUITE 202, BOCA RATON, FL, 33431
WELCOME FUNDS INC. CASH BALANCE PLAN 2021 650973973 2022-07-31 WELCOME FUNDS INC. 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 524290
Sponsor’s telephone number 5618620244
Plan sponsor’s address 4755 TECHNOLOGY WAY, SUITE 202, BOCA RATON, FL, 33431
WELCOME FUNDS INC. CASH BALANCE PLAN 2020 650973973 2021-07-26 WELCOME FUNDS INC. 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 524290
Sponsor’s telephone number 5618620244
Plan sponsor’s address 4755 TECHNOLOGY WAY, SUITE 202, BOCA RATON, FL, 33431
WELCOME FUNDS INC. 401(K) PROFIT SHARING PLAN 2020 650973973 2021-07-30 WELCOME FUNDS INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524290
Sponsor’s telephone number 5618620244
Plan sponsor’s address 4755 TECHNOLOGY WAY, SUITE 202, BOCA RATON, FL, 33431
WELCOME FUNDS INC. 401(K) PROFIT SHARING PLAN 2019 650973973 2020-03-16 WELCOME FUNDS INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 524290
Sponsor’s telephone number 5618620244
Plan sponsor’s address 6001 BROKEN SOUND PKWY., SUITE 320, BOCA RATON, FL, 33487
WELCOME FUNDS INC. CASH BALANCE PLAN 2019 650973973 2020-04-08 WELCOME FUNDS INC. 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 524290
Sponsor’s telephone number 5618620244
Plan sponsor’s address 4755 TECHNOLOGY WAY, SUITE 202, BOCA RATON, FL, 33431

Agent

Name Role Address
WELCOM JOHN Agent 1040 SW 21st Lane, BOCA RATON, FL, 33486

President

Name Role Address
WELCOM JOHN President 4755 Technology Way, BOCA RATON, FL, 33431

Vice President

Name Role Address
OHMAN DANIEL Vice President 4755 Technology Way, Boca Raton, FL, 33431

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2020-02-25 4755 Technology Way, Suite 202, Boca Raton, FL 33431 No data
CHANGE OF MAILING ADDRESS 2020-02-25 4755 Technology Way, Suite 202, Boca Raton, FL 33431 No data
REGISTERED AGENT ADDRESS CHANGED 2017-01-13 1040 SW 21st Lane, BOCA RATON, FL 33486 No data
REGISTERED AGENT NAME CHANGED 2006-01-09 WELCOM, JOHN No data

Documents

Name Date
ANNUAL REPORT 2024-03-04
ANNUAL REPORT 2023-03-06
ANNUAL REPORT 2022-03-23
ANNUAL REPORT 2021-03-18
ANNUAL REPORT 2020-02-25
ANNUAL REPORT 2019-04-30
ANNUAL REPORT 2018-04-25
ANNUAL REPORT 2017-01-13
ANNUAL REPORT 2016-04-06
ANNUAL REPORT 2015-04-22

Date of last update: 02 Feb 2025

Sources: Florida Department of State