2023 Form 5500 filing — Watts Enterprises, Inc. Employee Stock Ownership Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240417123207NAL0001901795001) for Watts Enterprises, Inc. Employee Stock Ownership Plan, reported by Watts Enterprises, Inc. under EIN 87-0654578 and plan number 002. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.8MReported net assets$1,761,562
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240417123207NAL0001901795001
Plan sponsor
Watts Enterprises, Inc.
EIN
87-0654578
Plan number
002
Location
Salt Lake City, UT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.8M total assets
Net assets$1.8MLiabilities
Money in vs. money out
Total income / additions$115.2K
Total expenses$130.2K
Benefits paid / distributions$129.7K
Full reported line items
Total assets (EOY)
$1,761,562
Net assets (EOY)
$1,761,562
Total income / additions
$115,172
Benefits paid
$129,715
Administrative expenses
$450
Total expenses
$130,165
Net increase / (decrease)
-$14,993

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240417123207NAL0001901795001 cover?
It is the 2023 Form 5500 filing for Watts Enterprises, Inc. Employee Stock Ownership Plan, reported by Watts Enterprises, Inc. (EIN 87-0654578).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages