2023 Form 5500 filing — Waterman Broadcasting Corporation 401(K) 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 20240719162156NAL0007556657001) for Waterman Broadcasting Corporation 401(K) Plan, reported by Waterman Broadcasting Corporation under EIN 04-2209770 and plan number 002. It reports 282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240719162156NAL0007556657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Waterman Broadcasting Corporation
- EIN
- 04-2209770
- Plan number
- 002
- Location
- Fort Myers, FL
- Participants
- 282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,121
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,121
- Employer contributions
- $151,811
- Participant contributions
- $492,762
- Total income / additions
- $1,892,612
- Benefits paid
- $14,242,417
- Administrative expenses
- $120,101
- Total expenses
- $14,362,518
- Net increase / (decrease)
- -$12,469,906
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bates & Company, Inc. | CONTRACT ADMIN | $48,051 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $42,941 | $0 |
| Clifton Larson Allen Wealth Advisor | AUDITOR | $33,075 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $24,597 | $0 |