2023 Form 5500 filing — G. Waters & Associates Inc. 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 20250205142220NAL0004876115001) for G. Waters & Associates Inc. 401(K) Plan, reported by G. Waters & Associates Inc. under EIN 84-3043187 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$751.1KReported net assets$751,091
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250205142220NAL0004876115001
Plan sponsor
G. Waters & Associates Inc.
EIN
84-3043187
Plan number
001
Location
Vancouver, WA
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)$751.1K total assets
Net assets$751.1KLiabilities
Money in vs. money out
Total income / additions$433.5K
Total expenses$16.1K
Benefits paid / distributions$16.1K
Contributions
Employer$2.1K
Participant$2.9K
Full reported line items
Total assets (EOY)
$751,091
Net assets (EOY)
$751,091
Employer contributions
$2,148
Participant contributions
$2,888
Total income / additions
$433,520
Benefits paid
$16,086
Administrative expenses
$0
Total expenses
$16,086
Net increase / (decrease)
$417,434

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250205142220NAL0004876115001 cover?
It is the 2023 Form 5500 filing for G. Waters & Associates Inc. 401(K) Plan, reported by G. Waters & Associates Inc. (EIN 84-3043187).
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