2023 Form 5500 filing — Watchstone Investments 401k
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 20250325133626NAL0029002322001) for Watchstone Investments 401k, reported by Watchstone Investments, Inc. under EIN 84-3831231 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$219.9KReported net assets$219,899
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20250325133626NAL0029002322001
- Plan sponsor
- Watchstone Investments, Inc.
- EIN
- 84-3831231
- Plan number
- 001
- Location
- Indian Trail, NC
- Received date
- not reported in the loaded dataset
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)$219.9K total assets
Net assets$219.9KLiabilities$0
Full reported line items
- Total assets (EOY)
- $219,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $219,899
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $42,323
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $42,323