Waterford School 403(B) Plan — Form 5500 plan (Waterford School Holding Corp)
Plain-English plan 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, Waterford School 403(B) Plan is a benefit plan reported by Waterford School Holding Corp under EIN 27-4865865 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $31,325,472 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Waterford School Holding Corp
- EIN
- 27-4865865
- Plan number
- 001
- Plan type
- 2
- Location
- Sandy, UT
- Latest filing year
- 2023
- Participants
- 346
- End-of-year plan assets
- $31,325,472
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20250130150859NAL0000942433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,325,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,325,472
- Net assets (BOY)
- $27,430,468
Income & contributions
- Employer contributions
- $668,899
- Participant contributions
- $1,139,551
- Total contributions
- $1,850,442
- Total income / additions
- $7,024,954
Expenses & distributions
- Benefits paid
- $3,047,689
- Administrative expenses
- $82,261
- Total expenses
- $3,129,950
- Net increase / (decrease)
- $3,895,004
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $42,130 | $0 | 2023 |
| Global Retirement Partners | NONE | $40,131 | not reported in the loaded dataset | 2023 |