Waterstone Bank Ssb 401(K) Plan — Form 5500 plan (Waterstone Bank Ssb)
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, Waterstone Bank Ssb 401(K) Plan is a benefit plan reported by Waterstone Bank Ssb under EIN 39-0691250 and plan number 002. The latest loaded filing year is 2023. The filing reports 277 participants and $13,995,393 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Waterstone Bank Ssb
- EIN
- 39-0691250
- Plan number
- 002
- Plan type
- 2
- Location
- Wauwatosa, WI
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $13,995,393
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20240625152236NAL0005023523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,995,393
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,995,393
- Net assets (BOY)
- $12,160,458
Income & contributions
- Employer contributions
- $111,203
- Participant contributions
- $986,419
- Total contributions
- $1,536,179
- Total income / additions
- $3,580,156
Expenses & distributions
- Benefits paid
- $1,655,183
- Administrative expenses
- $90,038
- Total expenses
- $1,745,221
- Net increase / (decrease)
- $1,834,935
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,575 | $0 | 2023 |
| Global Retirment Partners LLC | INVESTMENT ADVISORY | $27,959 | $1,053 | 2023 |
| Wipfli Llp | ACCOUNTANT | $19,000 | not reported in the loaded dataset | 2023 |
| The Retirment Advantage | CONTRACT ADMINISTRATOR | $6,485 | $5,309 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Waterstone Bank Ssb
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Wauwatosa, WI
- Principal Life Insurance Company — Schedule C compensation
- Global Retirment Partners LLC — Schedule C compensation
- Wipfli Llp — Schedule C compensation
- The Retirment Advantage — Schedule C compensation