Watertronics 401(K) Plan — Form 5500 plan (Watertronics, LLC)

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, Watertronics 401(K) Plan is a benefit plan reported by Watertronics, LLC under EIN 39-1794482 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $8,872,977 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Watertronics, LLC
EIN
39-1794482
Plan number
001
Plan type
2
Location
Hartland, WI
Latest filing year
2023
Participants
163
End-of-year plan assets
$8,872,977

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20241009091132NAL0036569794001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,872,977
Total liabilities (EOY)
$0
Net assets (EOY)
$8,872,977
Net assets (BOY)
$7,131,285

Income & contributions

Employer contributions
$316,754
Participant contributions
$921,910
Total contributions
$1,552,276
Total income / additions
$2,804,768

Expenses & distributions

Benefits paid
$1,047,928
Administrative expenses
$15,148
Total expenses
$1,063,076
Net increase / (decrease)
$1,741,692

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Johnson BankNONE$15,148$02023

Related Form 5500 pages