Plan5500

Waterford Institute, Inc. Defined Contribution Ret — Form 5500 plan (Waterford Institute, Inc.)

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 Institute, Inc. Defined Contribution Ret is a benefit plan reported by Waterford Institute, Inc. under EIN 51-0202349 and plan number 001. The latest loaded filing year is 2023. The filing reports 698 participants and $30,167,968 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Waterford Institute, Inc.
EIN
51-0202349
Plan number
001
Plan type
2
Location
Taylorsville, UT
Latest filing year
2023
Participants
698
End-of-year plan assets
$30,167,968

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023698H, C20250609120732NAL0041474434001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,167,968
Net assets (EOY)
$30,167,968
Net assets (BOY)
$24,764,602

Income & contributions

Employer contributions
$1,107,714
Participant contributions
$1,826,789
Total contributions
$2,956,412
Total income / additions
$7,773,618

Expenses & distributions

Benefits paid
$2,324,504
Administrative expenses
$34,055
Total expenses
$2,370,252
Net increase / (decrease)
$5,403,366

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Soltis Investment Advisors LLCnot reported in the loaded dataset$24,522$02023
Tiaanot reported in the loaded dataset$10,292$02023

Related Form 5500 pages