Plan5500

Waterman Village 401(K) Retirement Plan — Form 5500 plan (Waterman Communities, 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, Waterman Village 401(K) Retirement Plan is a benefit plan reported by Waterman Communities, Inc. under EIN 59-2867652 and plan number 001. The latest loaded filing year is 2023. The filing reports 469 participants and $5,092,010 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Waterman Communities, Inc.
EIN
59-2867652
Plan number
001
Plan type
2
Location
Mount Dora, FL
Latest filing year
2023
Participants
469
End-of-year plan assets
$5,092,010

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023469H, C20250709174808NAL0013521154001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,092,010
Net assets (EOY)
$5,092,010
Net assets (BOY)
$4,013,721

Income & contributions

Participant contributions
$607,186
Total contributions
$668,143
Total income / additions
$1,613,193

Expenses & distributions

Benefits paid
$478,729
Administrative expenses
$56,175
Total expenses
$534,904
Net increase / (decrease)
$1,078,289

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Fsa 338RIA$17,558not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$6,143not reported in the loaded dataset2023

Related Form 5500 pages