Watts Engineering Sales, Inc. Employee Stock Ownership Plan — Form 5500 plan (Watts Engineering Sales, 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, Watts Engineering Sales, Inc. Employee Stock Ownership Plan is a benefit plan reported by Watts Engineering Sales, Inc. under EIN 63-0497970 and plan number 002. The latest loaded filing year is 2023. The filing reports 18 participants and $14,549,109 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Watts Engineering Sales, Inc.
- EIN
- 63-0497970
- Plan number
- 002
- Plan type
- 2
- Location
- Gardendale, AL
- Latest filing year
- 2023
- Participants
- 18
- End-of-year plan assets
- $14,549,109
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20250515110829NAL0014728435001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $14,549,109
- Net assets (EOY)
- $14,549,109
- Net assets (BOY)
- $10,260,741
Income & contributions
- Employer contributions
- $720,000
- Total income / additions
- $4,288,368
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $4,288,368
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.