R E Watson & Associates Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (R E Watson & Associates 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, R E Watson & Associates Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by R E Watson & Associates Inc under EIN 75-1757959 and plan number 001. The latest loaded filing year is 2023. The filing reports 56 participants and $2,319,153 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R E Watson & Associates Inc
- EIN
- 75-1757959
- Plan number
- 001
- Plan type
- 2
- Location
- Midlothian, TX
- Latest filing year
- 2023
- Participants
- 56
- End-of-year plan assets
- $2,319,153
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 56 | I | 20240726153447NAL0026970480001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,319,153
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,319,153
- Net assets (BOY)
- $1,799,095
Income & contributions
- Employer contributions
- $73,226
- Participant contributions
- $127,035
- Total income / additions
- $654,336
Expenses & distributions
- Benefits paid
- $118,217
- Administrative expenses
- $16,061
- Total expenses
- $134,278
- Net increase / (decrease)
- $520,058
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.