Watchstone Investments 401k — Form 5500 plan (Watchstone Investments, 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, Watchstone Investments 401k is a benefit plan reported by Watchstone Investments, Inc. under EIN 84-3831231 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $219,899 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Watchstone Investments, Inc.
- EIN
- 84-3831231
- Plan number
- 001
- Plan type
- 2
- Location
- Indian Trail, NC
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $219,899
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20250325133626NAL0029002322001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $219,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $219,899
- Net assets (BOY)
- $177,576
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $42,323
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $42,323
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.