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, Watermark Estate Management Services, LLC 401(K) Plan is a benefit plan reported by Watermark Estate Management Services, LLC under EIN 90-0291946 and plan number 003. The latest loaded filing year is 2023. The filing reports 152 participants and $55,636,167 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,636,167
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,636,167
- Net assets (BOY)
- $47,123,239
Income & contributions
- Employer contributions
- $2,876,848
- Participant contributions
- $2,552,048
- Total contributions
- $5,944,239
- Total income / additions
- $14,451,114
Expenses & distributions
- Benefits paid
- $5,569,208
- Administrative expenses
- -$3,453
- Total expenses
- $5,565,755
- Net increase / (decrease)
- $8,885,359