Waterman Communities, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Communities, Inc. (EIN 59-2867652) is a plan sponsor located in Mount Dora, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
59-2867652
Location
Mount Dora, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,092,010
Total reported net assets (EOY)
$5,092,010

Contributions & income

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

Expenses & distributions

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

Coverage

Total reported participants
856
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Waterman Communities, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Waterman Village 401(K) Retirement Plan001469$5,092,0102023
Waterman Communities, Inc. Welfare Benefits Plan502387not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Waterman Communities, Inc.
YearPlanParticipantsSchedulesFiling
2023Waterman Communities, Inc. Welfare Benefits Plan38720250513144424NAL0013458659001
2023Waterman Village 401(K) Retirement Plan469H, C20250709174808NAL0013521154001

Related Form 5500 pages