2023 Form 5500 filing — 2015 Amended And Restated Waterstone Bank Ssb Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240624085103NAL0007993216001) for 2015 Amended And Restated Waterstone Bank Ssb Employee Stock Ownership Plan, reported by Waterstone Bank Ssb Esop under EIN 39-0691250 and plan number 003. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240624085103NAL0007993216001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Waterstone Bank Ssb Esop
- EIN
- 39-0691250
- Plan number
- 003
- Location
- Wauwatosa, WI
- Participants
- 229
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,755,014
- Total liabilities (EOY)
- $14,084,168
- Net assets (EOY)
- $17,670,846
- Employer contributions
- $1,159,798
- Total income / additions
- -$4,147,274
- Benefits paid
- $1,575,650
- Administrative expenses
- $1,693
- Total expenses
- $2,701,487
- Net increase / (decrease)
- -$6,848,761
- Schedule source
- Schedule H