2023 Form 5500 filing — Waterfield Technologies 401(K) 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 20241015074318NAL0027774433001) for Waterfield Technologies 401(K) Plan, reported by Waterfield Technologies under EIN 47-1044432 and plan number 001. It reports 395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015074318NAL0027774433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Waterfield Technologies
- EIN
- 47-1044432
- Plan number
- 001
- Location
- Tulsa, OK
- Participants
- 395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,108,399
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,108,399
- Employer contributions
- $1,076,985
- Participant contributions
- $2,581,891
- Total income / additions
- $7,404,991
- Benefits paid
- $9,626,695
- Administrative expenses
- $90,743
- Total expenses
- $9,821,960
- Net increase / (decrease)
- -$2,416,969
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning Holdco, LLC | INVESTMENT/FINANCIAL ADVI | $81,617 | $0 |
| Adp, Inc. | RECORD KEEPER | $49,409 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |