2023 Form 5500 filing — Waterford Institute, Inc. Defined Contribution Ret
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 20250609120732NAL0041474434001) for Waterford Institute, Inc. Defined Contribution Ret, reported by Waterford Institute, Inc. under EIN 51-0202349 and plan number 001. It reports 698 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250609120732NAL0041474434001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Waterford Institute, Inc.
- EIN
- 51-0202349
- Plan number
- 001
- Location
- Taylorsville, UT
- Participants
- 698
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,167,968
- Net assets (EOY)
- $30,167,968
- Employer contributions
- $1,107,714
- Participant contributions
- $1,826,789
- Total income / additions
- $7,773,618
- Benefits paid
- $2,324,504
- Administrative expenses
- $34,055
- Total expenses
- $2,370,252
- Net increase / (decrease)
- $5,403,366
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Soltis Investment Advisors LLC | not reported in the loaded dataset | $24,522 | $0 |
| Tiaa | not reported in the loaded dataset | $10,292 | $0 |