2023 Form 5500 filing — Waterman Village 401(K) Retirement 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 20250709174808NAL0013521154001) for Waterman Village 401(K) Retirement Plan, reported by Waterman Communities, Inc. under EIN 59-2867652 and plan number 001. It reports 469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250709174808NAL0013521154001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Waterman Communities, Inc.
- EIN
- 59-2867652
- Plan number
- 001
- Location
- Mount Dora, FL
- Participants
- 469
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,092,010
- Net assets (EOY)
- $5,092,010
- Participant contributions
- $607,186
- Total income / additions
- $1,613,193
- Benefits paid
- $478,729
- Administrative expenses
- $56,175
- Total expenses
- $534,904
- Net increase / (decrease)
- $1,078,289
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Fsa 338 | RIA | $17,558 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $6,143 | not reported in the loaded dataset |