Waterman Broadcasting Corporation 401(K) Plan — Form 5500 plan (Waterman Broadcasting Corporation)
Plain-English plan 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 Broadcasting Corporation 401(K) Plan is a benefit plan reported by Waterman Broadcasting Corporation under EIN 04-2209770 and plan number 002. The latest loaded filing year is 2023. The filing reports 282 participants and $2,121 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Waterman Broadcasting Corporation
- EIN
- 04-2209770
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Myers, FL
- Latest filing year
- 2023
- Participants
- 282
- End-of-year plan assets
- $2,121
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 282 | H, C | 20240719162156NAL0007556657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,121
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,121
- Net assets (BOY)
- $12,472,027
Income & contributions
- Employer contributions
- $151,811
- Participant contributions
- $492,762
- Total contributions
- $738,736
- Total income / additions
- $1,892,612
Expenses & distributions
- Benefits paid
- $14,242,417
- Administrative expenses
- $120,101
- Total expenses
- $14,362,518
- Net increase / (decrease)
- -$12,469,906
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bates & Company, Inc. | CONTRACT ADMIN | $48,051 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $42,941 | $0 | 2023 |
| Clifton Larson Allen Wealth Advisor | AUDITOR | $33,075 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $24,597 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Waterman Broadcasting Corporation
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Myers, FL
- Bates & Company, Inc. — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Clifton Larson Allen Wealth Advisor — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation