Waters Employee Investment Plan For Puerto Rico — Form 5500 plan (Waters Technologies 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, Waters Employee Investment Plan For Puerto Rico is a benefit plan reported by Waters Technologies Corporation under EIN 04-3234558 and plan number 003. The latest loaded filing year is 2023. The filing reports 26 participants and $3,979,173 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4MPlan net assets, end of year$3,979,173
Participants26Covered participants reported
Assets / participant$153KComputed: assets ÷ participants$153,045 (computed)
Provider compensationNone reported
Plan sponsor
Waters Technologies Corporation
EIN
04-3234558
Plan number
003
Plan type
2
Location
Milford, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202326I20241002130728NAL0004028931001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4M total assets
Net assets$4MLiabilities
Money in vs. money out
Total income / additions$970.5K
Total expenses$270.5K
Benefits paid / distributions$270K
Contributions
Employer$82.2K
Participant$104.8K
Full reported line items

Net assets

Total assets (EOY)
$3,979,173
Net assets (EOY)
$3,979,173
Net assets (BOY)
$3,279,170

Income & contributions

Employer contributions
$82,230
Participant contributions
$104,781
Total income / additions
$970,485

Expenses & distributions

Benefits paid
$270,020
Administrative expenses
$462
Total expenses
$270,482
Net increase / (decrease)
$700,003
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 44%Participant 56%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income28%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages