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, Waterbridge Management Company 401(K) Plan is a benefit plan reported by Waterbridge Management Company, LLC under EIN 36-4898754 and plan number 001. The latest loaded filing year is 2023. The filing reports 438 participants and $18,587,055 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,587,055
- Net assets (EOY)
- $18,587,055
- Net assets (BOY)
- $11,986,681
Income & contributions
- Employer contributions
- $2,368,587
- Participant contributions
- $2,626,217
- Total contributions
- $5,275,224
- Total income / additions
- $8,085,415
Expenses & distributions
- Benefits paid
- $1,386,714
- Administrative expenses
- $98,327
- Total expenses
- $1,485,041
- Net increase / (decrease)
- $6,600,374