2015 Amended And Restated Waterstone Bank Ssb Employee Stock Ownership Plan — Form 5500 plan (Waterstone Bank Ssb Esop)
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, 2015 Amended And Restated Waterstone Bank Ssb Employee Stock Ownership Plan is a benefit plan reported by Waterstone Bank Ssb Esop under EIN 39-0691250 and plan number 003. The latest loaded filing year is 2023. The filing reports 229 participants and $31,755,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Waterstone Bank Ssb Esop
- EIN
- 39-0691250
- Plan number
- 003
- Plan type
- 2
- Location
- Wauwatosa, WI
- Latest filing year
- 2023
- Participants
- 229
- End-of-year plan assets
- $31,755,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H | 20240624085103NAL0007993216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,755,014
- Total liabilities (EOY)
- $14,084,168
- Net assets (EOY)
- $17,670,846
- Net assets (BOY)
- $24,519,607
Income & contributions
- Employer contributions
- $1,159,798
- Total contributions
- $1,159,798
- Total income / additions
- -$4,147,274
Expenses & distributions
- Benefits paid
- $1,575,650
- Administrative expenses
- $1,693
- Total expenses
- $2,701,487
- Net increase / (decrease)
- -$6,848,761
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.