Waterfield Technologies 401(K) Plan — Form 5500 plan (Waterfield Technologies)
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, Waterfield Technologies 401(K) Plan is a benefit plan reported by Waterfield Technologies under EIN 47-1044432 and plan number 001. The latest loaded filing year is 2023. The filing reports 395 participants and $33,108,399 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Waterfield Technologies
- EIN
- 47-1044432
- Plan number
- 001
- Plan type
- 2
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 395
- End-of-year plan assets
- $33,108,399
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 395 | H, C | 20241015074318NAL0027774433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,108,399
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,108,399
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $1,076,985
- Participant contributions
- $2,581,891
- Total contributions
- $4,158,519
- Total income / additions
- $7,404,991
Expenses & distributions
- Benefits paid
- $9,626,695
- Administrative expenses
- $90,743
- Total expenses
- $9,821,960
- Net increase / (decrease)
- -$2,416,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning Holdco, LLC | INVESTMENT/FINANCIAL ADVI | $81,617 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $49,409 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |