Waters 401(K) Profit Sharing Plan — Form 5500 plan (Waters Truck And Tractor Co. Inc)
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 401(K) Profit Sharing Plan is a benefit plan reported by Waters Truck And Tractor Co. Inc under EIN 64-0435228 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $13,800,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Waters Truck And Tractor Co. Inc
- EIN
- 64-0435228
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, MS
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $13,800,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20240819160355NAL0001656369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,800,727
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,800,727
- Net assets (BOY)
- $11,677,513
Income & contributions
- Employer contributions
- $261,506
- Participant contributions
- $907,013
- Total contributions
- $1,202,870
- Total income / additions
- $2,652,609
Expenses & distributions
- Benefits paid
- $463,220
- Administrative expenses
- $61,388
- Total expenses
- $529,395
- Net increase / (decrease)
- $2,123,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pinnacle Wealth LLC | NONE | $43,500 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $17,888 | $0 | 2023 |