Plan5500

Watkins Distributing Profit Sharing 401k Plan — Form 5500 plan (Watkins Distributing, Sales & Service)

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, Watkins Distributing Profit Sharing 401k Plan is a benefit plan reported by Watkins Distributing, Sales & Service under EIN 82-0422918 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $22,486,711 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Watkins Distributing, Sales & Service
EIN
82-0422918
Plan number
001
Plan type
2
Location
Jerome, ID
Latest filing year
2023
Participants
162
End-of-year plan assets
$22,486,711

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20240801130117NAL0013494371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,486,711
Total liabilities (EOY)
$3,433
Net assets (EOY)
$22,483,278
Net assets (BOY)
$19,495,667

Income & contributions

Employer contributions
$410,204
Participant contributions
$589,099
Total contributions
$999,303
Total income / additions
$4,154,180

Expenses & distributions

Benefits paid
$1,108,702
Administrative expenses
$57,867
Total expenses
$1,166,569
Net increase / (decrease)
$2,987,611

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Da DavidsonINVESTMENT ADVISOR$35,966not reported in the loaded dataset2023
Pinnacle Pension ServicesCONTRACT ADMIN$13,526not reported in the loaded dataset2023
Leavitt Christensen & Co PllcAUDITOR$8,350not reported in the loaded dataset2023

Related Form 5500 pages