401k Plan data: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN plan

WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WATERS & BROWN, INC. has sponsored the creation of one or more 401k plans.

Company Name: WATERS & BROWN, INC.

Employer identification number (EIN): 042454274

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 SANDRA WEDGWOOD
001 2017-01-01 SANDRA WEDGWOOD
001 2016-01-01 JAMES LINEHAN
001 2015-01-01 JAMES LINEHAN
001 2014-01-01 JAMES LINEHAN
001 2013-01-01 JAMES LINEHAN
001 2012-01-01 JAMES LINEHAN
001 2011-01-01 JAMES LINEHAN
001 2009-01-01 JAMES LINEHAN JAMES LINEHAN 2010-04-20
001 2009-01-01 JAMES LINEHAN JAMES LINEHAN 2010-04-20

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	SANDRA WEDGWOOD
001	2017-01-01	SANDRA WEDGWOOD
001	2016-01-01	JAMES LINEHAN
001	2015-01-01	JAMES LINEHAN
001	2014-01-01	JAMES LINEHAN
001	2013-01-01	JAMES LINEHAN
001	2012-01-01	JAMES LINEHAN
001	2011-01-01	JAMES LINEHAN
001	2009-01-01	JAMES LINEHAN	JAMES LINEHAN	2010-04-20
001	2009-01-01	JAMES LINEHAN	JAMES LINEHAN	2010-04-20

Plan Statistics for WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 9
Number of participants with account balances 2021-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 23
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 28
Number of participants with account balances 2020-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 27
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 31
Number of participants with account balances 2019-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 26
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 30
Number of participants with account balances 2018-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 23
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 27
Number of participants with account balances 2017-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 21
Number of retired or separated participants receiving benefits 2016-01-01 7
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 28
Number of participants with account balances 2016-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 31
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 33
Number of participants with account balances 2015-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 32
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 33
Number of participants with account balances 2014-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 33
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 35
Number of participants with account balances 2013-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 36
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 37
Number of participants with account balances 2012-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 39
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 40
Number of participants with account balances 2011-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 43
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 44
Number of participants with account balances 2009-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	9
Number of participants with account balances	2021-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	23
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	28
Number of participants with account balances	2020-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	27
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	31
Number of participants with account balances	2019-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	26
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	30
Number of participants with account balances	2018-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	23
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	27
Number of participants with account balances	2017-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	21
Number of retired or separated participants receiving benefits	2016-01-01	7
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	28
Number of participants with account balances	2016-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	31
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	33
Number of participants with account balances	2015-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	32
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	33
Number of participants with account balances	2014-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	33
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	35
Number of participants with account balances	2013-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	36
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	37
Number of participants with account balances	2012-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	39
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	40
Number of participants with account balances	2011-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	43
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	44
Number of participants with account balances	2009-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-09-30	$-30,004
Expenses. Total of all expenses incurred	2022-09-30	$262,261
Benefits paid (including direct rollovers)	2022-09-30	$260,587
Total plan assets at end of year	2022-09-30	$0
Total plan assets at beginning of year	2022-09-30	$292,265
Value of fidelity bond covering the plan	2022-09-30	$140,000
Total contributions received or receivable from participants	2022-09-30	$0
Expenses. Other expenses not covered elsewhere	2022-09-30	$0
Contributions received from other sources (not participants or employers)	2022-09-30	$0
Other income received	2022-09-30	$-30,004
Noncash contributions received	2022-09-30	$0
Net income (gross income less expenses)	2022-09-30	$-292,265
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$292,265
Total contributions received or receivable from employer(s)	2022-09-30	$0
Value of certain deemed distributions of participant loans	2022-09-30	$0
Value of corrective distributions	2022-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-09-30	$1,674
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-09-30	$0
2021 : WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$282,147
Expenses. Total of all expenses incurred	2021-12-31	$2,163,850
Benefits paid (including direct rollovers)	2021-12-31	$2,144,395
Total plan assets at end of year	2021-12-31	$292,265
Total plan assets at beginning of year	2021-12-31	$2,173,968
Value of fidelity bond covering the plan	2021-12-31	$140,000
Total contributions received or receivable from participants	2021-12-31	$51,705
Contributions received from other sources (not participants or employers)	2021-12-31	$2
Other income received	2021-12-31	$215,551
Net income (gross income less expenses)	2021-12-31	$-1,881,703
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$292,265
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,173,968
Assets. Value of participant loans	2021-12-31	$13,756
Total contributions received or receivable from employer(s)	2021-12-31	$14,889
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$19,455
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$420,434
Expenses. Total of all expenses incurred	2020-12-31	$32,236
Benefits paid (including direct rollovers)	2020-12-31	$12,427
Total plan assets at end of year	2020-12-31	$2,173,968
Total plan assets at beginning of year	2020-12-31	$1,785,770
Value of fidelity bond covering the plan	2020-12-31	$140,000
Total contributions received or receivable from participants	2020-12-31	$105,797
Other income received	2020-12-31	$280,019
Net income (gross income less expenses)	2020-12-31	$388,198
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,173,968
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,785,770
Assets. Value of participant loans	2020-12-31	$23,719
Total contributions received or receivable from employer(s)	2020-12-31	$34,618
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$19,809
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$419,136
Expenses. Total of all expenses incurred	2019-12-31	$17,412
Total plan assets at end of year	2019-12-31	$1,785,770
Total plan assets at beginning of year	2019-12-31	$1,384,046
Value of fidelity bond covering the plan	2019-12-31	$140,000
Total contributions received or receivable from participants	2019-12-31	$110,928
Other income received	2019-12-31	$273,307
Net income (gross income less expenses)	2019-12-31	$401,724
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,785,770
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,384,046
Assets. Value of participant loans	2019-12-31	$23,425
Total contributions received or receivable from employer(s)	2019-12-31	$34,901
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$17,412
2018 : WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$49,027
Expenses. Total of all expenses incurred	2018-12-31	$15,932
Total plan assets at end of year	2018-12-31	$1,384,046
Total plan assets at beginning of year	2018-12-31	$1,350,951
Value of fidelity bond covering the plan	2018-12-31	$140,000
Total contributions received or receivable from participants	2018-12-31	$99,777
Other income received	2018-12-31	$-81,013
Net income (gross income less expenses)	2018-12-31	$33,095
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,384,046
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,350,951
Assets. Value of participant loans	2018-12-31	$12,910
Total contributions received or receivable from employer(s)	2018-12-31	$30,263
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$15,932
2017 : WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$293,381
Expenses. Total of all expenses incurred	2017-12-31	$521,280
Benefits paid (including direct rollovers)	2017-12-31	$521,280
Total plan assets at end of year	2017-12-31	$1,350,951
Total plan assets at beginning of year	2017-12-31	$1,578,850
Value of fidelity bond covering the plan	2017-12-31	$140,000
Total contributions received or receivable from participants	2017-12-31	$91,056
Other income received	2017-12-31	$171,920
Net income (gross income less expenses)	2017-12-31	$-227,899
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,350,951
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,578,850
Assets. Value of participant loans	2017-12-31	$58
Total contributions received or receivable from employer(s)	2017-12-31	$30,405
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$272,764
Expenses. Total of all expenses incurred	2016-12-31	$109,649
Benefits paid (including direct rollovers)	2016-12-31	$92,690
Total plan assets at end of year	2016-12-31	$1,578,850
Total plan assets at beginning of year	2016-12-31	$1,415,735
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$131,740
Other income received	2016-12-31	$100,670
Net income (gross income less expenses)	2016-12-31	$163,115
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,578,850
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,415,735
Assets. Value of participant loans	2016-12-31	$1,046
Total contributions received or receivable from employer(s)	2016-12-31	$40,354
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$16,959
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$213,384
Expenses. Total of all expenses incurred	2015-12-31	$22,859
Benefits paid (including direct rollovers)	2015-12-31	$8,382
Total plan assets at end of year	2015-12-31	$1,415,735
Total plan assets at beginning of year	2015-12-31	$1,225,210
Value of fidelity bond covering the plan	2015-12-31	$130,000
Total contributions received or receivable from participants	2015-12-31	$142,741
Contributions received from other sources (not participants or employers)	2015-12-31	$40,398
Other income received	2015-12-31	$-14,810
Net income (gross income less expenses)	2015-12-31	$190,525
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,415,735
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,225,210
Assets. Value of participant loans	2015-12-31	$2,010
Total contributions received or receivable from employer(s)	2015-12-31	$45,055
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$14,477
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$249,649
Expenses. Total of all expenses incurred	2014-12-31	$228,260
Benefits paid (including direct rollovers)	2014-12-31	$213,602
Total plan assets at end of year	2014-12-31	$1,225,210
Total plan assets at beginning of year	2014-12-31	$1,203,821
Value of fidelity bond covering the plan	2014-12-31	$130,000
Total contributions received or receivable from participants	2014-12-31	$140,231
Other income received	2014-12-31	$65,342
Net income (gross income less expenses)	2014-12-31	$21,389
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,225,210
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,203,821
Assets. Value of participant loans	2014-12-31	$2,916
Total contributions received or receivable from employer(s)	2014-12-31	$44,076
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$14,658
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$348,125
Expenses. Total of all expenses incurred	2013-12-31	$32,928
Benefits paid (including direct rollovers)	2013-12-31	$21,464
Total plan assets at end of year	2013-12-31	$1,203,821
Total plan assets at beginning of year	2013-12-31	$888,624
Value of fidelity bond covering the plan	2013-12-31	$90,000
Total contributions received or receivable from participants	2013-12-31	$129,908
Other income received	2013-12-31	$177,674
Net income (gross income less expenses)	2013-12-31	$315,197
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,203,821
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$888,624
Assets. Value of participant loans	2013-12-31	$4,457
Total contributions received or receivable from employer(s)	2013-12-31	$40,543
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$11,464
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$263,524
Expenses. Total of all expenses incurred	2012-12-31	$20,987
Benefits paid (including direct rollovers)	2012-12-31	$12,609
Total plan assets at end of year	2012-12-31	$888,624
Total plan assets at beginning of year	2012-12-31	$646,087
Value of fidelity bond covering the plan	2012-12-31	$90,000
Total contributions received or receivable from participants	2012-12-31	$128,393
Contributions received from other sources (not participants or employers)	2012-12-31	$8,118
Other income received	2012-12-31	$84,453
Net income (gross income less expenses)	2012-12-31	$242,537
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$888,624
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$646,087
Assets. Value of participant loans	2012-12-31	$1,488
Total contributions received or receivable from employer(s)	2012-12-31	$42,560
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$8,378
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$144,940
Expenses. Total of all expenses incurred	2011-12-31	$44,037
Benefits paid (including direct rollovers)	2011-12-31	$41,559
Total plan assets at end of year	2011-12-31	$646,087
Total plan assets at beginning of year	2011-12-31	$545,184
Value of fidelity bond covering the plan	2011-12-31	$54,518
Total contributions received or receivable from participants	2011-12-31	$118,062
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-14,727
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$100,903
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$646,087
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$545,184
Assets. Value of participant loans	2011-12-31	$11,493
Total contributions received or receivable from employer(s)	2011-12-31	$41,605
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,478
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$199,601
Expenses. Total of all expenses incurred	2010-12-31	$2,489
Benefits paid (including direct rollovers)	2010-12-31	$2,439
Total plan assets at end of year	2010-12-31	$545,184
Total plan assets at beginning of year	2010-12-31	$348,072
Value of fidelity bond covering the plan	2010-12-31	$34,808
Total contributions received or receivable from participants	2010-12-31	$107,445
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$52,755
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$197,112
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$545,184
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$348,072
Assets. Value of participant loans	2010-12-31	$5,528
Total contributions received or receivable from employer(s)	2010-12-31	$39,401
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN

2022: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WATERS & BROWN, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WATERS & BROWN, INC.
Employer identification number (EIN):	042454274
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services