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WATERS & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameWATERS & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

WATERS & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

WATERS & COMPANY LLC has sponsored the creation of one or more 401k plans.

Company Name:WATERS & COMPANY LLC
Employer identification number (EIN):205855985
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WATERS & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VERONICA2024-08-07
0012022-01-01VERONICA VILLANUEVA2023-07-31
0012021-01-01VERONICA VILLANUEVA2022-08-17
0012020-01-01VERONICA VILLANUEVA2021-08-02
0012019-01-01VERONICA VILLANUEVA2020-07-14
0012018-01-01VERONICA VILLANUEVA2019-07-22
0012017-01-01VERONICA VILLANUEVA2018-07-17
0012016-01-01VERONICA VILLANUEVA2017-09-14
0012015-01-01J MICHAEL MOYE2016-07-19
0012014-01-01JAMES MOYE2015-07-23
0012013-01-01JAMES MOYE2014-05-13
0012012-01-01MOYE WATERS AND ASSOCIATES LLC2013-07-31
0012011-01-01MOYE WATERS AND ASSOCIATES LLC2012-05-21
0012010-01-01MOYE WATERS AND ASSOCIATES LLC2011-06-29

Plan Statistics for WATERS & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for WATERS & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: WATERS & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-298
Total number of particpants at end of year2025-07-297
Number of Participants With Account Balances2025-07-296
2024: WATERS & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-08-079
Total number of particpants at end of year2024-08-078
Number of Participants With Account Balances2024-08-077
2022: WATERS & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-08-179
Total number of particpants at end of year2022-08-179
Number of Participants With Account Balances2022-08-178

Financial Data on WATERS & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : WATERS & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-290
Total liabilities as of the end of the plan year2025-07-290
Total liabilities as of the beginning of the plan year2025-07-290
Total expenses incurred by plan in this plan year2025-07-293451
Net assets as of the end of the plan year2025-07-29211571
Total assets as of the beginning of the plan year2025-07-29173371
Value of plan covered by a fidelity bond2025-07-2920000
Participant contributions to plan in this plan year2025-07-299972
Value of participant loans at end of plan year2025-07-2932418
Other expenses paid from plan in this plan year2025-07-290
Other contributions to plan in this plan year2025-07-290
Other income to plan in this plan year2025-07-2924010
Plan net income in this plan year2025-07-2938200
Net assets as of the end of the plan year2025-07-29211571
Net assets as of the beginning of the plan year2025-07-29173371
Employer contributions to plan in this plan year2025-07-297669
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-291404
2024 : WATERS & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-070
Total liabilities as of the end of the plan year2024-08-070
Total liabilities as of the beginning of the plan year2024-08-070
Total expenses incurred by plan in this plan year2024-08-0733249
Net assets as of the end of the plan year2024-08-07173371
Total assets as of the beginning of the plan year2024-08-07162855
Value of plan covered by a fidelity bond2024-08-0720000
Participant contributions to plan in this plan year2024-08-079699
Other expenses paid from plan in this plan year2024-08-070
Other contributions to plan in this plan year2024-08-070
Other income to plan in this plan year2024-08-0726103
Plan net income in this plan year2024-08-0710516
Net assets as of the end of the plan year2024-08-07173371
Net assets as of the beginning of the plan year2024-08-07162855
Employer contributions to plan in this plan year2024-08-077963
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-071568
2022 : WATERS & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-170
Total liabilities as of the end of the plan year2022-08-170
Total liabilities as of the beginning of the plan year2022-08-170
Total expenses incurred by plan in this plan year2022-08-17195
Net assets as of the end of the plan year2022-08-17175283
Total assets as of the beginning of the plan year2022-08-17138729
Value of plan covered by a fidelity bond2022-08-1720000
Participant contributions to plan in this plan year2022-08-177511
Value of participant loans at end of plan year2022-08-175961
Other expenses paid from plan in this plan year2022-08-170
Other contributions to plan in this plan year2022-08-170
Other income to plan in this plan year2022-08-1723070
Plan net income in this plan year2022-08-1736554
Net assets as of the end of the plan year2022-08-17175283
Net assets as of the beginning of the plan year2022-08-17138729
Employer contributions to plan in this plan year2022-08-176168
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-17195

Potentially related plans

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