WATTS HEALTHCARE CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WATTS HEALTHCARE CORPORATION EXECUTIVE RETIREMENT PROGRAM
| Measure | Date | Value |
|---|
| 2025 : WATTS HEALTHCARE CORPORATION EXECUTIVE RETIREMENT PROGRAM 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-23 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-23 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-23 | 445992 |
| Net assets as of the end of the plan year | 2025-09-23 | 5499655 |
| Total assets as of the beginning of the plan year | 2025-09-23 | 5138818 |
| Value of plan covered by a fidelity bond | 2025-09-23 | 100000 |
| Participant contributions to plan in this plan year | 2025-09-23 | 0 |
| Other expenses paid from plan in this plan year | 2025-09-23 | 0 |
| Other contributions to plan in this plan year | 2025-09-23 | 0 |
| Other income to plan in this plan year | 2025-09-23 | 654781 |
| Plan net income in this plan year | 2025-09-23 | 360837 |
| Net assets as of the end of the plan year | 2025-09-23 | 5499655 |
| Net assets as of the beginning of the plan year | 2025-09-23 | 5138818 |
| Employer contributions to plan in this plan year | 2025-09-23 | 152048 |
| Fees paid to broker by Benefit Provider | 2025-09-23 | 122 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-23 | 473 |
| 2024 : WATTS HEALTHCARE CORPORATION EXECUTIVE RETIREMENT PROGRAM 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-15 | 1096677 |
| Net assets as of the end of the plan year | 2024-10-15 | 5138818 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 5180632 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 100000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-15 | 0 |
| Other contributions to plan in this plan year | 2024-10-15 | 0 |
| Other income to plan in this plan year | 2024-10-15 | 773707 |
| Plan net income in this plan year | 2024-10-15 | -41814 |
| Net assets as of the end of the plan year | 2024-10-15 | 5138818 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 5180632 |
| Employer contributions to plan in this plan year | 2024-10-15 | 281156 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 294 |
| 2015 : WATTS HEALTHCARE CORPORATION EXECUTIVE RETIREMENT PROGRAM 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $304,890 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $40 |
| Total plan assets at end of year | 2015-12-31 | $3,964,310 |
| Total plan assets at beginning of year | 2015-12-31 | $3,659,460 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Other income received | 2015-12-31 | $119,830 |
| Net income (gross income less expenses) | 2015-12-31 | $304,850 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,964,310 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,659,460 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $185,060 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $40 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : WATTS HEALTHCARE CORPORATION EXECUTIVE RETIREMENT PROGRAM 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $406,987 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $-1,638 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $-1,678 |
| Total plan assets at end of year | 2014-12-31 | $3,659,460 |
| Total plan assets at beginning of year | 2014-12-31 | $3,250,835 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Other income received | 2014-12-31 | $229,981 |
| Net income (gross income less expenses) | 2014-12-31 | $408,625 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,659,460 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,250,835 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $177,006 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $40 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : WATTS HEALTHCARE CORPORATION EXECUTIVE RETIREMENT PROGRAM 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $652,903 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $97,169 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $96,739 |
| Total plan assets at end of year | 2013-12-31 | $3,250,835 |
| Total plan assets at beginning of year | 2013-12-31 | $2,695,101 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $1,308 |
| Other income received | 2013-12-31 | $433,743 |
| Net income (gross income less expenses) | 2013-12-31 | $555,734 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,250,835 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,695,101 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $217,852 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $430 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : WATTS HEALTHCARE CORPORATION EXECUTIVE RETIREMENT PROGRAM 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $437,526 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $181,293 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $181,133 |
| Total plan assets at end of year | 2012-12-31 | $2,695,101 |
| Total plan assets at beginning of year | 2012-12-31 | $2,438,868 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Other income received | 2012-12-31 | $193,383 |
| Net income (gross income less expenses) | 2012-12-31 | $256,233 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,695,101 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,438,868 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $244,143 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $160 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : WATTS HEALTHCARE CORPORATION EXECUTIVE RETIREMENT PROGRAM 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $269,641 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,865 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $2,700 |
| Total plan assets at end of year | 2011-12-31 | $2,438,868 |
| Total plan assets at beginning of year | 2011-12-31 | $2,172,092 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Other income received | 2011-12-31 | $22,308 |
| Net income (gross income less expenses) | 2011-12-31 | $266,776 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,438,868 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,172,092 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $247,333 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $165 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : WATTS HEALTHCARE CORPORATION EXECUTIVE RETIREMENT PROGRAM 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $435,917 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $311 |
| Total plan assets at end of year | 2010-12-31 | $2,172,092 |
| Total plan assets at beginning of year | 2010-12-31 | $1,736,486 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Other income received | 2010-12-31 | $211,770 |
| Net income (gross income less expenses) | 2010-12-31 | $435,606 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,172,092 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,736,486 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $224,147 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $311 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : WATTS HEALTHCARE CORPORATION EXECUTIVE RETIREMENT PROGRAM 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2015: WATTS HEALTHCARE CORPORATION EXECUTIVE RETIREMENT PROGRAM 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WATTS HEALTHCARE CORPORATION EXECUTIVE RETIREMENT PROGRAM 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WATTS HEALTHCARE CORPORATION EXECUTIVE RETIREMENT PROGRAM 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WATTS HEALTHCARE CORPORATION EXECUTIVE RETIREMENT PROGRAM 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WATTS HEALTHCARE CORPORATION EXECUTIVE RETIREMENT PROGRAM 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WATTS HEALTHCARE CORPORATION EXECUTIVE RETIREMENT PROGRAM 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |