Waterman Industries, Llc 401(k) Plan (terminated 2019): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2019. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Waterman Industries, Llc 401(k) Plan Facts (plan year 2019)

Plan name
WATERMAN INDUSTRIES, LLC 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
WATERMAN INDUSTRIES, LLC
Participants
92
Plan year
Jan 1, 2019 – Nov 29, 2019
Plan established
May 15, 2015
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2019 (Jan 1, 2019 – Nov 29, 2019), filed May 15, 2020. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2019

  • $1.54 million was paid out to participants.
  • Investment and other income added $203,591.

How the Waterman Industries, Llc 401(k) changed, 2015–2019

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2015121$2.03 million$114,095$109,237
2016132$2.05 million$168,200$565,570
2017121$2.32 million$151,682$417,427
2018107$1.34 million$22,149$954,322
2019 (final)92$0$0$1.54 million

Waterman Industries, Llc 401(k) Contact Information

Phone
559-562-4000
Mailing address
25500 ROAD 204, EXETER CA 932219655
Plan sponsor
WATERMAN INDUSTRIES, LLC
Employer identification number (EIN)
47-3107147
Plan number
001

Questions about the Waterman Industries, Llc 401(k)

Is the Waterman Industries, Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2019.

Does Waterman Industries, Llc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Waterman Industries, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Waterman Industries, Llc 401(k) plan?

92 participants at the start of plan year 2019.

Who manages the Waterman Industries, Llc 401(k) accounts?

Principal is the plan's recordkeeper, which is where participants log in to see their balance.

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