Waterman Village 401(k) Plan: Login, Facts & Contact Information

Waterman Village 401(k) Plan Facts

Plan name
WATERMAN VILLAGE 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WATERMAN COMMUNITIES, INC.
Participants
576 (393 active employees)
Former employees with a balance
133
Plan assets
$5,669,055 at Sep 30, 2025
Average account balance
$14,032 across 404 accounts
Recordkeeper
John Hancock Usa
Plan year
Oct 1, 2024 – Sep 30, 2025
Plan established
Jan 1, 2006
✓ 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 for plan year 2024 (Oct 1, 2024 – Sep 30, 2025), filed Aug 12, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $652,113 went into the plan in contributions.
  • $592,070 was paid out to participants.
  • Investment and other income added $583,121.
  • Administrative expenses were $64,003, about $158 per account.

How the Waterman Village 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019376$3.69 million—$137,888
2020408$4.29 million$93$631,495
2021348$3.48 million—$567,882
2022347$4.01 million—$414,186
2023469$5.09 million—$478,729
2024576$5.67 million—$592,070

Waterman Village 401(k) Contact Information

Phone
352-383-0051
Mailing address
250 BROOKFIELD AVENUE, MOUNT DORA FL 32757
Plan sponsor
WATERMAN COMMUNITIES, INC.
Employer identification number (EIN)
59-2867652
Plan number
001

Questions about the Waterman Village 401(k)

Does Waterman Village contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Waterman Village 401(k) have automatic enrollment?

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

How many people are in the Waterman Village 401(k) plan?

576 participants at the start of plan year 2024, 393 of them active employees, and 133 former employees who still had money in the plan.

What is the average 401(k) balance at Waterman Village?

About $14,032 per account: $5.67 million in plan assets across 404 accounts with a balance at the end of plan year 2024.

Who manages the Waterman Village 401(k) accounts?

John Hancock (listed on the filing as JOHN HANCOCK USA) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Waterman Village. How do I access my 401(k)?

Your account stays with John Hancock after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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