How big is Watermark Financial Services, Inc.'s plan?

Watermark Financial Services, Inc.'s plan reported $1.8M in assets and 6 participants for 2024.

Original filing (PDF)20250602091728NAL0006685683001

Watermark Financial Services, Inc.

Name: Watermark Financial Services, Inc. — Watermark, Form 5500 (2024)
Creator: Watermark Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Watermark Financial Services, Inc. 401(k) Plan

401(k) retirement plan · Watermark Financial Services, Inc.'s Watermark Financial Services, Inc. 401(k) Plan held $1.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Watermark Financial Services, Inc.'s EIN is 39-1615990.

EIN 39-1615990

Plan number 001

Plan year 2024

ACK ID 20250602091728NAL0006685683001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Watermark Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Watermark Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WATERMARK FINANCIAL SERVICES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score