Original filing (PDF)20230922204603NAL0003174723001

WATER GLOBE CONSULTANTS, LLC

Name: WATER GLOBE CONSULTANTS, LLC — WATER GLOBE CONSULTANTS, LLC CASH BALANCE PLAN, Form 5500 (2022)
Creator: WATER GLOBE CONSULTANTS, LLC

Form 5500-SF

FILING_RECEIVED

WATER GLOBE CONSULTANTS, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$255K

Net assets (EOY)

$255K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WATER GLOBE CONSULTANTS, LLC.

Plan sponsor

Name

WATER GLOBE CONSULTANTS, LLC

EIN

85-3808346all filings

Address

824 CONTRAVIST LANAE · WINTER SPRINGS, FL · 32708

Phone

(203) 253-1312

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-22

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

EXCEPGEN INC

EXCEPGEN INC 401(K) PLAN

$255K · 6 participants

PRECISION LIFE SCIENCES LLC

PRECISION LIFE SCIENCES 401(K) PLAN

$254K · 38 participants

IOLYX THERAPEUTICS, INC.

IOLYX THERAPEUTICS 401(K) PLAN

$254K · 4 participants

RIVERS AGILE SOLUTIONS

THE RIVERS AGILE SOLUTIONS 401(K) PLAN

$254K · 19 participants

DEFINED BIOSCIENCE, INC.

DEFINED BIOSCIENCE, INC. 401(K) PLAN

$254K · 6 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.