2023 Form 5500 filing — 401(K) Retirement And Savings Plan For Southwest Water Company
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240920182102NAL0004690019001) for 401(K) Retirement And Savings Plan For Southwest Water Company, reported by Southwest Water Company under EIN 95-1840947 and plan number 003. It reports 803 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920182102NAL0004690019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Water Company
- EIN
- 95-1840947
- Plan number
- 003
- Location
- Covina, CA
- Participants
- 803
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,608,722
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,608,722
- Employer contributions
- $2,996,881
- Participant contributions
- $3,945,124
- Total income / additions
- $19,027,883
- Benefits paid
- $5,709,114
- Administrative expenses
- -$24,195
- Total expenses
- $5,686,385
- Net increase / (decrease)
- $13,341,498
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$24,195 | $0 |