2023 Form 5500 filing — San Gabriel Valley Water Company Retirement And Savings Plan
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 20241015140203NAL0048283760001) for San Gabriel Valley Water Company Retirement And Savings Plan, reported by San Gabriel Valley Water Company under EIN 95-1499179 and plan number 001. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140203NAL0048283760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Gabriel Valley Water Company
- EIN
- 95-1499179
- Plan number
- 001
- Location
- El Monte, CA
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,310,175
- Net assets (EOY)
- $80,310,175
- Employer contributions
- $2,498,087
- Participant contributions
- $2,472,245
- Total income / additions
- $18,773,081
- Benefits paid
- $8,125,168
- Administrative expenses
- $13,324
- Total expenses
- $8,138,492
- Net increase / (decrease)
- $10,634,589
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sage View | CONSULTANT | $28,500 | not reported in the loaded dataset |
| Fidelity Investments Inst. Oper. Co | RECORDKEEPER | -$15,176 | not reported in the loaded dataset |