2023 Form 5500 filing — San Jose Water Company Salary Deferral 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 20241015194452NAL0015339331004) for San Jose Water Company Salary Deferral Plan, reported by San Jose Water Company under EIN 94-0838465 and plan number 011. It reports 496 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194452NAL0015339331004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Jose Water Company
- EIN
- 94-0838465
- Plan number
- 011
- Location
- San Jose, CA
- Participants
- 496
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $122,846,965
- Net assets (EOY)
- $122,846,965
- Employer contributions
- $2,059,962
- Participant contributions
- $4,539,218
- Total income / additions
- $26,803,063
- Benefits paid
- $14,259,449
- Administrative expenses
- $65,165
- Total expenses
- $14,324,614
- Net increase / (decrease)
- $12,478,449
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Group Inc. | NONE | $40,373 | $1,200 |
| Wells Fargo Advisors | NONE | $24,371 | $0 |