2023 Form 5500 filing — Retirement Plan Of San Jose 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 20241015235323NAL0058653250001) for Retirement Plan Of San Jose Water Company, reported by San Jose Water Company under EIN 94-0838465 and plan number 002. It reports 951 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015235323NAL0058653250001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Jose Water Company
- EIN
- 94-0838465
- Plan number
- 002
- Location
- San Jose, CA
- Participants
- 951
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $205,946,619
- Net assets (EOY)
- $205,946,619
- Employer contributions
- $9,865,617
- Total income / additions
- $40,911,798
- Benefits paid
- $10,618,777
- Administrative expenses
- $1,276,731
- Total expenses
- $11,895,508
- Net increase / (decrease)
- $29,016,290
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matrix Trust Company | NONE | $1,276,731 | $18,526 |