2023 Form 5500 filing — Golden State Water Company Investment Incentive Program
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 20250716114358NAL0001915315001) for Golden State Water Company Investment Incentive Program, reported by Golden State Water Company under EIN 95-1243678 and plan number 005. It reports 1,198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250716114358NAL0001915315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Golden State Water Company
- EIN
- 95-1243678
- Plan number
- 005
- Location
- San Dimas, CA
- Participants
- 1,198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $209,677,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $209,677,429
- Employer contributions
- $5,723,587
- Participant contributions
- $7,119,011
- Total income / additions
- $38,165,763
- Benefits paid
- $19,671,301
- Administrative expenses
- $394,795
- Total expenses
- $20,043,296
- Net increase / (decrease)
- $18,122,467
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $174,752 | $0 |
| Mercer Investment Management | RETAINED BY EMPLOYER | $164,182 | not reported in the loaded dataset |
| Bdo Usa, Llp | RETAINED BY EMPLOYER | $55,104 | not reported in the loaded dataset |