Middlesex Water Company 401(K) Plan — Form 5500 plan (Middlesex Water Co.)
Plain-English plan 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, Middlesex Water Company 401(K) Plan is a benefit plan reported by Middlesex Water Co. under EIN 22-1114430 and plan number 003. The latest loaded filing year is 2023. The filing reports 400 participants and $69,435,473 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Middlesex Water Co.
- EIN
- 22-1114430
- Plan number
- 003
- Plan type
- 2
- Location
- Iselin, NJ
- Latest filing year
- 2023
- Participants
- 400
- End-of-year plan assets
- $69,435,473
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20241015082650NAL0015984979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,435,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,435,473
- Net assets (BOY)
- $56,922,642
Income & contributions
- Employer contributions
- $1,666,282
- Participant contributions
- $2,196,657
- Total contributions
- $3,895,546
- Total income / additions
- $17,405,797
Expenses & distributions
- Benefits paid
- $4,857,224
- Administrative expenses
- $8,736
- Total expenses
- $4,892,966
- Net increase / (decrease)
- $12,512,831
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $4,538 | $0 | 2023 |