The York Water Company 401(K) Plan — Form 5500 plan (The York Water Company)
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, The York Water Company 401(K) Plan is a benefit plan reported by The York Water Company under EIN 23-1242500 and plan number 003. The latest loaded filing year is 2023. The filing reports 135 participants and $15,395,253 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.4MPlan net assets, end of year$15,395,253
Participants135Covered participants reported
Assets / participant$114KComputed: assets ÷ participants$114,039 (computed)
Provider compensation$52.9K2 Schedule C provider row(s)$52,903
- Plan sponsor
- The York Water Company
- EIN
- 23-1242500
- Plan number
- 003
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20241004135747NAL0005745811001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$15.4M total assets
Net assets$15.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,395,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,395,253
- Net assets (BOY)
- $13,282,136
Income & contributions
- Employer contributions
- $379,493
- Participant contributions
- $602,136
- Total contributions
- $1,071,327
- Total income / additions
- $3,489,311
Expenses & distributions
- Benefits paid
- $1,323,291
- Administrative expenses
- $52,903
- Total expenses
- $1,376,194
- Net increase / (decrease)
- $2,113,117
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
39%61%
Employer 39%Participant 61%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $35,156 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $17,747 | $0 | 2023 |