California Water Service Company Savings Plan — Form 5500 plan (California Water Service 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, California Water Service Company Savings Plan is a benefit plan reported by California Water Service Company under EIN 94-0362795 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,519 participants and $339,646,373 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
California Water Service Company
EIN
94-0362795
Plan number
004
Plan type
2
Location
San Jose, CA
Latest filing year
2023
Participants
1,519
End-of-year plan assets
$339,646,373

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,519H, C20241013170645NAL0049785202001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$339,646,373
Total liabilities (EOY)
$66
Net assets (EOY)
$339,646,307
Net assets (BOY)
$288,717,214

Income & contributions

Employer contributions
$7,751,407
Participant contributions
$14,210,269
Total contributions
$23,083,547
Total income / additions
$75,876,204

Expenses & distributions

Benefits paid
$24,854,381
Administrative expenses
$59,539
Total expenses
$24,947,111
Net increase / (decrease)
$50,929,093

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst OpsSERVICE PROVIDER$58,939$02023

Related Form 5500 pages