San Jose Water Company Salary Deferral Plan — Form 5500 plan (San Jose 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, San Jose Water Company Salary Deferral Plan is a benefit plan reported by San Jose Water Company under EIN 94-0838465 and plan number 011. The latest loaded filing year is 2023. The filing reports 496 participants and $122,846,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Jose Water Company
- EIN
- 94-0838465
- Plan number
- 011
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 496
- End-of-year plan assets
- $122,846,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 496 | H, C | 20241015194452NAL0015339331004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $122,846,965
- Net assets (EOY)
- $122,846,965
- Net assets (BOY)
- $110,368,516
Income & contributions
- Employer contributions
- $2,059,962
- Participant contributions
- $4,539,218
- Total contributions
- $6,972,216
- Total income / additions
- $26,803,063
Expenses & distributions
- Benefits paid
- $14,259,449
- Administrative expenses
- $65,165
- Total expenses
- $14,324,614
- Net increase / (decrease)
- $12,478,449
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Group Inc. | NONE | $40,373 | $1,200 | 2023 |
| Wells Fargo Advisors | NONE | $24,371 | $0 | 2023 |