San Gabriel Valley Water Company Retirement And Savings Plan — Form 5500 plan (San Gabriel Valley 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 Gabriel Valley Water Company Retirement And Savings Plan is a benefit plan reported by San Gabriel Valley Water Company under EIN 95-1499179 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $80,310,175 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Gabriel Valley Water Company
- EIN
- 95-1499179
- Plan number
- 001
- Plan type
- 2
- Location
- El Monte, CA
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $80,310,175
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H, C | 20241015140203NAL0048283760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,310,175
- Net assets (EOY)
- $80,310,175
- Net assets (BOY)
- $69,675,586
Income & contributions
- Employer contributions
- $2,498,087
- Participant contributions
- $2,472,245
- Total contributions
- $5,073,692
- Total income / additions
- $18,773,081
Expenses & distributions
- Benefits paid
- $8,125,168
- Administrative expenses
- $13,324
- Total expenses
- $8,138,492
- Net increase / (decrease)
- $10,634,589
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sage View | CONSULTANT | $28,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Inst. Oper. Co | RECORDKEEPER | -$15,176 | not reported in the loaded dataset | 2023 |