401(K) Retirement And Savings Plan For Southwest Water Company — Form 5500 plan (Southwest 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, 401(K) Retirement And Savings Plan For Southwest Water Company is a benefit plan reported by Southwest Water Company under EIN 95-1840947 and plan number 003. The latest loaded filing year is 2023. The filing reports 803 participants and $72,608,722 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwest Water Company
- EIN
- 95-1840947
- Plan number
- 003
- Plan type
- 2
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 803
- End-of-year plan assets
- $72,608,722
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 803 | H, C | 20240920182102NAL0004690019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,608,722
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,608,722
- Net assets (BOY)
- $59,267,224
Income & contributions
- Employer contributions
- $2,996,881
- Participant contributions
- $3,945,124
- Total contributions
- $7,075,612
- Total income / additions
- $19,027,883
Expenses & distributions
- Benefits paid
- $5,709,114
- Administrative expenses
- -$24,195
- Total expenses
- $5,686,385
- Net increase / (decrease)
- $13,341,498
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$24,195 | $0 | 2023 |