2023 Form 5500 filing — Salt River Project Employees' 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003160608NAL0010872145001) for Salt River Project Employees' 401(K) Plan, reported by Salt River Valley Water Users Association under EIN 86-0053220 and plan number 334. It reports 6,167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003160608NAL0010872145001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Salt River Valley Water Users Association
- EIN
- 86-0053220
- Plan number
- 334
- Location
- Phoenix, AZ
- Participants
- 6,167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,176,718,636
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,176,718,636
- Employer contributions
- $28,262,632
- Participant contributions
- $55,951,537
- Total income / additions
- $268,542,276
- Benefits paid
- $93,329,695
- Administrative expenses
- $811,358
- Total expenses
- $94,141,053
- Net increase / (decrease)
- $174,401,223
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $688,698 | not reported in the loaded dataset |
| Captrust | NONE | $29,699 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $25,623 | $0 |