2023 Form 5500 filing — The York Water Company 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 20241004135747NAL0005745811001) for The York Water Company 401(K) Plan, reported by The York Water Company under EIN 23-1242500 and plan number 003. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.4MReported net assets$15,395,253
Participants135
Provider compensation$52.9K2 Schedule C row(s)$52,903
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004135747NAL0005745811001
- Plan sponsor
- The York Water Company
- EIN
- 23-1242500
- Plan number
- 003
- Location
- York, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$15.4M total assets
Net assets$15.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,395,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,395,253
- Employer contributions
- $379,493
- Participant contributions
- $602,136
- Total income / additions
- $3,489,311
- Benefits paid
- $1,323,291
- Administrative expenses
- $52,903
- Total expenses
- $1,376,194
- Net increase / (decrease)
- $2,113,117
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $35,156 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $17,747 | $0 |