2023 Form 5500 filing — California Water Service Company Savings 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 20241013170645NAL0049785202001) for California Water Service Company Savings Plan, reported by California Water Service Company under EIN 94-0362795 and plan number 004. It reports 1,519 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013170645NAL0049785202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California Water Service Company
- EIN
- 94-0362795
- Plan number
- 004
- Location
- San Jose, CA
- Participants
- 1,519
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $339,646,373
- Total liabilities (EOY)
- $66
- Net assets (EOY)
- $339,646,307
- Employer contributions
- $7,751,407
- Participant contributions
- $14,210,269
- Total income / additions
- $75,876,204
- Benefits paid
- $24,854,381
- Administrative expenses
- $59,539
- Total expenses
- $24,947,111
- Net increase / (decrease)
- $50,929,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops | SERVICE PROVIDER | $58,939 | $0 |