Salt River Project Employees' 401(K) Plan — Form 5500 plan (Salt River Valley Water Users Association)
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, Salt River Project Employees' 401(K) Plan is a benefit plan reported by Salt River Valley Water Users Association under EIN 86-0053220 and plan number 334. The latest loaded filing year is 2023. The filing reports 6,167 participants and $1,176,718,636 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Salt River Valley Water Users Association
- EIN
- 86-0053220
- Plan number
- 334
- Plan type
- 3
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 6,167
- End-of-year plan assets
- $1,176,718,636
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,167 | H, C | 20241003160608NAL0010872145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,176,718,636
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,176,718,636
- Net assets (BOY)
- $1,002,317,413
Income & contributions
- Employer contributions
- $28,262,632
- Participant contributions
- $55,951,537
- Total contributions
- $91,658,740
- Total income / additions
- $268,542,276
Expenses & distributions
- Benefits paid
- $93,329,695
- Administrative expenses
- $811,358
- Total expenses
- $94,141,053
- Net increase / (decrease)
- $174,401,223
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $688,698 | not reported in the loaded dataset | 2023 |
| Captrust | NONE | $29,699 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $25,623 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Salt River Valley Water Users Association
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Empower Advisory Group, LLC — Schedule C compensation
- Captrust — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation