Retirement Plan Of San Jose Water Company — Form 5500 plan (San Jose 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, Retirement Plan Of San Jose Water Company is a benefit plan reported by San Jose Water Company under EIN 94-0838465 and plan number 002. The latest loaded filing year is 2023. The filing reports 951 participants and $205,946,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Jose Water Company
- EIN
- 94-0838465
- Plan number
- 002
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 951
- End-of-year plan assets
- $205,946,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 951 | H, C | 20241015235323NAL0058653250001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $205,946,619
- Net assets (EOY)
- $205,946,619
- Net assets (BOY)
- $176,930,329
Income & contributions
- Employer contributions
- $9,865,617
- Total contributions
- $9,865,617
- Total income / additions
- $40,911,798
Expenses & distributions
- Benefits paid
- $10,618,777
- Administrative expenses
- $1,276,731
- Total expenses
- $11,895,508
- Net increase / (decrease)
- $29,016,290
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Matrix Trust Company | NONE | $1,276,731 | $18,526 | 2023 |