San Jose Water Company Salary Deferral Plan — 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, San Jose Water Company Salary Deferral Plan is a benefit plan reported by San Jose Water Company under EIN 94-0838465 and plan number 011. The latest loaded filing year is 2023. The filing reports 496 participants and $122,846,965 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$122.8MPlan net assets, end of year$122,846,965
Participants496Covered participants reported
Assets / participant$247.7KComputed: assets ÷ participants$247,675 (computed)
Provider compensation$65.9K2 Schedule C provider row(s)$65,944
- Plan sponsor
- San Jose Water Company
- EIN
- 94-0838465
- Plan number
- 011
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 496 | H, C | 20241015194452NAL0015339331004 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$122.8M total assets
Net assets$122.8MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $122,846,965
- Net assets (EOY)
- $122,846,965
- Net assets (BOY)
- $110,368,516
Income & contributions
- Employer contributions
- $2,059,962
- Participant contributions
- $4,539,218
- Total contributions
- $6,972,216
- Total income / additions
- $26,803,063
Expenses & distributions
- Benefits paid
- $14,259,449
- Administrative expenses
- $65,165
- Total expenses
- $14,324,614
- Net increase / (decrease)
- $12,478,449
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income53%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Group Inc. | NONE | $40,373 | $1,200 | 2023 |
| Wells Fargo Advisors | NONE | $24,371 | $0 | 2023 |