Plan5500

Golden State Water Company Investment Incentive Program — Form 5500 plan (Golden State 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, Golden State Water Company Investment Incentive Program is a benefit plan reported by Golden State Water Company under EIN 95-1243678 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,198 participants and $209,677,429 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Golden State Water Company
EIN
95-1243678
Plan number
005
Plan type
2
Location
San Dimas, CA
Latest filing year
2023
Participants
1,198
End-of-year plan assets
$209,677,429

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,198H, C20250716114358NAL0001915315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$209,677,429
Total liabilities (EOY)
$0
Net assets (EOY)
$209,677,429
Net assets (BOY)
$191,554,962

Income & contributions

Employer contributions
$5,723,587
Participant contributions
$7,119,011
Total contributions
$14,068,717
Total income / additions
$38,165,763

Expenses & distributions

Benefits paid
$19,671,301
Administrative expenses
$394,795
Total expenses
$20,043,296
Net increase / (decrease)
$18,122,467

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$174,752$02023
Mercer Investment ManagementRETAINED BY EMPLOYER$164,182not reported in the loaded dataset2023
Bdo Usa, LlpRETAINED BY EMPLOYER$55,104not reported in the loaded dataset2023

Related Form 5500 pages