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SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 401k Plan overview

Plan NameSAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY
Plan identification number 006

SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

AQUARION COMPANY has sponsored the creation of one or more 401k plans.

Company Name:AQUARION COMPANY
Employer identification number (EIN):060852232
NAIC Classification:221300

Additional information about AQUARION COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0689923

More information about AQUARION COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01DONALD J. MORRISSEY2023-10-16
0062021-01-01DONALD J. MORRISSEY2022-10-17
0062020-01-01DONALD J. MORRISSEY2021-10-14
0062019-01-01DONALD J. MORRISSEY2020-10-14
0062018-01-01DONALD J. MORRISSEY2019-10-11
0062017-01-01
0062016-01-01
0062015-01-01
0062014-01-01
0062013-01-01DONALD J. MORRISSEY DONALD J. MORRISSEY2014-10-15
0062012-01-01DONALD J. MORRISSEY DONALD J. MORRISSEY2013-10-14
0062011-01-01DONALD J. MORRISSEY
0062010-01-01DONALD J. MORRISSEY
0062009-01-01DONALD J. MORRISSEY
0062009-01-01DONALD J. MORRISSEY

Plan Statistics for SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY

401k plan membership statisitcs for SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY

Measure Date Value
2022: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2022 401k membership
Total participants, beginning-of-year2022-01-01430
Total number of active participants reported on line 7a of the Form 55002022-01-01372
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-0178
Total of all active and inactive participants2022-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-01469
Number of participants with account balances2022-01-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2021 401k membership
Total participants, beginning-of-year2021-01-01404
Total number of active participants reported on line 7a of the Form 55002021-01-01350
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0175
Total of all active and inactive participants2021-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01433
Number of participants with account balances2021-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2020 401k membership
Total participants, beginning-of-year2020-01-01393
Total number of active participants reported on line 7a of the Form 55002020-01-01332
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0167
Total of all active and inactive participants2020-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01405
Number of participants with account balances2020-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2019 401k membership
Total participants, beginning-of-year2019-01-01374
Total number of active participants reported on line 7a of the Form 55002019-01-01343
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0147
Total of all active and inactive participants2019-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01395
Number of participants with account balances2019-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2018 401k membership
Total participants, beginning-of-year2018-01-01376
Total number of active participants reported on line 7a of the Form 55002018-01-01341
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0130
Total of all active and inactive participants2018-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01374
Number of participants with account balances2018-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2017 401k membership
Total participants, beginning-of-year2017-01-01381
Total number of active participants reported on line 7a of the Form 55002017-01-01332
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01375
Number of participants with account balances2017-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2016 401k membership
Total participants, beginning-of-year2016-01-01374
Total number of active participants reported on line 7a of the Form 55002016-01-01342
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01381
Number of participants with account balances2016-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2015 401k membership
Total participants, beginning-of-year2015-01-01376
Total number of active participants reported on line 7a of the Form 55002015-01-01348
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01389
Number of participants with account balances2015-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2014 401k membership
Total participants, beginning-of-year2014-01-01379
Total number of active participants reported on line 7a of the Form 55002014-01-01343
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01378
Number of participants with account balances2014-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2013 401k membership
Total participants, beginning-of-year2013-01-01387
Total number of active participants reported on line 7a of the Form 55002013-01-01339
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01378
Number of participants with account balances2013-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2012 401k membership
Total participants, beginning-of-year2012-01-01356
Total number of active participants reported on line 7a of the Form 55002012-01-01315
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01356
Total participants2012-01-01356
Number of participants with account balances2012-01-01353
2011: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2011 401k membership
Total participants, beginning-of-year2011-01-01353
Total number of active participants reported on line 7a of the Form 55002011-01-01300
Number of other retired or separated participants entitled to future benefits2011-01-0156
Total of all active and inactive participants2011-01-01356
Total participants2011-01-01356
Number of participants with account balances2011-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2010 401k membership
Total participants, beginning-of-year2010-01-01361
Total number of active participants reported on line 7a of the Form 55002010-01-01307
Number of other retired or separated participants entitled to future benefits2010-01-0146
Total of all active and inactive participants2010-01-01353
Total participants2010-01-01353
Number of participants with account balances2010-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2009 401k membership
Total participants, beginning-of-year2009-01-01366
Total number of active participants reported on line 7a of the Form 55002009-01-01306
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0154
Total of all active and inactive participants2009-01-01361
Total participants2009-01-01361
Number of participants with account balances2009-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY

Measure Date Value
2022 : SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-9,933,824
Total of all expenses incurred2022-12-31$4,821,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,778,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,725,240
Value of total assets at end of year2022-12-31$84,095,206
Value of total assets at beginning of year2022-12-31$98,851,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$43,491
Total interest from all sources2022-12-31$74,168
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,468,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,468,948
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,227,068
Participant contributions at end of year2022-12-31$1,657,613
Participant contributions at beginning of year2022-12-31$1,371,310
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$812,360
Other income not declared elsewhere2022-12-31$93,014
Administrative expenses (other) incurred2022-12-31$43,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,755,809
Value of net assets at end of year (total assets less liabilities)2022-12-31$84,095,206
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$98,851,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$63,457,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$80,590,027
Interest on participant loans2022-12-31$74,168
Value of interest in common/collective trusts at end of year2022-12-31$18,787,012
Value of interest in common/collective trusts at beginning of year2022-12-31$16,683,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,617,624
Net investment gain or loss from common/collective trusts2022-12-31$322,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,685,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,778,494
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$192,612
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$206,391
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2022-12-31061648707
2021 : SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$16,423,288
Total of all expenses incurred2021-12-31$8,408,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,360,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,778,169
Value of total assets at end of year2021-12-31$98,851,015
Value of total assets at beginning of year2021-12-31$90,835,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$47,578
Total interest from all sources2021-12-31$72,255
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,270,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,270,373
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,972,918
Participant contributions at end of year2021-12-31$1,371,310
Participant contributions at beginning of year2021-12-31$1,408,835
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$417,909
Administrative expenses (other) incurred2021-12-31$47,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,015,132
Value of net assets at end of year (total assets less liabilities)2021-12-31$98,851,015
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$90,835,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$80,590,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$59,575,568
Interest on participant loans2021-12-31$72,255
Value of interest in common/collective trusts at end of year2021-12-31$16,683,287
Value of interest in common/collective trusts at beginning of year2021-12-31$29,605,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,549,363
Net investment gain or loss from common/collective trusts2021-12-31$753,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,387,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,360,578
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$206,391
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$246,231
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2021-12-31061648707
2020 : SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$16,262,837
Total of all expenses incurred2020-12-31$12,737,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,686,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,501,959
Value of total assets at end of year2020-12-31$90,835,883
Value of total assets at beginning of year2020-12-31$87,311,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$51,094
Total interest from all sources2020-12-31$90,137
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,772,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,772,043
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,987,603
Participant contributions at end of year2020-12-31$1,408,835
Participant contributions at beginning of year2020-12-31$1,692,585
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$29,193
Other income not declared elsewhere2020-12-31$78,757
Administrative expenses (other) incurred2020-12-31$51,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,524,867
Value of net assets at end of year (total assets less liabilities)2020-12-31$90,835,883
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$87,311,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$59,575,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$67,305,749
Interest on participant loans2020-12-31$90,137
Value of interest in common/collective trusts at end of year2020-12-31$29,605,249
Value of interest in common/collective trusts at beginning of year2020-12-31$17,901,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,642,106
Net investment gain or loss from common/collective trusts2020-12-31$3,177,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,485,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,686,876
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$246,231
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$411,232
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2020-12-31061648707
2019 : SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$19,269,075
Total income from all sources (including contributions)2019-12-31$19,269,075
Total of all expenses incurred2019-12-31$3,201,549
Total of all expenses incurred2019-12-31$3,201,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,195,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,195,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,131,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,131,798
Value of total assets at end of year2019-12-31$87,311,016
Value of total assets at end of year2019-12-31$87,311,016
Value of total assets at beginning of year2019-12-31$71,243,490
Value of total assets at beginning of year2019-12-31$71,243,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,095
Total interest from all sources2019-12-31$99,405
Total interest from all sources2019-12-31$99,405
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,731,566
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,731,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,731,566
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,731,566
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,875,860
Contributions received from participants2019-12-31$2,875,860
Participant contributions at end of year2019-12-31$1,692,585
Participant contributions at end of year2019-12-31$1,692,585
Participant contributions at beginning of year2019-12-31$1,849,151
Participant contributions at beginning of year2019-12-31$1,849,151
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$848,061
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$848,061
Other income not declared elsewhere2019-12-31$71,428
Other income not declared elsewhere2019-12-31$71,428
Administrative expenses (other) incurred2019-12-31$6,095
Administrative expenses (other) incurred2019-12-31$6,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$16,067,526
Value of net income/loss2019-12-31$16,067,526
Value of net assets at end of year (total assets less liabilities)2019-12-31$87,311,016
Value of net assets at end of year (total assets less liabilities)2019-12-31$87,311,016
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$71,243,490
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$71,243,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$67,305,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,283,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,283,191
Interest on participant loans2019-12-31$99,405
Interest on participant loans2019-12-31$99,405
Value of interest in common/collective trusts at end of year2019-12-31$17,901,450
Value of interest in common/collective trusts at end of year2019-12-31$17,901,450
Value of interest in common/collective trusts at beginning of year2019-12-31$17,111,148
Value of interest in common/collective trusts at beginning of year2019-12-31$17,111,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,836,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,836,668
Net investment gain or loss from common/collective trusts2019-12-31$398,210
Net investment gain or loss from common/collective trusts2019-12-31$398,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,407,877
Contributions received in cash from employer2019-12-31$1,407,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,195,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,195,454
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$411,232
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$411,232
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm name2019-12-31FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN2019-12-31061648707
Accountancy firm EIN2019-12-31061648707
2018 : SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,217,289
Total of all expenses incurred2018-12-31$6,710,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,706,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,045,122
Value of total assets at end of year2018-12-31$71,243,490
Value of total assets at beginning of year2018-12-31$75,737,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,200
Total interest from all sources2018-12-31$94,650
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,584,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,584,906
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,692,536
Participant contributions at end of year2018-12-31$1,849,151
Participant contributions at beginning of year2018-12-31$1,774,920
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$43,931
Other income not declared elsewhere2018-12-31$70,493
Administrative expenses (other) incurred2018-12-31$4,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,493,516
Value of net assets at end of year (total assets less liabilities)2018-12-31$71,243,490
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$75,737,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$52,283,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$56,089,823
Interest on participant loans2018-12-31$94,650
Value of interest in common/collective trusts at end of year2018-12-31$17,111,148
Value of interest in common/collective trusts at beginning of year2018-12-31$17,872,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,951,095
Net investment gain or loss from common/collective trusts2018-12-31$373,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,308,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,706,605
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BLUM SHAPIRO & COMPANY, PC
Accountancy firm EIN2018-12-31061009205
2017 : SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$14,481,992
Total of all expenses incurred2017-12-31$4,535,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,531,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,789,908
Value of total assets at end of year2017-12-31$75,737,006
Value of total assets at beginning of year2017-12-31$65,790,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,690
Total interest from all sources2017-12-31$85,000
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,601,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,601,183
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,513,630
Participant contributions at end of year2017-12-31$1,774,920
Participant contributions at beginning of year2017-12-31$1,698,570
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$44,214
Other income not declared elsewhere2017-12-31$59,308
Administrative expenses (other) incurred2017-12-31$3,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,946,540
Value of net assets at end of year (total assets less liabilities)2017-12-31$75,737,006
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$65,790,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$56,089,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$48,063,075
Interest on participant loans2017-12-31$85,000
Value of interest in common/collective trusts at end of year2017-12-31$17,872,263
Value of interest in common/collective trusts at beginning of year2017-12-31$16,028,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,616,866
Net investment gain or loss from common/collective trusts2017-12-31$329,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,232,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,531,762
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BLUM SHAPIRO & COMPANY, PC
Accountancy firm EIN2017-12-31061009205
2016 : SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$7,457,215
Total of all expenses incurred2016-12-31$2,574,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,571,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,519,150
Value of total assets at end of year2016-12-31$65,790,466
Value of total assets at beginning of year2016-12-31$60,907,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,610
Total interest from all sources2016-12-31$78,770
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,523,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,523,573
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,328,142
Participant contributions at end of year2016-12-31$1,698,570
Participant contributions at beginning of year2016-12-31$1,528,880
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,779
Other income not declared elsewhere2016-12-31$38,046
Administrative expenses (other) incurred2016-12-31$3,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,882,473
Value of net assets at end of year (total assets less liabilities)2016-12-31$65,790,466
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$60,907,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$48,063,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$43,741,153
Interest on participant loans2016-12-31$78,770
Value of interest in common/collective trusts at end of year2016-12-31$16,028,821
Value of interest in common/collective trusts at beginning of year2016-12-31$15,637,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,998,519
Net investment gain or loss from common/collective trusts2016-12-31$299,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,183,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,571,132
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BLUM SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2016-12-31061009205
2015 : SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$4,490,833
Total of all expenses incurred2015-12-31$2,337,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,334,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,507,301
Value of total assets at end of year2015-12-31$60,907,993
Value of total assets at beginning of year2015-12-31$58,754,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,950
Total interest from all sources2015-12-31$70,421
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,156,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,156,181
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,259,398
Participant contributions at end of year2015-12-31$1,528,880
Participant contributions at beginning of year2015-12-31$1,519,349
Participant contributions at beginning of year2015-12-31$5,977
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$115,977
Other income not declared elsewhere2015-12-31$35,833
Administrative expenses (other) incurred2015-12-31$2,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,153,158
Value of net assets at end of year (total assets less liabilities)2015-12-31$60,907,993
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$58,754,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$43,741,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$41,566,419
Interest on participant loans2015-12-31$70,421
Value of interest in common/collective trusts at end of year2015-12-31$15,637,960
Value of interest in common/collective trusts at beginning of year2015-12-31$15,659,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,594,535
Net investment gain or loss from common/collective trusts2015-12-31$315,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,131,926
Employer contributions (assets) at beginning of year2015-12-31$3,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,334,725
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BLUM SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2015-12-31061009205
2014 : SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$6,700,688
Total of all expenses incurred2014-12-31$4,050,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,047,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,188,008
Value of total assets at end of year2014-12-31$58,754,835
Value of total assets at beginning of year2014-12-31$56,104,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,050
Total interest from all sources2014-12-31$71,685
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,224,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,224,036
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,092,509
Participant contributions at end of year2014-12-31$1,519,349
Participant contributions at beginning of year2014-12-31$1,590,293
Participant contributions at end of year2014-12-31$5,977
Participant contributions at beginning of year2014-12-31$33,938
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$103,625
Other income not declared elsewhere2014-12-31$33,974
Administrative expenses (other) incurred2014-12-31$3,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,650,254
Value of net assets at end of year (total assets less liabilities)2014-12-31$58,754,835
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$56,104,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$41,566,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$38,826,913
Interest on participant loans2014-12-31$71,685
Value of interest in common/collective trusts at end of year2014-12-31$15,659,585
Value of interest in common/collective trusts at beginning of year2014-12-31$15,636,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$864,257
Net investment gain or loss from common/collective trusts2014-12-31$318,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$991,874
Employer contributions (assets) at end of year2014-12-31$3,505
Employer contributions (assets) at beginning of year2014-12-31$16,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,047,384
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BLUM SHAPIRO & COMPANY
Accountancy firm EIN2014-12-31061009205
2013 : SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$11,267,576
Total of all expenses incurred2013-12-31$3,266,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,257,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,100,145
Value of total assets at end of year2013-12-31$56,104,581
Value of total assets at beginning of year2013-12-31$48,103,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,215
Total interest from all sources2013-12-31$73,326
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,219,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,219,027
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,021,732
Participant contributions at end of year2013-12-31$1,590,293
Participant contributions at beginning of year2013-12-31$1,574,103
Participant contributions at end of year2013-12-31$33,938
Participant contributions at beginning of year2013-12-31$25,801
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$83,425
Other income not declared elsewhere2013-12-31$25,508
Administrative expenses (other) incurred2013-12-31$9,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,001,136
Value of net assets at end of year (total assets less liabilities)2013-12-31$56,104,581
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$48,103,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$38,826,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,000,652
Interest on participant loans2013-12-31$73,326
Value of interest in common/collective trusts at end of year2013-12-31$15,636,684
Value of interest in common/collective trusts at beginning of year2013-12-31$15,489,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,931,891
Net investment gain or loss from common/collective trusts2013-12-31$-82,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$994,988
Employer contributions (assets) at end of year2013-12-31$16,753
Employer contributions (assets) at beginning of year2013-12-31$13,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,257,225
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DHL&S, PC
Accountancy firm EIN2013-12-31061308345
2012 : SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$7,538,344
Total of all expenses incurred2012-12-31$1,722,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,719,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,929,583
Value of total assets at end of year2012-12-31$48,103,445
Value of total assets at beginning of year2012-12-31$42,287,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,900
Total interest from all sources2012-12-31$74,130
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$980,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$980,464
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,837,118
Participant contributions at end of year2012-12-31$1,574,103
Participant contributions at beginning of year2012-12-31$1,532,294
Participant contributions at end of year2012-12-31$25,801
Participant contributions at beginning of year2012-12-31$34,756
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$187,717
Other income not declared elsewhere2012-12-31$21,992
Administrative expenses (other) incurred2012-12-31$2,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,816,229
Value of net assets at end of year (total assets less liabilities)2012-12-31$48,103,445
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$42,287,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,000,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$25,765,689
Interest on participant loans2012-12-31$74,130
Value of interest in common/collective trusts at end of year2012-12-31$15,489,595
Value of interest in common/collective trusts at beginning of year2012-12-31$14,936,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,091,426
Net investment gain or loss from common/collective trusts2012-12-31$440,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$904,748
Employer contributions (assets) at end of year2012-12-31$13,294
Employer contributions (assets) at beginning of year2012-12-31$17,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,719,215
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DHL&S, PC
Accountancy firm EIN2012-12-31061308345
2011 : SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,987,538
Total of all expenses incurred2011-12-31$1,086,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,083,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,676,801
Value of total assets at end of year2011-12-31$42,287,216
Value of total assets at beginning of year2011-12-31$40,386,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,000
Total interest from all sources2011-12-31$74,225
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$853,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$853,306
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,700,025
Participant contributions at end of year2011-12-31$1,532,294
Participant contributions at beginning of year2011-12-31$1,387,561
Participant contributions at end of year2011-12-31$34,756
Participant contributions at beginning of year2011-12-31$38,059
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$139,510
Other income not declared elsewhere2011-12-31$2,500
Administrative expenses (other) incurred2011-12-31$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,900,608
Value of net assets at end of year (total assets less liabilities)2011-12-31$42,287,216
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$40,386,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$25,765,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,247,286
Interest on participant loans2011-12-31$74,225
Value of interest in common/collective trusts at end of year2011-12-31$14,936,813
Value of interest in common/collective trusts at beginning of year2011-12-31$13,693,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,060,399
Net investment gain or loss from common/collective trusts2011-12-31$441,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$837,266
Employer contributions (assets) at end of year2011-12-31$17,664
Employer contributions (assets) at beginning of year2011-12-31$19,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,083,930
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DHL&S, PC
Accountancy firm EIN2011-12-31061308345
2010 : SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$6,832,995
Total of all expenses incurred2010-12-31$1,328,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,322,417
Value of total corrective distributions2010-12-31$3,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,499,297
Value of total assets at end of year2010-12-31$40,386,608
Value of total assets at beginning of year2010-12-31$34,881,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,400
Total interest from all sources2010-12-31$80,882
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$539,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$539,834
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,582,941
Participant contributions at end of year2010-12-31$1,387,561
Participant contributions at beginning of year2010-12-31$1,410,606
Participant contributions at end of year2010-12-31$38,059
Participant contributions at beginning of year2010-12-31$32,439
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$123,890
Administrative expenses (other) incurred2010-12-31$2,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,504,856
Value of net assets at end of year (total assets less liabilities)2010-12-31$40,386,608
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$34,881,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$25,247,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,449,192
Interest on participant loans2010-12-31$80,882
Value of interest in common/collective trusts at end of year2010-12-31$13,693,968
Value of interest in common/collective trusts at beginning of year2010-12-31$12,974,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,122,831
Net investment gain or loss from common/collective trusts2010-12-31$590,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$792,466
Employer contributions (assets) at end of year2010-12-31$19,734
Employer contributions (assets) at beginning of year2010-12-31$15,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,322,417
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DHL&S, PC
Accountancy firm EIN2010-12-31061308345

Form 5500 Responses for SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY

2022: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SAVINGS PLAN FOR EMPLOYEES OF AQUARION WATER COMPANY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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