LIBERTY UTILITIES (NEW YORK WATER) CORP. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NEW YORK WATER SERVICE CORPORATION PENSION PLAN
| Measure | Date | Value |
|---|
| 2025 : NEW YORK WATER SERVICE CORPORATION PENSION PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-11 | 656572 |
| Net assets as of the end of the plan year | 2025-08-11 | 11347079 |
| Total assets as of the beginning of the plan year | 2025-08-11 | 10675790 |
| Value of plan covered by a fidelity bond | 2025-08-11 | 10000000 |
| Other expenses paid from plan in this plan year | 2025-08-11 | 54864 |
| Other income to plan in this plan year | 2025-08-11 | 931861 |
| Plan net income in this plan year | 2025-08-11 | 671289 |
| Net assets as of the end of the plan year | 2025-08-11 | 11347079 |
| Net assets as of the beginning of the plan year | 2025-08-11 | 10675790 |
| Employer contributions to plan in this plan year | 2025-08-11 | 396000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-11 | 13760 |
| 2024 : NEW YORK WATER SERVICE CORPORATION PENSION PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-15 | 4074208 |
| Net assets as of the end of the plan year | 2024-10-15 | 10675790 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 12542388 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 10000000 |
| Other expenses paid from plan in this plan year | 2024-10-15 | 59925 |
| Other income to plan in this plan year | 2024-10-15 | 1615610 |
| Plan net income in this plan year | 2024-10-15 | -1866598 |
| Net assets as of the end of the plan year | 2024-10-15 | 10675790 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 12542388 |
| Employer contributions to plan in this plan year | 2024-10-15 | 592000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 14837 |
| 2020 : NEW YORK WATER SERVICE CORPORATION PENSION PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $17,901 |
| Total income from all sources | 2020-12-31 | $3,988,636 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $4,237,246 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $4,092,099 |
| Total plan assets at end of year | 2020-12-31 | $23,361,527 |
| Total plan assets at beginning of year | 2020-12-31 | $23,592,236 |
| Value of fidelity bond covering the plan | 2020-12-31 | $10,000,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $8,438 |
| Other income received | 2020-12-31 | $2,815,815 |
| Net income (gross income less expenses) | 2020-12-31 | $-248,610 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $23,343,626 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $23,592,236 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $1,172,821 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $136,709 |
| 2019 : NEW YORK WATER SERVICE CORPORATION PENSION PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $6,102,793 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,729,918 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,666,510 |
| Total plan assets at end of year | 2019-12-31 | $23,592,236 |
| Total plan assets at beginning of year | 2019-12-31 | $19,219,361 |
| Value of fidelity bond covering the plan | 2019-12-31 | $10,000,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $58,446 |
| Other income received | 2019-12-31 | $4,905,793 |
| Net income (gross income less expenses) | 2019-12-31 | $4,372,875 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $23,592,236 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $19,219,361 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $1,197,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $4,962 |
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