401k Plan data: SOUTHWEST WATER WORKS, LLC 401K plan

SOUTHWEST WATER WORKS, LLC 401K 401k Plan overview

Plan Name	SOUTHWEST WATER WORKS, LLC 401K
Plan identification number	001

SOUTHWEST WATER WORKS, LLC 401K Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHWEST WATER WORKS, LLC has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWEST WATER WORKS, LLC

Employer identification number (EIN): 731580903

NAIC Classification: 221300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST WATER WORKS, LLC 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01

Plan Statistics for SOUTHWEST WATER WORKS, LLC 401K

401k plan membership statisitcs for SOUTHWEST WATER WORKS, LLC 401K

Measure Date Value
2022: SOUTHWEST WATER WORKS, LLC 401K 2022 401k membership
Total participants, beginning-of-year 2022-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 45
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 4
Total of all active and inactive participants 2022-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 49
Number of participants with account balances 2022-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SOUTHWEST WATER WORKS, LLC 401K 2021 401k membership
Total participants, beginning-of-year 2021-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 43
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 46
Number of participants with account balances 2021-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SOUTHWEST WATER WORKS, LLC 401K 2020 401k membership
Total participants, beginning-of-year 2020-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 42
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 46
Number of participants with account balances 2020-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SOUTHWEST WATER WORKS, LLC 401K 2019 401k membership
Total participants, beginning-of-year 2019-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 29
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 31
Number of participants with account balances 2019-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SOUTHWEST WATER WORKS, LLC 401K 2018 401k membership
Total participants, beginning-of-year 2018-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 17
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 17
Number of participants with account balances 2018-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: SOUTHWEST WATER WORKS, LLC 401K 2022 401k membership
Total participants, beginning-of-year	2022-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	45
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	4
Total of all active and inactive participants	2022-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	49
Number of participants with account balances	2022-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SOUTHWEST WATER WORKS, LLC 401K 2021 401k membership
Total participants, beginning-of-year	2021-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	43
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	46
Number of participants with account balances	2021-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SOUTHWEST WATER WORKS, LLC 401K 2020 401k membership
Total participants, beginning-of-year	2020-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	42
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	46
Number of participants with account balances	2020-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SOUTHWEST WATER WORKS, LLC 401K 2019 401k membership
Total participants, beginning-of-year	2019-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	29
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	31
Number of participants with account balances	2019-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SOUTHWEST WATER WORKS, LLC 401K 2018 401k membership
Total participants, beginning-of-year	2018-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	17
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	17
Number of participants with account balances	2018-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on SOUTHWEST WATER WORKS, LLC 401K

Measure	Date	Value
2022 : SOUTHWEST WATER WORKS, LLC 401K 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$85,698
Expenses. Total of all expenses incurred	2022-12-31	$84,186
Benefits paid (including direct rollovers)	2022-12-31	$62,836
Total plan assets at end of year	2022-12-31	$804,953
Total plan assets at beginning of year	2022-12-31	$803,441
Value of fidelity bond covering the plan	2022-12-31	$100,000
Total contributions received or receivable from participants	2022-12-31	$81,942
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-51,939
Net income (gross income less expenses)	2022-12-31	$1,512
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$804,953
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$803,441
Assets. Value of participant loans	2022-12-31	$6,087
Total contributions received or receivable from employer(s)	2022-12-31	$55,695
Value of certain deemed distributions of participant loans	2022-12-31	$19,410
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,940
2021 : SOUTHWEST WATER WORKS, LLC 401K 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$192,184
Expenses. Total of all expenses incurred	2021-12-31	$40,772
Benefits paid (including direct rollovers)	2021-12-31	$35,282
Total plan assets at end of year	2021-12-31	$803,441
Total plan assets at beginning of year	2021-12-31	$652,029
Value of fidelity bond covering the plan	2021-12-31	$50,000
Total contributions received or receivable from participants	2021-12-31	$77,354
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$61,132
Net income (gross income less expenses)	2021-12-31	$151,412
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$803,441
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$652,029
Assets. Value of participant loans	2021-12-31	$9,800
Total contributions received or receivable from employer(s)	2021-12-31	$53,698
Value of certain deemed distributions of participant loans	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$5,490
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SOUTHWEST WATER WORKS, LLC 401K 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$229,768
Expenses. Total of all expenses incurred	2020-12-31	$9,938
Benefits paid (including direct rollovers)	2020-12-31	$8,673
Total plan assets at end of year	2020-12-31	$652,029
Total plan assets at beginning of year	2020-12-31	$432,199
Value of fidelity bond covering the plan	2020-12-31	$50,000
Total contributions received or receivable from participants	2020-12-31	$66,325
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$120,749
Net income (gross income less expenses)	2020-12-31	$219,830
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$652,029
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$432,199
Total contributions received or receivable from employer(s)	2020-12-31	$42,694
Value of certain deemed distributions of participant loans	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,265
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SOUTHWEST WATER WORKS, LLC 401K 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$117,603
Expenses. Total of all expenses incurred	2019-12-31	$1,050
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$432,199
Total plan assets at beginning of year	2019-12-31	$315,646
Value of fidelity bond covering the plan	2019-12-31	$50,000
Total contributions received or receivable from participants	2019-12-31	$58,357
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$21,450
Net income (gross income less expenses)	2019-12-31	$116,553
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$432,199
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$315,646
Total contributions received or receivable from employer(s)	2019-12-31	$37,796
Value of certain deemed distributions of participant loans	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,050
2018 : SOUTHWEST WATER WORKS, LLC 401K 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$316,381
Expenses. Total of all expenses incurred	2018-12-31	$735
Total plan assets at end of year	2018-12-31	$315,646
Total plan assets at beginning of year	2018-12-31	$0
Total contributions received or receivable from participants	2018-12-31	$67,303
Contributions received from other sources (not participants or employers)	2018-12-31	$216,979
Other income received	2018-12-31	$-2,625
Net income (gross income less expenses)	2018-12-31	$315,646
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$315,646
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$34,724
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$735

Form 5500 Responses for SOUTHWEST WATER WORKS, LLC 401K

2022: SOUTHWEST WATER WORKS, LLC 401K 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SOUTHWEST WATER WORKS, LLC 401K 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SOUTHWEST WATER WORKS, LLC 401K 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SOUTHWEST WATER WORKS, LLC 401K 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOUTHWEST WATER WORKS, LLC 401K 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTHWEST WATER WORKS, LLC
Employer identification number (EIN):	731580903
NAIC Classification:	221300