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EMPLOYEE BENEFIT PLAN OF SAN DIEGO MUNICIPAL UTILITY DISTRICT NO. 1 OF DUV 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF SAN DIEGO MUNICIPAL UTILITY DISTRICT NO. 1 OF DUV
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF SAN DIEGO MUNICIPAL UTILITY DISTRICT NO. 1 OF DUV Benefits

401k Plan TypeDefined 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.
  • 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

SAN DIEGO MUNICIPAL UTILITY DISTRIC T NO. 1 OF DUVAL AND JIM WELLS COU has sponsored the creation of one or more 401k plans.

Company Name:SAN DIEGO MUNICIPAL UTILITY DISTRIC T NO. 1 OF DUVAL AND JIM WELLS COU
Employer identification number (EIN):742950259
NAIC Classification:221300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF SAN DIEGO MUNICIPAL UTILITY DISTRICT NO. 1 OF DUV

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DENA SAENZ2024-07-16
0012022-01-01DENA SAENZ2023-10-05
0012021-01-01DENA SAENZ2022-10-17
0012020-01-01DENA SAENZ2021-06-10
0012019-01-01DENA SAENZ2020-07-30
0012018-01-01DENA SAENZ2019-07-17
0012017-01-01RODOLFO TORRES2018-07-25 RODOLFO TORRES2018-07-25
0012016-01-01RODOLFO TORRES2017-07-18 RODOLFO TORRES2017-07-18
0012015-01-01RODOLFO TORRES2016-06-27 RODOLFO TORRES2016-06-27
0012014-01-01RODOLFO TORRES2015-07-10 RODOLFO TORRES2015-07-10
0012013-01-01RODOLFO TORRES2014-05-06 RODOLFO TORRES2014-05-06
0012012-01-01RODOLFO TORRES2013-07-30 RODOLFO TORRES2013-07-30
0012011-01-01VIC CASAS2012-07-10 VIC CASAS2012-07-10
0012010-01-01VIC CASAS2011-07-20 VIC CASAS2011-07-20

Plan Statistics for EMPLOYEE BENEFIT PLAN OF SAN DIEGO MUNICIPAL UTILITY DISTRICT NO. 1 OF DUV

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF SAN DIEGO MUNICIPAL UTILITY DISTRICT NO. 1 OF DUV

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF SAN DIEGO MUNICIPAL UTILITY DISTRICT NO. 1 OF DUV 2025 401k membership
Total number of particpants at beginning of year2025-07-2819
Total number of particpants at end of year2025-07-2817
Number of Participants With Account Balances2025-07-2816
2024: EMPLOYEE BENEFIT PLAN OF SAN DIEGO MUNICIPAL UTILITY DISTRICT NO. 1 OF DUV 2024 401k membership
Total number of particpants at beginning of year2024-07-1619
Total number of particpants at end of year2024-07-1619
Number of Participants With Account Balances2024-07-1617

Financial Data on EMPLOYEE BENEFIT PLAN OF SAN DIEGO MUNICIPAL UTILITY DISTRICT NO. 1 OF DUV

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF SAN DIEGO MUNICIPAL UTILITY DISTRICT NO. 1 OF DUV 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-2824841
Net assets as of the end of the plan year2025-07-28648085
Total assets as of the beginning of the plan year2025-07-28551969
Value of plan covered by a fidelity bond2025-07-2889012
Participant contributions to plan in this plan year2025-07-2824071
Value of participant loans at end of plan year2025-07-2820965
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-2881320
Plan net income in this plan year2025-07-2896116
Net assets as of the end of the plan year2025-07-28648085
Net assets as of the beginning of the plan year2025-07-28551969
Employer contributions to plan in this plan year2025-07-2815566
Fees paid to broker by Benefit Provider2025-07-2868
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-28889
2024 : EMPLOYEE BENEFIT PLAN OF SAN DIEGO MUNICIPAL UTILITY DISTRICT NO. 1 OF DUV 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-160
Total liabilities as of the end of the plan year2024-07-160
Total liabilities as of the beginning of the plan year2024-07-160
Total expenses incurred by plan in this plan year2024-07-1611995
Net assets as of the end of the plan year2024-07-16566813
Total assets as of the beginning of the plan year2024-07-16465026
Value of plan covered by a fidelity bond2024-07-1689012
Participant contributions to plan in this plan year2024-07-1623072
Value of participant loans at end of plan year2024-07-164618
Other expenses paid from plan in this plan year2024-07-160
Other contributions to plan in this plan year2024-07-160
Other income to plan in this plan year2024-07-1675197
Plan net income in this plan year2024-07-16101787
Net assets as of the end of the plan year2024-07-16566813
Net assets as of the beginning of the plan year2024-07-16465026
Employer contributions to plan in this plan year2024-07-1615513
Fees paid to broker by Benefit Provider2024-07-16194
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-16130

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