401k Plan data: SAN ANTONIO WATER COMPANY 401(K) PLAN plan

SAN ANTONIO WATER COMPANY 401(K) PLAN 401k Plan overview

Plan Name	SAN ANTONIO WATER COMPANY 401(K) PLAN
Plan identification number	002

SAN ANTONIO WATER COMPANY 401(K) PLAN 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.
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 ANTONIO WATER COMPANY has sponsored the creation of one or more 401k plans.

Company Name: SAN ANTONIO WATER COMPANY

Employer identification number (EIN): 951183990

NAIC Classification: 221300

Additional information about SAN ANTONIO WATER COMPANY

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0013820

More information about SAN ANTONIO WATER COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN ANTONIO WATER COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 TERI LAYTON 2023-10-04
002 2021-01-01 TERI LAYTON 2022-10-13
002 2020-01-01 TERI LAYTON 2021-10-11
002 2018-01-01 TERI LAYTON 2019-08-26
002 2017-01-01 TERI LAYTON 2018-10-04
002 2016-01-01 CHARLES MOORREES 2017-09-29
002 2015-01-01 CHARLES MOORREES
002 2014-01-01 CHARLES MOORREES
002 2013-01-01 CHARLES MOORREES
002 2012-01-01 CHARLES MOORREES
002 2011-01-01 CHARLES MOORREES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	TERI LAYTON	2023-10-04
002	2021-01-01	TERI LAYTON	2022-10-13
002	2020-01-01	TERI LAYTON	2021-10-11
002	2018-01-01	TERI LAYTON	2019-08-26
002	2017-01-01	TERI LAYTON	2018-10-04
002	2016-01-01	CHARLES MOORREES	2017-09-29
002	2015-01-01	CHARLES MOORREES
002	2014-01-01	CHARLES MOORREES
002	2013-01-01	CHARLES MOORREES
002	2012-01-01	CHARLES MOORREES
002	2011-01-01	CHARLES MOORREES

Plan Statistics for SAN ANTONIO WATER COMPANY 401(K) PLAN

401k plan membership statisitcs for SAN ANTONIO WATER COMPANY 401(K) PLAN

Measure Date Value
2015: SAN ANTONIO WATER COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SAN ANTONIO WATER COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SAN ANTONIO WATER COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SAN ANTONIO WATER COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SAN ANTONIO WATER COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2015: SAN ANTONIO WATER COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SAN ANTONIO WATER COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SAN ANTONIO WATER COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SAN ANTONIO WATER COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SAN ANTONIO WATER COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on SAN ANTONIO WATER COMPANY 401(K) PLAN

Measure	Date	Value
2015 : SAN ANTONIO WATER COMPANY 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$111,736
Expenses. Total of all expenses incurred	2015-12-31	$163,000
Benefits paid (including direct rollovers)	2015-12-31	$163,000
Total plan assets at end of year	2015-12-31	$1,372,962
Total plan assets at beginning of year	2015-12-31	$1,424,226
Total contributions received or receivable from participants	2015-12-31	$59,864
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-7,460
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-51,264
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,372,962
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,424,226
Total contributions received or receivable from employer(s)	2015-12-31	$59,332
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : SAN ANTONIO WATER COMPANY 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$176,135
Expenses. Total of all expenses incurred	2014-12-31	$43,941
Benefits paid (including direct rollovers)	2014-12-31	$43,941
Total plan assets at end of year	2014-12-31	$1,424,226
Total plan assets at beginning of year	2014-12-31	$1,292,032
Total contributions received or receivable from participants	2014-12-31	$60,394
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$52,182
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$132,194
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,424,226
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,292,032
Total contributions received or receivable from employer(s)	2014-12-31	$63,559
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : SAN ANTONIO WATER COMPANY 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$268,587
Expenses. Total of all expenses incurred	2013-12-31	$100,598
Benefits paid (including direct rollovers)	2013-12-31	$100,598
Total plan assets at end of year	2013-12-31	$1,292,032
Total plan assets at beginning of year	2013-12-31	$1,124,043
Total contributions received or receivable from participants	2013-12-31	$54,057
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$156,499
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$167,989
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,292,032
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,124,043
Total contributions received or receivable from employer(s)	2013-12-31	$58,031
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : SAN ANTONIO WATER COMPANY 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$261,641
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,124,043
Total plan assets at beginning of year	2012-12-31	$862,402
Total contributions received or receivable from participants	2012-12-31	$55,557
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$70,735
Other income received	2012-12-31	$80,054
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$261,641
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,124,043
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$862,402
Total contributions received or receivable from employer(s)	2012-12-31	$55,295
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : SAN ANTONIO WATER COMPANY 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$862,402
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$862,402
Total plan assets at beginning of year	2011-12-31	$0
Total contributions received or receivable from participants	2011-12-31	$55,054
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$783,547
Other income received	2011-12-31	$-28,850
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$862,402
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$862,402
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$52,651
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0

Form 5500 Responses for SAN ANTONIO WATER COMPANY 401(K) PLAN

2015: SAN ANTONIO WATER COMPANY 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SAN ANTONIO WATER COMPANY 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SAN ANTONIO WATER COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SAN ANTONIO WATER COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SAN ANTONIO WATER COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

0000SAWCOOCAOOK

Policy instance

Insurance contract or identification number	0000SAWCOOCAOOK
Number of Individuals Covered	10
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Insurance broker organization code?	3
Insurance broker name	SIGNATOR FINANCIAL SERVICES, INC.

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

0000SAWCOOCAOOK

Policy instance

Insurance contract or identification number	0000SAWCOOCAOOK
Number of Individuals Covered	10
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Insurance broker organization code?	3
Insurance broker name	SIGNATOR FINANCIAL SERVICES, INC.

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

0000SAWCOOCAOOK

Policy instance

Insurance contract or identification number	0000SAWCOOCAOOK
Number of Individuals Covered	10
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,345
Commission paid to Insurance Broker	USD $2,345
Insurance broker organization code?	3
Insurance broker name	SIGNATOR FINANCIAL SERVICES, INC.

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Company Name:	SAN ANTONIO WATER COMPANY
Employer identification number (EIN):	951183990
NAIC Classification:	221300

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0013820