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WATER UTILITY MANAGEMENT RETIREMENT PLAN 401k Plan overview

Plan NameWATER UTILITY MANAGEMENT RETIREMENT PLAN
Plan identification number 001

WATER UTILITY MANAGEMENT RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

WATER UTILITY MANAGEMENT COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:WATER UTILITY MANAGEMENT COMPANY, LLC
Employer identification number (EIN):200584287
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WATER UTILITY MANAGEMENT RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JESSICA KITCHENS2024-10-15
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01RACHEL NENO2020-04-23 RACHEL NENO2020-04-23
0012018-01-01RACHEL NENO2019-04-29
0012017-01-01MARK SMITH2018-05-08 MARK SMITH2018-05-08
0012016-01-01MARK V. SMITH2017-05-10 MARK V. SMITH2017-05-10
0012015-01-01MARK SMITH2016-05-02 MARK SMITH2016-05-02
0012014-01-01MARK SMITH2015-05-12 MARK SMITH2015-05-12
0012013-01-01MARK V. SMITH2014-04-22 MARK V. SMITHB2014-04-22
0012012-01-01MARK SMITH2013-04-15 MARK SMITH2013-04-15
0012011-01-01MARK SMITH2012-04-23
0012010-01-01MARK V. SMITH2011-04-13

Plan Statistics for WATER UTILITY MANAGEMENT RETIREMENT PLAN

401k plan membership statisitcs for WATER UTILITY MANAGEMENT RETIREMENT PLAN

Measure Date Value
2025: WATER UTILITY MANAGEMENT RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1584
Total number of particpants at end of year2025-10-1592
Number of Participants With Account Balances2025-10-1579
2024: WATER UTILITY MANAGEMENT RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1583
Total number of particpants at end of year2024-10-1585
Number of Participants With Account Balances2024-10-1575
2022: WATER UTILITY MANAGEMENT RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-0646
Total number of particpants at end of year2022-07-0671
Number of Participants With Account Balances2022-07-0668

Financial Data on WATER UTILITY MANAGEMENT RETIREMENT PLAN

Measure Date Value
2025 : WATER UTILITY MANAGEMENT RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-150
Total liabilities as of the end of the plan year2025-10-150
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-15168889
Net assets as of the end of the plan year2025-10-152667647
Total assets as of the beginning of the plan year2025-10-152156235
Value of plan covered by a fidelity bond2025-10-151000000
Participant contributions to plan in this plan year2025-10-15153548
Value of participant loans at end of plan year2025-10-1539516
Other expenses paid from plan in this plan year2025-10-150
Other contributions to plan in this plan year2025-10-150
Other income to plan in this plan year2025-10-15301303
Plan net income in this plan year2025-10-15511412
Net assets as of the end of the plan year2025-10-152667647
Net assets as of the beginning of the plan year2025-10-152156235
Employer contributions to plan in this plan year2025-10-15225450
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1512606
2024 : WATER UTILITY MANAGEMENT RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-15100040
Net assets as of the end of the plan year2024-10-152156235
Total assets as of the beginning of the plan year2024-10-151611319
Value of plan covered by a fidelity bond2024-10-151000000
Participant contributions to plan in this plan year2024-10-15147992
Value of participant loans at end of plan year2024-10-1574281
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-15302992
Plan net income in this plan year2024-10-15544916
Net assets as of the end of the plan year2024-10-152156235
Net assets as of the beginning of the plan year2024-10-151611319
Employer contributions to plan in this plan year2024-10-15193972
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1510144
2022 : WATER UTILITY MANAGEMENT RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-0636050
Net assets as of the end of the plan year2022-07-061903237
Total assets as of the beginning of the plan year2022-07-061457153
Value of plan covered by a fidelity bond2022-07-06500000
Participant contributions to plan in this plan year2022-07-06102608
Value of participant loans at end of plan year2022-07-0669871
Other income to plan in this plan year2022-07-06235294
Plan net income in this plan year2022-07-06446084
Net assets as of the end of the plan year2022-07-061903237
Net assets as of the beginning of the plan year2022-07-061457153
Employer contributions to plan in this plan year2022-07-06144232
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-068025

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