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SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 401k Plan overview

Plan NameSOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN
Plan identification number 002

SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 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

SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION
Employer identification number (EIN):516134558
NAIC Classification:221300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01DON HOUGH
0022017-01-01
0022016-01-01DON HOUGH
0022015-01-01DON HOUGH
0022014-01-01DON HOUGH
0022013-01-01DON HOUGH
0022012-01-01DON HOUGH
0022011-01-01DON HOUGH
0022009-01-01DON HOUGH

Plan Statistics for SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN

401k plan membership statisitcs for SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN

Measure Date Value
2022: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0119
Total number of active participants reported on line 7a of the Form 55002022-01-0120
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0120
Number of participants with account balances2022-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0119
Total number of active participants reported on line 7a of the Form 55002021-01-0119
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0119
Number of participants with account balances2021-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0120
Total number of active participants reported on line 7a of the Form 55002020-01-0119
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0119
Number of participants with account balances2020-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0120
Total number of active participants reported on line 7a of the Form 55002019-01-0120
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0120
Number of participants with account balances2019-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0121
Total number of active participants reported on line 7a of the Form 55002018-01-0120
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0120
Number of participants with account balances2018-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0121
Total number of active participants reported on line 7a of the Form 55002017-01-0121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0121
Number of participants with account balances2017-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0122
Total number of active participants reported on line 7a of the Form 55002016-01-0121
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0121
Number of participants with account balances2016-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0125
Total number of active participants reported on line 7a of the Form 55002015-01-0122
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0122
Number of participants with account balances2015-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0119
Total number of active participants reported on line 7a of the Form 55002014-01-0119
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0125
Number of participants with account balances2014-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0119
Total number of active participants reported on line 7a of the Form 55002013-01-0119
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0119
Number of participants with account balances2013-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0117
Total number of active participants reported on line 7a of the Form 55002012-01-0119
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0119
Number of participants with account balances2012-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0133
Total number of active participants reported on line 7a of the Form 55002011-01-0117
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0117
Number of participants with account balances2011-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0128
Total number of active participants reported on line 7a of the Form 55002009-01-0130
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0130
Number of participants with account balances2009-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN

Measure Date Value
2022 : SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-324,021
Expenses. Total of all expenses incurred2022-12-31$245,931
Benefits paid (including direct rollovers)2022-12-31$234,142
Total plan assets at end of year2022-12-31$2,882,244
Total plan assets at beginning of year2022-12-31$3,452,196
Value of fidelity bond covering the plan2022-12-31$20,000
Total contributions received or receivable from participants2022-12-31$158,424
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-579,966
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-569,952
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,882,244
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,452,196
Assets. Value of participant loans2022-12-31$78,159
Total contributions received or receivable from employer(s)2022-12-31$97,521
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$11,789
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$539,185
Expenses. Total of all expenses incurred2021-12-31$50,392
Benefits paid (including direct rollovers)2021-12-31$50,392
Total plan assets at end of year2021-12-31$3,452,196
Total plan assets at beginning of year2021-12-31$2,963,403
Value of fidelity bond covering the plan2021-12-31$20,000
Total contributions received or receivable from participants2021-12-31$152,789
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$291,925
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$488,793
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,452,196
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,963,403
Assets. Value of participant loans2021-12-31$15,768
Total contributions received or receivable from employer(s)2021-12-31$94,471
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$474,645
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$2,963,403
Total plan assets at beginning of year2020-12-31$2,488,758
Value of fidelity bond covering the plan2020-12-31$20,000
Total contributions received or receivable from participants2020-12-31$150,837
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$228,138
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$474,645
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,963,403
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,488,758
Assets. Value of participant loans2020-12-31$12,501
Total contributions received or receivable from employer(s)2020-12-31$95,670
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$595,876
Expenses. Total of all expenses incurred2019-12-31$96,021
Benefits paid (including direct rollovers)2019-12-31$96,021
Total plan assets at end of year2019-12-31$2,488,758
Total plan assets at beginning of year2019-12-31$1,988,903
Value of fidelity bond covering the plan2019-12-31$20,000
Total contributions received or receivable from participants2019-12-31$122,343
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$357,927
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$499,855
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,488,758
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,988,903
Assets. Value of participant loans2019-12-31$20,659
Total contributions received or receivable from employer(s)2019-12-31$115,606
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$70,255
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,988,903
Total plan assets at beginning of year2018-12-31$1,918,648
Value of fidelity bond covering the plan2018-12-31$20,000
Total contributions received or receivable from participants2018-12-31$56,387
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-95,777
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$70,255
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,988,903
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,918,648
Assets. Value of participant loans2018-12-31$37,952
Total contributions received or receivable from employer(s)2018-12-31$109,645
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$360,533
Expenses. Total of all expenses incurred2017-12-31$29,837
Benefits paid (including direct rollovers)2017-12-31$29,837
Total plan assets at end of year2017-12-31$1,918,648
Total plan assets at beginning of year2017-12-31$1,587,952
Value of fidelity bond covering the plan2017-12-31$20,000
Total contributions received or receivable from participants2017-12-31$65,468
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$211,097
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$330,696
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,918,648
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,587,952
Assets. Value of participant loans2017-12-31$15,373
Total contributions received or receivable from employer(s)2017-12-31$83,968
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$253,130
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,587,952
Total plan assets at beginning of year2016-12-31$1,334,822
Value of fidelity bond covering the plan2016-12-31$20,000
Total contributions received or receivable from participants2016-12-31$58,765
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$107,780
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$253,130
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,587,952
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,334,822
Assets. Value of participant loans2016-12-31$46,603
Total contributions received or receivable from employer(s)2016-12-31$86,585
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$123,722
Expenses. Total of all expenses incurred2015-12-31$80,576
Benefits paid (including direct rollovers)2015-12-31$80,576
Total plan assets at end of year2015-12-31$1,334,822
Total plan assets at beginning of year2015-12-31$1,291,676
Value of fidelity bond covering the plan2015-12-31$20,000
Total contributions received or receivable from participants2015-12-31$61,207
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-9,146
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$43,146
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,334,822
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,291,676
Assets. Value of participant loans2015-12-31$34,034
Total contributions received or receivable from employer(s)2015-12-31$71,661
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$171,736
Expenses. Total of all expenses incurred2014-12-31$76,595
Benefits paid (including direct rollovers)2014-12-31$76,595
Total plan assets at end of year2014-12-31$1,291,676
Total plan assets at beginning of year2014-12-31$1,196,535
Value of fidelity bond covering the plan2014-12-31$20,000
Total contributions received or receivable from participants2014-12-31$54,338
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$59,960
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$95,141
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,291,676
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,196,535
Assets. Value of participant loans2014-12-31$54,415
Total contributions received or receivable from employer(s)2014-12-31$57,438
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$206,743
Expenses. Total of all expenses incurred2013-12-31$7,595
Benefits paid (including direct rollovers)2013-12-31$7,595
Total plan assets at end of year2013-12-31$1,196,535
Total plan assets at beginning of year2013-12-31$997,387
Value of fidelity bond covering the plan2013-12-31$20,000
Total contributions received or receivable from participants2013-12-31$53,125
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$92,635
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$199,148
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,196,535
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$997,387
Assets. Value of participant loans2013-12-31$81,232
Total contributions received or receivable from employer(s)2013-12-31$60,983
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$185,221
Expenses. Total of all expenses incurred2012-12-31$18,113
Benefits paid (including direct rollovers)2012-12-31$18,113
Total plan assets at end of year2012-12-31$997,387
Total plan assets at beginning of year2012-12-31$830,279
Value of fidelity bond covering the plan2012-12-31$20,000
Total contributions received or receivable from participants2012-12-31$58,770
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$67,235
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$167,108
Net plan assets at end of year (total assets less liabilities)2012-12-31$997,387
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$830,279
Assets. Value of participant loans2012-12-31$53,449
Total contributions received or receivable from employer(s)2012-12-31$59,216
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$117,265
Expenses. Total of all expenses incurred2011-12-31$1,211,742
Benefits paid (including direct rollovers)2011-12-31$1,211,742
Total plan assets at end of year2011-12-31$830,279
Total plan assets at beginning of year2011-12-31$1,924,756
Value of fidelity bond covering the plan2011-12-31$20,000
Total contributions received or receivable from participants2011-12-31$69,264
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-15,018
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-1,094,477
Net plan assets at end of year (total assets less liabilities)2011-12-31$830,279
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,924,756
Assets. Value of participant loans2011-12-31$59,608
Total contributions received or receivable from employer(s)2011-12-31$63,019
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$391,517
Expenses. Total of all expenses incurred2010-12-31$245,504
Benefits paid (including direct rollovers)2010-12-31$245,504
Total plan assets at end of year2010-12-31$1,924,756
Total plan assets at beginning of year2010-12-31$1,778,743
Value of fidelity bond covering the plan2010-12-31$20,000
Total contributions received or receivable from participants2010-12-31$117,690
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$160,498
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$146,013
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,924,756
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,778,743
Assets. Value of participant loans2010-12-31$70,603
Total contributions received or receivable from employer(s)2010-12-31$113,329
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN

2022: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SOUTHERN CALIFORNIA MUTUAL WATER COMPANIES ASSOCIATION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered20
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered19
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered19
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered20
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered20
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered21
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered22
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered25
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered19
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered19
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered17
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered33
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31

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