401k Plan data: CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY plan

CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY 401k Plan overview

Plan Name	CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY
Plan identification number	002

CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BATON ROUGE WATER WORKS COMPANY has sponsored the creation of one or more 401k plans.

Company Name: BATON ROUGE WATER WORKS COMPANY

Employer identification number (EIN): 720127240

NAIC Classification: 221300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 ROGER SIMMONS 2019-07-01 ROGER SIMMONS 2019-07-01
002 2017-01-01 ROGER A SIMMONS 2018-07-19 ROGER A SIMMONS 2018-07-19
002 2016-01-01 ROGER A. SIMMONS 2017-07-12
002 2015-01-01 ROGER A. SIMMONS 2016-07-19 ROGER A. SIMMONS 2016-07-19
002 2014-01-01 ROGER A. SIMMONS 2015-07-07
002 2013-01-01 ROGER A. SIMMONS 2014-05-21 ROGER A. SIMMONS 2014-05-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	ROGER SIMMONS	2019-07-01	ROGER SIMMONS	2019-07-01
002	2017-01-01	ROGER A SIMMONS	2018-07-19	ROGER A SIMMONS	2018-07-19
002	2016-01-01	ROGER A. SIMMONS	2017-07-12
002	2015-01-01	ROGER A. SIMMONS	2016-07-19	ROGER A. SIMMONS	2016-07-19
002	2014-01-01	ROGER A. SIMMONS	2015-07-07
002	2013-01-01	ROGER A. SIMMONS	2014-05-21	ROGER A. SIMMONS	2014-05-21

Plan Statistics for CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY

401k plan membership statisitcs for CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY

Measure Date Value
2022: CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY 2022 401k membership
Total participants, beginning-of-year 2022-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 155
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 50
Total of all active and inactive participants 2022-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 205
Number of participants with account balances 2022-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY 2021 401k membership
Total participants, beginning-of-year 2021-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 158
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 42
Total of all active and inactive participants 2021-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 200
Number of participants with account balances 2021-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY 2020 401k membership
Total participants, beginning-of-year 2020-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 140
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 19
Total of all active and inactive participants 2020-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 159
Number of participants with account balances 2020-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY 2019 401k membership
Total participants, beginning-of-year 2019-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 137
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 31
Total of all active and inactive participants 2019-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 168
Number of participants with account balances 2019-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY 2022 401k membership
Total participants, beginning-of-year	2022-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	155
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	50
Total of all active and inactive participants	2022-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	205
Number of participants with account balances	2022-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY 2021 401k membership
Total participants, beginning-of-year	2021-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	158
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	42
Total of all active and inactive participants	2021-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	200
Number of participants with account balances	2021-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY 2020 401k membership
Total participants, beginning-of-year	2020-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	140
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	19
Total of all active and inactive participants	2020-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	159
Number of participants with account balances	2020-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY 2019 401k membership
Total participants, beginning-of-year	2019-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	137
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	31
Total of all active and inactive participants	2019-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	168
Number of participants with account balances	2019-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY

Measure	Date	Value
2022 : CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$273,258
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$231,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$221,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$752,398
Value of total assets at end of year	2022-12-31	$2,864,116
Value of total assets at beginning of year	2022-12-31	$2,821,986
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$9,721
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$41,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$41,349
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$386,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$42,130
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,864,116
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,821,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$6,616
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,864,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,821,986
Interest on participant loans	2022-12-31	$0
Income. Interest from loans (other than to participants)	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-520,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$365,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$221,407
Contract administrator fees	2022-12-31	$3,105
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HAWTHORN, WAYMOUTH & CARROLL, LLP
Accountancy firm EIN	2022-12-31	720464428
2021 : CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,153,943
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$62,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$55,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$864,724
Value of total assets at end of year	2021-12-31	$2,821,986
Value of total assets at beginning of year	2021-12-31	$1,730,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$6,884
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$35,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$35,421
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$312,071
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$229,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,091,258
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,821,986
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,730,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$5,174
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,821,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,730,728
Interest on participant loans	2021-12-31	$0
Income. Interest from loans (other than to participants)	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$253,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$323,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$55,801
Contract administrator fees	2021-12-31	$1,710
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HAWTHORN, WAYMOUTH & CARROLL, LLP
Accountancy firm EIN	2021-12-31	720464428
2020 : CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$686,238
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$133,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$127,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$466,313
Value of total assets at end of year	2020-12-31	$1,730,728
Value of total assets at beginning of year	2020-12-31	$1,178,120
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$5,754
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$21,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$21,584
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$215,347
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$1,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$552,608
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,730,728
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,178,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$2,630
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,730,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,174,622
Interest on participant loans	2020-12-31	$0
Income. Interest from loans (other than to participants)	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$198,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$250,966
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$1,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$127,876
Contract administrator fees	2020-12-31	$3,124
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HAWTHORN, WAYMOUTH & CARROLL, LLP
Accountancy firm EIN	2020-12-31	720464428
2019 : CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$549,859
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$23,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$22,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$391,403
Value of total assets at end of year	2019-12-31	$1,178,120
Value of total assets at beginning of year	2019-12-31	$651,625
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,014
Total interest from all sources	2019-12-31	$263
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$17,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$17,602
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$169,387
Participant contributions at end of year	2019-12-31	$1,948
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$11,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$526,495
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,178,120
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$651,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$166
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,174,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$615,421
Interest on participant loans	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$36,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$36,204
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$263
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$140,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$210,449
Employer contributions (assets) at end of year	2019-12-31	$1,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$22,350
Contract administrator fees	2019-12-31	$848
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HAWTHORN, WAYMOUTH & CARROLL, LLP
Accountancy firm EIN	2019-12-31	720464428

Form 5500 Responses for CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY

2022: CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CONSOLIDATED 401(K) PLAN OF THE BATON ROUGE WATER COMPANY AND LOUISIANA WATER COMPANY 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BATON ROUGE WATER WORKS COMPANY
Employer identification number (EIN):	720127240
NAIC Classification:	221300