Logo

SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 401k Plan overview

Plan NameSOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN
Plan identification number 001

SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

SOUTH MESA WATER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:SOUTH MESA WATER COMPANY
Employer identification number (EIN):951239350
NAIC Classification:221300

Additional information about SOUTH MESA WATER COMPANY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0071131

More information about SOUTH MESA WATER COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01BONNIE HERNANDEZ
0012023-01-01
0012023-01-01BONNIE HERNANDEZ
0012022-01-01
0012022-01-01BONNIE HERNANDEZ
0012021-01-01
0012021-01-01BONNIE HERNANDEZ
0012020-01-01
0012019-01-01
0012018-01-01WENDY MONEYPENNY
0012017-01-01WENDY MONEYPENNY
0012016-01-01DALE GUZZETTA
0012015-01-01DALE GUZZETTA
0012014-01-01DALE GUZZETTA
0012013-01-01DALE GUZZETTA
0012012-01-01DALE GUZZETTA
0012011-01-01DALE GUZZETTA
0012010-01-01DALE GUZZETTA
0012009-01-01DALE GUZZETTA

Financial Data on SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN

Measure Date Value
2024 : SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2024 401k financial data
Transfers to/from the plan2024-01-01$-302,378
Total income from all sources2024-01-01$2,970
Total plan assets at end of year2024-01-01$0
Total plan assets at beginning of year2024-01-01$299,408
Other income received2024-01-01$2,970
Net income (gross income less expenses)2024-01-01$2,970
Net plan assets at end of year (total assets less liabilities)2024-01-01$0
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$299,408
2023 : SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2023 401k financial data
Total income from all sources2023-12-31$12,470
Expenses. Total of all expenses incurred2023-12-31$50
Total plan assets at end of year2023-12-31$299,408
Total plan assets at beginning of year2023-12-31$286,988
Expenses. Other expenses not covered elsewhere2023-12-31$50
Other income received2023-12-31$12,470
Net income (gross income less expenses)2023-12-31$12,420
Net plan assets at end of year (total assets less liabilities)2023-12-31$299,408
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$286,988
2022 : SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2022 401k financial data
Total income from all sources2022-12-31$114
Expenses. Total of all expenses incurred2022-12-31$61,277
Benefits paid (including direct rollovers)2022-12-31$61,227
Total plan assets at end of year2022-12-31$286,988
Total plan assets at beginning of year2022-12-31$348,151
Expenses. Other expenses not covered elsewhere2022-12-31$50
Other income received2022-12-31$114
Net income (gross income less expenses)2022-12-31$-61,163
Net plan assets at end of year (total assets less liabilities)2022-12-31$286,988
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$348,151
2021 : SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2021 401k financial data
Total income from all sources2021-12-31$34,665
Expenses. Total of all expenses incurred2021-12-31$20
Total plan assets at end of year2021-12-31$348,151
Total plan assets at beginning of year2021-12-31$313,506
Expenses. Other expenses not covered elsewhere2021-12-31$20
Other income received2021-12-31$9,333
Net income (gross income less expenses)2021-12-31$34,645
Net plan assets at end of year (total assets less liabilities)2021-12-31$348,151
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$313,506
Total contributions received or receivable from employer(s)2021-12-31$25,332
2020 : SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2020 401k financial data
Total income from all sources2020-12-31$34,119
Expenses. Total of all expenses incurred2020-12-31$20
Total plan assets at end of year2020-12-31$268,295
Total plan assets at beginning of year2020-12-31$234,196
Other income received2020-12-31$8,132
Net income (gross income less expenses)2020-12-31$34,099
Net plan assets at end of year (total assets less liabilities)2020-12-31$268,295
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$234,196
Total contributions received or receivable from employer(s)2020-12-31$25,987
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$20
2019 : SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources2019-12-31$33,565
Expenses. Total of all expenses incurred2019-12-31$51,302
Benefits paid (including direct rollovers)2019-12-31$51,282
Total plan assets at end of year2019-12-31$234,196
Total plan assets at beginning of year2019-12-31$251,933
Other income received2019-12-31$8,893
Net income (gross income less expenses)2019-12-31$-17,737
Net plan assets at end of year (total assets less liabilities)2019-12-31$234,196
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$251,933
Total contributions received or receivable from employer(s)2019-12-31$24,672
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$20
2018 : SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources2018-12-31$41,190
Expenses. Total of all expenses incurred2018-12-31$191,905
Benefits paid (including direct rollovers)2018-12-31$191,885
Total plan assets at end of year2018-12-31$251,933
Total plan assets at beginning of year2018-12-31$402,648
Other income received2018-12-31$9,598
Net income (gross income less expenses)2018-12-31$-150,715
Net plan assets at end of year (total assets less liabilities)2018-12-31$251,933
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$402,648
Total contributions received or receivable from employer(s)2018-12-31$31,592
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$20
2017 : SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources2017-12-31$43,041
Expenses. Total of all expenses incurred2017-12-31$40
Total plan assets at end of year2017-12-31$402,648
Total plan assets at beginning of year2017-12-31$359,647
Expenses. Other expenses not covered elsewhere2017-12-31$40
Other income received2017-12-31$13,900
Net income (gross income less expenses)2017-12-31$43,001
Net plan assets at end of year (total assets less liabilities)2017-12-31$402,648
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$359,647
Total contributions received or receivable from employer(s)2017-12-31$29,141
2016 : SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources2016-12-31$45,095
Expenses. Total of all expenses incurred2016-12-31$51,282
Benefits paid (including direct rollovers)2016-12-31$51,282
Total plan assets at end of year2016-12-31$359,647
Total plan assets at beginning of year2016-12-31$365,834
Other income received2016-12-31$13,741
Net income (gross income less expenses)2016-12-31$-6,187
Net plan assets at end of year (total assets less liabilities)2016-12-31$359,647
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$365,834
Total contributions received or receivable from employer(s)2016-12-31$31,354
2015 : SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources2015-12-31$43,959
Expenses. Total of all expenses incurred2015-12-31$20
Total plan assets at end of year2015-12-31$365,834
Total plan assets at beginning of year2015-12-31$321,895
Expenses. Other expenses not covered elsewhere2015-12-31$20
Other income received2015-12-31$12,969
Noncash contributions received2015-12-31$30,990
Net income (gross income less expenses)2015-12-31$43,939
Net plan assets at end of year (total assets less liabilities)2015-12-31$365,834
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$321,895
2014 : SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources2014-12-31$37,951
Expenses. Total of all expenses incurred2014-12-31$20
Total plan assets at end of year2014-12-31$321,895
Total plan assets at beginning of year2014-12-31$283,964
Expenses. Other expenses not covered elsewhere2014-12-31$20
Other income received2014-12-31$11,539
Net income (gross income less expenses)2014-12-31$37,931
Net plan assets at end of year (total assets less liabilities)2014-12-31$321,895
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$283,964
Total contributions received or receivable from employer(s)2014-12-31$26,412
2013 : SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources2013-12-31$34,405
Expenses. Total of all expenses incurred2013-12-31$256,845
Benefits paid (including direct rollovers)2013-12-31$256,825
Total plan assets at end of year2013-12-31$283,964
Total plan assets at beginning of year2013-12-31$506,404
Expenses. Other expenses not covered elsewhere2013-12-31$20
Other income received2013-12-31$10,326
Net income (gross income less expenses)2013-12-31$-222,440
Net plan assets at end of year (total assets less liabilities)2013-12-31$283,964
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$506,404
Total contributions received or receivable from employer(s)2013-12-31$24,079
2012 : SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources2012-12-31$42,801
Expenses. Total of all expenses incurred2012-12-31$20
Total plan assets at end of year2012-12-31$506,404
Total plan assets at beginning of year2012-12-31$463,623
Expenses. Other expenses not covered elsewhere2012-12-31$20
Other income received2012-12-31$19,044
Net income (gross income less expenses)2012-12-31$42,781
Net plan assets at end of year (total assets less liabilities)2012-12-31$506,404
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$463,623
Total contributions received or receivable from employer(s)2012-12-31$23,757
2011 : SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources2011-12-31$41,413
Total plan assets at end of year2011-12-31$491,197
Total plan assets at beginning of year2011-12-31$449,784
Other income received2011-12-31$17,656
Net income (gross income less expenses)2011-12-31$41,413
Net plan assets at end of year (total assets less liabilities)2011-12-31$491,197
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$449,784
Total contributions received or receivable from employer(s)2011-12-31$23,757
2010 : SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources2010-12-31$41,418
Total plan assets at end of year2010-12-31$449,784
Total plan assets at beginning of year2010-12-31$408,366
Other income received2010-12-31$19,099
Net income (gross income less expenses)2010-12-31$41,418
Net plan assets at end of year (total assets less liabilities)2010-12-31$449,784
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$408,366
Total contributions received or receivable from employer(s)2010-12-31$22,319

Form 5500 Responses for SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN

2023: SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: SOUTH MESA WATER COMPANY AMENDED AND RESTATED MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number6104842
Policy instance 1
Insurance contract or identification number6104842
Number of Individuals Covered7
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number6104842
Policy instance 2
Insurance contract or identification number6104842
Number of Individuals Covered10
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number4000417
Policy instance 1
Insurance contract or identification number4000417
Number of Individuals Covered1
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number6104842
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number4000417
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number4000417
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number6104842
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number6104842
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number4000417
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number6104842
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number4000417
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number6104842
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number4000417
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number6104842
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number4000417
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number6104842
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number4000417
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number4000417
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number6104842
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number4000417
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number6104842
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number6104842
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number4000417
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number6104842
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number4000417
Policy instance 2

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1