ASSOCIATION OF METROPOLITAN WATER AGENCIES has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : AMWA 401(K) RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-12 | 798950 |
| Net assets as of the end of the plan year | 2025-05-12 | 2755075 |
| Total assets as of the beginning of the plan year | 2025-05-12 | 2964003 |
| Value of plan covered by a fidelity bond | 2025-05-12 | 282300 |
| Participant contributions to plan in this plan year | 2025-05-12 | 113655 |
| Other income to plan in this plan year | 2025-05-12 | 351359 |
| Plan net income in this plan year | 2025-05-12 | -208928 |
| Net assets as of the end of the plan year | 2025-05-12 | 2755075 |
| Net assets as of the beginning of the plan year | 2025-05-12 | 2964003 |
| Employer contributions to plan in this plan year | 2025-05-12 | 125008 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-12 | 9372 |
| 2024 : AMWA 401(K) RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-17 | 1135035 |
| Net assets as of the end of the plan year | 2024-06-17 | 2964003 |
| Total assets as of the beginning of the plan year | 2024-06-17 | 3343163 |
| Value of plan covered by a fidelity bond | 2024-06-17 | 200000 |
| Participant contributions to plan in this plan year | 2024-06-17 | 136221 |
| Value of participant loans at end of plan year | 2024-06-17 | 0 |
| Other income to plan in this plan year | 2024-06-17 | 493641 |
| Plan net income in this plan year | 2024-06-17 | -379160 |
| Net assets as of the end of the plan year | 2024-06-17 | 2964003 |
| Net assets as of the beginning of the plan year | 2024-06-17 | 3343163 |
| Employer contributions to plan in this plan year | 2024-06-17 | 126013 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-17 | 9322 |
| 2012 : AMWA 401(K) RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $285,082 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $137,107 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $136,884 |
| Total plan assets at end of year | 2012-12-31 | $1,300,772 |
| Total plan assets at beginning of year | 2012-12-31 | $1,152,797 |
| Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $48,151 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $223 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $158,759 |
| Net income (gross income less expenses) | 2012-12-31 | $147,975 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,300,772 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,152,797 |
| Assets. Value of participant loans | 2012-12-31 | $68,041 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $78,172 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : AMWA 401(K) RETIREMENT PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $587 |
| Total income from all sources | 2011-12-31 | $113,712 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $403,205 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $403,119 |
| Total plan assets at end of year | 2011-12-31 | $1,152,797 |
| Total plan assets at beginning of year | 2011-12-31 | $1,441,703 |
| Total contributions received or receivable from participants | 2011-12-31 | $42,767 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $86 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-15,451 |
| Net income (gross income less expenses) | 2011-12-31 | $-289,493 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,152,797 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,441,703 |
| Assets. Value of participant loans | 2011-12-31 | $20,419 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $86,396 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : AMWA 401(K) RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $283,303 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $235,190 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $235,020 |
| Total plan assets at end of year | 2010-12-31 | $1,441,703 |
| Total plan assets at beginning of year | 2010-12-31 | $1,393,590 |
| Total contributions received or receivable from participants | 2010-12-31 | $45,301 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $170 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $157,798 |
| Net income (gross income less expenses) | 2010-12-31 | $48,113 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,441,703 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,393,590 |
| Assets. Value of participant loans | 2010-12-31 | $33,288 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $80,204 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : AMWA 401(K) RETIREMENT PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2012: AMWA 401(K) RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: AMWA 401(K) RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: AMWA 401(K) RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
