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ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN 401k Plan overview

Plan NameATASCADERO MUTUAL WATER COMPANY 401(K) PLAN
Plan identification number 001

ATASCADERO MUTUAL WATER COMPANY 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ATASCADERO MUTUAL WATER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:ATASCADERO MUTUAL WATER COMPANY
Employer identification number (EIN):950510690
NAIC Classification:221300

Additional information about ATASCADERO MUTUAL WATER COMPANY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0074254

More information about ATASCADERO MUTUAL WATER COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHERYL POWERS2018-03-03
0012016-01-01CHERYL POWERS2017-02-20
0012015-01-01CHERYL POWERS
0012014-01-01CHERYL POWERS
0012013-01-01CHERYL POWERS
0012012-01-01CHERYL POWERS CHERYL POWERS2013-04-24
0012011-01-01CHERYL POWERS
0012009-01-01CHERYL POWERS

Plan Statistics for ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN

401k plan membership statisitcs for ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN

Measure Date Value
2023: ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0124
Total number of active participants reported on line 7a of the Form 55002023-01-0121
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-012
Total of all active and inactive participants2023-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0123
Number of participants with account balances2023-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2015: ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0122
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 benefits2015-01-011
Total of all active and inactive participants2015-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0123
Number of participants with account balances2015-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0122
Total number of active participants reported on line 7a of the Form 55002014-01-0121
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0122
Number of participants with account balances2014-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0124
Total number of active participants reported on line 7a of the Form 55002013-01-0121
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0122
Number of participants with account balances2013-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0123
Total number of active participants reported on line 7a of the Form 55002012-01-0121
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0124
Number of participants with account balances2012-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0120
Total number of active participants reported on line 7a of the Form 55002011-01-0120
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0123
Number of participants with account balances2011-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0126
Total number of active participants reported on line 7a of the Form 55002009-01-0122
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 participants2009-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0122
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN

Measure Date Value
2023 : ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,468,182
Expenses. Total of all expenses incurred2023-12-31$1,990,925
Benefits paid (including direct rollovers)2023-12-31$1,985,241
Total plan assets at end of year2023-12-31$6,402,134
Total plan assets at beginning of year2023-12-31$6,924,877
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$285,138
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$1,038,292
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-522,743
Net plan assets at end of year (total assets less liabilities)2023-12-31$6,402,134
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$6,924,877
Assets. Value of participant loans2023-12-31$39,431
Total contributions received or receivable from employer(s)2023-12-31$144,752
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$5,684
2015 : ATASCADERO MUTUAL WATER COMPANY 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$292,900
Expenses. Total of all expenses incurred2015-12-31$16,753
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$3,640,753
Total plan assets at beginning of year2015-12-31$3,364,606
Value of fidelity bond covering the plan2015-12-31$400,000
Total contributions received or receivable from participants2015-12-31$189,612
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-15,262
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$276,147
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,640,753
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,364,606
Assets. Value of participant loans2015-12-31$67,262
Total contributions received or receivable from employer(s)2015-12-31$118,550
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$16,753
2014 : ATASCADERO MUTUAL WATER COMPANY 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$437,815
Expenses. Total of all expenses incurred2014-12-31$17,902
Benefits paid (including direct rollovers)2014-12-31$13,442
Total plan assets at end of year2014-12-31$3,364,606
Total plan assets at beginning of year2014-12-31$2,944,693
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$158,829
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$168,755
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$419,913
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,364,606
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,944,693
Assets. Value of participant loans2014-12-31$43,915
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$110,231
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$4,460
2013 : ATASCADERO MUTUAL WATER COMPANY 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 income from all sources2013-12-31$682,492
Expenses. Total of all expenses incurred2013-12-31$226,803
Benefits paid (including direct rollovers)2013-12-31$221,146
Total plan assets at end of year2013-12-31$2,944,693
Total plan assets at beginning of year2013-12-31$2,489,004
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$139,889
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$434,925
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$455,689
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,944,693
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,489,004
Assets. Value of participant loans2013-12-31$38,989
Total contributions received or receivable from employer(s)2013-12-31$107,678
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$5,657
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$474,296
Expenses. Total of all expenses incurred2012-12-31$535
Total plan assets at end of year2012-12-31$2,489,004
Total plan assets at beginning of year2012-12-31$2,015,243
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$128,069
Other income received2012-12-31$239,827
Net income (gross income less expenses)2012-12-31$473,761
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,489,004
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,015,243
Assets. Value of participant loans2012-12-31$23,937
Total contributions received or receivable from employer(s)2012-12-31$106,400
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$535
2011 : ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$166,262
Expenses. Total of all expenses incurred2011-12-31$525
Total plan assets at end of year2011-12-31$2,015,243
Total plan assets at beginning of year2011-12-31$1,849,506
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$122,654
Other income received2011-12-31$-56,196
Net income (gross income less expenses)2011-12-31$165,737
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,015,243
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,849,506
Assets. Value of participant loans2011-12-31$23,013
Total contributions received or receivable from employer(s)2011-12-31$99,804
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$525
2010 : ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$442,475
Expenses. Total of all expenses incurred2010-12-31$312,748
Benefits paid (including direct rollovers)2010-12-31$312,268
Total plan assets at end of year2010-12-31$1,849,506
Total plan assets at beginning of year2010-12-31$1,719,779
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$121,490
Other income received2010-12-31$216,253
Net income (gross income less expenses)2010-12-31$129,727
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,849,506
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,719,779
Assets. Value of participant loans2010-12-31$28,006
Total contributions received or receivable from employer(s)2010-12-31$104,732
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$480
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN

2023: ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2015: ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ATASCADERO MUTUAL WATER COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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