401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY
Plan Contact
- Address: 1325 N. GRAND AVE SUITE 100,,COVINA,CA
- Contact person: JOANNE ELLIOTT
- Phone: (626) 543-2500
Plan General Information
401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of 401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY is $72,608,722.00.This plan was established in 1994.
401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in 401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY is 803
401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY Average Participant Retirement Account Value
In 2023, the average participant retirement account value for 401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY is $90,421.00
401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for 401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY is $5,083.00.
401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in 401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY is approximately $3,732.00
Investing in this additonal $3,732.00 for 20 years would give you extra $238,854.00, assuming a 10% annual return.
Investing in this additonal $3,732.00 for 20 years would give you extra $238,854.00, assuming a 10% annual return.
401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY Total Employer Contribution and Match Rate
In 2023, 401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY allocates $2,996,881.00 to match its employees' contributions, providing an employer match rate of 75.96% of their contributions
401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of 401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY is 22.51%.
401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for 401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY is 19.93%. This measures the effectiveness of the plan participants' investments in the year.
401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY Expense Ratio
In 2023, the investment and administrative expense ratio of 401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY is -0.03%.
Enrollment Features
401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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