Civic Intelligence
Filing

Ameriwater Inc. 401K Plan

AmeriWater, Inc. • EIN 31-1448777 • Plan year 2009

Company ProfileSource Archive
Filing Insights

Participants

Down

48 → 42

-6 • -12.50%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context
Pension payor EIN
01-0609808

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024166$0$0-
Ameriwater Inc. 401K Plan-66---
2023163$0$0-
Ameriwater Inc. 401K Plan-63---
2022169$0$0-
Ameriwater Inc. 401K Plan-69---
2021167$0$0-
Ameriwater Inc. 401K Plan-67---
2020163$0$0-
Ameriwater Inc. 401K Plan-63---
2019163$0$0-
Ameriwater Inc. 401K Plan-63---
2018153$0$0-
Ameriwater Inc. 401K Plan-53---
2017158$0$0-
Ameriwater Inc. 401K Plan-58---
201410$0$50,584-
Ameriwater Inc. 401K Plan-0$0$50,584-
2013142$1,105,625$103,280$2,459iApproximate average salary by contribution assumption: employee only about $61,476 at 4% or $40,984 at 6%; with 50% employer match about $40,984 at 4% or $27,323 at 6%; with 100% employer match about $30,738 at 4% or $20,492 at 6%.
Ameriwater Inc. 401K Plan-42$1,105,625$103,280$2,459iApproximate average salary by contribution assumption: employee only about $61,476 at 4% or $40,984 at 6%; with 50% employer match about $40,984 at 4% or $27,323 at 6%; with 100% employer match about $30,738 at 4% or $20,492 at 6%.
2012138$803,785$94,277$2,481iApproximate average salary by contribution assumption: employee only about $62,024 at 4% or $41,350 at 6%; with 50% employer match about $41,350 at 4% or $27,566 at 6%; with 100% employer match about $31,012 at 4% or $20,675 at 6%.
Ameriwater Inc. 401K Plan-38$803,785$94,277$2,481iApproximate average salary by contribution assumption: employee only about $62,024 at 4% or $41,350 at 6%; with 50% employer match about $41,350 at 4% or $27,566 at 6%; with 100% employer match about $31,012 at 4% or $20,675 at 6%.
2011143$636,745$96,769$2,250iApproximate average salary by contribution assumption: employee only about $56,261 at 4% or $37,507 at 6%; with 50% employer match about $37,507 at 4% or $25,005 at 6%; with 100% employer match about $28,131 at 4% or $18,754 at 6%.
Ameriwater Inc. 401K Plan-43$636,745$96,769$2,250iApproximate average salary by contribution assumption: employee only about $56,261 at 4% or $37,507 at 6%; with 50% employer match about $37,507 at 4% or $25,005 at 6%; with 100% employer match about $28,131 at 4% or $18,754 at 6%.
2010141$613,728$90,611$2,210iApproximate average salary by contribution assumption: employee only about $55,251 at 4% or $36,834 at 6%; with 50% employer match about $36,834 at 4% or $24,556 at 6%; with 100% employer match about $27,625 at 4% or $18,417 at 6%.
Ameriwater Inc. 401K Plan-41$613,728$90,611$2,210iApproximate average salary by contribution assumption: employee only about $55,251 at 4% or $36,834 at 6%; with 50% employer match about $36,834 at 4% or $24,556 at 6%; with 100% employer match about $27,625 at 4% or $18,417 at 6%.
2009142$0$0-
Ameriwater Inc. 401K PlanCurrent42---
2008144$0$0-
Ameriwater Inc. 401K Plan-44---
2007140$0$0-
Ameriwater Inc. 401K Plan-40---
2006131$0$0-
Ameriwater Inc. 401K Plan-31---
2005124$0$0-
Ameriwater Inc. 401K Plan-24---
2004135$0$0-
Ameriwater Inc. 401K Plan-35---
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$449,350

Balance Sheet

Beginning and end of plan year.

Total assets$282,602$449,350Increase +$166,748 (59.00%)
Net assets$282,602$449,350Increase +$166,748 (59.00%)

Contributions

Employer contributions$23,726
Participant contributions$61,440

Income & Expenses

Total income$185,677
Total expenses$18,929
Net income$166,748
Source fields
Schedule I source fields
Schedule I Plan Year Begin Date
2009-01-01
Schedule I Tax Period
2009-12-31
Schedule I Plan Num
001
Schedule I EIN
31-1448777
Small Total Assets Beginning of year Amount
$282,602
Small Net Assets Beginning of year Amount
$282,602
Small Total Assets End of year Amount
$449,350
Small Net Assets End of year Amount
$449,350
Small Employer Contribution Income Amount
$23,726
Small Participant Contribution Amount
$61,440
Small Other Income Amount
$100,511
Small Total Income Amount
$185,677
Small Corrective Distribution Amount
$16,147
Small Oth Expenses Amount
$2,782
Small Total Expenses Amount
$18,929
Small Net Income Amount
$166,748
Small Joint Venture End of year Indicator
No
Small Employer Prop End of year Indicator
No
Small Inv Real Estate End of year Indicator
No
Small Employer Sec End of year Indicator
No
Small Mortg Participants End of year Indicator
No
Small Oth Lns Participants End of year Indicator
No
Small Personal Prop End of year Indicator
No
Small Fail Transm Contribution Indicator
No
Small Loans In Default Indicator
No
Small Leases In Default Indicator
No
Sm Party In Interest Not Reported Indicator
No
Small Plan Ins Fidelity Bond Indicator
Yes
Small Plan Ins Fidelity Bond Amount
$25,000
Small Loss Discovered Dur Year Indicator
No
Small Asset Undeterm Valuation Indicator
No
Small Non Cash Contribution Indicator
No
Small 20 Percent Sngl Investment Indicator
No
Small All Plan Asset Distribution Indicator
No
Sm Waiv Annual Iqpa Report Indicator
Yes
Sm Fail Provide Benef Due Indicator
No
Small Plan Blackout Period Indicator
No
Small Res Terminate Plan Adpt Indicator
No

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN01-0609808

Transfers

Asset/liability transferNo
Liabilities in multiple plansNo
Distributed property value$0
Schedule R source fields
Payor 01-0609808
Schedule R Plan Year Begin Date
2009-01-01
Schedule R Tax Period
2009-12-31
Schedule R Plan number
001
Schedule R EIN
31-1448777
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
01-0609808
Asset or liability transfer
No
Liability shared by multiple plans
No

Filing received by DOL Jul 30, 2010