Civic Intelligence
Filing

Ameriwater Inc. 401K Plan

AmeriWater, Inc. • EIN 31-1448777 • Plan year 2007

Company ProfileSource Archive
Filing Insights

Participants

Up

39 → 40

1 • 2.56%

Assets

Up

$245,817 → $317,208

$71,391 • 29.04%

Investment Management Fee

-

Admin expenses - • Total expenses $22,463

Filing Details

Context
Net investment result
$71,391
Pension payor EIN
01-0609808

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024166$3,880,810$437,158$6,624iApproximate average salary by contribution assumption: employee only about $165,590 at 4% or $110,393 at 6%; with 50% employer match about $110,393 at 4% or $73,596 at 6%; with 100% employer match about $82,795 at 4% or $55,197 at 6%.
Ameriwater Inc. 401K Plan-66$3,880,810$437,158$6,624iApproximate average salary by contribution assumption: employee only about $165,590 at 4% or $110,393 at 6%; with 50% employer match about $110,393 at 4% or $73,596 at 6%; with 100% employer match about $82,795 at 4% or $55,197 at 6%.
2023163$3,306,479$347,310$5,513iApproximate average salary by contribution assumption: employee only about $137,821 at 4% or $91,881 at 6%; with 50% employer match about $91,881 at 4% or $61,254 at 6%; with 100% employer match about $68,911 at 4% or $45,940 at 6%.
Ameriwater Inc. 401K Plan-63$3,306,479$347,310$5,513iApproximate average salary by contribution assumption: employee only about $137,821 at 4% or $91,881 at 6%; with 50% employer match about $91,881 at 4% or $61,254 at 6%; with 100% employer match about $68,911 at 4% or $45,940 at 6%.
2022169$2,614,202$401,247$5,815iApproximate average salary by contribution assumption: employee only about $145,379 at 4% or $96,920 at 6%; with 50% employer match about $96,920 at 4% or $64,613 at 6%; with 100% employer match about $72,690 at 4% or $48,460 at 6%.
Ameriwater Inc. 401K Plan-69$2,614,202$401,247$5,815iApproximate average salary by contribution assumption: employee only about $145,379 at 4% or $96,920 at 6%; with 50% employer match about $96,920 at 4% or $64,613 at 6%; with 100% employer match about $72,690 at 4% or $48,460 at 6%.
2021167$3,483,311$394,196$5,884iApproximate average salary by contribution assumption: employee only about $147,088 at 4% or $98,059 at 6%; with 50% employer match about $98,059 at 4% or $65,372 at 6%; with 100% employer match about $73,544 at 4% or $49,029 at 6%.
Ameriwater Inc. 401K Plan-67$3,483,311$394,196$5,884iApproximate average salary by contribution assumption: employee only about $147,088 at 4% or $98,059 at 6%; with 50% employer match about $98,059 at 4% or $65,372 at 6%; with 100% employer match about $73,544 at 4% or $49,029 at 6%.
2020163$3,231,395$319,392$5,070iApproximate average salary by contribution assumption: employee only about $126,743 at 4% or $84,495 at 6%; with 50% employer match about $84,495 at 4% or $56,330 at 6%; with 100% employer match about $63,371 at 4% or $42,248 at 6%.
Ameriwater Inc. 401K Plan-63$3,231,395$319,392$5,070iApproximate average salary by contribution assumption: employee only about $126,743 at 4% or $84,495 at 6%; with 50% employer match about $84,495 at 4% or $56,330 at 6%; with 100% employer match about $63,371 at 4% or $42,248 at 6%.
2019163$2,632,121$273,957$4,349iApproximate average salary by contribution assumption: employee only about $108,713 at 4% or $72,475 at 6%; with 50% employer match about $72,475 at 4% or $48,317 at 6%; with 100% employer match about $54,357 at 4% or $36,238 at 6%.
Ameriwater Inc. 401K Plan-63$2,632,121$273,957$4,349iApproximate average salary by contribution assumption: employee only about $108,713 at 4% or $72,475 at 6%; with 50% employer match about $72,475 at 4% or $48,317 at 6%; with 100% employer match about $54,357 at 4% or $36,238 at 6%.
2018153$2,121,890$217,207$4,098iApproximate average salary by contribution assumption: employee only about $102,456 at 4% or $68,304 at 6%; with 50% employer match about $68,304 at 4% or $45,536 at 6%; with 100% employer match about $51,228 at 4% or $34,152 at 6%.
Ameriwater Inc. 401K Plan-53$2,121,890$217,207$4,098iApproximate average salary by contribution assumption: employee only about $102,456 at 4% or $68,304 at 6%; with 50% employer match about $68,304 at 4% or $45,536 at 6%; with 100% employer match about $51,228 at 4% or $34,152 at 6%.
2017158$2,092,810$179,530$3,095iApproximate average salary by contribution assumption: employee only about $77,384 at 4% or $51,589 at 6%; with 50% employer match about $51,589 at 4% or $34,393 at 6%; with 100% employer match about $38,692 at 4% or $25,795 at 6%.
Ameriwater Inc. 401K Plan-58$2,092,810$179,530$3,095iApproximate average salary by contribution assumption: employee only about $77,384 at 4% or $51,589 at 6%; with 50% employer match about $51,589 at 4% or $34,393 at 6%; with 100% employer match about $38,692 at 4% or $25,795 at 6%.
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$449,350$85,166$2,028iApproximate average salary by contribution assumption: employee only about $50,694 at 4% or $33,796 at 6%; with 50% employer match about $33,796 at 4% or $22,531 at 6%; with 100% employer match about $25,347 at 4% or $16,898 at 6%.
Ameriwater Inc. 401K Plan-42$449,350$85,166$2,028iApproximate average salary by contribution assumption: employee only about $50,694 at 4% or $33,796 at 6%; with 50% employer match about $33,796 at 4% or $22,531 at 6%; with 100% employer match about $25,347 at 4% or $16,898 at 6%.
2008144$282,602$90,780$2,063iApproximate average salary by contribution assumption: employee only about $51,580 at 4% or $34,386 at 6%; with 50% employer match about $34,386 at 4% or $22,924 at 6%; with 100% employer match about $25,790 at 4% or $17,193 at 6%.
Ameriwater Inc. 401K Plan-44$282,602$90,780$2,063iApproximate average salary by contribution assumption: employee only about $51,580 at 4% or $34,386 at 6%; with 50% employer match about $34,386 at 4% or $22,924 at 6%; with 100% employer match about $25,790 at 4% or $17,193 at 6%.
2007140$317,208$74,939$1,873iApproximate average salary by contribution assumption: employee only about $46,837 at 4% or $31,225 at 6%; with 50% employer match about $31,225 at 4% or $20,816 at 6%; with 100% employer match about $23,418 at 4% or $15,612 at 6%.
Ameriwater Inc. 401K PlanCurrent40$317,208$74,939$1,873iApproximate average salary by contribution assumption: employee only about $46,837 at 4% or $31,225 at 6%; with 50% employer match about $31,225 at 4% or $20,816 at 6%; with 100% employer match about $23,418 at 4% or $15,612 at 6%.
2006131$245,817$68,042$2,195iApproximate average salary by contribution assumption: employee only about $54,873 at 4% or $36,582 at 6%; with 50% employer match about $36,582 at 4% or $24,388 at 6%; with 100% employer match about $27,436 at 4% or $18,291 at 6%.
Ameriwater Inc. 401K Plan-31$245,817$68,042$2,195iApproximate average salary by contribution assumption: employee only about $54,873 at 4% or $36,582 at 6%; with 50% employer match about $36,582 at 4% or $24,388 at 6%; with 100% employer match about $27,436 at 4% or $18,291 at 6%.
2005124$164,294$58,597$2,442iApproximate average salary by contribution assumption: employee only about $61,039 at 4% or $40,692 at 6%; with 50% employer match about $40,692 at 4% or $27,128 at 6%; with 100% employer match about $30,519 at 4% or $20,346 at 6%.
Ameriwater Inc. 401K Plan-24$164,294$58,597$2,442iApproximate average salary by contribution assumption: employee only about $61,039 at 4% or $40,692 at 6%; with 50% employer match about $40,692 at 4% or $27,128 at 6%; with 100% employer match about $30,519 at 4% or $20,346 at 6%.
2004135$101,153$95,675$2,734iApproximate average salary by contribution assumption: employee only about $68,339 at 4% or $45,560 at 6%; with 50% employer match about $45,560 at 4% or $30,373 at 6%; with 100% employer match about $34,170 at 4% or $22,780 at 6%.
Ameriwater Inc. 401K Plan-35$101,153$95,675$2,734iApproximate average salary by contribution assumption: employee only about $68,339 at 4% or $45,560 at 6%; with 50% employer match about $45,560 at 4% or $30,373 at 6%; with 100% employer match about $34,170 at 4% or $22,780 at 6%.
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$317,208$71,391 change

Balance Sheet

Beginning and end of plan year.

Total assets$245,817$317,208Increase +$71,391 (29.04%)
Total liabilities$0$0No change $0
Net assets$245,817$317,208Increase +$71,391 (29.04%)

Contributions

Employer contributions$21,304
Participant contributions$53,635
Other contributions$0

Income & Expenses

Total income$93,854
Total expenses$22,463
Net income$71,391
Source fields
Schedule I source fields
Filing Id
84037193687298
Schedule I EIN
31-1448777
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2007-01-01
Schedule I Tax Period
20071231
Small plan total assets at beginning of year
$245,817
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$245,817
Small plan total assets at end of year
$317,208
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$317,208
Small plan employer contributions
$21,304
Small plan participant contributions
$53,635
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$18,915
Small plan total income
$93,854
Small plan total benefit distributions
$19,614
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$2,849
Small plan total expenses
$22,463
Small plan net income or loss
$71,391
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$25,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
Yes
Small 20 Percent Sngl Investment Amount
$96,866
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

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

Distributed property value$0
Schedule R source fields
Payor 01-0609808
Filing Id
84037193687298
Schedule R EIN
31-1448777
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2007-01-01
Schedule R Tax Period
20071231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
01-0609808
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
1