Original filing (PDF)20250317080911NAL0001470849001

CHEROKEE WATER COMPANY

Name: CHEROKEE WATER COMPANY — CHEROKEE WATER COMPANY 401K PLAN, Form 5500 (2023)
Creator: CHEROKEE WATER COMPANY

Form 5500-SF

FILING_RECEIVED

CHEROKEE WATER COMPANY 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$904K

Net assets (EOY)

$904K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHEROKEE WATER COMPANY.

Plan sponsor

Name

CHEROKEE WATER COMPANY

EIN

75-0756874

Address

NK20 LAKE CHEROKEE · LONGVIEW, TX · 756039525

Phone

(903) 643-7321

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-03-17

Pension benefit codes

2K · 401(m) arrangement

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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