Page 20 - DCAC May 2023 Files
P. 20

Executive summary                                                                                                Annual Distributions and Loan Reporting








                                                                                                                                                             Overview
                                   County of San Mateo 457 Plan Annual Distributions and Loans Report                                                        The assets and participant
                                                                                                                                                             counts presented are effective as
                                                                                                                                                             Overview
                                                                                                                                                             of period end. The assets do not
                                                                                                                                                             reflect any adjustments,
             Calendar Year   $Rollovers Out     # Rollovers Out  $Ave. Rollover Out  $Total Distributions  $Outstanding Loans $Loans Ave. Balance # of Loans  The assets and participant
                                                                                                                                                             counts below are effective as of
                                                                                                                                                             dividends, corrections, or similar
                                                                                                                                                             period end. The assets do not
                                                                                                                                                             that are processed after period
                 2022             $21,031,012        256              $82,152          $39,112,598         $7,292,075          $11,799         618           reflect any adjustments,
                                                                                                                                                             end.
                                                                                                                                                             dividends, corrections, or similar
                                                                                                                                                             that are processed after period
                 2021             $18,028,023        249              $72,402          $30,390,623         $7,136,257          $11,492         621           end.

                 2020             $15,380,395        212              $72,549          $27,629,894         $6,948,485          $11,447         607



                 2019             $18,247,988        202              $90,337          $29,034,651         $7,366,996          $10,818         681


                 2018             $15,393,482        184              $83,660          $26,116,154         $6,865,091          $10,231         671



                 2017             $10,247,923        146              $70,191          $20,621,284         $6,568,547           $9,023         728


                 2016      Data not available  Data not available       N/A            $13,081,313         $6,490,708           $8,290         783









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