Page 33 - DCAC November 2023 Files

San Mateo County 457 and 401(a) Plans

Accounts with Balances Under $7,000 and Separated from Service
At September 30, 2023

< $1k > $1k < $5k > $5k < $7K Totals for all Ranges

Plan # Plan Name # of Parts. Balance # of Parts. Balance # of Parts. Balance # of Parts. Balance

776970-01 SMC 457 Plan 1,619 $ 313,162 566 $ 1,374,896 137 $ 813,502 2,322 $ 2,501,560

776970-02 SMC 401(a) Plan (Contract EEs) 22 $ 4,191 105 $ 288,010 39 $ 230,158 166 $ 522,358

776970-03 SMC 457 OBRA 1,777 $ 610,400 710 $ 1,648,784 89 $ 524,103 2,576 $ 2,783,287

776970-04 SMC 401(a) OBRA 371 $ 130,319 303 $ 739,515 42 $ 244,550 716 $ 1,114,384

776970-05 SMC 401(a) Money Purchase 0 $ - 0 $ - 0 $ - 0 $ -

Grand Totals: 3,789 $ 1,058,072 1,684 $ 4,051,205 307 $ 1,812,314 5,780 $ 6,921,590