Page 246 - DCAC February 2024 Files

San Mateo County 457 and 401(a) Plans
Accounts with Balances Under $7,000 and Separated from Service
At December 31, 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 1,587 $ 308,021 579 $ 1,401,147 136 $ 814,994 2,302 $ 2,524,161
776970-02 SMC 401(a) Plan (Contract EEs) 25 $ 5,570 99 $ 276,862 36 $ 217,870 160 $ 500,301
776970-03 SMC 457 OBRA 1,738 $ 594,659 708 $ 1,652,380 94 $ 551,750 2,540 $ 2,798,788
776970-04 SMC 401(a) OBRA 362 $ 125,596 302 $ 739,701 43 $ 250,537 707 $ 1,115,833

776970-05 SMC 401(a) Money Purchase 0 $ - 0 $ - 0 $ - 0 $ -
Grand Totals: 3,712 $ 1,033,845 1,688 $ 4,070,089 309 $ 1,835,150 5,709 $ 6,939,084