Page 53 - DCAC May 2024 Files
P. 53
San Mateo County 457 and 401(a) Plans
Accounts with Balances Under $7,000 and Separated from Service
At March 31, 2024
< $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 1,568 $ 312,972 566 $ 1,374,551 131 $ 780,491 2,265 $ 2,468,014
776970-02 SMC 401(a) Plan (Contract EEs) 34 $ 7,474 98 $ 275,880 33 $ 197,560 165 $ 480,914
776970-03 SMC 457 OBRA 1,643 $ 574,522 703 $ 1,644,474 92 $ 541,316 2,438 $ 2,760,313
776970-04 SMC 401(a) OBRA 346 $ 125,492 289 $ 701,539 40 $ 231,048 675 $ 1,058,080
776970-05 SMC 401(a) Money Purchase 0 $ - 0 $ - 0 $ - 0 $ -
Grand Totals: 3,591 $ 1,020,460 1,656 $ 3,996,445 296 $ 1,750,416 5,543 $ 6,767,321
