Page 60 - DCAC May 2024 Files

Executive summary

Overview
County of San Mateo 457 Plan Annual Distributions and Loans Report The assets and participant
Overview
counts presented are effective as
of period end. The assets do not
Calendar Year $Rollovers Out # Rollovers Out $Ave. Rollover Out $Total Distributions $Outstanding Loans $Loans Ave. Balance # of Loans The assets and participant
reflect any adjustments,
counts below are effective as of
dividends, corrections, or similar
2023 $28,383,448 454 $62,519 $41,595,729 $7,177,769 $11,077 648 period end. The assets do not
that are processed after period
reflect any adjustments,
end.
2022 $21,031,012 256 $82,152 $39,112,598 $7,292,075 $11,799 618 dividends, corrections, or similar
that are processed after period
end.
2021 $18,028,023 249 $72,402 $30,390,623 $7,136,257 $11,492 621

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

FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY. ©2024 EMPOWER, LLC. ALL RIGHTS RESERVED. 776970-01 San Mateo County Deferred Compensation Plan 4