BERKSHIRE UNITED WAY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF BERKSHIRE UNITED WAY, INC.
| Measure | Date | Value |
|---|
| 2025 : 403(B) THRIFT PLAN OF BERKSHIRE UNITED WAY, INC. 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-22 | 11208 |
| Net assets as of the end of the plan year | 2025-09-22 | 755720 |
| Total assets as of the beginning of the plan year | 2025-09-22 | 596160 |
| Value of plan covered by a fidelity bond | 2025-09-22 | 80000 |
| Participant contributions to plan in this plan year | 2025-09-22 | 67128 |
| Value of participant loans at end of plan year | 2025-09-22 | 9139 |
| Other contributions to plan in this plan year | 2025-09-22 | 76752 |
| Plan net income in this plan year | 2025-09-22 | 159560 |
| Net assets as of the end of the plan year | 2025-09-22 | 755720 |
| Net assets as of the beginning of the plan year | 2025-09-22 | 596160 |
| Employer contributions to plan in this plan year | 2025-09-22 | 26888 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-22 | 4413 |
| 2024 : 403(B) THRIFT PLAN OF BERKSHIRE UNITED WAY, INC. 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-13 | 34095 |
| Net assets as of the end of the plan year | 2024-05-13 | 596160 |
| Total assets as of the beginning of the plan year | 2024-05-13 | 465143 |
| Value of plan covered by a fidelity bond | 2024-05-13 | 80000 |
| Participant contributions to plan in this plan year | 2024-05-13 | 48856 |
| Value of participant loans at end of plan year | 2024-05-13 | 10927 |
| Other income to plan in this plan year | 2024-05-13 | 81547 |
| Plan net income in this plan year | 2024-05-13 | 131017 |
| Net assets as of the end of the plan year | 2024-05-13 | 596160 |
| Net assets as of the beginning of the plan year | 2024-05-13 | 465143 |
| Employer contributions to plan in this plan year | 2024-05-13 | 34709 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-13 | 3342 |
| 2022 : 403(B) THRIFT PLAN OF BERKSHIRE UNITED WAY, INC. 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-01 | 76055 |
| Net assets as of the end of the plan year | 2022-06-01 | 507347 |
| Total assets as of the beginning of the plan year | 2022-06-01 | 452011 |
| Value of plan covered by a fidelity bond | 2022-06-01 | 80000 |
| Participant contributions to plan in this plan year | 2022-06-01 | 39848 |
| Other contributions to plan in this plan year | 2022-06-01 | 7862 |
| Other income to plan in this plan year | 2022-06-01 | 64147 |
| Plan net income in this plan year | 2022-06-01 | 55336 |
| Net assets as of the end of the plan year | 2022-06-01 | 507347 |
| Net assets as of the beginning of the plan year | 2022-06-01 | 452011 |
| Employer contributions to plan in this plan year | 2022-06-01 | 19534 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-01 | 2374 |
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