SWISS BENEVOLENT SOCIETY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SWISS BENEVOLENT SOCIETY
| Measure | Date | Value |
|---|
| 2025 : 403(B) THRIFT PLAN OF SWISS BENEVOLENT SOCIETY 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-08 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-08 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-08 | 110 |
| Net assets as of the end of the plan year | 2025-07-08 | 605748 |
| Total assets as of the beginning of the plan year | 2025-07-08 | 457125 |
| Value of plan covered by a fidelity bond | 2025-07-08 | 100000 |
| Participant contributions to plan in this plan year | 2025-07-08 | 43632 |
| Other expenses paid from plan in this plan year | 2025-07-08 | 0 |
| Other contributions to plan in this plan year | 2025-07-08 | 0 |
| Other income to plan in this plan year | 2025-07-08 | 86787 |
| Plan net income in this plan year | 2025-07-08 | 148623 |
| Net assets as of the end of the plan year | 2025-07-08 | 605748 |
| Net assets as of the beginning of the plan year | 2025-07-08 | 457125 |
| Employer contributions to plan in this plan year | 2025-07-08 | 18314 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-08 | 110 |
| 2024 : 403(B) THRIFT PLAN OF SWISS BENEVOLENT SOCIETY 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-09 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-09 | 100 |
| Net assets as of the end of the plan year | 2024-07-09 | 457125 |
| Total assets as of the beginning of the plan year | 2024-07-09 | 313457 |
| Value of plan covered by a fidelity bond | 2024-07-09 | 100000 |
| Participant contributions to plan in this plan year | 2024-07-09 | 44888 |
| Other expenses paid from plan in this plan year | 2024-07-09 | 0 |
| Other contributions to plan in this plan year | 2024-07-09 | 0 |
| Other income to plan in this plan year | 2024-07-09 | 80695 |
| Plan net income in this plan year | 2024-07-09 | 143668 |
| Net assets as of the end of the plan year | 2024-07-09 | 457125 |
| Net assets as of the beginning of the plan year | 2024-07-09 | 313457 |
| Employer contributions to plan in this plan year | 2024-07-09 | 18185 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-09 | 100 |
| 2022 : 403(B) THRIFT PLAN OF SWISS BENEVOLENT SOCIETY 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-07 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-07 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-07 | 256455 |
| Net assets as of the end of the plan year | 2022-07-07 | 334649 |
| Total assets as of the beginning of the plan year | 2022-07-07 | 470184 |
| Value of plan covered by a fidelity bond | 2022-07-07 | 100000 |
| Participant contributions to plan in this plan year | 2022-07-07 | 35900 |
| Other expenses paid from plan in this plan year | 2022-07-07 | 0 |
| Other contributions to plan in this plan year | 2022-07-07 | 0 |
| Other income to plan in this plan year | 2022-07-07 | 75261 |
| Plan net income in this plan year | 2022-07-07 | -135535 |
| Net assets as of the end of the plan year | 2022-07-07 | 334649 |
| Net assets as of the beginning of the plan year | 2022-07-07 | 470184 |
| Employer contributions to plan in this plan year | 2022-07-07 | 9759 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-07 | 105 |
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