THE HENRY LUCE FOUNDATION, INC. has sponsored the creation of one or more 401k plans.
Additional information about THE HENRY LUCE FOUNDATION, INC.
Submission information for form 5500 for 401k plan THE HENRY LUCE FOUNDATION, INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : THE HENRY LUCE FOUNDATION, INC. RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-05 | 2260343 |
| Net assets as of the end of the plan year | 2025-05-05 | 15599325 |
| Total assets as of the beginning of the plan year | 2025-05-05 | 14874762 |
| Value of plan covered by a fidelity bond | 2025-05-05 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-05 | 295822 |
| Value of participant loans at end of plan year | 2025-05-05 | 57683 |
| Other expenses paid from plan in this plan year | 2025-05-05 | 64961 |
| Other contributions to plan in this plan year | 2025-05-05 | 14485 |
| Other income to plan in this plan year | 2025-05-05 | 2067465 |
| Plan net income in this plan year | 2025-05-05 | 724563 |
| Net assets as of the end of the plan year | 2025-05-05 | 15599325 |
| Net assets as of the beginning of the plan year | 2025-05-05 | 14874762 |
| Employer contributions to plan in this plan year | 2025-05-05 | 607134 |
| 2024 : THE HENRY LUCE FOUNDATION, INC. RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-19 | 1844776 |
| Net assets as of the end of the plan year | 2024-09-19 | 14874762 |
| Total assets as of the beginning of the plan year | 2024-09-19 | 13717176 |
| Value of plan covered by a fidelity bond | 2024-09-19 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-19 | 330823 |
| Value of participant loans at end of plan year | 2024-09-19 | 85739 |
| Other expenses paid from plan in this plan year | 2024-09-19 | 90347 |
| Other income to plan in this plan year | 2024-09-19 | 2058593 |
| Plan net income in this plan year | 2024-09-19 | 1157586 |
| Net assets as of the end of the plan year | 2024-09-19 | 14874762 |
| Net assets as of the beginning of the plan year | 2024-09-19 | 13717176 |
| Employer contributions to plan in this plan year | 2024-09-19 | 612946 |
| 2022 : THE HENRY LUCE FOUNDATION, INC. RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-06 | 290357 |
| Net assets as of the end of the plan year | 2022-09-06 | 18194437 |
| Total assets as of the beginning of the plan year | 2022-09-06 | 15377417 |
| Value of plan covered by a fidelity bond | 2022-09-06 | 500000 |
| Participant contributions to plan in this plan year | 2022-09-06 | 296547 |
| Value of participant loans at end of plan year | 2022-09-06 | 127078 |
| Other expenses paid from plan in this plan year | 2022-09-06 | 69802 |
| Other contributions to plan in this plan year | 2022-09-06 | 151213 |
| Other income to plan in this plan year | 2022-09-06 | 2146527 |
| Plan net income in this plan year | 2022-09-06 | 2817020 |
| Net assets as of the end of the plan year | 2022-09-06 | 18194437 |
| Net assets as of the beginning of the plan year | 2022-09-06 | 15377417 |
| Employer contributions to plan in this plan year | 2022-09-06 | 513090 |
| Fees paid to broker by Benefit Provider | 2022-09-06 | 1008 |
| 2009 : THE HENRY LUCE FOUNDATION, INC. RETIREMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
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