THE COMMUNITY FOUNDATION OF HERKIME R & ONEIDA COUNTIES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE COMMUNITY FOUNDATION OF HERKIMER & ONEIDA COU
| Measure | Date | Value |
|---|
| 2025 : 403(B) THRIFT PLAN OF THE COMMUNITY FOUNDATION OF HERKIMER & ONEIDA COU 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-22 | 10623 |
| Net assets as of the end of the plan year | 2025-09-22 | 2231529 |
| Total assets as of the beginning of the plan year | 2025-09-22 | 1160041 |
| Value of plan covered by a fidelity bond | 2025-09-22 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-22 | 155415 |
| Other expenses paid from plan in this plan year | 2025-09-22 | 9084 |
| Other contributions to plan in this plan year | 2025-09-22 | 634367 |
| Other income to plan in this plan year | 2025-09-22 | 160528 |
| Plan net income in this plan year | 2025-09-22 | 1071488 |
| Net assets as of the end of the plan year | 2025-09-22 | 2231529 |
| Net assets as of the beginning of the plan year | 2025-09-22 | 1160041 |
| Employer contributions to plan in this plan year | 2025-09-22 | 131801 |
| 2024 : 403(B) THRIFT PLAN OF THE COMMUNITY FOUNDATION OF HERKIMER & ONEIDA COU 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-10 | 397530 |
| Net assets as of the end of the plan year | 2024-07-10 | 1160041 |
| Total assets as of the beginning of the plan year | 2024-07-10 | 995682 |
| Value of plan covered by a fidelity bond | 2024-07-10 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-10 | 109940 |
| Other expenses paid from plan in this plan year | 2024-07-10 | 3844 |
| Other contributions to plan in this plan year | 2024-07-10 | 184965 |
| Other income to plan in this plan year | 2024-07-10 | 161145 |
| Plan net income in this plan year | 2024-07-10 | 164359 |
| Net assets as of the end of the plan year | 2024-07-10 | 1160041 |
| Net assets as of the beginning of the plan year | 2024-07-10 | 995682 |
| Employer contributions to plan in this plan year | 2024-07-10 | 105839 |
| 2022 : 403(B) THRIFT PLAN OF THE COMMUNITY FOUNDATION OF HERKIMER & ONEIDA COU 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-08-02 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-02 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-02 | 1183631 |
| Net assets as of the end of the plan year | 2022-08-02 | 1067372 |
| Total assets as of the beginning of the plan year | 2022-08-02 | 1843428 |
| Value of plan covered by a fidelity bond | 2022-08-02 | 500000 |
| Participant contributions to plan in this plan year | 2022-08-02 | 91724 |
| Other expenses paid from plan in this plan year | 2022-08-02 | 235 |
| Other contributions to plan in this plan year | 2022-08-02 | 0 |
| Other income to plan in this plan year | 2022-08-02 | 238487 |
| Plan net income in this plan year | 2022-08-02 | -776056 |
| Net assets as of the end of the plan year | 2022-08-02 | 1067372 |
| Net assets as of the beginning of the plan year | 2022-08-02 | 1843428 |
| Employer contributions to plan in this plan year | 2022-08-02 | 77364 |
| Fees paid to broker by Benefit Provider | 2022-08-02 | 195 |
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