HEATH VILLAGE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF HEATH VILLAGE
| Measure | Date | Value |
|---|
| 2025 : 403(B) THRIFT PLAN OF HEATH VILLAGE 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-02 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-02 | 215083 |
| Net assets as of the end of the plan year | 2025-06-02 | 12828520 |
| Total assets as of the beginning of the plan year | 2025-06-02 | 6205824 |
| Value of plan covered by a fidelity bond | 2025-06-02 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-02 | 385484 |
| Other expenses paid from plan in this plan year | 2025-06-02 | 0 |
| Other contributions to plan in this plan year | 2025-06-02 | 5542881 |
| Other income to plan in this plan year | 2025-06-02 | 842786 |
| Plan net income in this plan year | 2025-06-02 | 6622696 |
| Net assets as of the end of the plan year | 2025-06-02 | 12828520 |
| Net assets as of the beginning of the plan year | 2025-06-02 | 6205824 |
| Employer contributions to plan in this plan year | 2025-06-02 | 66628 |
| Fees paid to broker by Benefit Provider | 2025-06-02 | 1746 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-02 | 1165 |
| 2024 : 403(B) THRIFT PLAN OF HEATH VILLAGE 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-31 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-31 | 385306 |
| Net assets as of the end of the plan year | 2024-07-31 | 6205824 |
| Total assets as of the beginning of the plan year | 2024-07-31 | 5148773 |
| Value of plan covered by a fidelity bond | 2024-07-31 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-31 | 297036 |
| Other expenses paid from plan in this plan year | 2024-07-31 | 0 |
| Other contributions to plan in this plan year | 2024-07-31 | 382600 |
| Other income to plan in this plan year | 2024-07-31 | 762721 |
| Plan net income in this plan year | 2024-07-31 | 1057051 |
| Net assets as of the end of the plan year | 2024-07-31 | 6205824 |
| Net assets as of the beginning of the plan year | 2024-07-31 | 5148773 |
| Employer contributions to plan in this plan year | 2024-07-31 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-31 | 891 |
| 2022 : 403(B) THRIFT PLAN OF HEATH VILLAGE 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-21 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-21 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-21 | 576141 |
| Net assets as of the end of the plan year | 2022-06-21 | 5794467 |
| Total assets as of the beginning of the plan year | 2022-06-21 | 4897880 |
| Value of plan covered by a fidelity bond | 2022-06-21 | 1000000 |
| Participant contributions to plan in this plan year | 2022-06-21 | 293547 |
| Other expenses paid from plan in this plan year | 2022-06-21 | 1035 |
| Other contributions to plan in this plan year | 2022-06-21 | 142014 |
| Other income to plan in this plan year | 2022-06-21 | 1038760 |
| Plan net income in this plan year | 2022-06-21 | 896587 |
| Net assets as of the end of the plan year | 2022-06-21 | 5794467 |
| Net assets as of the beginning of the plan year | 2022-06-21 | 4897880 |
| Employer contributions to plan in this plan year | 2022-06-21 | -1593 |
| Fees paid to broker by Benefit Provider | 2022-06-21 | 855 |
