FOUNDATION FOR IUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FOUNDATION FOR IUP 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: FOUNDATION FOR IUP 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-06 | 8 |
| Total number of particpants at end of year | 2025-06-06 | 8 |
| Number of Participants With Account Balances | 2025-06-06 | 8 |
| 2024: FOUNDATION FOR IUP 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-06-18 | 9 |
| Total number of particpants at end of year | 2024-06-18 | 11 |
| Number of Participants With Account Balances | 2024-06-18 | 10 |
| 2022: FOUNDATION FOR IUP 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-06-15 | 9 |
| Total number of particpants at end of year | 2022-06-15 | 9 |
| Number of Participants With Account Balances | 2022-06-15 | 8 |
| Measure | Date | Value |
|---|
| 2025 : FOUNDATION FOR IUP 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-06 | 11855 |
| Net assets as of the end of the plan year | 2025-06-06 | 1194282 |
| Total assets as of the beginning of the plan year | 2025-06-06 | 982534 |
| Value of plan covered by a fidelity bond | 2025-06-06 | 100000 |
| Participant contributions to plan in this plan year | 2025-06-06 | 71135 |
| Other income to plan in this plan year | 2025-06-06 | 94495 |
| Plan net income in this plan year | 2025-06-06 | 211748 |
| Net assets as of the end of the plan year | 2025-06-06 | 1194282 |
| Net assets as of the beginning of the plan year | 2025-06-06 | 982534 |
| Employer contributions to plan in this plan year | 2025-06-06 | 57973 |
| Fees paid to broker by Benefit Provider | 2025-06-06 | 5408 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-06 | 1996 |
| 2024 : FOUNDATION FOR IUP 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-06-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-18 | 1750 |
| Net assets as of the end of the plan year | 2024-06-18 | 982534 |
| Total assets as of the beginning of the plan year | 2024-06-18 | 762453 |
| Value of plan covered by a fidelity bond | 2024-06-18 | 100000 |
| Participant contributions to plan in this plan year | 2024-06-18 | 59907 |
| Other income to plan in this plan year | 2024-06-18 | 115617 |
| Plan net income in this plan year | 2024-06-18 | 220081 |
| Net assets as of the end of the plan year | 2024-06-18 | 982534 |
| Net assets as of the beginning of the plan year | 2024-06-18 | 762453 |
| Employer contributions to plan in this plan year | 2024-06-18 | 46307 |
| Fees paid to broker by Benefit Provider | 2024-06-18 | 4212 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-18 | 1750 |
| 2022 : FOUNDATION FOR IUP 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-15 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-15 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-15 | 1750 |
| Net assets as of the end of the plan year | 2022-06-15 | 804018 |
| Total assets as of the beginning of the plan year | 2022-06-15 | 644744 |
| Value of plan covered by a fidelity bond | 2022-06-15 | 100000 |
| Participant contributions to plan in this plan year | 2022-06-15 | 44013 |
| Other expenses paid from plan in this plan year | 2022-06-15 | 0 |
| Other contributions to plan in this plan year | 2022-06-15 | 0 |
| Other income to plan in this plan year | 2022-06-15 | 87065 |
| Plan net income in this plan year | 2022-06-15 | 159274 |
| Net assets as of the end of the plan year | 2022-06-15 | 804018 |
| Net assets as of the beginning of the plan year | 2022-06-15 | 644744 |
| Employer contributions to plan in this plan year | 2022-06-15 | 29946 |
| Fees paid to broker by Benefit Provider | 2022-06-15 | 3603 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-15 | 1750 |
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