UNITED WAYS OF VERMONT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED WAYS OF VERMONT
| Measure | Date | Value |
|---|
| 2025 : 403(B) THRIFT PLAN OF UNITED WAYS OF VERMONT 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-09 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-09 | 68811 |
| Net assets as of the end of the plan year | 2025-10-09 | 396673 |
| Total assets as of the beginning of the plan year | 2025-10-09 | 407163 |
| Value of plan covered by a fidelity bond | 2025-10-09 | 50000 |
| Participant contributions to plan in this plan year | 2025-10-09 | 7078 |
| Other expenses paid from plan in this plan year | 2025-10-09 | 0 |
| Other contributions to plan in this plan year | 2025-10-09 | 0 |
| Other income to plan in this plan year | 2025-10-09 | 34794 |
| Plan net income in this plan year | 2025-10-09 | -10490 |
| Net assets as of the end of the plan year | 2025-10-09 | 396673 |
| Net assets as of the beginning of the plan year | 2025-10-09 | 407163 |
| Employer contributions to plan in this plan year | 2025-10-09 | 16449 |
| Fees paid to broker by Benefit Provider | 2025-10-09 | 27 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-09 | 128 |
| 2024 : 403(B) THRIFT PLAN OF UNITED WAYS OF VERMONT 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 | 4535 |
| Net assets as of the end of the plan year | 2024-07-31 | 407163 |
| Total assets as of the beginning of the plan year | 2024-07-31 | 336626 |
| Value of plan covered by a fidelity bond | 2024-07-31 | 50000 |
| Participant contributions to plan in this plan year | 2024-07-31 | 11250 |
| Other expenses paid from plan in this plan year | 2024-07-31 | 0 |
| Other contributions to plan in this plan year | 2024-07-31 | 0 |
| Other income to plan in this plan year | 2024-07-31 | 46054 |
| Plan net income in this plan year | 2024-07-31 | 70537 |
| Net assets as of the end of the plan year | 2024-07-31 | 407163 |
| Net assets as of the beginning of the plan year | 2024-07-31 | 336626 |
| Employer contributions to plan in this plan year | 2024-07-31 | 17768 |
| Fees paid to broker by Benefit Provider | 2024-07-31 | 62 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-31 | 100 |
| 2022 : 403(B) THRIFT PLAN OF UNITED WAYS OF VERMONT 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-10-14 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-14 | 3999 |
| Net assets as of the end of the plan year | 2022-10-14 | 401963 |
| Total assets as of the beginning of the plan year | 2022-10-14 | 316960 |
| Value of plan covered by a fidelity bond | 2022-10-14 | 50000 |
| Participant contributions to plan in this plan year | 2022-10-14 | 19862 |
| Other expenses paid from plan in this plan year | 2022-10-14 | 106 |
| Other contributions to plan in this plan year | 2022-10-14 | 0 |
| Other income to plan in this plan year | 2022-10-14 | 41713 |
| Plan net income in this plan year | 2022-10-14 | 85003 |
| Net assets as of the end of the plan year | 2022-10-14 | 401963 |
| Net assets as of the beginning of the plan year | 2022-10-14 | 316960 |
| Employer contributions to plan in this plan year | 2022-10-14 | 27427 |
| Fees paid to broker by Benefit Provider | 2022-10-14 | 59 |
