INDEPENDENCE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF INDEPENDENCE, INC.
| Measure | Date | Value |
|---|
| 2025 : 403(B) THRIFT PLAN OF INDEPENDENCE, INC. 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-14 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-14 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-14 | 14854 |
| Net assets as of the end of the plan year | 2025-07-14 | 304730 |
| Total assets as of the beginning of the plan year | 2025-07-14 | 264550 |
| Value of plan covered by a fidelity bond | 2025-07-14 | 50000 |
| Participant contributions to plan in this plan year | 2025-07-14 | 13690 |
| Other expenses paid from plan in this plan year | 2025-07-14 | 0 |
| Other contributions to plan in this plan year | 2025-07-14 | 1108 |
| Other income to plan in this plan year | 2025-07-14 | 28456 |
| Plan net income in this plan year | 2025-07-14 | 40180 |
| Net assets as of the end of the plan year | 2025-07-14 | 304730 |
| Net assets as of the beginning of the plan year | 2025-07-14 | 264550 |
| Employer contributions to plan in this plan year | 2025-07-14 | 11780 |
| Fees paid to broker by Benefit Provider | 2025-07-14 | 68 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-14 | 98 |
| 2024 : 403(B) THRIFT PLAN OF INDEPENDENCE, INC. 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-09 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-09 | 676 |
| Net assets as of the end of the plan year | 2024-10-09 | 264550 |
| Total assets as of the beginning of the plan year | 2024-10-09 | 201525 |
| Value of plan covered by a fidelity bond | 2024-10-09 | 50000 |
| Participant contributions to plan in this plan year | 2024-10-09 | 16325 |
| Other expenses paid from plan in this plan year | 2024-10-09 | 0 |
| Other contributions to plan in this plan year | 2024-10-09 | 0 |
| Other income to plan in this plan year | 2024-10-09 | 33300 |
| Plan net income in this plan year | 2024-10-09 | 63025 |
| Net assets as of the end of the plan year | 2024-10-09 | 264550 |
| Net assets as of the beginning of the plan year | 2024-10-09 | 201525 |
| Employer contributions to plan in this plan year | 2024-10-09 | 14076 |
| Fees paid to broker by Benefit Provider | 2024-10-09 | 106 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-09 | 27 |
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