THE PLANNING COUNCIL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE PLANNING COUNCIL
| Measure | Date | Value |
|---|
| 2024 : 403(B) THRIFT PLAN OF THE PLANNING COUNCIL 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-09 | 171531 |
| Net assets as of the end of the plan year | 2024-10-09 | 1121283 |
| Total assets as of the beginning of the plan year | 2024-10-09 | 1005897 |
| Value of plan covered by a fidelity bond | 2024-10-09 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-09 | 74453 |
| Value of participant loans at end of plan year | 2024-10-09 | 1773 |
| Other income to plan in this plan year | 2024-10-09 | 189568 |
| Plan net income in this plan year | 2024-10-09 | 115386 |
| Net assets as of the end of the plan year | 2024-10-09 | 1121283 |
| Net assets as of the beginning of the plan year | 2024-10-09 | 1005897 |
| Employer contributions to plan in this plan year | 2024-10-09 | 22896 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-09 | 9788 |
| 2022 : 403(B) THRIFT PLAN OF THE PLANNING COUNCIL 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-08-01 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-01 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-01 | 30792 |
| Net assets as of the end of the plan year | 2022-08-01 | 1385046 |
| Total assets as of the beginning of the plan year | 2022-08-01 | 1134230 |
| Value of plan covered by a fidelity bond | 2022-08-01 | 500000 |
| Participant contributions to plan in this plan year | 2022-08-01 | 87079 |
| Value of participant loans at end of plan year | 2022-08-01 | 8663 |
| Other expenses paid from plan in this plan year | 2022-08-01 | 702 |
| Other contributions to plan in this plan year | 2022-08-01 | 0 |
| Other income to plan in this plan year | 2022-08-01 | 169307 |
| Plan net income in this plan year | 2022-08-01 | 250816 |
| Net assets as of the end of the plan year | 2022-08-01 | 1385046 |
| Net assets as of the beginning of the plan year | 2022-08-01 | 1134230 |
| Employer contributions to plan in this plan year | 2022-08-01 | 25222 |
| Fees paid to broker by Benefit Provider | 2022-08-01 | 77 |
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