UT-BATTELLE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SAVINGS PLAN FOR IGUA EMPLOYEES AT ORNL
| Measure | Date | Value |
|---|
| 2025 : SAVINGS PLAN FOR IGUA EMPLOYEES AT ORNL 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-19 | -24280 |
| Total expenses incurred by plan in this plan year | 2025-09-19 | 137106 |
| Net assets as of the end of the plan year | 2025-09-19 | 6451956 |
| Total assets as of the beginning of the plan year | 2025-09-19 | 4684771 |
| Value of plan covered by a fidelity bond | 2025-09-19 | 1000000 |
| Participant contributions to plan in this plan year | 2025-09-19 | 507204 |
| Value of participant loans at end of plan year | 2025-09-19 | 222920 |
| Other contributions to plan in this plan year | 2025-09-19 | 192081 |
| Other income to plan in this plan year | 2025-09-19 | 675264 |
| Plan net income in this plan year | 2025-09-19 | 1791465 |
| Net assets as of the end of the plan year | 2025-09-19 | 6451956 |
| Net assets as of the beginning of the plan year | 2025-09-19 | 4684771 |
| Employer contributions to plan in this plan year | 2025-09-19 | 554022 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-19 | 5475 |
| 2024 : SAVINGS PLAN FOR IGUA EMPLOYEES AT ORNL 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-01 | -248879 |
| Total expenses incurred by plan in this plan year | 2024-10-01 | 208992 |
| Net assets as of the end of the plan year | 2024-10-01 | 4684771 |
| Total assets as of the beginning of the plan year | 2024-10-01 | 3675131 |
| Value of plan covered by a fidelity bond | 2024-10-01 | 1000000 |
| Participant contributions to plan in this plan year | 2024-10-01 | 446585 |
| Value of participant loans at end of plan year | 2024-10-01 | 164116 |
| Other income to plan in this plan year | 2024-10-01 | 680651 |
| Plan net income in this plan year | 2024-10-01 | 1258519 |
| Net assets as of the end of the plan year | 2024-10-01 | 4684771 |
| Net assets as of the beginning of the plan year | 2024-10-01 | 3675131 |
| Employer contributions to plan in this plan year | 2024-10-01 | 340275 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-01 | 4749 |
| 2022 : SAVINGS PLAN FOR IGUA EMPLOYEES AT ORNL 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-09-27 | -26352 |
| Total expenses incurred by plan in this plan year | 2022-09-27 | 68908 |
| Net assets as of the end of the plan year | 2022-09-27 | 3837434 |
| Total assets as of the beginning of the plan year | 2022-09-27 | 2792885 |
| Value of plan covered by a fidelity bond | 2022-09-27 | 1000000 |
| Participant contributions to plan in this plan year | 2022-09-27 | 413724 |
| Value of participant loans at end of plan year | 2022-09-27 | 46637 |
| Other expenses paid from plan in this plan year | 2022-09-27 | 0 |
| Other contributions to plan in this plan year | 2022-09-27 | 7677 |
| Other income to plan in this plan year | 2022-09-27 | 433276 |
| Plan net income in this plan year | 2022-09-27 | 1070901 |
| Net assets as of the end of the plan year | 2022-09-27 | 3837434 |
| Net assets as of the beginning of the plan year | 2022-09-27 | 2792885 |
| Employer contributions to plan in this plan year | 2022-09-27 | 285132 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-27 | 4643 |
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