VALLEY AIDS COUNCIL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF VALLEY AIDS COUNCIL
| Measure | Date | Value |
|---|
| 2023 : 403(B) THRIFT PLAN OF VALLEY AIDS COUNCIL 2023 401k financial data |
|---|
| Total income from all sources | 2023-08-31 | $264,562 |
| Expenses. Total of all expenses incurred | 2023-08-31 | $197,934 |
| Benefits paid (including direct rollovers) | 2023-08-31 | $197,544 |
| Total plan assets at end of year | 2023-08-31 | $732,551 |
| Total plan assets at beginning of year | 2023-08-31 | $665,923 |
| Value of fidelity bond covering the plan | 2023-08-31 | $100,000 |
| Total contributions received or receivable from participants | 2023-08-31 | $148,400 |
| Expenses. Other expenses not covered elsewhere | 2023-08-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-08-31 | $0 |
| Other income received | 2023-08-31 | $72,475 |
| Noncash contributions received | 2023-08-31 | $0 |
| Net income (gross income less expenses) | 2023-08-31 | $66,628 |
| Net plan assets at end of year (total assets less liabilities) | 2023-08-31 | $732,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-08-31 | $665,923 |
| Total contributions received or receivable from employer(s) | 2023-08-31 | $43,687 |
| Value of certain deemed distributions of participant loans | 2023-08-31 | $0 |
| Value of corrective distributions | 2023-08-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-08-31 | $390 |
| 2022 : 403(B) THRIFT PLAN OF VALLEY AIDS COUNCIL 2022 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2022-08-31 | $0 |
| Total income from all sources | 2022-08-31 | $100,571 |
| Expenses. Total of all expenses incurred | 2022-08-31 | $16,874 |
| Benefits paid (including direct rollovers) | 2022-08-31 | $16,516 |
| Total plan assets at end of year | 2022-08-31 | $665,923 |
| Total plan assets at beginning of year | 2022-08-31 | $582,226 |
| Value of fidelity bond covering the plan | 2022-08-31 | $100,000 |
| Total contributions received or receivable from participants | 2022-08-31 | $150,001 |
| Expenses. Other expenses not covered elsewhere | 2022-08-31 | $358 |
| Contributions received from other sources (not participants or employers) | 2022-08-31 | $4,006 |
| Other income received | 2022-08-31 | $-101,030 |
| Noncash contributions received | 2022-08-31 | $0 |
| Net income (gross income less expenses) | 2022-08-31 | $83,697 |
| Net plan assets at end of year (total assets less liabilities) | 2022-08-31 | $665,923 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-08-31 | $582,226 |
| Total contributions received or receivable from employer(s) | 2022-08-31 | $47,594 |
| Value of certain deemed distributions of participant loans | 2022-08-31 | $0 |
| Value of corrective distributions | 2022-08-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-08-31 | $0 |
| 2021 : 403(B) THRIFT PLAN OF VALLEY AIDS COUNCIL 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-08-31 | $0 |
| Total plan liabilities at end of year | 2021-08-31 | $0 |
| Total plan liabilities at beginning of year | 2021-08-31 | $0 |
| Total income from all sources | 2021-08-31 | $317,649 |
| Expenses. Total of all expenses incurred | 2021-08-31 | $86,156 |
| Benefits paid (including direct rollovers) | 2021-08-31 | $85,425 |
| Total plan assets at end of year | 2021-08-31 | $582,226 |
| Total plan assets at beginning of year | 2021-08-31 | $350,733 |
| Total contributions received or receivable from participants | 2021-08-31 | $142,556 |
| Expenses. Other expenses not covered elsewhere | 2021-08-31 | $731 |
| Contributions received from other sources (not participants or employers) | 2021-08-31 | $25,041 |
| Other income received | 2021-08-31 | $109,498 |
| Net income (gross income less expenses) | 2021-08-31 | $231,493 |
| Net plan assets at end of year (total assets less liabilities) | 2021-08-31 | $582,226 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-08-31 | $350,733 |
| Total contributions received or receivable from employer(s) | 2021-08-31 | $40,554 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-08-31 | $0 |
| 2022: 403(B) THRIFT PLAN OF VALLEY AIDS COUNCIL 2022 form 5500 responses |
|---|
| 2022-09-01 | Type of plan entity | Single employer plan |
| 2022-09-01 | Submission has been amended | No |
| 2022-09-01 | This submission is the final filing | No |
| 2022-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-09-01 | Plan is a collectively bargained plan | No |
| 2022-09-01 | Plan funding arrangement – Insurance | Yes |
| 2022-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: 403(B) THRIFT PLAN OF VALLEY AIDS COUNCIL 2021 form 5500 responses |
|---|
| 2021-09-01 | Type of plan entity | Single employer plan |
| 2021-09-01 | Submission has been amended | No |
| 2021-09-01 | This submission is the final filing | No |
| 2021-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-09-01 | Plan is a collectively bargained plan | No |
| 2021-09-01 | Plan funding arrangement – Insurance | Yes |
| 2021-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: 403(B) THRIFT PLAN OF VALLEY AIDS COUNCIL 2020 form 5500 responses |
|---|
| 2020-09-01 | Type of plan entity | Single employer plan |
| 2020-09-01 | Submission has been amended | No |
| 2020-09-01 | This submission is the final filing | No |
| 2020-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-09-01 | Plan is a collectively bargained plan | No |
| 2020-09-01 | Plan funding arrangement – Insurance | Yes |
| 2020-09-01 | Plan benefit arrangement – Insurance | Yes |
