INSTITUTE OF HUMAN BEHAVIOR RESEARCH AND has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : THE PHILLIPS ACADEMY 403(B) 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-03-27 | 0 |
| Total expenses incurred by plan in this plan year | 2025-03-27 | 28416 |
| Net assets as of the end of the plan year | 2025-03-27 | 1587378 |
| Total assets as of the beginning of the plan year | 2025-03-27 | 1277990 |
| Value of plan covered by a fidelity bond | 2025-03-27 | 125000 |
| Participant contributions to plan in this plan year | 2025-03-27 | 37695 |
| Other expenses paid from plan in this plan year | 2025-03-27 | 0 |
| Other contributions to plan in this plan year | 2025-03-27 | 192502 |
| Other income to plan in this plan year | 2025-03-27 | 107607 |
| Plan net income in this plan year | 2025-03-27 | 309388 |
| Net assets as of the end of the plan year | 2025-03-27 | 1587378 |
| Net assets as of the beginning of the plan year | 2025-03-27 | 1277990 |
| Employer contributions to plan in this plan year | 2025-03-27 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-27 | 0 |
| 2024 : THE PHILLIPS ACADEMY 403(B) 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-05 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-05 | 6460 |
| Net assets as of the end of the plan year | 2024-06-05 | 1277990 |
| Total assets as of the beginning of the plan year | 2024-06-05 | 1153999 |
| Value of plan covered by a fidelity bond | 2024-06-05 | 125000 |
| Participant contributions to plan in this plan year | 2024-06-05 | 31155 |
| Other expenses paid from plan in this plan year | 2024-06-05 | 0 |
| Other contributions to plan in this plan year | 2024-06-05 | 0 |
| Other income to plan in this plan year | 2024-06-05 | 99296 |
| Plan net income in this plan year | 2024-06-05 | 123991 |
| Net assets as of the end of the plan year | 2024-06-05 | 1277990 |
| Net assets as of the beginning of the plan year | 2024-06-05 | 1153999 |
| Employer contributions to plan in this plan year | 2024-06-05 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-05 | 0 |
| 2022 : THE PHILLIPS ACADEMY 403(B) 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-02-17 | 0 |
| Total expenses incurred by plan in this plan year | 2022-02-17 | 62702 |
| Net assets as of the end of the plan year | 2022-02-17 | 1175968 |
| Total assets as of the beginning of the plan year | 2022-02-17 | 1133326 |
| Participant contributions to plan in this plan year | 2022-02-17 | 32875 |
| Other expenses paid from plan in this plan year | 2022-02-17 | 0 |
| Other contributions to plan in this plan year | 2022-02-17 | 0 |
| Other income to plan in this plan year | 2022-02-17 | 72470 |
| Plan net income in this plan year | 2022-02-17 | 42643 |
| Net assets as of the end of the plan year | 2022-02-17 | 1175968 |
| Net assets as of the beginning of the plan year | 2022-02-17 | 1133326 |
| Employer contributions to plan in this plan year | 2022-02-17 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-02-17 | 0 |
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