THE COLONIAL WILLIAMSBURG FOUNDATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FROZEN 403(B) PROGRAM FOR EMPLOYEES OF THE COLONIAL WILLIAMSBURG FOUNDATION
401k plan membership statisitcs for FROZEN 403(B) PROGRAM FOR EMPLOYEES OF THE COLONIAL WILLIAMSBURG FOUNDATION
| Measure | Date | Value |
|---|
| 2025 : FROZEN 403(B) PROGRAM FOR EMPLOYEES OF THE COLONIAL WILLIAMSBURG FOUNDATION 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-13 | 612125 |
| Net assets as of the end of the plan year | 2025-10-13 | 2408441 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 2671390 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 15000000 |
| Other income to plan in this plan year | 2025-10-13 | 349176 |
| Plan net income in this plan year | 2025-10-13 | -262949 |
| Net assets as of the end of the plan year | 2025-10-13 | 2408441 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 2671390 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 9285 |
| 2024 : FROZEN 403(B) PROGRAM FOR EMPLOYEES OF THE COLONIAL WILLIAMSBURG FOUNDATION 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-26 | 125404 |
| Net assets as of the end of the plan year | 2024-07-26 | 2671390 |
| Total assets as of the beginning of the plan year | 2024-07-26 | 2430250 |
| Value of plan covered by a fidelity bond | 2024-07-26 | 15000000 |
| Other income to plan in this plan year | 2024-07-26 | 366544 |
| Plan net income in this plan year | 2024-07-26 | 241140 |
| Net assets as of the end of the plan year | 2024-07-26 | 2671390 |
| Net assets as of the beginning of the plan year | 2024-07-26 | 2430250 |
| Fees paid to broker by Benefit Provider | 2024-07-26 | 320 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-26 | 3995 |
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