PERIOWEST has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : PERIOWEST RETIREMENT TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-06 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-06 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-06 | 12941 |
| Net assets as of the end of the plan year | 2025-06-06 | 1371194 |
| Total assets as of the beginning of the plan year | 2025-06-06 | 1096478 |
| Value of plan covered by a fidelity bond | 2025-06-06 | 100000 |
| Participant contributions to plan in this plan year | 2025-06-06 | 69452 |
| Value of participant loans at end of plan year | 2025-06-06 | 3477 |
| Other expenses paid from plan in this plan year | 2025-06-06 | 0 |
| Other contributions to plan in this plan year | 2025-06-06 | 0 |
| Other income to plan in this plan year | 2025-06-06 | 134485 |
| Plan net income in this plan year | 2025-06-06 | 274716 |
| Net assets as of the end of the plan year | 2025-06-06 | 1371194 |
| Net assets as of the beginning of the plan year | 2025-06-06 | 1096478 |
| Employer contributions to plan in this plan year | 2025-06-06 | 83720 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-06 | 12941 |
| 2024 : PERIOWEST RETIREMENT TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-12 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-12 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-12 | 20765 |
| Net assets as of the end of the plan year | 2024-09-12 | 1096478 |
| Total assets as of the beginning of the plan year | 2024-09-12 | 844626 |
| Participant contributions to plan in this plan year | 2024-09-12 | 53072 |
| Value of participant loans at end of plan year | 2024-09-12 | 4907 |
| Other expenses paid from plan in this plan year | 2024-09-12 | 0 |
| Other contributions to plan in this plan year | 2024-09-12 | 0 |
| Other income to plan in this plan year | 2024-09-12 | 144713 |
| Plan net income in this plan year | 2024-09-12 | 251852 |
| Net assets as of the end of the plan year | 2024-09-12 | 1096478 |
| Net assets as of the beginning of the plan year | 2024-09-12 | 844626 |
| Employer contributions to plan in this plan year | 2024-09-12 | 74832 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-12 | 10127 |
| 2022 : PERIOWEST RETIREMENT TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-08-19 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-19 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-19 | 10874 |
| Net assets as of the end of the plan year | 2022-08-19 | 870708 |
| Total assets as of the beginning of the plan year | 2022-08-19 | 639736 |
| Participant contributions to plan in this plan year | 2022-08-19 | 56284 |
| Other expenses paid from plan in this plan year | 2022-08-19 | 0 |
| Other contributions to plan in this plan year | 2022-08-19 | 19504 |
| Other income to plan in this plan year | 2022-08-19 | 98157 |
| Plan net income in this plan year | 2022-08-19 | 230972 |
| Net assets as of the end of the plan year | 2022-08-19 | 870708 |
| Net assets as of the beginning of the plan year | 2022-08-19 | 639736 |
| Employer contributions to plan in this plan year | 2022-08-19 | 67901 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-19 | 6195 |
