UNITED WAY OF MID-HUDSON VALLEY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED WAY OF MID-HUDSON VALLEY, INC.
| Measure | Date | Value |
|---|
| 2025 : 403(B) THRIFT PLAN OF UNITED WAY OF MID-HUDSON VALLEY, INC. 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-03-20 | 0 |
| Total liabilities as of the end of the plan year | 2025-03-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-03-20 | 0 |
| Total expenses incurred by plan in this plan year | 2025-03-20 | 30144 |
| Net assets as of the end of the plan year | 2025-03-20 | 961477 |
| Total assets as of the beginning of the plan year | 2025-03-20 | 873127 |
| Value of plan covered by a fidelity bond | 2025-03-20 | 150000 |
| Participant contributions to plan in this plan year | 2025-03-20 | 0 |
| Other expenses paid from plan in this plan year | 2025-03-20 | 0 |
| Other contributions to plan in this plan year | 2025-03-20 | 0 |
| Other income to plan in this plan year | 2025-03-20 | 118494 |
| Plan net income in this plan year | 2025-03-20 | 88350 |
| Net assets as of the end of the plan year | 2025-03-20 | 961477 |
| Net assets as of the beginning of the plan year | 2025-03-20 | 873127 |
| Employer contributions to plan in this plan year | 2025-03-20 | 0 |
| Fees paid to broker by Benefit Provider | 2025-03-20 | 160 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-20 | 155 |
| 2024 : 403(B) THRIFT PLAN OF UNITED WAY OF MID-HUDSON VALLEY, INC. 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-03 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-03 | 24 |
| Net assets as of the end of the plan year | 2024-10-03 | 2079860 |
| Total assets as of the beginning of the plan year | 2024-10-03 | 1759760 |
| Value of plan covered by a fidelity bond | 2024-10-03 | 110000 |
| Participant contributions to plan in this plan year | 2024-10-03 | 19556 |
| Other expenses paid from plan in this plan year | 2024-10-03 | 0 |
| Other contributions to plan in this plan year | 2024-10-03 | 0 |
| Other income to plan in this plan year | 2024-10-03 | 251148 |
| Plan net income in this plan year | 2024-10-03 | 320100 |
| Net assets as of the end of the plan year | 2024-10-03 | 2079860 |
| Net assets as of the beginning of the plan year | 2024-10-03 | 1759760 |
| Employer contributions to plan in this plan year | 2024-10-03 | 49420 |
| Fees paid to broker by Benefit Provider | 2024-10-03 | 397 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-03 | 24 |
| 2022 : 403(B) THRIFT PLAN OF UNITED WAY OF MID-HUDSON VALLEY, INC. 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-05-13 | 0 |
| Total liabilities as of the end of the plan year | 2022-05-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-13 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-13 | 238 |
| Net assets as of the end of the plan year | 2022-05-13 | 1551284 |
| Total assets as of the beginning of the plan year | 2022-05-13 | 1302671 |
| Value of plan covered by a fidelity bond | 2022-05-13 | 110000 |
| Participant contributions to plan in this plan year | 2022-05-13 | 19685 |
| Value of participant loans at end of plan year | 2022-05-13 | 3288 |
| Other expenses paid from plan in this plan year | 2022-05-13 | 238 |
| Other contributions to plan in this plan year | 2022-05-13 | 0 |
| Other income to plan in this plan year | 2022-05-13 | 179155 |
| Plan net income in this plan year | 2022-05-13 | 248613 |
| Net assets as of the end of the plan year | 2022-05-13 | 1551284 |
| Net assets as of the beginning of the plan year | 2022-05-13 | 1302671 |
| Employer contributions to plan in this plan year | 2022-05-13 | 50011 |
| Fees paid to broker by Benefit Provider | 2022-05-13 | 48 |
