NATIONAL WOMEN'S LAW CENTER has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : DEFINED CONTRIBUTION PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-06-30 | $0 |
| Total transfer of assets to this plan | 2023-06-30 | $12,060,717 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
| Total income from all sources (including contributions) | 2023-06-30 | $4,609,525 |
| Total loss/gain on sale of assets | 2023-06-30 | $0 |
| Total of all expenses incurred | 2023-06-30 | $1,077,704 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $1,075,189 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $2,352,538 |
| Value of total assets at end of year | 2023-06-30 | $22,153,170 |
| Value of total assets at beginning of year | 2023-06-30 | $6,560,632 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $2,515 |
| Total interest from all sources | 2023-06-30 | $110,223 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $30,279 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-06-30 | $30,279 |
| Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
| Value of fidelity bond cover | 2023-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
| Contributions received from participants | 2023-06-30 | $1,129,912 |
| Participant contributions at end of year | 2023-06-30 | $56,917 |
| Participant contributions at beginning of year | 2023-06-30 | $15,363 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-06-30 | $272,443 |
| Other income not declared elsewhere | 2023-06-30 | $23,241 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Value of net income/loss | 2023-06-30 | $3,531,821 |
| Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $22,153,170 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $6,560,632 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $18,373,916 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $5,752,467 |
| Value of interest in pooled separate accounts at end of year | 2023-06-30 | $597,514 |
| Value of interest in pooled separate accounts at beginning of year | 2023-06-30 | $203,379 |
| Interest on participant loans | 2023-06-30 | $3,265 |
| Interest earned on other investments | 2023-06-30 | $106,958 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-06-30 | $3,124,823 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-06-30 | $589,423 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-06-30 | $1,815,106 |
| Net investment gain/loss from pooled separate accounts | 2023-06-30 | $278,138 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
| Contributions received in cash from employer | 2023-06-30 | $950,183 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $1,075,189 |
| Contract administrator fees | 2023-06-30 | $2,515 |
| Did the plan have assets held for investment | 2023-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
| Accountancy firm name | 2023-06-30 | ROGERS & COMPANY CPAS PLLC |
| Accountancy firm EIN | 2023-06-30 | 582676261 |
| 2022 : DEFINED CONTRIBUTION PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-07-01 | $0 |
| Total transfer of assets to this plan | 2022-07-01 | $12,060,717 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-01 | $0 |
| Total income from all sources (including contributions) | 2022-07-01 | $4,609,525 |
| Total loss/gain on sale of assets | 2022-07-01 | $0 |
| Total of all expenses incurred | 2022-07-01 | $1,077,704 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-01 | $1,075,189 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-07-01 | $2,352,538 |
| Value of total assets at end of year | 2022-07-01 | $22,153,170 |
| Value of total assets at beginning of year | 2022-07-01 | $6,560,632 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-07-01 | $2,515 |
| Total interest from all sources | 2022-07-01 | $110,223 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-07-01 | $30,279 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-07-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-07-01 | $30,279 |
| Was this plan covered by a fidelity bond | 2022-07-01 | Yes |
| Value of fidelity bond cover | 2022-07-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-07-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-07-01 | No |
| Contributions received from participants | 2022-07-01 | $1,129,912 |
| Participant contributions at end of year | 2022-07-01 | $56,917 |
| Participant contributions at beginning of year | 2022-07-01 | $15,363 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-07-01 | $272,443 |
| Other income not declared elsewhere | 2022-07-01 | $23,241 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-01 | No |
| Value of net income/loss | 2022-07-01 | $3,531,821 |
| Value of net assets at end of year (total assets less liabilities) | 2022-07-01 | $22,153,170 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-07-01 | $6,560,632 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-07-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-07-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-07-01 | $18,373,916 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-07-01 | $5,752,467 |
| Value of interest in pooled separate accounts at end of year | 2022-07-01 | $597,514 |
| Value of interest in pooled separate accounts at beginning of year | 2022-07-01 | $203,379 |
| Interest on participant loans | 2022-07-01 | $3,265 |
| Interest earned on other investments | 2022-07-01 | $106,958 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-07-01 | $3,124,823 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-07-01 | $589,423 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-07-01 | $1,815,106 |
| Net investment gain/loss from pooled separate accounts | 2022-07-01 | $278,138 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-07-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-07-01 | No |
| Contributions received in cash from employer | 2022-07-01 | $950,183 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-07-01 | $1,075,189 |
| Contract administrator fees | 2022-07-01 | $2,515 |
| Did the plan have assets held for investment | 2022-07-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-07-01 | 1 |
| Accountancy firm name | 2022-07-01 | ROGERS & COMPANY CPAS PLLC |
| Accountancy firm EIN | 2022-07-01 | 582676261 |
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
| Total income from all sources (including contributions) | 2022-06-30 | $-510,784 |
| Total loss/gain on sale of assets | 2022-06-30 | $0 |
| Total of all expenses incurred | 2022-06-30 | $456,009 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $455,689 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $496,163 |
| Value of total assets at end of year | 2022-06-30 | $6,560,632 |
| Value of total assets at beginning of year | 2022-06-30 | $7,527,425 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $320 |
| Total interest from all sources | 2022-06-30 | $21,866 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Participant contributions at end of year | 2022-06-30 | $15,363 |
| Participant contributions at beginning of year | 2022-06-30 | $12,202 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-06-30 | $2,916 |
| Other income not declared elsewhere | 2022-06-30 | $912 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-966,793 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $6,560,632 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $7,527,425 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $5,752,467 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $6,743,766 |
| Value of interest in pooled separate accounts at end of year | 2022-06-30 | $203,379 |
| Value of interest in pooled separate accounts at beginning of year | 2022-06-30 | $175,289 |
| Interest on participant loans | 2022-06-30 | $530 |
| Interest earned on other investments | 2022-06-30 | $21,336 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-06-30 | $589,423 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-06-30 | $596,168 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-06-30 | $20,950 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-647,497 |
| Net investment gain/loss from pooled separate accounts | 2022-06-30 | $-382,228 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $493,247 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $434,739 |
| Contract administrator fees | 2022-06-30 | $320 |
| Did the plan have assets held for investment | 2022-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Disclaimer |
| Accountancy firm name | 2022-06-30 | ROGERS & COMPANY CPAS PLLC |
| Accountancy firm EIN | 2022-06-30 | 582676261 |
| 2021 : DEFINED CONTRIBUTION PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
| Total income from all sources (including contributions) | 2021-06-30 | $1,982,350 |
| Total loss/gain on sale of assets | 2021-06-30 | $0 |
| Total of all expenses incurred | 2021-06-30 | $754,118 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $753,778 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $474,102 |
| Value of total assets at end of year | 2021-06-30 | $7,527,425 |
| Value of total assets at beginning of year | 2021-06-30 | $6,299,193 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $340 |
| Total interest from all sources | 2021-06-30 | $21,781 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Participant contributions at end of year | 2021-06-30 | $12,202 |
| Participant contributions at beginning of year | 2021-06-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-06-30 | $48,955 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $1,228,232 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $7,527,425 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $6,299,193 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $6,743,766 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $5,534,726 |
| Value of interest in pooled separate accounts at end of year | 2021-06-30 | $175,289 |
| Value of interest in pooled separate accounts at beginning of year | 2021-06-30 | $169,883 |
| Interest on participant loans | 2021-06-30 | $180 |
| Interest earned on other investments | 2021-06-30 | $21,601 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-06-30 | $596,168 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-06-30 | $594,584 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-06-30 | $10,661 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $768,027 |
| Net investment gain/loss from pooled separate accounts | 2021-06-30 | $718,440 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $425,147 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $743,117 |
| Contract administrator fees | 2021-06-30 | $340 |
| Did the plan have assets held for investment | 2021-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
| Accountancy firm name | 2021-06-30 | ROGERS & COMPANY CPAS PLLC |
| Accountancy firm EIN | 2021-06-30 | 582676261 |
| 2020 : DEFINED CONTRIBUTION PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
| Total income from all sources (including contributions) | 2020-06-30 | $685,639 |
| Total loss/gain on sale of assets | 2020-06-30 | $0 |
| Total of all expenses incurred | 2020-06-30 | $100,182 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $99,842 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $345,571 |
| Value of total assets at end of year | 2020-06-30 | $6,299,193 |
| Value of total assets at beginning of year | 2020-06-30 | $5,713,736 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $340 |
| Total interest from all sources | 2020-06-30 | $21,470 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Was this plan covered by a fidelity bond | 2020-06-30 | No |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $3,600 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $585,457 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $6,299,193 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $5,713,736 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $5,534,726 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $5,002,151 |
| Value of interest in pooled separate accounts at end of year | 2020-06-30 | $169,883 |
| Value of interest in pooled separate accounts at beginning of year | 2020-06-30 | $158,397 |
| Interest earned on other investments | 2020-06-30 | $21,470 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-06-30 | $594,584 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-06-30 | $553,188 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $157,283 |
| Net investment gain/loss from pooled separate accounts | 2020-06-30 | $161,315 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $341,971 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $99,842 |
| Contract administrator fees | 2020-06-30 | $340 |
| Did the plan have assets held for investment | 2020-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
| Accountancy firm name | 2020-06-30 | ROGERS & COMPANY CPAS PLLC |
| Accountancy firm EIN | 2020-06-30 | 582676261 |
