AMERICAN ASSOCIATION OF UNIVERSITY WOMEN,INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMERICAN ASSOCIATION OF UNIVERSITY WOMEN 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : AMERICAN ASSOCIATION OF UNIVERSITY WOMEN 401(K) PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-12-31 | $2,142,676 |
| Total of all expenses incurred | 2023-12-31 | $1,100,742 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,099,074 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $636,578 |
| Value of total assets at end of year | 2023-12-31 | $10,420,357 |
| Value of total assets at beginning of year | 2023-12-31 | $9,378,423 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $1,668 |
| Total interest from all sources | 2023-12-31 | $460 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $311,739 |
| Participant contributions at end of year | 2023-12-31 | $5,799 |
| Participant contributions at beginning of year | 2023-12-31 | $2,390 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $177,604 |
| Other income not declared elsewhere | 2023-12-31 | $18,839 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,041,934 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $10,420,357 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $9,378,423 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $8,004,428 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $7,320,903 |
| Interest on participant loans | 2023-12-31 | $460 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $1,002,901 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $890,576 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $1,407,229 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $1,164,554 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,486,799 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $147,235 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,099,074 |
| Contract administrator fees | 2023-12-31 | $1,668 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | GELMAN ROSENBERG & FREEDMAN |
| Accountancy firm EIN | 2023-12-31 | 521392008 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,142,676 |
| Total of all expenses incurred | 2023-01-01 | $1,100,742 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $1,099,074 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $636,578 |
| Value of total assets at end of year | 2023-01-01 | $10,420,357 |
| Value of total assets at beginning of year | 2023-01-01 | $9,378,423 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $1,668 |
| Total interest from all sources | 2023-01-01 | $460 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $311,739 |
| Participant contributions at end of year | 2023-01-01 | $5,799 |
| Participant contributions at beginning of year | 2023-01-01 | $2,390 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $177,604 |
| Other income not declared elsewhere | 2023-01-01 | $18,839 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,041,934 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $10,420,357 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $9,378,423 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $8,004,428 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $7,320,903 |
| Interest on participant loans | 2023-01-01 | $460 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $1,002,901 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $890,576 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $1,407,229 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $1,164,554 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,486,799 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $147,235 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $1,099,074 |
| Contract administrator fees | 2023-01-01 | $1,668 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | GELMAN ROSENBERG & FREEDMAN |
| Accountancy firm EIN | 2023-01-01 | 521392008 |
| 2022 : AMERICAN ASSOCIATION OF UNIVERSITY WOMEN 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-1,458,552 |
| Total of all expenses incurred | 2022-12-31 | $458,318 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $456,854 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $493,173 |
| Value of total assets at end of year | 2022-12-31 | $9,378,423 |
| Value of total assets at beginning of year | 2022-12-31 | $11,295,293 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,464 |
| Total interest from all sources | 2022-12-31 | $557 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $328,675 |
| Participant contributions at end of year | 2022-12-31 | $2,390 |
| Participant contributions at beginning of year | 2022-12-31 | $26,120 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $8,598 |
| Other income not declared elsewhere | 2022-12-31 | $84,738 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,916,870 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $9,378,423 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,295,293 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $7,320,903 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $9,145,429 |
| Interest on participant loans | 2022-12-31 | $557 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $890,576 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $524,063 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,164,554 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,599,681 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,037,020 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $155,900 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $456,854 |
| Contract administrator fees | 2022-12-31 | $1,464 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | GELMAN ROSENBERG & FREEDMAN |
| Accountancy firm EIN | 2022-12-31 | 521392008 |
| Total income from all sources (including contributions) | 2022-01-01 | $-1,458,552 |
| Total of all expenses incurred | 2022-01-01 | $458,318 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $456,854 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $493,173 |
| Value of total assets at end of year | 2022-01-01 | $9,378,423 |
| Value of total assets at beginning of year | 2022-01-01 | $11,295,293 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $1,464 |
| Total interest from all sources | 2022-01-01 | $557 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $328,675 |
| Participant contributions at end of year | 2022-01-01 | $2,390 |
| Participant contributions at beginning of year | 2022-01-01 | $26,120 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $8,598 |
| Other income not declared elsewhere | 2022-01-01 | $84,738 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,916,870 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $9,378,423 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $11,295,293 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $7,320,903 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $9,145,429 |
| Interest on participant loans | 2022-01-01 | $557 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $890,576 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $524,063 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $1,164,554 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $1,599,681 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-2,037,020 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $155,900 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $456,854 |
| Contract administrator fees | 2022-01-01 | $1,464 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | GELMAN ROSENBERG & FREEDMAN |
| Accountancy firm EIN | 2022-01-01 | 521392008 |
| 2021 : AMERICAN ASSOCIATION OF UNIVERSITY WOMEN 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $1,994,418 |
| Total of all expenses incurred | 2021-12-31 | $1,017,910 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,016,440 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $501,761 |
| Value of total assets at end of year | 2021-12-31 | $11,295,293 |
| Value of total assets at beginning of year | 2021-12-31 | $10,318,785 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,470 |
| Total interest from all sources | 2021-12-31 | $881 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $339,986 |
| Participant contributions at end of year | 2021-12-31 | $26,120 |
| Participant contributions at beginning of year | 2021-12-31 | $18,641 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $7,619 |
| Other income not declared elsewhere | 2021-12-31 | $175,013 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $976,508 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $11,295,293 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,318,785 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $9,145,429 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $8,320,178 |
| Interest on participant loans | 2021-12-31 | $881 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $524,063 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $603,348 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,599,681 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,376,618 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,316,763 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $154,156 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,016,440 |
| Contract administrator fees | 2021-12-31 | $1,470 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | GELMAN ROSENBERG & FREEDMAN |
| Accountancy firm EIN | 2021-12-31 | 521392008 |
