ANITA BORG INSTITUTE FOR WOMEN & TECHNOLOGY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ANITA BORG INSTITUTE 403(B) PLAN
| Measure | Date | Value |
|---|
| 2025 : ANITA BORG INSTITUTE 403(B) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-25 | 898226 |
| Net assets as of the end of the plan year | 2025-09-25 | 5127014 |
| Total assets as of the beginning of the plan year | 2025-09-25 | 4519981 |
| Value of plan covered by a fidelity bond | 2025-09-25 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-25 | 512249 |
| Value of participant loans at end of plan year | 2025-09-25 | 136675 |
| Other contributions to plan in this plan year | 2025-09-25 | 61309 |
| Other income to plan in this plan year | 2025-09-25 | 578832 |
| Plan net income in this plan year | 2025-09-25 | 607033 |
| Net assets as of the end of the plan year | 2025-09-25 | 5127014 |
| Net assets as of the beginning of the plan year | 2025-09-25 | 4519981 |
| Employer contributions to plan in this plan year | 2025-09-25 | 352869 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-25 | 60 |
| 2024 : ANITA BORG INSTITUTE 403(B) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-09-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-26 | 314519 |
| Net assets as of the end of the plan year | 2024-09-26 | 4519981 |
| Total assets as of the beginning of the plan year | 2024-09-26 | 3461362 |
| Value of plan covered by a fidelity bond | 2024-09-26 | 411000 |
| Participant contributions to plan in this plan year | 2024-09-26 | 483839 |
| Value of participant loans at end of plan year | 2024-09-26 | 54753 |
| Other contributions to plan in this plan year | 2024-09-26 | 35879 |
| Other income to plan in this plan year | 2024-09-26 | 565099 |
| Plan net income in this plan year | 2024-09-26 | 1058619 |
| Net assets as of the end of the plan year | 2024-09-26 | 4519981 |
| Net assets as of the beginning of the plan year | 2024-09-26 | 3461362 |
| Employer contributions to plan in this plan year | 2024-09-26 | 288321 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-26 | 13254 |
| 2022 : ANITA BORG INSTITUTE 403(B) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $127,808 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $776,134 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $768,794 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $733,065 |
| Value of total assets at end of year | 2022-12-31 | $3,461,362 |
| Value of total assets at beginning of year | 2022-12-31 | $4,109,688 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $7,340 |
| Total interest from all sources | 2022-12-31 | $3,898 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| 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 | $411,000 |
| 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 | $408,373 |
| Participant contributions at end of year | 2022-12-31 | $55,760 |
| Participant contributions at beginning of year | 2022-12-31 | $61,267 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $151,485 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
| 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 | $-648,326 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,461,362 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,109,688 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,981,053 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,713,352 |
| Interest on participant loans | 2022-12-31 | $3,898 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $424,549 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $335,069 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-609,155 |
| 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 | $173,207 |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $768,794 |
| Contract administrator fees | 2022-12-31 | $7,340 |
| 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 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2022-12-31 | 390859910 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $127,808 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $776,134 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $768,794 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $733,065 |
| Value of total assets at end of year | 2022-01-01 | $3,461,362 |
| Value of total assets at beginning of year | 2022-01-01 | $4,109,688 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $7,340 |
| Total interest from all sources | 2022-01-01 | $3,898 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| 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 | $411,000 |
| 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 | $408,373 |
| Participant contributions at end of year | 2022-01-01 | $55,760 |
| Participant contributions at beginning of year | 2022-01-01 | $61,267 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $151,485 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $0 |
| 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 | $-648,326 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $3,461,362 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $4,109,688 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $2,981,053 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $3,713,352 |
| Interest on participant loans | 2022-01-01 | $3,898 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $424,549 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $335,069 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-609,155 |
| 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 | $173,207 |
| Employer contributions (assets) at end of year | 2022-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $768,794 |
| Contract administrator fees | 2022-01-01 | $7,340 |
| 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 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2022-01-01 | 390859910 |
| 2021 : ANITA BORG INSTITUTE 403(B) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $16,750 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,077,040 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $434,518 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $432,908 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $580,564 |
| Value of total assets at end of year | 2021-12-31 | $4,109,688 |
| Value of total assets at beginning of year | 2021-12-31 | $3,483,916 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,610 |
| Total interest from all sources | 2021-12-31 | $3,323 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $493,148 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $493,148 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $350,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $378,035 |
| Participant contributions at end of year | 2021-12-31 | $61,267 |
| Participant contributions at beginning of year | 2021-12-31 | $54,877 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $145,622 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $1,273 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $16,750 |
| 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 | $642,522 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,109,688 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,467,166 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $335,069 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $308,739 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $3,713,352 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $3,120,300 |
| Interest on participant loans | 2021-12-31 | $3,323 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $5 |
| 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 | Yes |
| 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 | $56,907 |
| Employer contributions (assets) at end of year | 2021-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $431,635 |
| Contract administrator fees | 2021-12-31 | $1,610 |
| 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 | Disclaimer |
| Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2021-12-31 | 390859910 |
| 2020 : ANITA BORG INSTITUTE 403(B) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $16,750 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $10,358 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,138,875 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $393,581 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $390,631 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $704,552 |
| Value of total assets at end of year | 2020-12-31 | $3,483,916 |
| Value of total assets at beginning of year | 2020-12-31 | $2,732,230 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,950 |
| Total interest from all sources | 2020-12-31 | $2,027 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $350,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $449,765 |
| Participant contributions at end of year | 2020-12-31 | $54,877 |
| Participant contributions at beginning of year | 2020-12-31 | $30,381 |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $27,665 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $145,492 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $16,750 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $10,358 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $745,294 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,467,166 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,721,872 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $308,739 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,125,540 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $3,120,300 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $529,270 |
| Interest on participant loans | 2020-12-31 | $2,027 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $432,296 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $109,295 |
| Employer contributions (assets) at end of year | 2020-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $19,374 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $390,631 |
| Contract administrator fees | 2020-12-31 | $2,950 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2020-12-31 | 390859910 |
