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PLANNED PARENTHOOD 403(B) PLAN 401k Plan overview

Plan NamePLANNED PARENTHOOD 403(B) PLAN
Plan identification number 001

PLANNED PARENTHOOD 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PLANNED PARENTHOOD SHASTA-DIABLO, INC. has sponsored the creation of one or more 401k plans.

Company Name:PLANNED PARENTHOOD SHASTA-DIABLO, INC.
Employer identification number (EIN):941575233
NAIC Classification:621410
NAIC Description:Family Planning Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANNED PARENTHOOD 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CYNTHIA CORMIER2024-10-10
0012022-01-01JAMILLE HAMLET2023-10-10
0012021-01-01JENNIFER BLEDSOE2022-10-09
0012020-01-01JENNIFER BLEDSOE2021-10-05
0012019-01-01CHARMION PATTON2020-10-05
0012018-01-01CHARMION PATTON2019-09-08
0012017-01-01
0012016-01-01
0012015-01-01MICHAEL DEBELLIS
0012014-01-01DEBORAH SORONDO
0012014-01-01MICHAEL DEBELLIS
0012013-01-01DEBORAH SORONDO
0012012-01-01JUANITA GROSS
0012011-01-01JUANITA GROSS
0012009-01-01JENNIFER DEBRULER
0012009-01-01JENNIFER DEBRULER

Plan Statistics for PLANNED PARENTHOOD 403(B) PLAN

401k plan membership statisitcs for PLANNED PARENTHOOD 403(B) PLAN

Measure Date Value
2023: PLANNED PARENTHOOD 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01519
Total number of active participants reported on line 7a of the Form 55002023-01-01419
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01138
Total of all active and inactive participants2023-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01557
Number of participants with account balances2023-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: PLANNED PARENTHOOD 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01505
Total number of active participants reported on line 7a of the Form 55002022-01-01392
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01127
Total of all active and inactive participants2022-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01519
Number of participants with account balances2022-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PLANNED PARENTHOOD 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01474
Total number of active participants reported on line 7a of the Form 55002021-01-01362
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01143
Total of all active and inactive participants2021-01-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01505
Number of participants with account balances2021-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PLANNED PARENTHOOD 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01491
Total number of active participants reported on line 7a of the Form 55002020-01-01368
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01107
Total of all active and inactive participants2020-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01475
Number of participants with account balances2020-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PLANNED PARENTHOOD 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01463
Total number of active participants reported on line 7a of the Form 55002019-01-01405
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0186
Total of all active and inactive participants2019-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01491
Number of participants with account balances2019-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PLANNED PARENTHOOD 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01439
Total number of active participants reported on line 7a of the Form 55002018-01-01382
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0181
Total of all active and inactive participants2018-01-01463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01463
Number of participants with account balances2018-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PLANNED PARENTHOOD 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01454
Total number of active participants reported on line 7a of the Form 55002017-01-01375
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0164
Total of all active and inactive participants2017-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01439
Number of participants with account balances2017-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: PLANNED PARENTHOOD 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01482
Total number of active participants reported on line 7a of the Form 55002016-01-01401
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01454
Number of participants with account balances2016-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: PLANNED PARENTHOOD 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01471
Total number of active participants reported on line 7a of the Form 55002015-01-01417
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01482
Number of participants with account balances2015-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: PLANNED PARENTHOOD 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01521
Total number of active participants reported on line 7a of the Form 55002014-01-01435
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01471
Number of participants with account balances2014-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: PLANNED PARENTHOOD 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01526
Total number of active participants reported on line 7a of the Form 55002013-01-01477
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0144
Total of all active and inactive participants2013-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01521
Number of participants with account balances2013-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PLANNED PARENTHOOD 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01504
Total number of active participants reported on line 7a of the Form 55002012-01-01498
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01526
Number of participants with account balances2012-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PLANNED PARENTHOOD 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01440
Total number of active participants reported on line 7a of the Form 55002011-01-01483
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01503
Number of participants with account balances2011-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PLANNED PARENTHOOD 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01331
Total number of active participants reported on line 7a of the Form 55002009-01-01334
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01335
Number of participants with account balances2009-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PLANNED PARENTHOOD 403(B) PLAN

Measure Date Value
2023 : PLANNED PARENTHOOD 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$36,482
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,927,888
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,108,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,006,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,290,550
Value of total assets at end of year2023-12-31$17,235,930
Value of total assets at beginning of year2023-12-31$13,379,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$101,576
Total interest from all sources2023-12-31$48,176
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$522,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$522,594
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,204,861
Participant contributions at end of year2023-12-31$199,956
Participant contributions at beginning of year2023-12-31$178,835
Participant contributions at end of year2023-12-31$782
Participant contributions at beginning of year2023-12-31$256
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$198,018
Total non interest bearing cash at end of year2023-12-31$36,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,819,787
Value of net assets at end of year (total assets less liabilities)2023-12-31$17,199,448
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$13,379,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$28,497
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$15,613,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$11,768,128
Interest on participant loans2023-12-31$11,194
Interest earned on other investments2023-12-31$36,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,322,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,399,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,066,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$887,671
Employer contributions (assets) at end of year2023-12-31$62,741
Employer contributions (assets) at beginning of year2023-12-31$33,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,006,525
Contract administrator fees2023-12-31$73,079
Liabilities. Value of benefit claims payable at end of year2023-12-31$36,482
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31THE HARRINGTON GROUP
Accountancy firm EIN2023-12-31954557617
2022 : PLANNED PARENTHOOD 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-68,331
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,207,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,112,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,503,046
Value of total assets at end of year2022-12-31$13,379,661
Value of total assets at beginning of year2022-12-31$14,655,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$95,539
Total interest from all sources2022-12-31$36,426
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$522,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$522,822
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,677,343
Participant contributions at end of year2022-12-31$178,835
Participant contributions at beginning of year2022-12-31$158,149
Participant contributions at end of year2022-12-31$256
Participant contributions at beginning of year2022-12-31$302
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$104,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,276,242
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,379,661
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,655,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,768,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,092,282
Interest on participant loans2022-12-31$5,898
Interest earned on other investments2022-12-31$30,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,399,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,405,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,130,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$720,775
Employer contributions (assets) at end of year2022-12-31$33,253
Employer contributions (assets) at beginning of year2022-12-31$144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,112,372
Contract administrator fees2022-12-31$95,539
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31THE HARRINGTON GROUP
Accountancy firm EIN2022-12-31954557617
2021 : PLANNED PARENTHOOD 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$0
Total income from all sources (including contributions)2021-12-31$4,043,046
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,203,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,087,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,094,363
Value of total assets at end of year2021-12-31$14,655,903
Value of total assets at beginning of year2021-12-31$12,816,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$115,885
Total interest from all sources2021-12-31$36,248
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$925,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$925,087
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,428,079
Participant contributions at end of year2021-12-31$158,149
Participant contributions at beginning of year2021-12-31$145,838
Participant contributions at end of year2021-12-31$302
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$23,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,839,779
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,655,903
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,816,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,092,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,313,176
Interest on participant loans2021-12-31$5,692
Interest earned on other investments2021-12-31$30,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,405,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,357,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$987,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$642,996
Employer contributions (assets) at end of year2021-12-31$144
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,087,382
Contract administrator fees2021-12-31$115,885
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31THE HARRINGTON GROUP
Accountancy firm EIN2021-12-31954557617
2020 : PLANNED PARENTHOOD 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,718,206
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,724,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,631,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,899,258
Value of total assets at end of year2020-12-31$12,816,124
Value of total assets at beginning of year2020-12-31$10,822,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$93,594
Total interest from all sources2020-12-31$35,289
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$381,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$381,396
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,277,978
Participant contributions at end of year2020-12-31$145,838
Participant contributions at beginning of year2020-12-31$113,299
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,332
Total non interest bearing cash at beginning of year2020-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,993,264
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,816,124
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,822,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,313,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,531,261
Interest on participant loans2020-12-31$4,991
Interest earned on other investments2020-12-31$30,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,357,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,178,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,402,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$602,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,631,348
Contract administrator fees2020-12-31$93,594
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31THE HARRINGTON GROUP
Accountancy firm EIN2020-12-31954557617
2019 : PLANNED PARENTHOOD 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,880,235
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,465,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,364,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,961,119
Value of total assets at end of year2019-12-31$10,822,860
Value of total assets at beginning of year2019-12-31$8,408,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$100,855
Total interest from all sources2019-12-31$32,818
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$449,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$449,946
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,252,651
Participant contributions at end of year2019-12-31$113,299
Participant contributions at beginning of year2019-12-31$98,613
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$116,472
Total non interest bearing cash at end of year2019-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,414,619
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,822,860
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,408,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,531,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,305,521
Interest on participant loans2019-12-31$5,149
Interest earned on other investments2019-12-31$27,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,178,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,004,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,436,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$591,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,364,761
Contract administrator fees2019-12-31$100,855
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31THE HARRINGTON GROUP
Accountancy firm EIN2019-12-31954557617
2018 : PLANNED PARENTHOOD 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,167,245
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$965,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$876,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,494,624
Value of total assets at end of year2018-12-31$8,408,241
Value of total assets at beginning of year2018-12-31$8,206,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$88,193
Total interest from all sources2018-12-31$30,925
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$344,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$344,866
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,062,466
Participant contributions at end of year2018-12-31$98,613
Participant contributions at beginning of year2018-12-31$102,504
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$202,123
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,408,241
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,206,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,305,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,082,253
Interest on participant loans2018-12-31$3,982
Interest earned on other investments2018-12-31$26,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,004,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,021,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-703,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$430,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$876,929
Contract administrator fees2018-12-31$88,193
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31THE HARRINGTON GROUP
Accountancy firm EIN2018-12-31954557617
2017 : PLANNED PARENTHOOD 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,529,717
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,363,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,290,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,410,256
Value of total assets at end of year2017-12-31$8,206,118
Value of total assets at beginning of year2017-12-31$7,040,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$73,113
Total interest from all sources2017-12-31$22,698
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$251,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$251,317
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$978,265
Participant contributions at end of year2017-12-31$102,504
Participant contributions at beginning of year2017-12-31$81,497
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,166,092
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,206,118
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,040,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,082,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,353,716
Interest on participant loans2017-12-31$2,642
Interest earned on other investments2017-12-31$20,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,021,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$604,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$845,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$425,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,290,512
Contract administrator fees2017-12-31$73,113
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31THE HARRINGTON GROUP
Accountancy firm EIN2017-12-31954557617
2016 : PLANNED PARENTHOOD 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$7,508
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,987,529
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$883,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$814,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,486,604
Value of total assets at end of year2016-12-31$7,040,026
Value of total assets at beginning of year2016-12-31$5,928,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$68,526
Total interest from all sources2016-12-31$14,245
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$208,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$208,739
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,033,484
Participant contributions at end of year2016-12-31$81,497
Participant contributions at beginning of year2016-12-31$49,820
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$15,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,104,288
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,040,026
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,928,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,353,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,409,879
Interest on participant loans2016-12-31$2,283
Interest earned on other investments2016-12-31$11,962
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$604,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$468,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$277,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$437,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$814,715
Contract administrator fees2016-12-31$68,526
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31THE HARRINGTON GROUP
Accountancy firm EIN2016-12-31954557617
2015 : PLANNED PARENTHOOD 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,824,307
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$933,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$865,307
Value of total corrective distributions2015-12-31$7,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,801,660
Value of total assets at end of year2015-12-31$5,928,230
Value of total assets at beginning of year2015-12-31$5,036,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$60,073
Total interest from all sources2015-12-31$11,039
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$215,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$215,985
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,037,011
Participant contributions at end of year2015-12-31$49,820
Participant contributions at beginning of year2015-12-31$67,134
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$337,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$891,247
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,928,230
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,036,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,409,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,538,737
Interest on participant loans2015-12-31$1,537
Interest earned on other investments2015-12-31$9,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$468,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$396,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-204,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$427,061
Employer contributions (assets) at beginning of year2015-12-31$34,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$865,307
Contract administrator fees2015-12-31$60,073
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31THE HARRINGTON GROUP
Accountancy firm EIN2015-12-31954557617
2014 : PLANNED PARENTHOOD 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,658,020
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$814,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$768,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,375,539
Value of total assets at end of year2014-12-31$5,002,400
Value of total assets at beginning of year2014-12-31$4,159,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$46,672
Total interest from all sources2014-12-31$6,711
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$930,748
Participant contributions at end of year2014-12-31$67,134
Participant contributions at beginning of year2014-12-31$35,491
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$94,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$843,290
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,002,400
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,159,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,538,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,683,507
Interest on participant loans2014-12-31$3,266
Interest earned on other investments2014-12-31$3,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$440,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$440,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$396,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$275,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$350,653
Employer contributions (assets) at end of year2014-12-31$34,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$768,058
Contract administrator fees2014-12-31$46,672
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31THE HARRINGTON GROUP
Accountancy firm EIN2014-12-31954557617
2013 : PLANNED PARENTHOOD 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$4,606
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,311,523
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$275,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$234,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$699,728
Value of total assets at end of year2013-12-31$4,159,110
Value of total assets at beginning of year2013-12-31$3,118,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,598
Total interest from all sources2013-12-31$1,065
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$699,728
Participant contributions at end of year2013-12-31$35,491
Participant contributions at beginning of year2013-12-31$35,371
Participant contributions at beginning of year2013-12-31$2,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,036,301
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,159,110
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,118,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,683,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,677,553
Interest on participant loans2013-12-31$1,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$440,112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$402,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$402,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$29
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$610,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$234,624
Contract administrator fees2013-12-31$40,598
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31THE HARRINGTON GROUP
Accountancy firm EIN2013-12-31954557617
2012 : PLANNED PARENTHOOD 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,153,875
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$41,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$883,253
Value of total assets at end of year2012-12-31$3,118,203
Value of total assets at beginning of year2012-12-31$2,006,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,595
Total interest from all sources2012-12-31$1,369
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$682,111
Participant contributions at end of year2012-12-31$35,371
Participant contributions at beginning of year2012-12-31$34,636
Participant contributions at end of year2012-12-31$2,798
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$201,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,112,093
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,118,203
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,006,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,677,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,683,292
Interest on participant loans2012-12-31$1,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$402,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$288,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$288,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$269,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,187
Contract administrator fees2012-12-31$26,595
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HARRINGTON GROUP
Accountancy firm EIN2012-12-31954557617
2011 : PLANNED PARENTHOOD 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$510,253
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$71,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$49,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$520,912
Value of total assets at end of year2011-12-31$2,006,110
Value of total assets at beginning of year2011-12-31$1,567,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,984
Total interest from all sources2011-12-31$1,108
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$520,528
Participant contributions at end of year2011-12-31$34,636
Participant contributions at beginning of year2011-12-31$24,780
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$438,424
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,006,110
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,567,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,683,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,303,660
Interest on participant loans2011-12-31$982
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$288,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$239,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$239,246
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-11,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$49,845
Contract administrator fees2011-12-31$21,984
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HARRINGTON GROUP
Accountancy firm EIN2011-12-31954557617
2010 : PLANNED PARENTHOOD 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,027,015
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$12,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$913,986
Value of total assets at end of year2010-12-31$1,567,686
Value of total assets at beginning of year2010-12-31$552,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,222
Total interest from all sources2010-12-31$397
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$743,951
Participant contributions at end of year2010-12-31$24,780
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$170,035
Administrative expenses (other) incurred2010-12-31$11,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,014,791
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,567,686
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$552,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,303,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$485,197
Interest on participant loans2010-12-31$381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$239,246
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$67,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$67,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$112,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,002
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HARRINGTON GROUP
Accountancy firm EIN2010-12-31954557617

Form 5500 Responses for PLANNED PARENTHOOD 403(B) PLAN

2023: PLANNED PARENTHOOD 403(B) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PLANNED PARENTHOOD 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLANNED PARENTHOOD 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLANNED PARENTHOOD 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLANNED PARENTHOOD 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLANNED PARENTHOOD 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLANNED PARENTHOOD 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLANNED PARENTHOOD 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLANNED PARENTHOOD 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLANNED PARENTHOOD 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLANNED PARENTHOOD 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLANNED PARENTHOOD 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLANNED PARENTHOOD 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PLANNED PARENTHOOD 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807100
Policy instance 1
Insurance contract or identification number807100
Number of Individuals Covered557
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807100
Policy instance 1
Insurance contract or identification number807100
Number of Individuals Covered519
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807100
Policy instance 1
Insurance contract or identification number807100
Number of Individuals Covered505
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807100
Policy instance 1
Insurance contract or identification number807100
Number of Individuals Covered475
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807100
Policy instance 1
Insurance contract or identification number807100
Number of Individuals Covered491
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807100
Policy instance 1
Insurance contract or identification number807100
Number of Individuals Covered463
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807100
Policy instance 1
Insurance contract or identification number807100
Number of Individuals Covered439
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807100
Policy instance 1
Insurance contract or identification number807100
Number of Individuals Covered482
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807100
Policy instance 1
Insurance contract or identification number807100
Number of Individuals Covered471
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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