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PPFA RETIREMENT PLAN 401k Plan overview

Plan NamePPFA RETIREMENT PLAN
Plan identification number 003

PPFA RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

SIX RIVERS PLANNED PARENTHOOD has sponsored the creation of one or more 401k plans.

Company Name:SIX RIVERS PLANNED PARENTHOOD
Employer identification number (EIN):942333653
NAIC Classification:621410
NAIC Description:Family Planning Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PPFA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-01-01STEVE MANLEY
0032015-01-01NICOLE ROCK
0032014-01-01GEORGENE RICHARDS CLAUDETTE LEMON2015-06-22
0032013-01-01CLAUDETTE LEMON
0032012-01-01GEORGENE RICHARDS CLAUDETTE LEMON2013-10-14
0032011-01-01GEORGENE RICHARDS CLAUDETTE LEMON2012-10-12
0032009-01-01GEORGENE RICHARDS CLAUDETTE LEMON2010-10-07

Plan Statistics for PPFA RETIREMENT PLAN

401k plan membership statisitcs for PPFA RETIREMENT PLAN

Measure Date Value
2016: PPFA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PPFA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0155
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PPFA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0174
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0151
Total of all active and inactive participants2014-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0155
Number of participants with account balances2014-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PPFA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0168
Total number of active participants reported on line 7a of the Form 55002013-01-0157
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0174
Number of participants with account balances2013-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: PPFA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0166
Total number of active participants reported on line 7a of the Form 55002012-01-0151
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0168
Number of participants with account balances2012-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: PPFA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0163
Total number of active participants reported on line 7a of the Form 55002011-01-0154
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0165
Number of participants with account balances2011-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PPFA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0137
Total number of active participants reported on line 7a of the Form 55002009-01-0144
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0158
Number of participants with account balances2009-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on PPFA RETIREMENT PLAN

Measure Date Value
2016 : PPFA RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-03-22$0
Total plan liabilities at end of year2016-03-22$0
Total plan liabilities at beginning of year2016-03-22$0
Total income from all sources2016-03-22$-137
Expenses. Total of all expenses incurred2016-03-22$19,950
Benefits paid (including direct rollovers)2016-03-22$19,950
Total plan assets at end of year2016-03-22$0
Total plan assets at beginning of year2016-03-22$20,087
Value of fidelity bond covering the plan2016-03-22$5,000,000
Total contributions received or receivable from participants2016-03-22$0
Expenses. Other expenses not covered elsewhere2016-03-22$0
Contributions received from other sources (not participants or employers)2016-03-22$0
Other income received2016-03-22$-137
Noncash contributions received2016-03-22$0
Net income (gross income less expenses)2016-03-22$-20,087
Net plan assets at end of year (total assets less liabilities)2016-03-22$0
Net plan assets at beginning of year (total assets less liabilities)2016-03-22$20,087
Total contributions received or receivable from employer(s)2016-03-22$0
Value of certain deemed distributions of participant loans2016-03-22$0
Value of corrective distributions2016-03-22$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-22$0
2015 : PPFA RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$35,460
Expenses. Total of all expenses incurred2015-12-31$1,654,065
Benefits paid (including direct rollovers)2015-12-31$1,653,521
Total plan assets at end of year2015-12-31$20,087
Total plan assets at beginning of year2015-12-31$1,638,692
Value of fidelity bond covering the plan2015-12-31$5,000,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$35,460
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-1,618,605
Net plan assets at end of year (total assets less liabilities)2015-12-31$20,087
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,638,692
Assets. Value of participant loans2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$544
2014 : PPFA RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$217,514
Expenses. Total of all expenses incurred2014-12-31$599,652
Benefits paid (including direct rollovers)2014-12-31$599,012
Total plan assets at end of year2014-12-31$1,638,692
Total plan assets at beginning of year2014-12-31$2,020,830
Value of fidelity bond covering the plan2014-12-31$5,000,000
Total contributions received or receivable from participants2014-12-31$54,027
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$119,949
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-382,138
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,638,692
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,020,830
Assets. Value of participant loans2014-12-31$3,129
Total contributions received or receivable from employer(s)2014-12-31$43,538
Value of certain deemed distributions of participant loans2014-12-31$431
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$209
2013 : PPFA RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$494,282
Expenses. Total of all expenses incurred2013-12-31$276,865
Benefits paid (including direct rollovers)2013-12-31$276,350
Total plan assets at end of year2013-12-31$2,020,830
Total plan assets at beginning of year2013-12-31$1,803,413
Value of fidelity bond covering the plan2013-12-31$5,000,000
Total contributions received or receivable from participants2013-12-31$91,919
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$333,225
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$217,417
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,020,830
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,803,413
Assets. Value of participant loans2013-12-31$10,980
Total contributions received or receivable from employer(s)2013-12-31$69,138
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$515
2012 : PPFA RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$388,707
Expenses. Total of all expenses incurred2012-12-31$100,371
Benefits paid (including direct rollovers)2012-12-31$99,465
Total plan assets at end of year2012-12-31$1,803,413
Total plan assets at beginning of year2012-12-31$1,515,077
Value of fidelity bond covering the plan2012-12-31$5,000,000
Total contributions received or receivable from participants2012-12-31$102,162
Expenses. Other expenses not covered elsewhere2012-12-31$906
Contributions received from other sources (not participants or employers)2012-12-31$2,988
Other income received2012-12-31$212,274
Net income (gross income less expenses)2012-12-31$288,336
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,803,413
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,515,077
Assets. Value of participant loans2012-12-31$4,137
Total contributions received or receivable from employer(s)2012-12-31$71,283
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PPFA RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$163,517
Expenses. Total of all expenses incurred2011-12-31$128,489
Benefits paid (including direct rollovers)2011-12-31$127,017
Total plan assets at end of year2011-12-31$1,515,077
Total plan assets at beginning of year2011-12-31$1,480,049
Value of fidelity bond covering the plan2011-12-31$2,000,000
Total contributions received or receivable from participants2011-12-31$117,733
Expenses. Other expenses not covered elsewhere2011-12-31$1,472
Other income received2011-12-31$-24,143
Net income (gross income less expenses)2011-12-31$35,028
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,515,077
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,480,049
Assets. Value of participant loans2011-12-31$5,300
Total contributions received or receivable from employer(s)2011-12-31$69,927
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PPFA RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$336,587
Expenses. Total of all expenses incurred2010-12-31$35,694
Benefits paid (including direct rollovers)2010-12-31$34,472
Total plan assets at end of year2010-12-31$1,480,049
Total plan assets at beginning of year2010-12-31$1,179,156
Value of fidelity bond covering the plan2010-12-31$2,000,000
Total contributions received or receivable from participants2010-12-31$94,886
Expenses. Other expenses not covered elsewhere2010-12-31$1,222
Other income received2010-12-31$176,721
Net income (gross income less expenses)2010-12-31$300,893
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,480,049
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,179,156
Total contributions received or receivable from employer(s)2010-12-31$64,980
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PPFA RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PPFA RETIREMENT PLAN

2016: PPFA RETIREMENT 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 filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PPFA RETIREMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PPFA RETIREMENT 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PPFA RETIREMENT 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: PPFA RETIREMENT 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: PPFA RETIREMENT 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: PPFA RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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

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