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PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 401k Plan overview

Plan NamePLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN
Plan identification number 001

PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 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 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.

401k Sponsoring company profile

PLANNED PARENTHOOD LEAGUE OF MASSAC HUSETTS, INC. GROUP BENEFITS PLAN has sponsored the creation of one or more 401k plans.

Company Name:PLANNED PARENTHOOD LEAGUE OF MASSAC HUSETTS, INC. GROUP BENEFITS PLAN
Employer identification number (EIN):042698497
NAIC Classification:621410
NAIC Description:Family Planning Centers

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JASON LEVY
0012016-01-01JASON LEVY
0012015-01-01JASON LEVY JASON LEVY2016-10-13
0012014-01-01JASON LEVY JASON LEVY2015-10-09
0012013-01-01SUSAN LIT SUSAN LIT2014-10-14
0012012-01-01SUSAN LIT SUSAN LIT2013-10-11
0012011-01-01SUSAN LIT
0012010-01-01SUSAN LIT
0012009-01-01 DIANNE LUBY2010-10-15
0012009-01-01DIANNE LUBY

Plan Statistics for PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN

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

Measure Date Value
2022: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01344
Total number of active participants reported on line 7a of the Form 55002022-01-01222
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01122
Total of all active and inactive participants2022-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01344
Number of participants with account balances2022-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01307
Total number of active participants reported on line 7a of the Form 55002021-01-01236
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01108
Total of all active and inactive participants2021-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01344
Number of participants with account balances2021-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01310
Total number of active participants reported on line 7a of the Form 55002020-01-01201
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01106
Total of all active and inactive participants2020-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01307
Number of participants with account balances2020-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01307
Total number of active participants reported on line 7a of the Form 55002019-01-01216
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0194
Total of all active and inactive participants2019-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01310
Number of participants with account balances2019-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01344
Total number of active participants reported on line 7a of the Form 55002018-01-01216
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0191
Total of all active and inactive participants2018-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01307
Number of participants with account balances2018-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01342
Total number of active participants reported on line 7a of the Form 55002017-01-01224
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01120
Total of all active and inactive participants2017-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01344
Number of participants with account balances2017-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01242
Total number of active participants reported on line 7a of the Form 55002016-01-01210
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01132
Total of all active and inactive participants2016-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01342
Number of participants with account balances2016-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01200
Total number of active participants reported on line 7a of the Form 55002015-01-01211
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01242
Total participants2015-01-01242
Number of participants with account balances2015-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01193
Total number of active participants reported on line 7a of the Form 55002014-01-01200
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01233
Number of participants with account balances2014-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01192
Total number of active participants reported on line 7a of the Form 55002013-01-01182
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01220
Number of participants with account balances2013-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01203
Total number of active participants reported on line 7a of the Form 55002012-01-01176
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01212
Number of participants with account balances2012-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01182
Total number of active participants reported on line 7a of the Form 55002011-01-0197
Total of all active and inactive participants2011-01-0197
Total participants2011-01-0197
Number of participants with account balances2011-01-01203
2010: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01174
Total number of active participants reported on line 7a of the Form 55002010-01-0171
Total of all active and inactive participants2010-01-0171
Total participants2010-01-0171
Number of participants with account balances2010-01-01182
2009: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01197
Total number of active participants reported on line 7a of the Form 55002009-01-01176
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01191
Number of participants with account balances2009-01-01174

Financial Data on PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN

Measure Date Value
2022 : PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-959,783
Total of all expenses incurred2022-12-31$483,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$468,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$857,009
Value of total assets at end of year2022-12-31$9,490,933
Value of total assets at beginning of year2022-12-31$10,934,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,913
Total interest from all sources2022-12-31$515
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$462,962
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$462,962
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$608,783
Participant contributions at end of year2022-12-31$38,956
Participant contributions at beginning of year2022-12-31$11,433
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$27,869
Administrative expenses (other) incurred2022-12-31$15,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,443,710
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,490,933
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,934,643
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$9,433,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,521,189
Interest on participant loans2022-12-31$515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$18,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$402,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,280,269
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$220,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$468,014
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2022-12-31042734675
2021 : PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,279,037
Total of all expenses incurred2021-12-31$1,276,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,259,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$851,959
Value of total assets at end of year2021-12-31$10,934,643
Value of total assets at beginning of year2021-12-31$9,932,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,761
Total interest from all sources2021-12-31$5,816
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$509,585
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$509,585
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$582,345
Participant contributions at end of year2021-12-31$11,433
Participant contributions at beginning of year2021-12-31$34,395
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$49,796
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$1,002,513
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,934,643
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,932,130
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$10,521,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,501,951
Interest on participant loans2021-12-31$1,253
Interest earned on other investments2021-12-31$4,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$402,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$395,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$911,677
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$219,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,259,763
Contract administrator fees2021-12-31$16,761
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2021-12-31042734675
2020 : PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,014,634
Total of all expenses incurred2020-12-31$244,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$244,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$677,855
Value of total assets at end of year2020-12-31$9,932,130
Value of total assets at beginning of year2020-12-31$8,162,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$160
Total interest from all sources2020-12-31$5,716
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$284,065
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$284,065
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$526,270
Participant contributions at end of year2020-12-31$34,395
Participant contributions at beginning of year2020-12-31$46,239
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$79,002
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$1,769,994
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,932,130
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,162,136
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$9,501,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,103,383
Interest on participant loans2020-12-31$2,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$395,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,046,998
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$72,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$244,480
Contract administrator fees2020-12-31$160
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 name2020-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2020-12-31042734675
2019 : PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,109,785
Total of all expenses incurred2019-12-31$322,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$322,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$708,681
Value of total assets at end of year2019-12-31$8,162,136
Value of total assets at beginning of year2019-12-31$6,374,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$175
Total interest from all sources2019-12-31$3,048
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$284,203
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$284,203
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$492,274
Participant contributions at end of year2019-12-31$46,239
Participant contributions at beginning of year2019-12-31$54,463
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,751
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$1,787,482
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,162,136
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,374,654
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$8,103,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,314,715
Interest on participant loans2019-12-31$2,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,113,853
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$214,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$322,128
Contract administrator fees2019-12-31$175
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 name2019-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2019-12-31042734675
2018 : PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$382,596
Total of all expenses incurred2018-12-31$469,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$468,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$741,222
Value of total assets at end of year2018-12-31$6,374,654
Value of total assets at beginning of year2018-12-31$6,461,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$719
Total interest from all sources2018-12-31$2,067
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$282,333
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$282,333
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$487,154
Participant contributions at end of year2018-12-31$54,463
Participant contributions at beginning of year2018-12-31$16,704
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$49,964
Administrative expenses (other) incurred2018-12-31$719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-86,628
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,374,654
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,461,282
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$6,314,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,444,578
Interest on participant loans2018-12-31$1,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-643,026
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$204,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$468,505
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 name2018-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2018-12-31042734675
2017 : PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,656,631
Total of all expenses incurred2017-12-31$979,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$971,891
Expenses. Certain deemed distributions of participant loans2017-12-31$7,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$614,119
Value of total assets at end of year2017-12-31$6,461,282
Value of total assets at beginning of year2017-12-31$5,783,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38
Total interest from all sources2017-12-31$420
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$155,180
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$155,180
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$426,717
Participant contributions at end of year2017-12-31$16,704
Participant contributions at beginning of year2017-12-31$8,338
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,870
Administrative expenses (other) incurred2017-12-31$38
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$677,320
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,461,282
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,783,962
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$6,444,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,775,624
Interest on participant loans2017-12-31$420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$886,912
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$181,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$971,891
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 name2017-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2017-12-31042734675
2016 : PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$833,280
Total of all expenses incurred2016-12-31$295,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$291,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$534,912
Value of total assets at end of year2016-12-31$5,783,962
Value of total assets at beginning of year2016-12-31$5,246,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,790
Total interest from all sources2016-12-31$583
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$243,511
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$243,511
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 period2016-12-31Yes
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$370,000
Participant contributions at end of year2016-12-31$8,338
Participant contributions at beginning of year2016-12-31$33,553
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$20,699
Administrative expenses (other) incurred2016-12-31$4,790
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$537,326
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,783,962
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,246,636
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$5,775,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,032,613
Interest on participant loans2016-12-31$477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$180,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$180,470
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$54,274
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$144,213
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$291,164
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2016-12-31042734675
2015 : PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 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$561,601
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$151,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$143,295
Expenses. Certain deemed distributions of participant loans2015-12-31$4,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$495,011
Value of total assets at end of year2015-12-31$5,246,636
Value of total assets at beginning of year2015-12-31$4,836,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,525
Total interest from all sources2015-12-31$647
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$256,318
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$256,318
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$324,249
Participant contributions at end of year2015-12-31$33,553
Participant contributions at beginning of year2015-12-31$20,042
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$12,350
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$56,527
Administrative expenses (other) incurred2015-12-31$4,525
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$409,706
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,246,636
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,836,930
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$5,032,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,649,906
Interest on participant loans2015-12-31$584
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$180,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$150,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$150,859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$63
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-190,375
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$114,235
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$3,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$143,295
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 name2015-12-31DANIEL DENNIS & COMPANY LLP
Accountancy firm EIN2015-12-31042734675
2014 : PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 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$703,645
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$266,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$262,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$362,790
Value of total assets at end of year2014-12-31$4,836,930
Value of total assets at beginning of year2014-12-31$4,400,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,354
Total interest from all sources2014-12-31$535
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$311,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$311,708
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$271,578
Participant contributions at end of year2014-12-31$20,042
Participant contributions at beginning of year2014-12-31$3,806
Participant contributions at end of year2014-12-31$12,350
Participant contributions at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$4,354
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$436,817
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,836,930
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,400,113
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$4,649,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,276,209
Interest on participant loans2014-12-31$521
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$150,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$120,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$120,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$28,612
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$91,212
Employer contributions (assets) at end of year2014-12-31$3,773
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$262,474
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 name2014-12-31DANIEL DENNIS & COMPANY, LLP
Accountancy firm EIN2014-12-31042734675
2013 : PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$1,278,710
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$694,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$690,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$384,107
Value of total assets at end of year2013-12-31$4,400,113
Value of total assets at beginning of year2013-12-31$3,816,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,338
Total interest from all sources2013-12-31$1,124
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$221,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$221,862
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$281,959
Participant contributions at end of year2013-12-31$3,806
Participant contributions at beginning of year2013-12-31$4,869
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,159
Administrative expenses (other) incurred2013-12-31$4,338
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$583,992
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,400,113
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,816,121
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$4,276,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,698,513
Interest on participant loans2013-12-31$1,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$120,098
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$112,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$112,739
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$671,617
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
Contributions received in cash from employer2013-12-31$90,989
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$690,380
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 name2013-12-31DANIEL DENNIS & COMPANY, LLP
Accountancy firm EIN2013-12-31042734675
2012 : PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$879,494
Total of all expenses incurred2012-12-31$366,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$362,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$395,894
Value of total assets at end of year2012-12-31$3,816,121
Value of total assets at beginning of year2012-12-31$3,303,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,271
Total interest from all sources2012-12-31$385
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$84,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$84,584
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$320,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$288,487
Participant contributions at end of year2012-12-31$4,869
Participant contributions at beginning of year2012-12-31$5,998
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$10,561
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$20,643
Administrative expenses (other) incurred2012-12-31$4,271
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$513,061
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,816,121
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,303,060
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$3,698,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,100,744
Interest on participant loans2012-12-31$351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$112,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$182,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$182,413
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$398,631
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
Contributions received in cash from employer2012-12-31$86,764
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$3,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$362,162
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31DANIEL DENNIS & COMPANY, LLP
Accountancy firm EIN2012-12-31042734675
2011 : PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$370,172
Total of all expenses incurred2011-12-31$56,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$52,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$472,892
Value of total assets at end of year2011-12-31$3,303,060
Value of total assets at beginning of year2011-12-31$2,989,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,112
Total interest from all sources2011-12-31$476
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$86,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$86,412
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$320,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$285,203
Participant contributions at end of year2011-12-31$5,998
Participant contributions at beginning of year2011-12-31$7,149
Participant contributions at end of year2011-12-31$10,561
Participant contributions at beginning of year2011-12-31$11,267
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$87,119
Administrative expenses (other) incurred2011-12-31$4,112
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$313,175
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,303,060
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,989,885
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$3,100,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,880,687
Interest on participant loans2011-12-31$387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$182,413
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$87,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$87,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$89
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-189,608
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$100,570
Employer contributions (assets) at end of year2011-12-31$3,344
Employer contributions (assets) at beginning of year2011-12-31$3,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$52,885
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31DANIEL DENNIS & COMPANY, LLP
Accountancy firm EIN2011-12-31042734675
2010 : PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$697,649
Total of all expenses incurred2010-12-31$204,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$200,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$329,463
Value of total assets at end of year2010-12-31$2,989,885
Value of total assets at beginning of year2010-12-31$2,496,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,931
Total interest from all sources2010-12-31$407
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$50,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$50,846
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$319,395
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$277,955
Participant contributions at end of year2010-12-31$7,149
Participant contributions at beginning of year2010-12-31$12,997
Participant contributions at end of year2010-12-31$11,267
Participant contributions at beginning of year2010-12-31$15,866
Administrative expenses (other) incurred2010-12-31$3,931
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$493,055
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,989,885
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,496,830
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$2,880,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,378,871
Interest on participant loans2010-12-31$385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$87,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$89,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$89,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$316,933
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
Contributions received in cash from employer2010-12-31$51,508
Employer contributions (assets) at end of year2010-12-31$3,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$200,663
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31DANIEL DENNIS & COMPANY, LLP
Accountancy firm EIN2010-12-31042734675

Form 5500 Responses for PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN

2022: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 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 LEAGUE OF MASSACHUSETTS 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 LEAGUE OF MASSACHUSETTS 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
2010: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS 403 (B) 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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500417-01
Policy instance 1
Insurance contract or identification number500417-01
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500417-01
Policy instance 1
Insurance contract or identification number500417-01
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500417-01
Policy instance 1
Insurance contract or identification number500417-01
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500417-01
Policy instance 1
Insurance contract or identification number500417-01
Number of Individuals Covered0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number500417-01
Policy instance 1
Insurance contract or identification number500417-01
Number of Individuals Covered0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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