401k Plan data: PPFA RETIREMENT PLAN plan

PPFA RETIREMENT PLAN 401k Plan overview

Plan Name	PPFA RETIREMENT PLAN
Plan identification number	003

PPFA RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PLANNED PARENTHOOD OF THE SOUTHERN FINGER LAKES, INC. has sponsored the creation of one or more 401k plans.

Company Name: PLANNED PARENTHOOD OF THE SOUTHERN FINGER LAKES, INC.

Employer identification number (EIN): 160953368

NAIC Classification: 621410
NAIC Description: Family Planning Centers

Additional information about PLANNED PARENTHOOD OF THE SOUTHERN FINGER LAKES, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1968-03-19

Company Identification Number: 221102

Legal Registered Office Address: 620 WEST SENECA STREET
TOMPKINS
ITHACA
United States of America (USA)
14850

More information about PLANNED PARENTHOOD OF THE SOUTHERN FINGER LAKES, INC.

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 Signed Name of Company Sponsor Date Sponsor Signed
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 STEVE MANLEY CHRISTIAN OLECK 2018-06-21
003 2016-01-01 NICOLE ROCK CHRISTIAN OLECK 2017-09-07
003 2015-01-01 ANGELA RIDDELL 2016-10-14
003 2015-01-01 NICOLE ROCK
003 2014-01-01 GEORGENE RICHARDS GEORGENE RICHARDS 2015-10-14
003 2013-01-01 GEORGENE RICHARDS STEPHANIE GIBSON 2014-10-15
003 2012-01-01 GEORGENE RICHARDS RACHEL LIGHT 2013-10-10
003 2011-01-01 GEORGENE RICHARDS KEVIN WECHTALUK 2012-09-18
003 2009-01-01 GEORGENE RICHARDS
003 2009-01-01 DOROTHY BOSTON 2010-09-29
003 2009-01-01 GEORGENE RICHARDS DOROTHY BOSTON 2010-10-06

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	STEVE MANLEY	CHRISTIAN OLECK	2018-06-21
003	2016-01-01	NICOLE ROCK	CHRISTIAN OLECK	2017-09-07
003	2015-01-01		ANGELA RIDDELL	2016-10-14
003	2015-01-01	NICOLE ROCK
003	2014-01-01	GEORGENE RICHARDS	GEORGENE RICHARDS	2015-10-14
003	2013-01-01	GEORGENE RICHARDS	STEPHANIE GIBSON	2014-10-15
003	2012-01-01	GEORGENE RICHARDS	RACHEL LIGHT	2013-10-10
003	2011-01-01	GEORGENE RICHARDS	KEVIN WECHTALUK	2012-09-18
003	2009-01-01	GEORGENE RICHARDS
003	2009-01-01		DOROTHY BOSTON	2010-09-29
003	2009-01-01	GEORGENE RICHARDS	DOROTHY BOSTON	2010-10-06

Plan Statistics for PPFA RETIREMENT PLAN

401k plan membership statisitcs for PPFA RETIREMENT PLAN

Measure Date Value
2020: PPFA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PPFA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 63
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 17
Total of all active and inactive participants 2019-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 81
Number of participants with account balances 2019-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PPFA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 71
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 16
Total of all active and inactive participants 2018-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 88
Number of participants with account balances 2018-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PPFA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 72
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 8
Total of all active and inactive participants 2017-01-01 80
Total participants 2017-01-01 80
Number of participants with account balances 2017-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PPFA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 65
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 19
Total of all active and inactive participants 2016-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 85
Number of participants with account balances 2016-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PPFA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 70
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 18
Total of all active and inactive participants 2015-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 89
Number of participants with account balances 2015-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PPFA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 68
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 20
Total of all active and inactive participants 2014-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 88
Number of participants with account balances 2014-01-01 65
2013: PPFA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 80
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 21
Total of all active and inactive participants 2013-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 101
Number of participants with account balances 2013-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PPFA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 50
Number of other retired or separated participants entitled to future benefits 2012-01-01 25
Total of all active and inactive participants 2012-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 76
Number of participants with account balances 2012-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: PPFA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 54
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 23
Total of all active and inactive participants 2011-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 77
Number of participants with account balances 2011-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PPFA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 46
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 28
Total of all active and inactive participants 2009-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 74
Number of participants with account balances 2009-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2020: PPFA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PPFA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	63
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	17
Total of all active and inactive participants	2019-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	81
Number of participants with account balances	2019-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PPFA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	71
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	16
Total of all active and inactive participants	2018-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	88
Number of participants with account balances	2018-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PPFA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	72
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	8
Total of all active and inactive participants	2017-01-01	80
Total participants	2017-01-01	80
Number of participants with account balances	2017-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PPFA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	65
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	19
Total of all active and inactive participants	2016-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	85
Number of participants with account balances	2016-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PPFA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	70
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	18
Total of all active and inactive participants	2015-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	89
Number of participants with account balances	2015-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PPFA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	68
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	20
Total of all active and inactive participants	2014-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	88
Number of participants with account balances	2014-01-01	65
2013: PPFA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	80
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	21
Total of all active and inactive participants	2013-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	101
Number of participants with account balances	2013-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PPFA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	50
Number of other retired or separated participants entitled to future benefits	2012-01-01	25
Total of all active and inactive participants	2012-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	76
Number of participants with account balances	2012-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: PPFA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	54
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	23
Total of all active and inactive participants	2011-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	77
Number of participants with account balances	2011-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PPFA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	46
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	28
Total of all active and inactive participants	2009-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	74
Number of participants with account balances	2009-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on PPFA RETIREMENT PLAN

Measure	Date	Value
2020 : PPFA RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$-3,352,678
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$-522
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$4,662
Total plan assets at beginning of year	2020-12-31	$3,357,862
Value of fidelity bond covering the plan	2020-12-31	$5,000,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$-522
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-522
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,662
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,357,862
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : PPFA RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$-71,217
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$833,809
Expenses. Total of all expenses incurred	2019-12-31	$70,244
Benefits paid (including direct rollovers)	2019-12-31	$70,214
Total plan assets at end of year	2019-12-31	$3,357,862
Total plan assets at beginning of year	2019-12-31	$2,665,514
Value of fidelity bond covering the plan	2019-12-31	$5,000,000
Total contributions received or receivable from participants	2019-12-31	$124,412
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$630,680
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$763,565
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,357,862
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,665,514
Assets. Value of participant loans	2019-12-31	$977
Total contributions received or receivable from employer(s)	2019-12-31	$78,717
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$30
2018 : PPFA RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$192,377
Expenses. Total of all expenses incurred	2018-12-31	$423,888
Benefits paid (including direct rollovers)	2018-12-31	$423,526
Total plan assets at end of year	2018-12-31	$2,665,514
Total plan assets at beginning of year	2018-12-31	$2,897,025
Value of fidelity bond covering the plan	2018-12-31	$5,000,000
Total contributions received or receivable from participants	2018-12-31	$111,553
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$222,183
Other income received	2018-12-31	$-212,082
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-231,511
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,665,514
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,897,025
Assets. Value of participant loans	2018-12-31	$2,870
Total contributions received or receivable from employer(s)	2018-12-31	$70,723
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$362
2017 : PPFA RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$656,292
Expenses. Total of all expenses incurred	2017-12-31	$455,297
Benefits paid (including direct rollovers)	2017-12-31	$455,244
Total plan assets at end of year	2017-12-31	$2,897,025
Total plan assets at beginning of year	2017-12-31	$2,696,030
Value of fidelity bond covering the plan	2017-12-31	$5,000,000
Total contributions received or receivable from participants	2017-12-31	$121,404
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$5,457
Other income received	2017-12-31	$457,494
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$200,995
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,897,025
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,696,030
Assets. Value of participant loans	2017-12-31	$4,685
Total contributions received or receivable from employer(s)	2017-12-31	$71,937
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$53
2016 : PPFA RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$376,870
Expenses. Total of all expenses incurred	2016-12-31	$281,289
Benefits paid (including direct rollovers)	2016-12-31	$281,170
Total plan assets at end of year	2016-12-31	$2,696,030
Total plan assets at beginning of year	2016-12-31	$2,600,449
Value of fidelity bond covering the plan	2016-12-31	$5,000,000
Total contributions received or receivable from participants	2016-12-31	$125,812
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$189,226
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$95,581
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,696,030
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,600,449
Assets. Value of participant loans	2016-12-31	$7,026
Total contributions received or receivable from employer(s)	2016-12-31	$61,832
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$119
2015 : PPFA RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$216,213
Expenses. Total of all expenses incurred	2015-12-31	$62,244
Benefits paid (including direct rollovers)	2015-12-31	$62,094
Total plan assets at end of year	2015-12-31	$2,600,449
Total plan assets at beginning of year	2015-12-31	$2,446,480
Value of fidelity bond covering the plan	2015-12-31	$5,000,000
Total contributions received or receivable from participants	2015-12-31	$123,451
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$47,734
Other income received	2015-12-31	$-3,097
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$153,969
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,600,449
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,446,480
Assets. Value of participant loans	2015-12-31	$12,464
Total contributions received or receivable from employer(s)	2015-12-31	$48,125
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$150
2014 : PPFA RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$301,964
Expenses. Total of all expenses incurred	2014-12-31	$175,787
Benefits paid (including direct rollovers)	2014-12-31	$175,155
Total plan assets at end of year	2014-12-31	$2,446,480
Total plan assets at beginning of year	2014-12-31	$2,320,303
Value of fidelity bond covering the plan	2014-12-31	$5,000,000
Total contributions received or receivable from participants	2014-12-31	$123,138
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$11,372
Other income received	2014-12-31	$142,402
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$126,177
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,446,480
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,320,303
Assets. Value of participant loans	2014-12-31	$7,113
Total contributions received or receivable from employer(s)	2014-12-31	$25,052
Value of certain deemed distributions of participant loans	2014-12-31	$478
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$154
2013 : PPFA RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$-6,834
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$566,889
Expenses. Total of all expenses incurred	2013-12-31	$150,462
Benefits paid (including direct rollovers)	2013-12-31	$149,903
Total plan assets at end of year	2013-12-31	$2,320,303
Total plan assets at beginning of year	2013-12-31	$1,910,710
Value of fidelity bond covering the plan	2013-12-31	$5,000,000
Total contributions received or receivable from participants	2013-12-31	$145,642
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$312,803
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$416,427
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,320,303
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,910,710
Assets. Value of participant loans	2013-12-31	$6,277
Total contributions received or receivable from employer(s)	2013-12-31	$108,444
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$559
2012 : PPFA RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$456,652
Expenses. Total of all expenses incurred	2012-12-31	$329,206
Benefits paid (including direct rollovers)	2012-12-31	$327,767
Total plan assets at end of year	2012-12-31	$1,910,710
Total plan assets at beginning of year	2012-12-31	$1,783,264
Value of fidelity bond covering the plan	2012-12-31	$5,000,000
Total contributions received or receivable from participants	2012-12-31	$162,065
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,439
Other income received	2012-12-31	$202,202
Net income (gross income less expenses)	2012-12-31	$127,446
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,910,710
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,783,264
Assets. Value of participant loans	2012-12-31	$9,996
Total contributions received or receivable from employer(s)	2012-12-31	$92,385
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PPFA RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$178,648
Expenses. Total of all expenses incurred	2011-12-31	$232,162
Benefits paid (including direct rollovers)	2011-12-31	$229,713
Total plan assets at end of year	2011-12-31	$1,783,264
Total plan assets at beginning of year	2011-12-31	$1,836,778
Value of fidelity bond covering the plan	2011-12-31	$2,000,000
Total contributions received or receivable from participants	2011-12-31	$96,161
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,449
Contributions received from other sources (not participants or employers)	2011-12-31	$3,862
Other income received	2011-12-31	$884
Net income (gross income less expenses)	2011-12-31	$-53,514
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,783,264
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,836,778
Assets. Value of participant loans	2011-12-31	$4,332
Total contributions received or receivable from employer(s)	2011-12-31	$77,741
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PPFA RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$380,644
Expenses. Total of all expenses incurred	2010-12-31	$32,740
Benefits paid (including direct rollovers)	2010-12-31	$30,090
Total plan assets at end of year	2010-12-31	$1,836,778
Total plan assets at beginning of year	2010-12-31	$1,488,874
Value of fidelity bond covering the plan	2010-12-31	$2,000,000
Total contributions received or receivable from participants	2010-12-31	$101,528
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,650
Other income received	2010-12-31	$194,007
Net income (gross income less expenses)	2010-12-31	$347,904
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,836,778
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,488,874
Assets. Value of participant loans	2010-12-31	$2,041
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$132
Total contributions received or receivable from employer(s)	2010-12-31	$85,109
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$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 securities	2009-12-31	$0

Form 5500 Responses for PPFA RETIREMENT PLAN

2020: PPFA RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PPFA RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PPFA RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PPFA RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PPFA RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PPFA RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PPFA RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PPFA RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PPFA RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PPFA RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PPFA RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PLANNED PARENTHOOD OF THE SOUTHERN FINGER LAKES, INC.
Employer identification number (EIN):	160953368
NAIC Classification:	621410
NAIC Description:	Family Planning Centers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1968-03-19
Company Identification Number:	221102
Legal Registered Office Address:	620 WEST SENECA STREET TOMPKINS ITHACA United States of America (USA) 14850