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.

401k Sponsoring company profile

PLANNED PARENTHOOD OF EAST CENTRAL IOWA has sponsored the creation of one or more 401k plans.

Company Name: PLANNED PARENTHOOD OF EAST CENTRAL IOWA

Employer identification number (EIN): 421132892

NAIC Classification: 621410
NAIC Description: Family Planning Centers

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2014-01-01 STEPHANIE PEARL STEPHANIE PEARL 2015-01-19
003 2013-01-01 STEPHANIE PEARL STEPHANIE PEARL 2014-08-05
003 2012-01-01 STEPHANIE ZAHNER STEPHANIE ZAHNER 2013-10-14
003 2011-01-01 STEPHANIE ZAHNER JILL JUNE 2012-06-27
003 2010-01-01 GEORGENE RICHARDS DENNIS CARNEY 2011-07-28
003 2009-01-01 CHRISTINE MCANDREW
003 2009-01-01 GEORGENE RICHARDS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2014-01-01	STEPHANIE PEARL	STEPHANIE PEARL	2015-01-19
003	2013-01-01	STEPHANIE PEARL	STEPHANIE PEARL	2014-08-05
003	2012-01-01	STEPHANIE ZAHNER	STEPHANIE ZAHNER	2013-10-14
003	2011-01-01	STEPHANIE ZAHNER	JILL JUNE	2012-06-27
003	2010-01-01	GEORGENE RICHARDS	DENNIS CARNEY	2011-07-28
003	2009-01-01	CHRISTINE MCANDREW
003	2009-01-01	GEORGENE RICHARDS

Plan Statistics for PPFA RETIREMENT PLAN

401k plan membership statisitcs for PPFA RETIREMENT PLAN

Measure Date Value
2014: PPFA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PPFA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
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 13
Total of all active and inactive participants 2013-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 14
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 17
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 17
Total of all active and inactive participants 2012-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 19
Number of participants with account balances 2012-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PPFA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 15
Total of all active and inactive participants 2011-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 17
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: PPFA RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 11
Total of all active and inactive participants 2010-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 24
Number of participants with account balances 2010-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PPFA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
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 9
Total of all active and inactive participants 2009-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 23
Number of participants with account balances 2009-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: PPFA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PPFA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
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	13
Total of all active and inactive participants	2013-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	14
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	17
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	17
Total of all active and inactive participants	2012-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	19
Number of participants with account balances	2012-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PPFA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	15
Total of all active and inactive participants	2011-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	17
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: PPFA RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	11
Total of all active and inactive participants	2010-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	24
Number of participants with account balances	2010-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PPFA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
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	9
Total of all active and inactive participants	2009-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	23
Number of participants with account balances	2009-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PPFA RETIREMENT PLAN

Measure	Date	Value
2014 : PPFA RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-06-16	$-374,881
Total plan liabilities at end of year	2014-06-16	$0
Total income from all sources	2014-06-16	$10,556
Expenses. Total of all expenses incurred	2014-06-16	$0
Benefits paid (including direct rollovers)	2014-06-16	$0
Total plan assets at end of year	2014-06-16	$0
Total plan assets at beginning of year	2014-06-16	$364,325
Value of fidelity bond covering the plan	2014-06-16	$5,000,000
Total contributions received or receivable from participants	2014-06-16	$0
Expenses. Other expenses not covered elsewhere	2014-06-16	$0
Contributions received from other sources (not participants or employers)	2014-06-16	$0
Other income received	2014-06-16	$10,556
Noncash contributions received	2014-06-16	$0
Net income (gross income less expenses)	2014-06-16	$10,556
Net plan assets at end of year (total assets less liabilities)	2014-06-16	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-06-16	$364,325
Total contributions received or receivable from employer(s)	2014-06-16	$0
Value of certain deemed distributions of participant loans	2014-06-16	$0
Value of corrective distributions	2014-06-16	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-16	$0
2013 : PPFA RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
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	$84,564
Expenses. Total of all expenses incurred	2013-12-31	$27,187
Benefits paid (including direct rollovers)	2013-12-31	$27,097
Total plan assets at end of year	2013-12-31	$364,325
Total plan assets at beginning of year	2013-12-31	$306,948
Value of fidelity bond covering the plan	2013-12-31	$5,000,000
Total contributions received or receivable from participants	2013-12-31	$0
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	$84,564
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$57,377
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$364,325
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$306,948
Total contributions received or receivable from employer(s)	2013-12-31	$0
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	$90
2012 : PPFA RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$40,655
Expenses. Total of all expenses incurred	2012-12-31	$426
Total plan assets at end of year	2012-12-31	$306,948
Total plan assets at beginning of year	2012-12-31	$266,719
Value of fidelity bond covering the plan	2012-12-31	$5,000,000
Total contributions received or receivable from participants	2012-12-31	$481
Expenses. Other expenses not covered elsewhere	2012-12-31	$426
Other income received	2012-12-31	$40,091
Net income (gross income less expenses)	2012-12-31	$40,229
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$306,948
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$266,719
Total contributions received or receivable from employer(s)	2012-12-31	$83
2011 : PPFA RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-10,477
Expenses. Total of all expenses incurred	2011-12-31	$139,981
Benefits paid (including direct rollovers)	2011-12-31	$138,809
Total plan assets at end of year	2011-12-31	$266,719
Total plan assets at beginning of year	2011-12-31	$417,177
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$506
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,172
Other income received	2011-12-31	$-11,841
Net income (gross income less expenses)	2011-12-31	$-150,458
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$266,719
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$417,177
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	2011-12-31	$481
Total contributions received or receivable from employer(s)	2011-12-31	$858
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	$94,657
Expenses. Total of all expenses incurred	2010-12-31	$898
Total plan assets at end of year	2010-12-31	$417,177
Total plan assets at beginning of year	2010-12-31	$323,418
Value of fidelity bond covering the plan	2010-12-31	$2,000,000
Total contributions received or receivable from participants	2010-12-31	$28,040
Expenses. Other expenses not covered elsewhere	2010-12-31	$898
Other income received	2010-12-31	$55,332
Net income (gross income less expenses)	2010-12-31	$93,759
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$417,177
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$323,418
Assets. Value of participant loans	2010-12-31	$9,519
Total contributions received or receivable from employer(s)	2010-12-31	$11,285
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

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	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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
2010: PPFA RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	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 EAST CENTRAL IOWA
Employer identification number (EIN):	421132892
NAIC Classification:	621410
NAIC Description:	Family Planning Centers