PLANNED PARENTHOOD ASSOCIATION OF UTAH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLANNED PARENTHOOD ASSOCIATION OF UTAH 403(B) PLAN
| Measure | Date | Value |
|---|
| 2023 : PLANNED PARENTHOOD ASSOCIATION OF UTAH 403(B) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,184,871 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $249,603 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $213,638 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $512,433 |
| Value of total assets at end of year | 2023-12-31 | $4,827,481 |
| Value of total assets at beginning of year | 2023-12-31 | $3,892,213 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $35,965 |
| Total interest from all sources | 2023-12-31 | $3,336 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $133,501 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $133,501 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $289,586 |
| Participant contributions at end of year | 2023-12-31 | $47,793 |
| Participant contributions at beginning of year | 2023-12-31 | $49,006 |
| Participant contributions at end of year | 2023-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $91,198 |
| Other income not declared elsewhere | 2023-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $935,268 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $4,827,481 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,892,213 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $4,777,752 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $3,836,948 |
| Interest on participant loans | 2023-12-31 | $3,336 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $1,936 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $6,259 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $535,601 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $131,649 |
| Employer contributions (assets) at end of year | 2023-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $213,638 |
| Contract administrator fees | 2023-12-31 | $35,965 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | EIDE BAILLY, LLP |
| Accountancy firm EIN | 2023-12-31 | 450250958 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,184,871 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $249,603 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $213,638 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $512,433 |
| Value of total assets at end of year | 2023-01-01 | $4,827,481 |
| Value of total assets at beginning of year | 2023-01-01 | $3,892,213 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $35,965 |
| Total interest from all sources | 2023-01-01 | $3,336 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $133,501 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $133,501 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $289,586 |
| Participant contributions at end of year | 2023-01-01 | $47,793 |
| Participant contributions at beginning of year | 2023-01-01 | $49,006 |
| Participant contributions at end of year | 2023-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $91,198 |
| Other income not declared elsewhere | 2023-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $935,268 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $4,827,481 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $3,892,213 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $4,777,752 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $3,836,948 |
| Interest on participant loans | 2023-01-01 | $3,336 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $1,936 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $6,259 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $535,601 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $131,649 |
| Employer contributions (assets) at end of year | 2023-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $213,638 |
| Contract administrator fees | 2023-01-01 | $35,965 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | EIDE BAILLY, LLP |
| Accountancy firm EIN | 2023-01-01 | 450250958 |
| 2022 : PLANNED PARENTHOOD ASSOCIATION OF UTAH 403(B) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-464,782 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,286,600 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,251,384 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $394,877 |
| Value of total assets at end of year | 2022-12-31 | $3,892,213 |
| Value of total assets at beginning of year | 2022-12-31 | $5,643,595 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $35,216 |
| Total interest from all sources | 2022-12-31 | $1,033 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $260,132 |
| Participant contributions at end of year | 2022-12-31 | $49,006 |
| Participant contributions at beginning of year | 2022-12-31 | $13,192 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $6,789 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,751,382 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,892,213 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,643,595 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $3,836,948 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $5,473,860 |
| Interest on participant loans | 2022-12-31 | $1,033 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $6,259 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $156,543 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-860,692 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $127,956 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,251,384 |
| Contract administrator fees | 2022-12-31 | $35,216 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | EIDE BAILEY, LLP |
| Accountancy firm EIN | 2022-12-31 | 450250958 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-464,782 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $1,286,600 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $1,251,384 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $394,877 |
| Value of total assets at end of year | 2022-01-01 | $3,892,213 |
| Value of total assets at beginning of year | 2022-01-01 | $5,643,595 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $35,216 |
| Total interest from all sources | 2022-01-01 | $1,033 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $260,132 |
| Participant contributions at end of year | 2022-01-01 | $49,006 |
| Participant contributions at beginning of year | 2022-01-01 | $13,192 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $6,789 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,751,382 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $3,892,213 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $5,643,595 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $3,836,948 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $5,473,860 |
| Interest on participant loans | 2022-01-01 | $1,033 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $6,259 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $156,543 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-860,692 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $127,956 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $1,251,384 |
| Contract administrator fees | 2022-01-01 | $35,216 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | EIDE BAILEY, LLP |
| Accountancy firm EIN | 2022-01-01 | 450250958 |
| 2021 : PLANNED PARENTHOOD ASSOCIATION OF UTAH 403(B) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,181,490 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $174,988 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $133,060 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $415,255 |
| Value of total assets at end of year | 2021-12-31 | $5,643,595 |
| Value of total assets at beginning of year | 2021-12-31 | $4,637,093 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $41,928 |
| Total interest from all sources | 2021-12-31 | $598 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $236,964 |
| Participant contributions at end of year | 2021-12-31 | $13,192 |
| Participant contributions at beginning of year | 2021-12-31 | $14,167 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $46,606 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,006,502 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,643,595 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,637,093 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $5,473,860 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $4,468,320 |
| Interest on participant loans | 2021-12-31 | $598 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $156,543 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $154,606 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $765,637 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $131,685 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $133,060 |
| Contract administrator fees | 2021-12-31 | $41,928 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | EIDE BAILEY, LLP |
| Accountancy firm EIN | 2021-12-31 | 450250958 |
| 2020 : PLANNED PARENTHOOD ASSOCIATION OF UTAH 403(B) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,023,179 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $192,951 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $162,163 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $480,842 |
| Value of total assets at end of year | 2020-12-31 | $4,637,093 |
| Value of total assets at beginning of year | 2020-12-31 | $3,806,865 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $30,788 |
| Total interest from all sources | 2020-12-31 | $897 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $30,788 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $221,085 |
| Participant contributions at end of year | 2020-12-31 | $14,167 |
| Participant contributions at beginning of year | 2020-12-31 | $36,623 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $150,918 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $830,228 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,637,093 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,806,865 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $4,468,320 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $3,750,901 |
| Interest on participant loans | 2020-12-31 | $897 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $154,606 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $19,341 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $541,440 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $108,839 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $162,163 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | EIDE BAILEY, LLP |
| Accountancy firm EIN | 2020-12-31 | 450250958 |
| 2019 : PLANNED PARENTHOOD ASSOCIATION OF UTAH 403(B) PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,154,710 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $624,920 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $595,268 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $453,631 |
| Value of total assets at end of year | 2019-12-31 | $3,806,865 |
| Value of total assets at beginning of year | 2019-12-31 | $3,277,075 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $29,652 |
| Total interest from all sources | 2019-12-31 | $2,719 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $29,652 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $232,209 |
| Participant contributions at end of year | 2019-12-31 | $36,623 |
| Participant contributions at beginning of year | 2019-12-31 | $29,522 |
| Participant contributions at beginning of year | 2019-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $104,596 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $529,790 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,806,865 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,277,075 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $3,750,901 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $3,231,743 |
| Income. Interest from loans (other than to participants) | 2019-12-31 | $2,719 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $19,341 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $15,810 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $698,360 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $116,826 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $595,268 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | EIDE BAILEY, LLP |
| Accountancy firm EIN | 2019-12-31 | 450250958 |
| 2018 : PLANNED PARENTHOOD ASSOCIATION OF UTAH 403(B) PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $163,576 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $181,352 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $153,073 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $330,184 |
| Value of total assets at end of year | 2018-12-31 | $3,277,075 |
| Value of total assets at beginning of year | 2018-12-31 | $3,294,851 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $28,279 |
| Total interest from all sources | 2018-12-31 | $586 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $28,279 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $206,334 |
| Participant contributions at end of year | 2018-12-31 | $29,522 |
| Participant contributions at beginning of year | 2018-12-31 | $5,920 |
| Participant contributions at end of year | 2018-12-31 | $0 |
| Participant contributions at beginning of year | 2018-12-31 | $6,064 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $20,443 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-17,776 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,277,075 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,294,851 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $3,231,743 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $3,265,875 |
| Interest on participant loans | 2018-12-31 | $586 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $15,810 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $13,499 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-167,194 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $103,407 |
| Employer contributions (assets) at end of year | 2018-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $3,493 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $153,073 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | EIDE BAILLY, LLP |
| Accountancy firm EIN | 2018-12-31 | 450250958 |
| 2017 : PLANNED PARENTHOOD ASSOCIATION OF UTAH 403(B) PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $739,337 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $79,829 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $57,527 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $281,638 |
| Value of total assets at end of year | 2017-12-31 | $3,294,851 |
| Value of total assets at beginning of year | 2017-12-31 | $2,635,343 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $22,302 |
| Total interest from all sources | 2017-12-31 | $549 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $22,302 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $275,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $186,003 |
| Participant contributions at end of year | 2017-12-31 | $5,920 |
| Participant contributions at beginning of year | 2017-12-31 | $20,559 |
| Participant contributions at end of year | 2017-12-31 | $6,064 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,782 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $659,508 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,294,851 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,635,343 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,473,393 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $3,265,875 |
| Interest on participant loans | 2017-12-31 | $549 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $13,499 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $141,391 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $251,269 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $205,881 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $92,853 |
| Employer contributions (assets) at end of year | 2017-12-31 | $3,493 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $57,527 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | EIDE BAILLY, LLP |
| Accountancy firm EIN | 2017-12-31 | 450250958 |
| 2016 : PLANNED PARENTHOOD ASSOCIATION OF UTAH 403(B) PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $413,053 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $136,198 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $114,234 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $226,451 |
| Value of total assets at end of year | 2016-12-31 | $2,635,343 |
| Value of total assets at beginning of year | 2016-12-31 | $2,358,488 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $21,964 |
| Total interest from all sources | 2016-12-31 | $1,433 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $275,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $145,265 |
| Participant contributions at end of year | 2016-12-31 | $20,559 |
| Participant contributions at beginning of year | 2016-12-31 | $32,683 |
| Administrative expenses (other) incurred | 2016-12-31 | $21,964 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $276,855 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,635,343 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,358,488 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,473,393 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,288,636 |
| Interest on participant loans | 2016-12-31 | $1,433 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $141,391 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $37,169 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $185,169 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $81,186 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $114,234 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | EIDE BAILLY, LLP |
| Accountancy firm EIN | 2016-12-31 | 450250958 |
| 2015 : PLANNED PARENTHOOD ASSOCIATION OF UTAH 403(B) PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $194,583 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $569,769 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $548,390 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $217,957 |
| Value of total assets at end of year | 2015-12-31 | $2,358,488 |
| Value of total assets at beginning of year | 2015-12-31 | $2,733,674 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $21,379 |
| Total interest from all sources | 2015-12-31 | $1,858 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $21,379 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $275,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $133,956 |
| Participant contributions at end of year | 2015-12-31 | $32,683 |
| Participant contributions at beginning of year | 2015-12-31 | $53,522 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $6,293 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-375,186 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,358,488 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,733,674 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,288,636 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,250,423 |
| Interest on participant loans | 2015-12-31 | $1,858 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $37,169 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $429,729 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-25,232 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $77,708 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $548,390 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | EIDE BAILLY, LLP |
| Accountancy firm EIN | 2015-12-31 | 450250958 |
| 2014 : PLANNED PARENTHOOD ASSOCIATION OF UTAH 403(B) PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $350,639 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $270,317 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $247,878 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $228,644 |
| Value of total assets at end of year | 2014-12-31 | $2,733,674 |
| Value of total assets at beginning of year | 2014-12-31 | $2,653,352 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $22,439 |
| Total interest from all sources | 2014-12-31 | $5,701 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $220,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $144,837 |
| Participant contributions at end of year | 2014-12-31 | $53,522 |
| Participant contributions at beginning of year | 2014-12-31 | $73,778 |
| Participant contributions at beginning of year | 2014-12-31 | $5,953 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $11,388 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $80,322 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,733,674 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,653,352 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,250,423 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,167,857 |
| Interest on participant loans | 2014-12-31 | $2,864 |
| Interest earned on other investments | 2014-12-31 | $2,837 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $429,729 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $402,878 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $116,294 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $72,419 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $2,886 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $247,878 |
| Contract administrator fees | 2014-12-31 | $22,439 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | EIDE BAILLY, LLP |
| Accountancy firm EIN | 2014-12-31 | 450250958 |
| 2013 : PLANNED PARENTHOOD ASSOCIATION OF UTAH 403(B) PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $584,999 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $83,062 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $78,873 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $205,876 |
| Value of total assets at end of year | 2013-12-31 | $2,653,352 |
| Value of total assets at beginning of year | 2013-12-31 | $2,151,415 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $4,189 |
| Total interest from all sources | 2013-12-31 | $3,062 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $220,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $132,055 |
| Participant contributions at end of year | 2013-12-31 | $73,778 |
| Participant contributions at beginning of year | 2013-12-31 | $62,837 |
| Participant contributions at end of year | 2013-12-31 | $5,953 |
| Administrative expenses (other) incurred | 2013-12-31 | $4,189 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $501,937 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,653,352 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,151,415 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,167,857 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,724,234 |
| Interest on participant loans | 2013-12-31 | $3,062 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $402,878 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $364,344 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $376,061 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $73,821 |
| Employer contributions (assets) at end of year | 2013-12-31 | $2,886 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $78,873 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | EIDE BAILLY LLP |
| Accountancy firm EIN | 2013-12-31 | 450250958 |
| 2012 : PLANNED PARENTHOOD ASSOCIATION OF UTAH 403(B) PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $354,910 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $274,341 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $270,210 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $157,179 |
| Value of total assets at end of year | 2012-12-31 | $2,151,415 |
| Value of total assets at beginning of year | 2012-12-31 | $2,070,846 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,131 |
| Total interest from all sources | 2012-12-31 | $2,018 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $220,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $104,470 |
| Participant contributions at end of year | 2012-12-31 | $62,837 |
| Participant contributions at beginning of year | 2012-12-31 | $31,324 |
| Participant contributions at end of year | 2012-12-31 | $0 |
| Participant contributions at beginning of year | 2012-12-31 | $12,230 |
| Other income not declared elsewhere | 2012-12-31 | $195,713 |
| Administrative expenses (other) incurred | 2012-12-31 | $4,131 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $80,569 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,151,415 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,070,846 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,724,234 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,656,607 |
| Interest on participant loans | 2012-12-31 | $2,018 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $364,344 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $365,402 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $52,709 |
| Employer contributions (assets) at end of year | 2012-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $5,283 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $270,210 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | EIDE BAILLY LLP |
| Accountancy firm EIN | 2012-12-31 | 450250958 |
| 2011 : PLANNED PARENTHOOD ASSOCIATION OF UTAH 403(B) PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $111,545 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $50,891 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $46,888 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $160,408 |
| Value of total assets at end of year | 2011-12-31 | $2,070,846 |
| Value of total assets at beginning of year | 2011-12-31 | $2,010,192 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,003 |
| Total interest from all sources | 2011-12-31 | $600 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $105,258 |
| Participant contributions at end of year | 2011-12-31 | $31,324 |
| Participant contributions at beginning of year | 2011-12-31 | $11,754 |
| Participant contributions at end of year | 2011-12-31 | $12,230 |
| Participant contributions at beginning of year | 2011-12-31 | $3,530 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $5,937 |
| Other income not declared elsewhere | 2011-12-31 | $-49,463 |
| Administrative expenses (other) incurred | 2011-12-31 | $4,003 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $60,654 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,070,846 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,010,192 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,656,607 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,786,067 |
| Interest on participant loans | 2011-12-31 | $600 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $365,402 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $207,038 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $49,213 |
| Employer contributions (assets) at end of year | 2011-12-31 | $5,283 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $1,803 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $46,888 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | LAKE, HILL & MYERS |
| Accountancy firm EIN | 2011-12-31 | 870491579 |
