2023 Form 5500 filing — Tax Deferred Annuity Plan Of Planned Parenthood Mar Monte, Inc.
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717152114NAL0002669571001) for Tax Deferred Annuity Plan Of Planned Parenthood Mar Monte, Inc., reported by Planned Parenthood Mar Monte, Inc. under EIN 94-1583439 and plan number 004. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$13.2MReported net assets$13,192,803
Participants237
Provider compensation$15.1K2 Schedule C row(s)$15,074
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240717152114NAL0002669571001
- Plan sponsor
- Planned Parenthood Mar Monte, Inc.
- EIN
- 94-1583439
- Plan number
- 004
- Location
- San Jose, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$13.2M total assets
Net assets$13.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,192,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,192,803
- Employer contributions
- $8,764
- Participant contributions
- $1,329,838
- Total income / additions
- $2,928,108
- Benefits paid
- $621,623
- Administrative expenses
- $14,958
- Total expenses
- $636,581
- Net increase / (decrease)
- $2,291,527
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services Inc Dba | NONE | $10,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $5,074 | $0 |