2023 Form 5500 filing — Planned Parenthood/Orange And San Bernardino Counties, Inc. Retirement Plan
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 20240927172801NAL0004182176001) for Planned Parenthood/Orange And San Bernardino Counties, Inc. Retirement Plan, reported by Planned Parenthood/Orange And San Bernardino Counties, Inc. under EIN 95-6152773 and plan number 001. It reports 688 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927172801NAL0004182176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Planned Parenthood/Orange And San Bernardino Counties, Inc.
- EIN
- 95-6152773
- Plan number
- 001
- Location
- Anaheim, CA
- Participants
- 688
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,761,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,761,978
- Employer contributions
- $2,375,947
- Participant contributions
- $2,649,898
- Total income / additions
- $12,086,012
- Benefits paid
- $1,814,882
- Administrative expenses
- -$3,622
- Total expenses
- $1,811,260
- Net increase / (decrease)
- $10,274,752
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$5,554 | $0 |