2023 Form 5500 filing — Planned Parenthood Ncsnj 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 20241007132714NAL0016135521001) for Planned Parenthood Ncsnj Retirement Plan, reported by Planned Parenthood Of Northern, Central And Southern New Jersey under EIN 22-1643997 and plan number 001. It reports 281 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)$14.4MReported net assets$14,399,417
Participants281
Provider compensation$131K2 Schedule C row(s)$130,955
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007132714NAL0016135521001
- Plan sponsor
- Planned Parenthood Of Northern, Central And Southern New Jersey
- EIN
- 22-1643997
- Plan number
- 001
- Location
- Morristown, NJ
- 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)$14.4M total assets
Net assets$14.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,399,417
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,399,417
- Employer contributions
- $522,654
- Participant contributions
- $1,138,264
- Total income / additions
- $3,795,565
- Benefits paid
- $2,126,817
- Administrative expenses
- $92,618
- Total expenses
- $2,219,435
- Net increase / (decrease)
- $1,576,130
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $92,618 | $0 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $0 | $38,337 |