2023 Form 5500 filing — Planned Parenthood Association Of Utah 403(B) 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 20241008104316NAL0009559859001) for Planned Parenthood Association Of Utah 403(B) Plan, reported by Planned Parenthood Association Of Utah under EIN 87-0288909 and plan number 002. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008104316NAL0009559859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Planned Parenthood Association Of Utah
- EIN
- 87-0288909
- Plan number
- 002
- Location
- Salt Lake City, UT
- Participants
- 197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,827,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,827,481
- Employer contributions
- $131,649
- Participant contributions
- $289,586
- Total income / additions
- $1,184,871
- Benefits paid
- $213,638
- Administrative expenses
- $35,965
- Total expenses
- $249,603
- Net increase / (decrease)
- $935,268
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| D.A. Davidson And Co | SERVICE PROVIDER | $0 | $25,767 |