2023 Form 5500 filing — Planned Parenthood South Atlantic 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 20241015100944NAL0048775232001) for Planned Parenthood South Atlantic 403(B) Plan, reported by Planned Parenthood South Atlantic under EIN 56-1282557 and plan number 001. It reports 397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100944NAL0048775232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Planned Parenthood South Atlantic
- EIN
- 56-1282557
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 397
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,727,566
- Total liabilities (EOY)
- $2,891
- Net assets (EOY)
- $8,724,675
- Employer contributions
- $354,137
- Participant contributions
- $762,818
- Total income / additions
- $2,433,642
- Benefits paid
- $842,367
- Administrative expenses
- $34,693
- Total expenses
- $877,060
- Net increase / (decrease)
- $1,556,582
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Massachusetts Mutual Life Insurance | SERVICE PROVIDER | $33,606 | $0 |
| First Allied Securities Inc | BROKER/ADVISER | $0 | $22,008 |
| Qrps, Inc | CONTRACT ADMIN | $2,275 | $3,723 |