2023 Form 5500 filing — Planned Parenthood Southeastern Pennsylvania Employees Savings And 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 20241015113418NAL0047595824001) for Planned Parenthood Southeastern Pennsylvania Employees Savings And Retirement Plan, reported by Planned Parenthood Southeastern Pennsylvania under EIN 23-1352509 and plan number 003. It reports 212 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)$7.7MReported net assets$7,657,938

Participants212

Provider compensation$55.8K2 Schedule C row(s)$55,799

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015113418NAL0047595824001
Plan sponsor: Planned Parenthood Southeastern Pennsylvania
EIN: 23-1352509
Plan number: 003
Location: Philadelphia, PA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$7.7M total assets

Net assets$7.7MLiabilities$0

Money in vs. money out

Total income / additions$1.4M

Total expenses$805.1K

Benefits paid / distributions$803.5K

Contributions

Employer$65.4K

Participant$439.4K

Full reported line items

Total assets (EOY): $7,657,938
Total liabilities (EOY): $0
Net assets (EOY): $7,657,938
Employer contributions: $65,388
Participant contributions: $439,350
Total income / additions: $1,449,626
Benefits paid: $803,500
Administrative expenses: $1,633
Total expenses: $805,133
Net increase / (decrease): $644,493

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
American United Life Insurance Co$36.7K
NONE · Direct $3.1K · Indirect $33.6K
2
Ubs Financial Services Inc$19.1K
NONE · Direct $0 · Indirect $19.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015113418NAL0047595824001 cover?: It is the 2023 Form 5500 filing for Planned Parenthood Southeastern Pennsylvania Employees Savings And Retirement Plan, reported by Planned Parenthood Southeastern Pennsylvania (EIN 23-1352509).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).