2023 Form 5500 filing — Ppsftc 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 20241015123922NAL0049428848001) for Ppsftc 403(B) Plan, reported by Planned Parenthood Of South Fl & The Treasure Coast Inc. under EIN 59-1391115 and plan number 001. It reports 258 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)$5MReported net assets$5,049,963

Participants258

Provider compensation$8042 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015123922NAL0049428848001
Plan sponsor: Planned Parenthood Of South Fl & The Treasure Coast Inc.
EIN: 59-1391115
Plan number: 001
Location: West Palm Beach, FL
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)$5.1M total assets

Net assets$5MLiabilities$43.6K

Money in vs. money out

Total income / additions$1.4M

Total expenses$1.4M

Benefits paid / distributions$1.3M

Contributions

Employer$175.8K

Participant$527.7K

Full reported line items

Total assets (EOY): $5,093,598
Total liabilities (EOY): $43,635
Net assets (EOY): $5,049,963
Employer contributions: $175,825
Participant contributions: $527,736
Total income / additions: $1,412,837
Benefits paid: $1,348,783
Administrative expenses: $804
Total expenses: $1,379,228
Net increase / (decrease): $33,609

Schedule C

Reported service provider compensation

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

1
Empower Annuity Insurance Company O$562
RECORDKEEPER · Direct $562 · Indirect $0
2
Empower Advisory Group, LLC$242
INVESTMENT MGMT · Direct $242

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015123922NAL0049428848001 cover?: It is the 2023 Form 5500 filing for Ppsftc 403(B) Plan, reported by Planned Parenthood Of South Fl & The Treasure Coast Inc. (EIN 59-1391115).
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).