2023 Form 5500 filing — Ppfa 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 20241015125408NAL0047994096001) for Ppfa Retirement Plan, reported by Planned Parenthood Arizona under EIN 86-0146520 and plan number 003. It reports 135 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.3MReported net assets$3,349,599
Participants135
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015125408NAL0047994096001
Plan sponsor
Planned Parenthood Arizona
EIN
86-0146520
Plan number
003
Location
Phoenix, AZ
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$933.4K
Total expenses$315.8K
Benefits paid / distributions$315.8K
Contributions
Employer$64.3K
Participant$212.4K
Full reported line items
Total assets (EOY)
$3,349,599
Total liabilities (EOY)
$0
Net assets (EOY)
$3,349,599
Employer contributions
$64,337
Participant contributions
$212,407
Total income / additions
$933,351
Benefits paid
$315,753
Administrative expenses
$36
Total expenses
$315,789
Net increase / (decrease)
$617,562

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015125408NAL0047994096001 cover?
It is the 2023 Form 5500 filing for Ppfa Retirement Plan, reported by Planned Parenthood Arizona (EIN 86-0146520).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages