401(K) Profit Sharing Plan For The Employees Of Planned Parenthood Mar Monte, Inc. — Form 5500 plan (Planned Parenthood Mar Monte, Inc.)
Plain-English plan 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, 401(K) Profit Sharing Plan For The Employees Of Planned Parenthood Mar Monte, Inc. is a benefit plan reported by Planned Parenthood Mar Monte, Inc. under EIN 94-1583439 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,325 participants and $61,538,785 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Planned Parenthood Mar Monte, Inc.
- EIN
- 94-1583439
- Plan number
- 003
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 1,325
- End-of-year plan assets
- $61,538,785
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,325 | H, C | 20240717150846NAL0002495987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,538,785
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,538,785
- Net assets (BOY)
- $54,410,276
Income & contributions
- Employer contributions
- $3,038,809
- Participant contributions
- $2,152,859
- Total contributions
- $5,364,024
- Total income / additions
- $13,451,762
Expenses & distributions
- Benefits paid
- $6,163,671
- Administrative expenses
- $104,089
- Total expenses
- $6,323,253
- Net increase / (decrease)
- $7,128,509
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $59,387 | $0 | 2023 |
| Gallagher Benefit Services Inc Dba | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $6,876 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Planned Parenthood Mar Monte, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation