Tax Deferred Annuity Plan 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, Tax Deferred Annuity Plan Of Planned Parenthood Mar Monte, Inc. is a benefit plan reported by Planned Parenthood Mar Monte, Inc. under EIN 94-1583439 and plan number 004. The latest loaded filing year is 2023. The filing reports 237 participants and $13,192,803 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.2MPlan net assets, end of year$13,192,803
Participants237Covered participants reported
Assets / participant$55.7KComputed: assets ÷ participants$55,666 (computed)
Provider compensation$15.1K2 Schedule C provider row(s)$15,074
- Plan sponsor
- Planned Parenthood Mar Monte, Inc.
- EIN
- 94-1583439
- Plan number
- 004
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20240717152114NAL0002669571001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$13.2M total assets
Net assets$13.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,192,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,192,803
- Net assets (BOY)
- $10,901,276
Income & contributions
- Employer contributions
- $8,764
- Participant contributions
- $1,329,838
- Total contributions
- $1,338,602
- Total income / additions
- $2,928,108
Expenses & distributions
- Benefits paid
- $621,623
- Administrative expenses
- $14,958
- Total expenses
- $636,581
- Net increase / (decrease)
- $2,291,527
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
99%
Employer 1%Participant 99%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services Inc Dba | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $5,074 | $0 | 2023 |