Ppfa Retirement Plan — Form 5500 plan (Planned Parenthood Pasadena And San Gabriel Valley, 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, Ppfa Retirement Plan is a benefit plan reported by Planned Parenthood Pasadena And San Gabriel Valley, Inc. under EIN 95-1916050 and plan number 003. The latest loaded filing year is 2023. The filing reports 238 participants and $7,630,941 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Planned Parenthood Pasadena And San Gabriel Valley, Inc.
EIN
95-1916050
Plan number
003
Plan type
2
Location
Altadena, CA
Latest filing year
2023
Participants
238
End-of-year plan assets
$7,630,941

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023238H, C20241014174743NAL0028014369001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,630,941
Total liabilities (EOY)
$0
Net assets (EOY)
$7,630,941
Net assets (BOY)
$5,719,022

Income & contributions

Employer contributions
$315,128
Participant contributions
$584,939
Total contributions
$952,266
Total income / additions
$2,144,380

Expenses & distributions

Benefits paid
$232,082
Administrative expenses
$379
Total expenses
$232,461
Net increase / (decrease)
$1,911,919

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$1,068$02023

Related Form 5500 pages