2023 Form 5500 filing — 401(K) Profit Sharing Plan For The Employees Of Planned Parenthood Mar Monte, Inc.
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 20240717150846NAL0002495987001) for 401(K) Profit Sharing Plan For The Employees Of Planned Parenthood Mar Monte, Inc., reported by Planned Parenthood Mar Monte, Inc. under EIN 94-1583439 and plan number 003. It reports 1,325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717150846NAL0002495987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Planned Parenthood Mar Monte, Inc.
- EIN
- 94-1583439
- Plan number
- 003
- Location
- San Jose, CA
- Participants
- 1,325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,538,785
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,538,785
- Employer contributions
- $3,038,809
- Participant contributions
- $2,152,859
- Total income / additions
- $13,451,762
- Benefits paid
- $6,163,671
- Administrative expenses
- $104,089
- Total expenses
- $6,323,253
- Net increase / (decrease)
- $7,128,509
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $59,387 | $0 |
| Gallagher Benefit Services Inc Dba | NONE | $45,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $6,876 | not reported in the loaded dataset |