2023 Form 5500 filing — Pphp 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 20241001150246NAL0003393379001) for Pphp Retirement Plan, reported by Planned Parenthood Hudson Peconic Inc. under EIN 11-2454790 and plan number 003. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001150246NAL0003393379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Planned Parenthood Hudson Peconic Inc.
- EIN
- 11-2454790
- Plan number
- 003
- Location
- Elmsford, NY
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,410,279
- Net assets (EOY)
- $13,410,279
- Employer contributions
- $375,547
- Participant contributions
- $550,498
- Total income / additions
- $2,919,547
- Benefits paid
- $1,345,035
- Administrative expenses
- $30,500
- Total expenses
- $1,376,672
- Net increase / (decrease)
- $1,542,875
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services | CONSULTING | $19,200 | not reported in the loaded dataset |
| Transamerica Financial Life Ins Co | RECORD KEEPER | $6,500 | $0 |