2023 Form 5500 filing — Planned Parenthood Of Northern New England Tax Sheltered Annuity 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 20241014110554NAL0025997441001) for Planned Parenthood Of Northern New England Tax Sheltered Annuity Plan, reported by Planned Parenthood Of Northern New England under EIN 03-0222941 and plan number 001. It reports 444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110554NAL0025997441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Planned Parenthood Of Northern New England
- EIN
- 03-0222941
- Plan number
- 001
- Location
- Colchester, VT
- Participants
- 444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,809,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,809,023
- Employer contributions
- $204,191
- Participant contributions
- $833,732
- Total income / additions
- $2,809,748
- Benefits paid
- $1,388,814
- Administrative expenses
- $99,164
- Total expenses
- $1,492,441
- Net increase / (decrease)
- $1,317,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $65,374 | $0 |
| Gibson Capital, LLC | INVESTMENT ADVISOR | $33,790 | not reported in the loaded dataset |