2023 Form 5500 filing — Ppfa 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 20241014174743NAL0028014369001) for Ppfa Retirement Plan, reported by Planned Parenthood Pasadena And San Gabriel Valley, Inc. under EIN 95-1916050 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
- 20241014174743NAL0028014369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Planned Parenthood Pasadena And San Gabriel Valley, Inc.
- EIN
- 95-1916050
- Plan number
- 003
- Location
- Altadena, CA
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,630,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,630,941
- Employer contributions
- $315,128
- Participant contributions
- $584,939
- Total income / additions
- $2,144,380
- Benefits paid
- $232,082
- Administrative expenses
- $379
- Total expenses
- $232,461
- Net increase / (decrease)
- $1,911,919
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$1,068 | $0 |