2023 Form 5500 filing — Planned Parenthood California Central Coast 403(B) 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 20241015182828NAL0017043635001) for Planned Parenthood California Central Coast 403(B) Plan, reported by Planned Parenthood California Central Coast under EIN 95-2319356 and plan number 001. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015182828NAL0017043635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Planned Parenthood California Central Coast
- EIN
- 95-2319356
- Plan number
- 001
- Location
- Santa Barbara, CA
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,843,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,843,267
- Employer contributions
- $302,184
- Participant contributions
- $670,728
- Total income / additions
- $2,339,152
- Benefits paid
- $359,716
- Administrative expenses
- $52,108
- Total expenses
- $411,824
- Net increase / (decrease)
- $1,927,328
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust | INV ADV, PARTICIPANTS | $2,306,923 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $29,043 | $0 |
| Capfinancial Partners, LLC | INVESTMENT ADVISORY | $23,065 | $5 |