Planned Parenthood Of Northern New England Tax Sheltered Annuity Plan — Form 5500 plan (Planned Parenthood Of Northern New England)
Plain-English plan 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, Planned Parenthood Of Northern New England Tax Sheltered Annuity Plan is a benefit plan reported by Planned Parenthood Of Northern New England under EIN 03-0222941 and plan number 001. The latest loaded filing year is 2023. The filing reports 444 participants and $11,809,023 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Planned Parenthood Of Northern New England
- EIN
- 03-0222941
- Plan number
- 001
- Plan type
- 2
- Location
- Colchester, VT
- Latest filing year
- 2023
- Participants
- 444
- End-of-year plan assets
- $11,809,023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 444 | H, C | 20241014110554NAL0025997441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,809,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,809,023
- Net assets (BOY)
- $10,491,716
Income & contributions
- Employer contributions
- $204,191
- Participant contributions
- $833,732
- Total contributions
- $1,046,776
- Total income / additions
- $2,809,748
Expenses & distributions
- Benefits paid
- $1,388,814
- Administrative expenses
- $99,164
- Total expenses
- $1,492,441
- Net increase / (decrease)
- $1,317,307
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $65,374 | $0 | 2023 |
| Gibson Capital, LLC | INVESTMENT ADVISOR | $33,790 | not reported in the loaded dataset | 2023 |