Planned Parenthood Of Central And Western Ny, Inc. 401(K) Plan — Form 5500 plan (Planned Parenthood Of Central And Western New York, Inc.)

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 Central And Western Ny, Inc. 401(K) Plan is a benefit plan reported by Planned Parenthood Of Central And Western New York, Inc. under EIN 16-0746860 and plan number 004. The latest loaded filing year is 2023. The filing reports 331 participants and $9,992,961 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10MPlan net assets, end of year$9,992,961
Participants331Covered participants reported
Assets / participant$30.2KComputed: assets ÷ participants$30,190 (computed)
Provider compensation$17.3K1 Schedule C provider row(s)$17,302
Plan sponsor
Planned Parenthood Of Central And Western New York, Inc.
EIN
16-0746860
Plan number
004
Plan type
2
Location
Rochester, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023331H, C20241015104712NAL0016171299001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10M total assets
Net assets$10MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$480.3K
Participant$986.5K
Full reported line items

Net assets

Total assets (EOY)
$9,992,961
Total liabilities (EOY)
$0
Net assets (EOY)
$9,992,961
Net assets (BOY)
$8,052,571

Income & contributions

Employer contributions
$480,310
Participant contributions
$986,512
Total contributions
$1,539,517
Total income / additions
$3,013,045

Expenses & distributions

Benefits paid
$1,055,353
Administrative expenses
$17,302
Total expenses
$1,072,655
Net increase / (decrease)
$1,940,390
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burke GroupNONE$17,302$02023

Related Form 5500 pages