Planned Parenthood South Atlantic 403(B) Plan — Form 5500 plan (Planned Parenthood South Atlantic)
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 South Atlantic 403(B) Plan is a benefit plan reported by Planned Parenthood South Atlantic under EIN 56-1282557 and plan number 001. The latest loaded filing year is 2023. The filing reports 397 participants and $8,727,566 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Planned Parenthood South Atlantic
- EIN
- 56-1282557
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 397
- End-of-year plan assets
- $8,727,566
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 397 | H, C | 20241015100944NAL0048775232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,727,566
- Total liabilities (EOY)
- $2,891
- Net assets (EOY)
- $8,724,675
- Net assets (BOY)
- $7,168,093
Income & contributions
- Employer contributions
- $354,137
- Participant contributions
- $762,818
- Total contributions
- $1,123,239
- Total income / additions
- $2,433,642
Expenses & distributions
- Benefits paid
- $842,367
- Administrative expenses
- $34,693
- Total expenses
- $877,060
- Net increase / (decrease)
- $1,556,582
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance | SERVICE PROVIDER | $33,606 | $0 | 2023 |
| First Allied Securities Inc | BROKER/ADVISER | $0 | $22,008 | 2023 |
| Qrps, Inc | CONTRACT ADMIN | $2,275 | $3,723 | 2023 |