Planned Parenthood Of Southwest And Central Florida, Inc. 403(B) Employee Retirement Plan — Form 5500 plan (Planned Parenthood Of Southwest And Central Florida, 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 Southwest And Central Florida, Inc. 403(B) Employee Retirement Plan is a benefit plan reported by Planned Parenthood Of Southwest And Central Florida, Inc. under EIN 59-1274328 and plan number 001. The latest loaded filing year is 2023. The filing reports 340 participants and $4,816,185 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.8MPlan net assets, end of year$4,816,185
Participants340Covered participants reported
Assets / participant$14.2KComputed: assets ÷ participants$14,165 (computed)
Provider compensationNone reported
Plan sponsor
Planned Parenthood Of Southwest And Central Florida, Inc.
EIN
59-1274328
Plan number
001
Plan type
2
Location
Sarasota, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023340H20250411080007NAL0025958369001
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)$4.8M total assets
Net assets$4.8MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$898.3K
Benefits paid / distributions$894.2K
Contributions
EmployerNot reported
Participant$545.7K
Full reported line items

Net assets

Total assets (EOY)
$4,816,185
Total liabilities (EOY)
$0
Net assets (EOY)
$4,816,185
Net assets (BOY)
$4,428,358

Income & contributions

Participant contributions
$545,677
Total contributions
$726,157
Total income / additions
$1,286,152

Expenses & distributions

Benefits paid
$894,221
Administrative expenses
$4,104
Total expenses
$898,325
Net increase / (decrease)
$387,827
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.

Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income70%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages