Planned Parenthood Of Southwest And Central Florida, Inc. 401(A) 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. 401(A) Employee Retirement Plan is a benefit plan reported by Planned Parenthood Of Southwest And Central Florida, Inc. under EIN 59-1274328 and plan number 003. The latest loaded filing year is 2023. The filing reports 358 participants and $5,384,234 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Planned Parenthood Of Southwest And Central Florida, Inc.
EIN
59-1274328
Plan number
003
Plan type
2
Location
Sarasota, FL
Latest filing year
2023
Participants
358
End-of-year plan assets
$5,384,234

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023358H, C20250411073829NAL0023097777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,384,234
Total liabilities (EOY)
$0
Net assets (EOY)
$5,384,234
Net assets (BOY)
$4,406,883

Income & contributions

Employer contributions
$637,240
Total contributions
$637,240
Total income / additions
$1,305,009

Expenses & distributions

Benefits paid
$311,750
Administrative expenses
$15,908
Total expenses
$327,658
Net increase / (decrease)
$977,351

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Variable Annuity Life Insurance ComRECORDKEEPER$0$02023

Related Form 5500 pages