Planned Parenthood Association Of Utah 403(B) Plan — Form 5500 plan (Planned Parenthood Association Of Utah)
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 Association Of Utah 403(B) Plan is a benefit plan reported by Planned Parenthood Association Of Utah under EIN 87-0288909 and plan number 002. The latest loaded filing year is 2023. The filing reports 197 participants and $4,827,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Planned Parenthood Association Of Utah
- EIN
- 87-0288909
- Plan number
- 002
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 197
- End-of-year plan assets
- $4,827,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 197 | H, C | 20241008104316NAL0009559859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,827,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,827,481
- Net assets (BOY)
- $3,892,213
Income & contributions
- Employer contributions
- $131,649
- Participant contributions
- $289,586
- Total contributions
- $512,433
- Total income / additions
- $1,184,871
Expenses & distributions
- Benefits paid
- $213,638
- Administrative expenses
- $35,965
- Total expenses
- $249,603
- Net increase / (decrease)
- $935,268
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| D.A. Davidson And Co | SERVICE PROVIDER | $0 | $25,767 | 2023 |