Planned Parenthood California Central Coast 403(B) Plan — Form 5500 plan (Planned Parenthood California Central Coast)
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 California Central Coast 403(B) Plan is a benefit plan reported by Planned Parenthood California Central Coast under EIN 95-2319356 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $7,843,267 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Planned Parenthood California Central Coast
- EIN
- 95-2319356
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Barbara, CA
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $7,843,267
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20241015182828NAL0017043635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,843,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,843,267
- Net assets (BOY)
- $5,915,939
Income & contributions
- Employer contributions
- $302,184
- Participant contributions
- $670,728
- Total contributions
- $1,062,570
- Total income / additions
- $2,339,152
Expenses & distributions
- Benefits paid
- $359,716
- Administrative expenses
- $52,108
- Total expenses
- $411,824
- Net increase / (decrease)
- $1,927,328
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust | INV ADV, PARTICIPANTS | $2,306,923 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $29,043 | $0 | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISORY | $23,065 | $5 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Planned Parenthood California Central Coast
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Barbara, CA
- Captrust — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation