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/Orange And San Bernardino Counties, Inc. Retirement Plan is a benefit plan reported by Planned Parenthood/Orange And San Bernardino Counties, Inc. under EIN 95-6152773 and plan number 001. The latest loaded filing year is 2023. The filing reports 688 participants and $43,761,978 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,761,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,761,978
- Net assets (BOY)
- $33,487,226
Income & contributions
- Employer contributions
- $2,375,947
- Participant contributions
- $2,649,898
- Total contributions
- $5,383,919
- Total income / additions
- $12,086,012
Expenses & distributions
- Benefits paid
- $1,814,882
- Administrative expenses
- -$3,622
- Total expenses
- $1,811,260
- Net increase / (decrease)
- $10,274,752