?>
Logo

PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 401k Plan overview

Plan NamePLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN
Plan identification number 001

PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PLANNED PARENTHOOD MOHAWK HUDSON, INC. has sponsored the creation of one or more 401k plans.

Company Name:PLANNED PARENTHOOD MOHAWK HUDSON, INC.
Employer identification number (EIN):146004167
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about PLANNED PARENTHOOD MOHAWK HUDSON, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1961-11-06
Company Identification Number: 142333

More information about PLANNED PARENTHOOD MOHAWK HUDSON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01SUSAN FRIEDMAN2020-10-15
0012018-01-01KIM ATKINS2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JULIE L. CLEGG
0012013-01-01DREAMA MECKLEY DREAMA MECKLEY2014-10-08
0012012-01-01BRENDA J. BLAISDELL
0012011-01-01BRENDA BLAISDELL BRENDA BLAISDELL2012-10-09
0012010-01-01BRENDA BLAISDELL
0012009-01-01BRENDA J. BLAISDELL
0012009-01-01BRENDA J. BLAISDELL

Plan Statistics for PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN

401k plan membership statisitcs for PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN

Measure Date Value
2019: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01292
Total number of active participants reported on line 7a of the Form 55002019-01-01169
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01118
Total of all active and inactive participants2019-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01287
Number of participants with account balances2019-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01245
Total number of active participants reported on line 7a of the Form 55002018-01-01177
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0165
Total of all active and inactive participants2018-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01242
Number of participants with account balances2018-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01236
Total number of active participants reported on line 7a of the Form 55002017-01-01175
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0164
Total of all active and inactive participants2017-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01239
Number of participants with account balances2017-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01194
Total number of active participants reported on line 7a of the Form 55002016-01-01173
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0157
Total of all active and inactive participants2016-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01230
Number of participants with account balances2016-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01222
Total number of active participants reported on line 7a of the Form 55002015-01-01163
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01228
Number of participants with account balances2015-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01240
Total number of active participants reported on line 7a of the Form 55002014-01-01137
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0185
Total of all active and inactive participants2014-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01222
Number of participants with account balances2014-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01256
Total number of active participants reported on line 7a of the Form 55002013-01-01179
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0161
Total of all active and inactive participants2013-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01240
Number of participants with account balances2013-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01263
Total number of active participants reported on line 7a of the Form 55002012-01-01192
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0172
Total of all active and inactive participants2012-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01264
Number of participants with account balances2012-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01266
Total number of active participants reported on line 7a of the Form 55002011-01-01219
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0164
Total of all active and inactive participants2011-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01283
Number of participants with account balances2011-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01264
Total number of active participants reported on line 7a of the Form 55002010-01-01214
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0155
Total of all active and inactive participants2010-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01269
Number of participants with account balances2010-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01260
Total number of active participants reported on line 7a of the Form 55002009-01-01247
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01265
Number of participants with account balances2009-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN

Measure Date Value
2019 : PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,129,605
Total income from all sources (including contributions)2019-12-31$1,129,605
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$853,842
Total of all expenses incurred2019-12-31$853,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$824,512
Value of total corrective distributions2019-12-31$27
Value of total corrective distributions2019-12-31$27
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$462,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$462,008
Value of total assets at end of year2019-12-31$5,049,636
Value of total assets at end of year2019-12-31$5,049,636
Value of total assets at beginning of year2019-12-31$4,773,873
Value of total assets at beginning of year2019-12-31$4,773,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,303
Total interest from all sources2019-12-31$1,030
Total interest from all sources2019-12-31$1,030
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$353,771
Contributions received from participants2019-12-31$353,771
Participant contributions at end of year2019-12-31$31,134
Participant contributions at end of year2019-12-31$31,134
Participant contributions at beginning of year2019-12-31$34,979
Participant contributions at beginning of year2019-12-31$34,979
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$8,996
Participant contributions at beginning of year2019-12-31$8,996
Other income not declared elsewhere2019-12-31$137,623
Other income not declared elsewhere2019-12-31$137,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$275,763
Value of net income/loss2019-12-31$275,763
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,049,636
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,049,636
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,773,873
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,773,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$29,303
Investment advisory and management fees2019-12-31$29,303
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,054,774
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,054,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,762,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,762,605
Interest on participant loans2019-12-31$1,030
Interest on participant loans2019-12-31$1,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$963,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$963,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$967,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$967,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$528,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$528,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$108,237
Contributions received in cash from employer2019-12-31$108,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$824,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$824,512
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm EIN2019-12-31161331146
Accountancy firm EIN2019-12-31161331146
2018 : PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-178,879
Total unrealized appreciation/depreciation of assets2018-12-31$-178,879
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$320,571
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,053,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,022,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$498,538
Value of total assets at end of year2018-12-31$4,773,873
Value of total assets at beginning of year2018-12-31$5,506,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,010
Total interest from all sources2018-12-31$912
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$390,832
Participant contributions at end of year2018-12-31$34,979
Participant contributions at beginning of year2018-12-31$29,226
Participant contributions at end of year2018-12-31$8,996
Participant contributions at beginning of year2018-12-31$15,366
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-732,641
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,773,873
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,506,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$31,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,762,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,438,668
Interest on participant loans2018-12-31$912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$967,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,019,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$105,952
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$4,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,022,202
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BONADIO & CO., LLP
Accountancy firm EIN2018-12-31161331146
2017 : PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$484,770
Total unrealized appreciation/depreciation of assets2017-12-31$484,770
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$889,788
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$633,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$600,728
Value of total corrective distributions2017-12-31$181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$404,326
Value of total assets at end of year2017-12-31$5,506,514
Value of total assets at beginning of year2017-12-31$5,249,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,165
Total interest from all sources2017-12-31$692
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$286,539
Participant contributions at end of year2017-12-31$29,226
Participant contributions at beginning of year2017-12-31$34,277
Participant contributions at end of year2017-12-31$15,366
Participant contributions at beginning of year2017-12-31$9,903
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$256,714
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,506,514
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,249,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$32,165
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,438,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,124,648
Interest on participant loans2017-12-31$692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,019,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,077,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$106,801
Employer contributions (assets) at end of year2017-12-31$4,232
Employer contributions (assets) at beginning of year2017-12-31$3,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$600,728
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BONADIO & CO., LLP
Accountancy firm EIN2017-12-31161331146
2016 : PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$395,903
Total unrealized appreciation/depreciation of assets2016-12-31$395,903
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$775,719
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,203,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,166,171
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$378,604
Value of total assets at end of year2016-12-31$5,249,800
Value of total assets at beginning of year2016-12-31$5,677,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$37,098
Total interest from all sources2016-12-31$1,212
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$258,266
Participant contributions at end of year2016-12-31$34,277
Participant contributions at beginning of year2016-12-31$45,850
Participant contributions at end of year2016-12-31$9,903
Participant contributions at beginning of year2016-12-31$20,164
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$16,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-427,550
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,249,800
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,677,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$37,098
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,124,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,307,573
Interest on participant loans2016-12-31$1,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,077,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,295,860
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$103,996
Employer contributions (assets) at end of year2016-12-31$3,919
Employer contributions (assets) at beginning of year2016-12-31$7,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,166,171
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BONADIO & CO., LLP
Accountancy firm EIN2016-12-31161331146
2015 : PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$432,669
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$785,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$752,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$459,498
Value of total assets at end of year2015-12-31$5,677,350
Value of total assets at beginning of year2015-12-31$6,030,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,616
Total interest from all sources2015-12-31$2,089
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$208,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$208,779
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$252,591
Participant contributions at end of year2015-12-31$45,850
Participant contributions at beginning of year2015-12-31$59,334
Participant contributions at end of year2015-12-31$20,164
Participant contributions at beginning of year2015-12-31$9,548
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$104,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-352,957
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,677,350
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,030,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$33,616
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,307,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,355,861
Interest on participant loans2015-12-31$2,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,295,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,601,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-237,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$102,517
Employer contributions (assets) at end of year2015-12-31$7,903
Employer contributions (assets) at beginning of year2015-12-31$4,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$752,010
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BONADIO & CO., LLP
Accountancy firm EIN2015-12-31161331146
2014 : PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$644,944
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,614,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,583,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$362,199
Value of total assets at end of year2014-12-31$6,030,307
Value of total assets at beginning of year2014-12-31$6,999,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,574
Total interest from all sources2014-12-31$1,944
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$248,774
Participant contributions at end of year2014-12-31$59,334
Participant contributions at beginning of year2014-12-31$59,539
Participant contributions at end of year2014-12-31$9,548
Participant contributions at beginning of year2014-12-31$11,492
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-969,477
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,030,307
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,999,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$30,574
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,355,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,923,781
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$1,944
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,601,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$280,801
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$109,324
Employer contributions (assets) at end of year2014-12-31$4,402
Employer contributions (assets) at beginning of year2014-12-31$4,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,583,847
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BONADIO & CO., LLP
Accountancy firm EIN2014-12-31161331146
2013 : PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,648,921
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$905,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$874,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$410,452
Value of total assets at end of year2013-12-31$6,999,784
Value of total assets at beginning of year2013-12-31$6,256,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,395
Total interest from all sources2013-12-31$3,209
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$242,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$242,158
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$282,866
Participant contributions at end of year2013-12-31$59,539
Participant contributions at beginning of year2013-12-31$81,428
Participant contributions at end of year2013-12-31$11,492
Participant contributions at beginning of year2013-12-31$19,254
Administrative expenses (other) incurred2013-12-31$16,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$743,768
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,999,784
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,256,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$14,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,923,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,146,736
Interest on participant loans2013-12-31$3,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$993,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$127,586
Employer contributions (assets) at end of year2013-12-31$4,972
Employer contributions (assets) at beginning of year2013-12-31$8,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$874,758
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BONADIO & CO., LLP
Accountancy firm EIN2013-12-31161331146
2012 : PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,146,669
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$419,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$386,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$432,440
Value of total assets at end of year2012-12-31$6,256,016
Value of total assets at beginning of year2012-12-31$5,528,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$33,145
Total interest from all sources2012-12-31$3,382
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$159,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$159,969
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$287,811
Participant contributions at end of year2012-12-31$81,428
Participant contributions at beginning of year2012-12-31$60,229
Participant contributions at end of year2012-12-31$19,254
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$21,072
Other income not declared elsewhere2012-12-31$3,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$727,226
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,256,016
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,528,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$8,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,146,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,468,561
Interest on participant loans2012-12-31$3,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$547,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$123,557
Employer contributions (assets) at end of year2012-12-31$8,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$386,298
Contract administrator fees2012-12-31$24,865
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BONADIO & CO., LLP
Accountancy firm EIN2012-12-31161331146
2011 : PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$416,751
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$222,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$189,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$451,114
Value of total assets at end of year2011-12-31$5,528,790
Value of total assets at beginning of year2011-12-31$5,334,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$33,117
Total interest from all sources2011-12-31$6,641
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$124,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$124,046
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$298,954
Participant contributions at end of year2011-12-31$60,229
Participant contributions at beginning of year2011-12-31$41,225
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$26,358
Other income not declared elsewhere2011-12-31$1,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$193,930
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,528,790
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,334,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,468,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,293,635
Interest on participant loans2011-12-31$6,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-167,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$125,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$189,704
Contract administrator fees2011-12-31$33,117
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BONADIO & CO., LLP
Accountancy firm EIN2011-12-31161331146
2010 : PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$934,971
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$271,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$243,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$407,356
Value of total assets at end of year2010-12-31$5,334,860
Value of total assets at beginning of year2010-12-31$4,671,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,423
Total interest from all sources2010-12-31$2,121
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$122,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$122,018
Administrative expenses professional fees incurred2010-12-31$28,423
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$297,860
Participant contributions at end of year2010-12-31$41,225
Participant contributions at beginning of year2010-12-31$44,822
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,640
Other income not declared elsewhere2010-12-31$733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$663,257
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,334,860
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,671,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,293,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,618,359
Interest on participant loans2010-12-31$2,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$402,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$103,856
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$8,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$243,291
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BONADIO & CO., LLP
Accountancy firm EIN2010-12-31161131146

Form 5500 Responses for PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN

2019: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PLANNED PARENTHOOD MOHAWK HUDSON, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberPPMH-001
Policy instance 1
Insurance contract or identification numberPPMH-001
Number of Individuals Covered206
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberPPMH-001
Policy instance 1
Insurance contract or identification numberPPMH-001
Number of Individuals Covered160
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberPPMH-001
Policy instance 1
Insurance contract or identification numberPPMH-001
Number of Individuals Covered155
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberPPMH-001
Policy instance 1
Insurance contract or identification numberPPMH-001
Number of Individuals Covered146
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberPPMH-001
Policy instance 1
Insurance contract or identification numberPPMH-001
Number of Individuals Covered147
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3