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PLANNED PARENTHOOD OF ROCHESTER/ SYRACUSE REGION, INC. 401K PLAN 401k Plan overview

Plan NamePLANNED PARENTHOOD OF ROCHESTER/ SYRACUSE REGION, INC. 401K PLAN
Plan identification number 004

PLANNED PARENTHOOD OF ROCHESTER/ SYRACUSE REGION, INC. 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • 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 OF THE ROCHESTER/SYRACUSE REGION has sponsored the creation of one or more 401k plans.

Company Name:PLANNED PARENTHOOD OF THE ROCHESTER/SYRACUSE REGION
Employer identification number (EIN):160743085
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANNED PARENTHOOD OF ROCHESTER/ SYRACUSE REGION, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042012-01-01SHARON BARTELL
0042011-01-01SHARON BARTELL
0042010-01-01SHARON BARTELL
0042009-01-01SHARON BARTELL

Financial Data on PLANNED PARENTHOOD OF ROCHESTER/ SYRACUSE REGION, INC. 401K PLAN

Measure Date Value
2012 : PLANNED PARENTHOOD OF ROCHESTER/ SYRACUSE REGION, INC. 401K 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$1,103,094
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$325,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$296,326
Value of total corrective distributions2012-12-31$11,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$688,358
Value of total assets at end of year2012-12-31$4,453,606
Value of total assets at beginning of year2012-12-31$3,675,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,207
Total interest from all sources2012-12-31$2,465
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$98,873
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$98,873
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$396,261
Participant contributions at end of year2012-12-31$40,417
Participant contributions at beginning of year2012-12-31$37,484
Participant contributions at end of year2012-12-31$14,785
Participant contributions at beginning of year2012-12-31$7,880
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$90,510
Administrative expenses (other) incurred2012-12-31$1,067
Total non interest bearing cash at end of year2012-12-31$23,471
Total non interest bearing cash at beginning of year2012-12-31$2,441
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$777,836
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,453,606
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,675,770
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,305,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,573,348
Interest on participant loans2012-12-31$2,465
Value of interest in common/collective trusts at end of year2012-12-31$1,055,829
Value of interest in common/collective trusts at beginning of year2012-12-31$976,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$313,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$201,587
Employer contributions (assets) at end of year2012-12-31$13,362
Employer contributions (assets) at beginning of year2012-12-31$77,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$296,326
Contract administrator fees2012-12-31$16,140
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 & COMPANY, LLP
Accountancy firm EIN2012-12-31161131146
2011 : PLANNED PARENTHOOD OF ROCHESTER/ SYRACUSE REGION, INC. 401K 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$553,660
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$221,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$207,587
Value of total corrective distributions2011-12-31$10,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$575,838
Value of total assets at end of year2011-12-31$3,675,770
Value of total assets at beginning of year2011-12-31$3,343,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,610
Total interest from all sources2011-12-31$1,325
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$89,536
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$89,536
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 period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$306,080
Participant contributions at end of year2011-12-31$37,484
Participant contributions at beginning of year2011-12-31$37,675
Participant contributions at end of year2011-12-31$7,880
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$13,025
Total non interest bearing cash at end of year2011-12-31$2,441
Total non interest bearing cash at beginning of year2011-12-31$61,737
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$332,082
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,675,770
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,343,688
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
Investment advisory and management fees2011-12-31$3,610
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,573,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,950,676
Interest on participant loans2011-12-31$1,325
Value of interest in common/collective trusts at end of year2011-12-31$976,761
Value of interest in common/collective trusts at beginning of year2011-12-31$210,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-113,039
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$256,733
Employer contributions (assets) at end of year2011-12-31$77,856
Employer contributions (assets) at beginning of year2011-12-31$83,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$207,587
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 & COMPANY, LLP
Accountancy firm EIN2011-12-31161131146
2010 : PLANNED PARENTHOOD OF ROCHESTER/ SYRACUSE REGION, INC. 401K 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$780,593
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$433,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$421,933
Value of total corrective distributions2010-12-31$2,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$407,212
Value of total assets at end of year2010-12-31$3,343,688
Value of total assets at beginning of year2010-12-31$2,996,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,539
Total interest from all sources2010-12-31$1,115
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$68,022
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$68,022
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$293,886
Participant contributions at end of year2010-12-31$37,675
Participant contributions at beginning of year2010-12-31$16,628
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$15,014
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,689
Total non interest bearing cash at end of year2010-12-31$61,737
Total non interest bearing cash at beginning of year2010-12-31$140,395
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$347,047
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,343,688
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,996,641
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
Investment advisory and management fees2010-12-31$9,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,950,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,601,633
Interest on participant loans2010-12-31$1,115
Value of interest in common/collective trusts at end of year2010-12-31$210,057
Value of interest in common/collective trusts at beginning of year2010-12-31$221,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$304,244
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$111,637
Employer contributions (assets) at end of year2010-12-31$83,543
Employer contributions (assets) at beginning of year2010-12-31$1,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$421,933
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 & COMPANY, LLC
Accountancy firm EIN2010-12-31161131146
2009 : PLANNED PARENTHOOD OF ROCHESTER/ SYRACUSE REGION, INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PLANNED PARENTHOOD OF ROCHESTER/ SYRACUSE REGION, INC. 401K PLAN

2012: PLANNED PARENTHOOD OF ROCHESTER/ SYRACUSE REGION, INC. 401K 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 OF ROCHESTER/ SYRACUSE REGION, INC. 401K 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 OF ROCHESTER/ SYRACUSE REGION, INC. 401K 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 OF ROCHESTER/ SYRACUSE REGION, INC. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

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