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PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 401k Plan overview

Plan NamePLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN
Plan identification number 002

PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK INC has sponsored the creation of one or more 401k plans.

Company Name:PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK INC
Employer identification number (EIN):160746860
NAIC Classification:621410
NAIC Description:Family Planning Centers

Additional information about PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK INC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1971-04-30
Company Identification Number: 307019
Legal Registered Office Address: 677 BROADWAY, 10TH FLOOR
Monroe
ALBANY
United States of America (USA)
12207

More information about PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHRISTIAN OLECK

Plan Statistics for PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN

401k plan membership statisitcs for PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN

Measure Date Value
2022: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0163
Total number of active participants reported on line 7a of the Form 55002022-01-0160
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0160
Number of participants with account balances2022-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0166
Total number of active participants reported on line 7a of the Form 55002021-01-0163
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0163
Number of participants with account balances2021-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0170
Total number of active participants reported on line 7a of the Form 55002020-01-0166
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0166
Number of participants with account balances2020-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0176
Total number of active participants reported on line 7a of the Form 55002019-01-0170
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0170
Number of participants with account balances2019-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0181
Total number of active participants reported on line 7a of the Form 55002018-01-0176
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0176
Number of participants with account balances2018-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0186
Total number of active participants reported on line 7a of the Form 55002017-01-0181
Total of all active and inactive participants2017-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0181
Number of participants with account balances2017-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN

Measure Date Value
2022 : PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$-234,809
Total income from all sources2022-12-31$-561,496
Expenses. Total of all expenses incurred2022-12-31$68,932
Benefits paid (including direct rollovers)2022-12-31$33,880
Total plan assets at end of year2022-12-31$1,906,188
Total plan assets at beginning of year2022-12-31$2,771,425
Other income received2022-12-31$-561,496
Net income (gross income less expenses)2022-12-31$-630,428
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,906,188
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,771,425
Assets. Value of participant loans2022-12-31$20,211
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$35,052
2021 : PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2021 401k financial data
Total income from all sources2021-12-31$449,235
Expenses. Total of all expenses incurred2021-12-31$100,156
Benefits paid (including direct rollovers)2021-12-31$58,791
Total plan assets at end of year2021-12-31$2,771,425
Total plan assets at beginning of year2021-12-31$2,422,346
Other income received2021-12-31$449,235
Net income (gross income less expenses)2021-12-31$349,079
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,771,425
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,422,346
Assets. Value of participant loans2021-12-31$24,382
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$41,365
2020 : PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2020 401k financial data
Total income from all sources2020-12-31$502,658
Expenses. Total of all expenses incurred2020-12-31$184,554
Benefits paid (including direct rollovers)2020-12-31$140,426
Total plan assets at end of year2020-12-31$2,422,346
Total plan assets at beginning of year2020-12-31$2,104,242
Other income received2020-12-31$502,658
Net income (gross income less expenses)2020-12-31$318,104
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,422,346
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,104,242
Assets. Value of participant loans2020-12-31$8,449
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$44,128
2019 : PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2019 401k financial data
Total income from all sources2019-12-31$512,381
Expenses. Total of all expenses incurred2019-12-31$211,772
Benefits paid (including direct rollovers)2019-12-31$161,276
Total plan assets at end of year2019-12-31$2,104,242
Total plan assets at beginning of year2019-12-31$1,803,633
Expenses. Other expenses not covered elsewhere2019-12-31$2,509
Other income received2019-12-31$512,381
Net income (gross income less expenses)2019-12-31$300,609
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,104,242
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,803,633
Assets. Value of participant loans2019-12-31$8,449
Value of certain deemed distributions of participant loans2019-12-31$8,219
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$39,768
2018 : PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-104,805
Expenses. Total of all expenses incurred2018-12-31$76,388
Benefits paid (including direct rollovers)2018-12-31$41,575
Total plan assets at end of year2018-12-31$1,803,633
Total plan assets at beginning of year2018-12-31$1,984,826
Expenses. Other expenses not covered elsewhere2018-12-31$32,887
Other income received2018-12-31$-104,805
Net income (gross income less expenses)2018-12-31$-181,193
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,803,633
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,984,826
Assets. Value of participant loans2018-12-31$19,622
Value of certain deemed distributions of participant loans2018-12-31$43
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,883
2017 : PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2017 401k financial data
Total income from all sources2017-12-31$78,222
Expenses. Total of all expenses incurred2017-12-31$194,023
Benefits paid (including direct rollovers)2017-12-31$142,944
Total plan assets at end of year2017-12-31$1,984,826
Total plan assets at beginning of year2017-12-31$2,100,627
Total contributions received or receivable from participants2017-12-31$4,492
Other income received2017-12-31$71,904
Net income (gross income less expenses)2017-12-31$-115,801
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,984,826
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,100,627
Assets. Value of participant loans2017-12-31$24,784
Total contributions received or receivable from employer(s)2017-12-31$1,826
Value of certain deemed distributions of participant loans2017-12-31$11,026
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$40,053

Form 5500 Responses for PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN

2022: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, INC 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLANNED PARENTHOOD OF BUFFALO AND ERIE COUNTY, 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 OF BUFFALO AND ERIE COUNTY, 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 OF BUFFALO AND ERIE COUNTY, 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

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number750673
Policy instance 1
Insurance contract or identification number750673
Number of Individuals Covered60
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?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
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number750673
Policy instance 1
Insurance contract or identification number750673
Number of Individuals Covered63
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?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
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number750673
Policy instance 1
Insurance contract or identification number750673
Number of Individuals Covered66
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?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
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number750673
Policy instance 1
Insurance contract or identification number750673
Number of Individuals Covered70
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $36
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $13
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number750673
Policy instance 1
Insurance contract or identification number750673
Number of Individuals Covered81
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number750673
Policy instance 1
Insurance contract or identification number750673
Number of Individuals Covered81
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $49
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $39
Insurance broker organization code?3
Insurance broker nameA. BRUNNER

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