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PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 401k Plan overview

Plan NamePLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN
Plan identification number 004

PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) 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 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 CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042024-01-01CHRISTIAN OLECK
0042023-01-01
0042023-01-01CHRISTIAN OLECK
0042022-01-01
0042022-01-01CHRISTIAN OLECK
0042021-01-01
0042021-01-01CHRISTIAN OLECK
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01CHRISTIAN OLECK
0042016-01-01CHRISTIAN OLECK
0042015-01-01CHRISTIAN OLECK
0042014-01-01CHRISTIAN OLECK
0042013-01-01SHARON BARTELL

Plan Statistics for PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN

401k plan membership statisitcs for PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN

Measure Date Value
2023: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01331
Total number of active participants reported on line 7a of the Form 55002023-01-01240
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0184
Total of all active and inactive participants2023-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01324
Number of participants with account balances2023-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01307
Total number of active participants reported on line 7a of the Form 55002022-01-01256
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01331
Number of participants with account balances2022-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01346
Total number of active participants reported on line 7a of the Form 55002021-01-01231
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01307
Number of participants with account balances2021-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01347
Total number of active participants reported on line 7a of the Form 55002020-01-01263
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0177
Total of all active and inactive participants2020-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01343
Number of participants with account balances2020-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01308
Total number of active participants reported on line 7a of the Form 55002019-01-01273
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0161
Total of all active and inactive participants2019-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01340
Number of participants with account balances2019-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01292
Total number of active participants reported on line 7a of the Form 55002018-01-01254
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01308
Number of participants with account balances2018-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01326
Total number of active participants reported on line 7a of the Form 55002017-01-01238
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01238
Number of participants with account balances2017-01-01108
2016: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01315
Total number of active participants reported on line 7a of the Form 55002016-01-01270
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0154
Total of all active and inactive participants2016-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01324
Number of participants with account balances2016-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01248
Total number of active participants reported on line 7a of the Form 55002015-01-01228
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0151
Total of all active and inactive participants2015-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01279
Number of participants with account balances2015-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01210
Total number of active participants reported on line 7a of the Form 55002014-01-01157
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0155
Total of all active and inactive participants2014-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01212
Number of participants with account balances2014-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01213
Total number of active participants reported on line 7a of the Form 55002013-01-01150
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0151
Total of all active and inactive participants2013-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01201
Number of participants with account balances2013-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN

Measure Date Value
2023 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,013,045
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,072,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,055,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,539,517
Value of total assets at end of year2023-12-31$9,992,961
Value of total assets at beginning of year2023-12-31$8,052,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$17,302
Total interest from all sources2023-12-31$3,473
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$287,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$287,954
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$986,512
Participant contributions at end of year2023-12-31$100,705
Participant contributions at beginning of year2023-12-31$67,331
Participant contributions at end of year2023-12-31$35,881
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$72,695
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,940,390
Value of net assets at end of year (total assets less liabilities)2023-12-31$9,992,961
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,052,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$8,997,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,244,951
Interest on participant loans2023-12-31$3,473
Value of interest in common/collective trusts at end of year2023-12-31$840,605
Value of interest in common/collective trusts at beginning of year2023-12-31$740,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,182,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$480,310
Employer contributions (assets) at end of year2023-12-31$17,791
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,055,353
Contract administrator fees2023-12-31$17,302
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BONADIO & COMPANY, LLP
Accountancy firm EIN2023-12-31161131146
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$3,013,045
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,072,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,055,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,539,517
Value of total assets at end of year2023-01-01$9,992,961
Value of total assets at beginning of year2023-01-01$8,052,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$17,302
Total interest from all sources2023-01-01$3,473
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$287,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$287,954
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$986,512
Participant contributions at end of year2023-01-01$100,705
Participant contributions at beginning of year2023-01-01$67,331
Participant contributions at end of year2023-01-01$35,881
Participant contributions at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$72,695
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,940,390
Value of net assets at end of year (total assets less liabilities)2023-01-01$9,992,961
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$8,052,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$8,997,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$7,244,951
Interest on participant loans2023-01-01$3,473
Value of interest in common/collective trusts at end of year2023-01-01$840,605
Value of interest in common/collective trusts at beginning of year2023-01-01$740,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,182,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$480,310
Employer contributions (assets) at end of year2023-01-01$17,791
Employer contributions (assets) at beginning of year2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,055,353
Contract administrator fees2023-01-01$17,302
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BONADIO & COMPANY, LLP
Accountancy firm EIN2023-01-01161131146
2022 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-270,496
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,024,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,011,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,288,439
Value of total assets at end of year2022-12-31$8,052,571
Value of total assets at beginning of year2022-12-31$9,347,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,619
Total interest from all sources2022-12-31$4,100
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$359,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$359,519
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$872,876
Participant contributions at end of year2022-12-31$67,331
Participant contributions at beginning of year2022-12-31$63,965
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$33,387
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,614
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$2,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,294,985
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,052,571
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,347,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,244,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,514,451
Interest on participant loans2022-12-31$4,100
Value of interest in common/collective trusts at end of year2022-12-31$740,289
Value of interest in common/collective trusts at beginning of year2022-12-31$719,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,938,227
Net investment gain or loss from common/collective trusts2022-12-31$15,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$408,949
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$14,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,011,870
Contract administrator fees2022-12-31$12,619
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BONADIO & COMPANY, LLP
Accountancy firm EIN2022-12-31161131146
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-270,496
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,024,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,011,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,288,439
Value of total assets at end of year2022-01-01$8,052,571
Value of total assets at beginning of year2022-01-01$9,347,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$12,619
Total interest from all sources2022-01-01$4,100
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$359,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$359,519
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$872,876
Participant contributions at end of year2022-01-01$67,331
Participant contributions at beginning of year2022-01-01$63,965
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$33,387
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$6,614
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$2,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,294,985
Value of net assets at end of year (total assets less liabilities)2022-01-01$8,052,571
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$9,347,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$7,244,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$8,514,451
Interest on participant loans2022-01-01$4,100
Value of interest in common/collective trusts at end of year2022-01-01$740,289
Value of interest in common/collective trusts at beginning of year2022-01-01$719,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,938,227
Net investment gain or loss from common/collective trusts2022-01-01$15,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$408,949
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$14,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,011,870
Contract administrator fees2022-01-01$12,619
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BONADIO & COMPANY, LLP
Accountancy firm EIN2022-01-01161131146
2021 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,383,006
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$555,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$545,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,214,828
Value of total assets at end of year2021-12-31$9,347,556
Value of total assets at beginning of year2021-12-31$7,519,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,326
Total interest from all sources2021-12-31$4,026
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$399,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$399,089
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$833,145
Participant contributions at end of year2021-12-31$63,965
Participant contributions at beginning of year2021-12-31$72,097
Participant contributions at end of year2021-12-31$33,387
Participant contributions at beginning of year2021-12-31$27,458
Total non interest bearing cash at end of year2021-12-31$2,158
Total non interest bearing cash at beginning of year2021-12-31$426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,827,591
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,347,556
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,519,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,514,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,718,705
Interest on participant loans2021-12-31$4,026
Value of interest in common/collective trusts at end of year2021-12-31$719,175
Value of interest in common/collective trusts at beginning of year2021-12-31$688,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$753,301
Net investment gain or loss from common/collective trusts2021-12-31$11,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$381,683
Employer contributions (assets) at end of year2021-12-31$14,420
Employer contributions (assets) at beginning of year2021-12-31$13,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$545,089
Contract administrator fees2021-12-31$10,326
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BONADIO & COMPANY, LLP
Accountancy firm EIN2021-12-31161131146
2020 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,971,515
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$754,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$747,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,005,476
Value of total assets at end of year2020-12-31$7,519,965
Value of total assets at beginning of year2020-12-31$6,302,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,336
Total interest from all sources2020-12-31$4,774
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$220,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$220,497
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$685,102
Participant contributions at end of year2020-12-31$72,097
Participant contributions at beginning of year2020-12-31$78,429
Participant contributions at end of year2020-12-31$27,458
Participant contributions at beginning of year2020-12-31$26,744
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,261
Total non interest bearing cash at end of year2020-12-31$426
Total non interest bearing cash at beginning of year2020-12-31$397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,217,348
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,519,965
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,302,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,718,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,480,985
Interest on participant loans2020-12-31$4,774
Value of interest in common/collective trusts at end of year2020-12-31$688,024
Value of interest in common/collective trusts at beginning of year2020-12-31$704,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$727,533
Net investment gain or loss from common/collective trusts2020-12-31$13,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$315,113
Employer contributions (assets) at end of year2020-12-31$13,255
Employer contributions (assets) at beginning of year2020-12-31$11,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$747,831
Contract administrator fees2020-12-31$6,336
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BONADIO & COMPANY, LLP
Accountancy firm EIN2020-12-31161131146
2019 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2019 401k financial data
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 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$1,896,254
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$299,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$293,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$899,218
Value of total assets at end of year2019-12-31$6,302,617
Value of total assets at beginning of year2019-12-31$4,706,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,404
Total interest from all sources2019-12-31$4,163
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$184,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$184,508
Administrative expenses professional fees incurred2019-12-31$6,404
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$592,419
Participant contributions at end of year2019-12-31$78,429
Participant contributions at beginning of year2019-12-31$59,204
Participant contributions at end of year2019-12-31$26,744
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,534
Total non interest bearing cash at end of year2019-12-31$397
Total non interest bearing cash at beginning of year2019-12-31$397
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$1,596,426
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,302,617
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,706,191
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,480,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,946,052
Interest on participant loans2019-12-31$4,163
Value of interest in common/collective trusts at end of year2019-12-31$704,280
Value of interest in common/collective trusts at beginning of year2019-12-31$700,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$790,593
Net investment gain or loss from common/collective trusts2019-12-31$17,772
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$294,265
Employer contributions (assets) at end of year2019-12-31$11,782
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$293,424
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BONADIO & COMPANY, LLP
Accountancy firm EIN2019-12-31161131146
2018 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$514,678
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$560,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$554,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$731,702
Value of total assets at end of year2018-12-31$4,706,191
Value of total assets at beginning of year2018-12-31$4,752,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,719
Total interest from all sources2018-12-31$3,058
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$192,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$192,149
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$465,314
Participant contributions at end of year2018-12-31$59,204
Participant contributions at beginning of year2018-12-31$71,738
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$15,647
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,270
Total non interest bearing cash at end of year2018-12-31$397
Total non interest bearing cash at beginning of year2018-12-31$1,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-45,979
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,706,191
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,752,170
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,946,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,817,935
Interest on participant loans2018-12-31$3,058
Value of interest in common/collective trusts at end of year2018-12-31$700,538
Value of interest in common/collective trusts at beginning of year2018-12-31$836,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-431,650
Net investment gain or loss from common/collective trusts2018-12-31$19,419
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$250,118
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$8,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$554,938
Contract administrator fees2018-12-31$5,719
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 & COMPANY, LLP
Accountancy firm EIN2018-12-31161131146
2017 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$1,326,375
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,363,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,359,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$665,263
Value of total assets at end of year2017-12-31$4,752,170
Value of total assets at beginning of year2017-12-31$4,789,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,302
Total interest from all sources2017-12-31$2,516
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$150,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$150,228
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$426,981
Participant contributions at end of year2017-12-31$71,738
Participant contributions at beginning of year2017-12-31$32,552
Participant contributions at end of year2017-12-31$15,647
Participant contributions at beginning of year2017-12-31$17,382
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,773
Total non interest bearing cash at end of year2017-12-31$1,120
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-37,024
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,752,170
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,789,194
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,817,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,773,786
Interest on participant loans2017-12-31$2,516
Value of interest in common/collective trusts at end of year2017-12-31$836,932
Value of interest in common/collective trusts at beginning of year2017-12-31$956,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$489,592
Net investment gain or loss from common/collective trusts2017-12-31$18,776
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$228,509
Employer contributions (assets) at end of year2017-12-31$8,798
Employer contributions (assets) at beginning of year2017-12-31$8,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,359,097
Contract administrator fees2017-12-31$4,302
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 & COMPANY, LLP
Accountancy firm EIN2017-12-31161131146
2016 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$1,009,292
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$409,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$402,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$694,721
Value of total assets at end of year2016-12-31$4,789,194
Value of total assets at beginning of year2016-12-31$4,189,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,052
Total interest from all sources2016-12-31$1,526
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$98,846
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$98,846
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$208,684
Participant contributions at end of year2016-12-31$32,552
Participant contributions at beginning of year2016-12-31$45,258
Participant contributions at end of year2016-12-31$17,382
Participant contributions at beginning of year2016-12-31$15,493
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$80,739
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$842
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$599,840
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,789,194
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,189,354
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,773,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,150,127
Interest on participant loans2016-12-31$1,526
Value of interest in common/collective trusts at end of year2016-12-31$956,824
Value of interest in common/collective trusts at beginning of year2016-12-31$970,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$195,712
Net investment gain or loss from common/collective trusts2016-12-31$18,487
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$405,298
Employer contributions (assets) at end of year2016-12-31$8,650
Employer contributions (assets) at beginning of year2016-12-31$7,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$402,400
Contract administrator fees2016-12-31$7,052
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 & COMPANY, LLP
Accountancy firm EIN2016-12-31161131146
2015 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$378,591
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$718,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$711,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$388,278
Value of total assets at end of year2015-12-31$4,189,354
Value of total assets at beginning of year2015-12-31$4,528,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,345
Total interest from all sources2015-12-31$1,920
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$114,644
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$114,644
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$258,748
Participant contributions at end of year2015-12-31$45,258
Participant contributions at beginning of year2015-12-31$44,551
Participant contributions at end of year2015-12-31$15,493
Participant contributions at beginning of year2015-12-31$10,185
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,588
Total non interest bearing cash at end of year2015-12-31$842
Total non interest bearing cash at beginning of year2015-12-31$841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-339,627
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,189,354
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,528,981
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,150,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,536,565
Interest on participant loans2015-12-31$1,920
Value of interest in common/collective trusts at end of year2015-12-31$970,339
Value of interest in common/collective trusts at beginning of year2015-12-31$931,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-148,008
Net investment gain or loss from common/collective trusts2015-12-31$21,757
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$124,942
Employer contributions (assets) at end of year2015-12-31$7,295
Employer contributions (assets) at beginning of year2015-12-31$4,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$711,873
Contract administrator fees2015-12-31$6,345
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 & COMPANY, LLP
Accountancy firm EIN2015-12-31161131146
2014 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) 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$788,247
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,403,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,395,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$479,238
Value of total assets at end of year2014-12-31$4,528,981
Value of total assets at beginning of year2014-12-31$5,144,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,906
Total interest from all sources2014-12-31$1,893
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$157,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$157,179
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$329,006
Participant contributions at end of year2014-12-31$44,551
Participant contributions at beginning of year2014-12-31$52,336
Participant contributions at end of year2014-12-31$10,185
Participant contributions at beginning of year2014-12-31$15,709
Total non interest bearing cash at end of year2014-12-31$841
Total non interest bearing cash at beginning of year2014-12-31$2,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-615,297
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,528,981
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,144,278
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,536,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,057,160
Interest on participant loans2014-12-31$1,893
Value of interest in common/collective trusts at end of year2014-12-31$931,929
Value of interest in common/collective trusts at beginning of year2014-12-31$1,010,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$132,259
Net investment gain or loss from common/collective trusts2014-12-31$17,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$150,232
Employer contributions (assets) at end of year2014-12-31$4,910
Employer contributions (assets) at beginning of year2014-12-31$6,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,395,638
Contract administrator fees2014-12-31$7,906
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 & COMPANY, LLP
Accountancy firm EIN2014-12-31161131146
2013 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) 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$1,266,532
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$575,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$571,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$586,501
Value of total assets at end of year2013-12-31$5,144,278
Value of total assets at beginning of year2013-12-31$4,453,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,433
Total interest from all sources2013-12-31$2,114
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$114,890
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$114,890
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$393,025
Participant contributions at end of year2013-12-31$52,336
Participant contributions at beginning of year2013-12-31$40,417
Participant contributions at end of year2013-12-31$15,709
Participant contributions at beginning of year2013-12-31$14,785
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$18,531
Total non interest bearing cash at end of year2013-12-31$2,387
Total non interest bearing cash at beginning of year2013-12-31$23,471
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$690,672
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,144,278
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,453,606
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,057,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,305,742
Interest on participant loans2013-12-31$2,114
Value of interest in common/collective trusts at end of year2013-12-31$1,010,109
Value of interest in common/collective trusts at beginning of year2013-12-31$1,055,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$552,009
Net investment gain or loss from common/collective trusts2013-12-31$11,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$174,945
Employer contributions (assets) at end of year2013-12-31$6,577
Employer contributions (assets) at beginning of year2013-12-31$13,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$571,427
Contract administrator fees2013-12-31$4,433
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 & COMPANY, LLP
Accountancy firm EIN2013-12-31161131146

Form 5500 Responses for PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN

2023: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) 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

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