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PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NamePLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN
Plan identification number 002

PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PLANNED PARENTHOOD ASSN OF THE MERCER AREA IN has sponsored the creation of one or more 401k plans.

Company Name:PLANNED PARENTHOOD ASSN OF THE MERCER AREA IN
Employer identification number (EIN):210723248
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHRISTINE THOMAS CHRISTINE THOMAS2018-10-08
0022016-01-01CHRISTINE THOMAS CHRISTINE THOMAS2017-10-11
0022015-01-01CHRISTINE THOMAS CHRISTINE THOMAS2016-10-17
0022014-01-01ELIZABETH DUMONT ELIZABETH DUMONT2015-05-11
0022013-01-01DEBRA DARCANGELO DEBRA DARCANGELO2014-06-26
0022012-01-01ELIZABETH DUMONT ELIZABETH DUMONT2013-06-21
0022011-01-01DEBRA DARCANGELO DEBRA DARCANGELO2012-07-28
0022009-01-01XAN BLAKE XAN BLAKE2010-10-05

Plan Statistics for PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN

Measure Date Value
2020: PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-010
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 participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0119
Total number of active participants reported on line 7a of the Form 55002019-01-0114
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0117
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0121
Total number of active participants reported on line 7a of the Form 55002018-01-0116
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0119
Number of participants with account balances2018-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0146
Total number of active participants reported on line 7a of the Form 55002017-01-0119
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0123
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0128
Total number of active participants reported on line 7a of the Form 55002016-01-0119
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0126
Number of participants with account balances2016-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0147
Total number of active participants reported on line 7a of the Form 55002015-01-0119
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0127
Number of participants with account balances2015-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0145
Total number of active participants reported on line 7a of the Form 55002014-01-0144
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0149
Number of participants with account balances2014-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0150
Total number of active participants reported on line 7a of the Form 55002013-01-0137
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0144
Number of participants with account balances2013-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0132
Total number of active participants reported on line 7a of the Form 55002012-01-0126
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0132
Number of participants with account balances2012-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0134
Total number of active participants reported on line 7a of the Form 55002011-01-0121
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0127
Number of participants with account balances2011-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0141
Total number of active participants reported on line 7a of the Form 55002009-01-0132
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0142
Number of participants with account balances2009-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN

Measure Date Value
2020 : PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2020 401k financial data
Transfers to/from the plan2020-09-14$0
Total plan liabilities at end of year2020-09-14$0
Total plan liabilities at beginning of year2020-09-14$0
Total income from all sources2020-09-14$1,118
Expenses. Total of all expenses incurred2020-09-14$79,730
Benefits paid (including direct rollovers)2020-09-14$78,646
Total plan assets at end of year2020-09-14$0
Total plan assets at beginning of year2020-09-14$78,612
Value of fidelity bond covering the plan2020-09-14$140,000
Total contributions received or receivable from participants2020-09-14$0
Expenses. Other expenses not covered elsewhere2020-09-14$0
Contributions received from other sources (not participants or employers)2020-09-14$0
Other income received2020-09-14$1,118
Noncash contributions received2020-09-14$0
Net income (gross income less expenses)2020-09-14$-78,612
Net plan assets at end of year (total assets less liabilities)2020-09-14$0
Net plan assets at beginning of year (total assets less liabilities)2020-09-14$78,612
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2020-09-14$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-09-14$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-09-14$0
Total contributions received or receivable from employer(s)2020-09-14$0
Value of certain deemed distributions of participant loans2020-09-14$0
Value of corrective distributions2020-09-14$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-14$1,084
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-09-14$0
2019 : PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$22,672
Expenses. Total of all expenses incurred2019-12-31$71,043
Benefits paid (including direct rollovers)2019-12-31$70,348
Total plan assets at end of year2019-12-31$78,612
Total plan assets at beginning of year2019-12-31$126,983
Value of fidelity bond covering the plan2019-12-31$140,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$22,672
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-48,371
Net plan assets at end of year (total assets less liabilities)2019-12-31$78,612
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$126,983
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2019-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2019-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$695
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-7,052
Expenses. Total of all expenses incurred2018-12-31$117,463
Benefits paid (including direct rollovers)2018-12-31$116,941
Total plan assets at end of year2018-12-31$126,983
Total plan assets at beginning of year2018-12-31$251,498
Value of fidelity bond covering the plan2018-12-31$140,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-7,052
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-124,515
Net plan assets at end of year (total assets less liabilities)2018-12-31$126,983
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$251,498
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2018-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2018-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$522
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$49,858
Expenses. Total of all expenses incurred2017-12-31$287,878
Benefits paid (including direct rollovers)2017-12-31$286,832
Total plan assets at end of year2017-12-31$251,498
Total plan assets at beginning of year2017-12-31$489,518
Value of fidelity bond covering the plan2017-12-31$140,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$49,858
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-238,020
Net plan assets at end of year (total assets less liabilities)2017-12-31$251,498
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$489,518
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2017-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$23,419
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,046
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$27,034
Expenses. Total of all expenses incurred2016-12-31$52,690
Benefits paid (including direct rollovers)2016-12-31$49,957
Total plan assets at end of year2016-12-31$489,518
Total plan assets at beginning of year2016-12-31$515,174
Value of fidelity bond covering the plan2016-12-31$140,000
Total contributions received or receivable from participants2016-12-31$1,008
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$26,026
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-25,656
Net plan assets at end of year (total assets less liabilities)2016-12-31$489,518
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$515,174
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2016-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2016-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$23,419
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,733
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$26,949
Expenses. Total of all expenses incurred2015-12-31$202,277
Benefits paid (including direct rollovers)2015-12-31$202,077
Total plan assets at end of year2015-12-31$515,174
Total plan assets at beginning of year2015-12-31$690,502
Value of fidelity bond covering the plan2015-12-31$140,000
Total contributions received or receivable from participants2015-12-31$29,587
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-2,638
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-175,328
Net plan assets at end of year (total assets less liabilities)2015-12-31$515,174
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$690,502
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2015-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2015-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$22,780
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$73,763
Expenses. Total of all expenses incurred2014-12-31$239,545
Benefits paid (including direct rollovers)2014-12-31$239,385
Total plan assets at end of year2014-12-31$690,502
Total plan assets at beginning of year2014-12-31$856,284
Value of fidelity bond covering the plan2014-12-31$140,000
Total contributions received or receivable from participants2014-12-31$31,927
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$41,836
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-165,782
Net plan assets at end of year (total assets less liabilities)2014-12-31$690,502
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$856,284
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2014-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2014-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$7,862
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$160
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$197,725
Expenses. Total of all expenses incurred2013-12-31$89,877
Benefits paid (including direct rollovers)2013-12-31$89,717
Total plan assets at end of year2013-12-31$856,284
Total plan assets at beginning of year2013-12-31$748,436
Value of fidelity bond covering the plan2013-12-31$140,000
Total contributions received or receivable from participants2013-12-31$53,322
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$5,896
Other income received2013-12-31$138,507
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$107,848
Net plan assets at end of year (total assets less liabilities)2013-12-31$856,284
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$748,436
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$7,862
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$160
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$120,537
Expenses. Total of all expenses incurred2012-12-31$42,696
Benefits paid (including direct rollovers)2012-12-31$42,696
Total plan assets at end of year2012-12-31$748,436
Total plan assets at beginning of year2012-12-31$670,595
Value of fidelity bond covering the plan2012-12-31$0
Total contributions received or receivable from participants2012-12-31$53,414
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$67,123
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$77,841
Net plan assets at end of year (total assets less liabilities)2012-12-31$748,436
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$670,595
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$7,862
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$55,980
Expenses. Total of all expenses incurred2011-12-31$73,208
Benefits paid (including direct rollovers)2011-12-31$73,208
Total plan assets at end of year2011-12-31$670,595
Total plan assets at beginning of year2011-12-31$687,823
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$58,899
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-2,919
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-17,228
Net plan assets at end of year (total assets less liabilities)2011-12-31$670,595
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$687,823
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2011-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$5,592
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$129,951
Expenses. Total of all expenses incurred2010-12-31$5,256
Benefits paid (including direct rollovers)2010-12-31$5,256
Total plan assets at end of year2010-12-31$687,823
Total plan assets at beginning of year2010-12-31$563,128
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$68,600
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$61,351
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$124,695
Net plan assets at end of year (total assets less liabilities)2010-12-31$687,823
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$563,128
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2010-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$3,104
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN

2020: PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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 ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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 ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PLANNED PARENTHOOD ASSOCIATION OF THE MERCER AREA, INC. TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-09-14
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered17
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered19
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered23
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered27
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered49
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered44
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered32
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered27
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered35
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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