401k Plan data: PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN plan

PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 401k Plan overview

Plan Name	PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN
Plan identification number	002

PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(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 KEYSTONE has sponsored the creation of one or more 401k plans.

Company Name: PLANNED PARENTHOOD KEYSTONE

Employer identification number (EIN): 232450112

NAIC Classification: 621410
NAIC Description: Family Planning Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01 ERIN VELLELA 2020-10-07 MELISSA REED 2020-10-07
002 2018-01-01 ERIN VELLELA 2019-09-12 MELISSA REED 2019-09-11
002 2017-01-01 ERIN VELLELA MELISSA REED 2018-08-28
002 2016-01-01 ERIN VELLELA MELISSA REED 2017-10-12
002 2015-01-01 ERIN VELLELA
002 2014-01-01 KIM CUSTER 2015-10-14
002 2013-01-01 KIM CUSTER 2014-10-02 KIM CUSTER 2014-10-02
002 2012-01-01 KIM CUSTER 2013-09-19
002 2011-01-01 KIM CUSTER 2012-07-20
002 2010-01-01 KIM CUSTER 2011-05-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01	ERIN VELLELA	2020-10-07	MELISSA REED	2020-10-07
002	2018-01-01	ERIN VELLELA	2019-09-12	MELISSA REED	2019-09-11
002	2017-01-01	ERIN VELLELA		MELISSA REED	2018-08-28
002	2016-01-01	ERIN VELLELA		MELISSA REED	2017-10-12
002	2015-01-01	ERIN VELLELA
002	2014-01-01	KIM CUSTER	2015-10-14
002	2013-01-01	KIM CUSTER	2014-10-02	KIM CUSTER	2014-10-02
002	2012-01-01	KIM CUSTER	2013-09-19
002	2011-01-01	KIM CUSTER	2012-07-20
002	2010-01-01	KIM CUSTER	2011-05-03

Plan Statistics for PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN

401k plan membership statisitcs for PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN

Measure Date Value
2022: PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 38
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 16
Total of all active and inactive participants 2022-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 54
Number of participants with account balances 2022-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 70
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 22
Total of all active and inactive participants 2021-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 92
Number of participants with account balances 2021-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 78
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 47
Total of all active and inactive participants 2020-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 125
Number of participants with account balances 2020-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2017: PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 55
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 39
Total of all active and inactive participants 2017-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 94
Number of participants with account balances 2017-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7
2016: PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 67
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 35
Total of all active and inactive participants 2016-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 102
Number of participants with account balances 2016-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 77
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 42
Total of all active and inactive participants 2015-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 119
Number of participants with account balances 2015-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6

Measure	Date	Value
2022: PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	38
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	16
Total of all active and inactive participants	2022-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	54
Number of participants with account balances	2022-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	70
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	22
Total of all active and inactive participants	2021-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	92
Number of participants with account balances	2021-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	78
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	47
Total of all active and inactive participants	2020-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	125
Number of participants with account balances	2020-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2017: PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	55
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	39
Total of all active and inactive participants	2017-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	94
Number of participants with account balances	2017-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7
2016: PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	67
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	35
Total of all active and inactive participants	2016-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	102
Number of participants with account balances	2016-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	77
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	42
Total of all active and inactive participants	2015-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	119
Number of participants with account balances	2015-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6

Financial Data on PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN

Measure	Date	Value
2022 : PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$7
Total income from all sources (including contributions)	2022-12-31	$-40,433
Total of all expenses incurred	2022-12-31	$107,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$72,592
Expenses. Certain deemed distributions of participant loans	2022-12-31	$6,021
Value of total corrective distributions	2022-12-31	$11,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$250,325
Value of total assets at end of year	2022-12-31	$1,623,873
Value of total assets at beginning of year	2022-12-31	$1,772,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$18,331
Total interest from all sources	2022-12-31	$466
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$91,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$91,985
Administrative expenses professional fees incurred	2022-12-31	$18,331
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$300,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$178,048
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$6,051
Participant contributions at end of year	2022-12-31	$9,096
Participant contributions at beginning of year	2022-12-31	$8
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$35,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-148,379
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,623,866
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,772,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,559,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,717,595
Interest on participant loans	2022-12-31	$5
Interest earned on other investments	2022-12-31	$461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$53,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$48,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-383,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$36,423
Employer contributions (assets) at end of year	2022-12-31	$1,934
Employer contributions (assets) at beginning of year	2022-12-31	$97
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$72,592
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	TAIT, WELLER & BAKER LLP
Accountancy firm EIN	2022-12-31	231144520
2021 : PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$423,404
Total of all expenses incurred	2021-12-31	$731,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$699,427
Value of total corrective distributions	2021-12-31	$12,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$219,384
Value of total assets at end of year	2021-12-31	$1,772,245
Value of total assets at beginning of year	2021-12-31	$2,080,497
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$20,174
Total interest from all sources	2021-12-31	$1,619
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$97,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$97,701
Administrative expenses professional fees incurred	2021-12-31	$20,174
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$300,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$181,787
Participant contributions at end of year	2021-12-31	$6,051
Participant contributions at beginning of year	2021-12-31	$8,111
Participant contributions at end of year	2021-12-31	$8
Participant contributions at beginning of year	2021-12-31	$5,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-308,252
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,772,245
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,080,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,717,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,805,258
Interest on participant loans	2021-12-31	$370
Interest earned on other investments	2021-12-31	$1,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$48,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$259,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$104,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$37,597
Employer contributions (assets) at end of year	2021-12-31	$97
Employer contributions (assets) at beginning of year	2021-12-31	$1,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$699,427
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	TAIT, WELLER & BAKER LLP
Accountancy firm EIN	2021-12-31	231144520
2020 : PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$465,192
Total of all expenses incurred	2020-12-31	$736,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$706,916
Value of total corrective distributions	2020-12-31	$9,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$199,945
Value of total assets at end of year	2020-12-31	$2,080,497
Value of total assets at beginning of year	2020-12-31	$2,351,857
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$20,368
Total interest from all sources	2020-12-31	$1,984
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$68,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$68,080
Administrative expenses professional fees incurred	2020-12-31	$20,368
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$150,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$164,265
Participant contributions at end of year	2020-12-31	$8,111
Participant contributions at beginning of year	2020-12-31	$6,828
Participant contributions at end of year	2020-12-31	$5,844
Participant contributions at beginning of year	2020-12-31	$8
Total non interest bearing cash at beginning of year	2020-12-31	$16,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-271,360
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,080,497
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,351,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,805,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,295,969
Interest on participant loans	2020-12-31	$363
Interest earned on other investments	2020-12-31	$1,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$259,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$32,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$195,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$35,680
Employer contributions (assets) at end of year	2020-12-31	$1,580
Employer contributions (assets) at beginning of year	2020-12-31	$97
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$706,916
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	TAIT, WELLER & BAKER LLP
Accountancy firm EIN	2020-12-31	231144520
2017 : PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$448,132
Total of all expenses incurred	2017-12-31	$240,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$210,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$112,503
Value of total assets at end of year	2017-12-31	$2,446,068
Value of total assets at beginning of year	2017-12-31	$2,238,281
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$30,029
Total interest from all sources	2017-12-31	$380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$6,655
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$150,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$112,503
Participant contributions at end of year	2017-12-31	$4,687
Participant contributions at beginning of year	2017-12-31	$11,696
Participant contributions at beginning of year	2017-12-31	$4,798
Total non interest bearing cash at end of year	2017-12-31	$1,209
Total non interest bearing cash at beginning of year	2017-12-31	$4,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$207,787
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,446,068
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,238,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,412,965
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,190,667
Interest on participant loans	2017-12-31	$380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$27,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$26,083
Net investment gain/loss from pooled separate accounts	2017-12-31	$335,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Employer contributions (assets) at end of year	2017-12-31	$97
Employer contributions (assets) at beginning of year	2017-12-31	$97
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$210,316
Contract administrator fees	2017-12-31	$23,374
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	TAIT WELLER
Accountancy firm EIN	2017-12-31	231144520
2016 : PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$322,945
Total of all expenses incurred	2016-12-31	$147,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$115,370
Value of total corrective distributions	2016-12-31	$5,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$167,170
Value of total assets at end of year	2016-12-31	$2,238,281
Value of total assets at beginning of year	2016-12-31	$2,062,561
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$25,963
Total interest from all sources	2016-12-31	$598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$3,930
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$150,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$132,039
Participant contributions at end of year	2016-12-31	$11,696
Participant contributions at beginning of year	2016-12-31	$15,821
Participant contributions at end of year	2016-12-31	$4,798
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$6,853
Other income not declared elsewhere	2016-12-31	$11
Total non interest bearing cash at end of year	2016-12-31	$4,940
Total non interest bearing cash at beginning of year	2016-12-31	$676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$175,720
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,238,281
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,062,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,190,667
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,020,988
Interest on participant loans	2016-12-31	$598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$26,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$24,979
Net investment gain/loss from pooled separate accounts	2016-12-31	$155,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$28,278
Employer contributions (assets) at end of year	2016-12-31	$97
Employer contributions (assets) at beginning of year	2016-12-31	$97
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$115,370
Contract administrator fees	2016-12-31	$22,033
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	TAIT WELLER
Accountancy firm EIN	2016-12-31	231144520
2015 : PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$154,988
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$127,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$89,542
Value of total corrective distributions	2015-12-31	$14,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$185,172
Value of total assets at end of year	2015-12-31	$2,062,561
Value of total assets at beginning of year	2015-12-31	$2,034,990
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$23,282
Total interest from all sources	2015-12-31	$197
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$1,500
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$150,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$145,149
Participant contributions at end of year	2015-12-31	$15,821
Participant contributions at beginning of year	2015-12-31	$1,864
Total non interest bearing cash at end of year	2015-12-31	$676
Total non interest bearing cash at beginning of year	2015-12-31	$1,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$27,571
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,062,561
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,034,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,008,336
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,020,988
Interest on participant loans	2015-12-31	$197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$24,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$23,635
Net investment gain/loss from pooled separate accounts	2015-12-31	$-30,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$40,023
Employer contributions (assets) at end of year	2015-12-31	$97
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$89,542
Contract administrator fees	2015-12-31	$21,782
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	TAIT WELLER
Accountancy firm EIN	2015-12-31	231144520

Form 5500 Responses for PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN

2022: PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2017: PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PLANNED PARENTHOOD OF NORTHEAST, MID-PENN & BUCKS COUNTY, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260482-01

Policy instance

Insurance contract or identification number	1260482-01
Number of Individuals Covered	10
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260482-01

Policy instance

Insurance contract or identification number	1260482-01
Number of Individuals Covered	10
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260482-01

Policy instance

Insurance contract or identification number	1260482-01
Number of Individuals Covered	10
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

14870

Policy instance

Insurance contract or identification number	14870
Number of Individuals Covered	79
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $7,072
Total amount of fees paid to insurance company	USD $6,655
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,072
Insurance broker organization code?	3
Amount paid for insurance broker fees	6655
Additional information about fees paid to insurance broker	TPA SERVICES
Insurance broker name	ATR, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

14870

Policy instance

Insurance contract or identification number	14870
Number of Individuals Covered	86
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $8,969
Total amount of fees paid to insurance company	USD $1,500
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,916
Insurance broker organization code?	3
Amount paid for insurance broker fees	1500
Additional information about fees paid to insurance broker	TPA SERVICES
Insurance broker name	ATR, INC.

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Company Name:	PLANNED PARENTHOOD KEYSTONE
Employer identification number (EIN):	232450112
NAIC Classification:	621410
NAIC Description:	Family Planning Centers