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PPFA RETIREMENT PLAN 401k Plan overview

Plan NamePPFA RETIREMENT PLAN
Plan identification number 003

PPFA RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

PLANNED PARENTHOOD OF S.E. IOWA has sponsored the creation of one or more 401k plans.

Company Name:PLANNED PARENTHOOD OF S.E. IOWA
Employer identification number (EIN):426078290
NAIC Classification:621410
NAIC Description:Family Planning Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PPFA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032014-01-01STEPHANIE PEARL STEPHANIE PEARL2015-01-19
0032013-01-01STEPHANIE PEARL STEPHANIE PEARL2014-08-05
0032012-01-01STEPHANIE ZAHNER STEPHANIE ZAHNER2013-10-14
0032011-01-01CHERRY KLEIN STEPHANIE ZAHNER2012-06-27
0032009-01-01GEORGENE RICHARDS CHERRY KLEIN2010-09-28

Financial Data on PPFA RETIREMENT PLAN

Measure Date Value
2014 : PPFA RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-06-16$-561,167
Total plan liabilities at end of year2014-06-16$0
Total income from all sources2014-06-16$22,164
Expenses. Total of all expenses incurred2014-06-16$233,578
Benefits paid (including direct rollovers)2014-06-16$233,571
Total plan assets at end of year2014-06-16$0
Total plan assets at beginning of year2014-06-16$772,581
Value of fidelity bond covering the plan2014-06-16$5,000,000
Total contributions received or receivable from participants2014-06-16$0
Expenses. Other expenses not covered elsewhere2014-06-16$0
Contributions received from other sources (not participants or employers)2014-06-16$0
Other income received2014-06-16$22,164
Noncash contributions received2014-06-16$0
Net income (gross income less expenses)2014-06-16$-211,414
Net plan assets at end of year (total assets less liabilities)2014-06-16$0
Net plan assets at beginning of year (total assets less liabilities)2014-06-16$772,581
Assets. Value of participant loans2014-06-16$0
Total contributions received or receivable from employer(s)2014-06-16$0
Value of certain deemed distributions of participant loans2014-06-16$0
Value of corrective distributions2014-06-16$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-16$7
2013 : PPFA RETIREMENT 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$128,889
Expenses. Total of all expenses incurred2013-12-31$7,204
Benefits paid (including direct rollovers)2013-12-31$7,071
Total plan assets at end of year2013-12-31$772,581
Total plan assets at beginning of year2013-12-31$650,896
Value of fidelity bond covering the plan2013-12-31$5,000,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$128,889
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$121,685
Net plan assets at end of year (total assets less liabilities)2013-12-31$772,581
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$650,896
Assets. Value of participant loans2013-12-31$8,645
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$133
2012 : PPFA RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$97,936
Expenses. Total of all expenses incurred2012-12-31$367,960
Benefits paid (including direct rollovers)2012-12-31$367,613
Total plan assets at end of year2012-12-31$650,896
Total plan assets at beginning of year2012-12-31$920,920
Value of fidelity bond covering the plan2012-12-31$5,000,000
Expenses. Other expenses not covered elsewhere2012-12-31$347
Other income received2012-12-31$97,936
Net income (gross income less expenses)2012-12-31$-270,024
Net plan assets at end of year (total assets less liabilities)2012-12-31$650,896
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$920,920
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PPFA RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$48,754
Expenses. Total of all expenses incurred2011-12-31$102,019
Benefits paid (including direct rollovers)2011-12-31$101,169
Total plan assets at end of year2011-12-31$920,920
Total plan assets at beginning of year2011-12-31$974,185
Value of fidelity bond covering the plan2011-12-31$2,000,000
Total contributions received or receivable from participants2011-12-31$36,803
Expenses. Other expenses not covered elsewhere2011-12-31$850
Other income received2011-12-31$-7,089
Net income (gross income less expenses)2011-12-31$-53,265
Net plan assets at end of year (total assets less liabilities)2011-12-31$920,920
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$974,185
Assets. Value of participant loans2011-12-31$7,853
Total contributions received or receivable from employer(s)2011-12-31$19,040
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PPFA RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$202,443
Expenses. Total of all expenses incurred2010-12-31$6,840
Benefits paid (including direct rollovers)2010-12-31$6,078
Total plan assets at end of year2010-12-31$974,185
Total plan assets at beginning of year2010-12-31$778,582
Value of fidelity bond covering the plan2010-12-31$2,000,000
Total contributions received or receivable from participants2010-12-31$48,805
Expenses. Other expenses not covered elsewhere2010-12-31$762
Other income received2010-12-31$119,018
Net income (gross income less expenses)2010-12-31$195,603
Net plan assets at end of year (total assets less liabilities)2010-12-31$974,185
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$778,582
Assets. Value of participant loans2010-12-31$9,700
Total contributions received or receivable from employer(s)2010-12-31$34,620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PPFA RETIREMENT 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 PPFA RETIREMENT PLAN

2014: PPFA RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PPFA RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PPFA RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PPFA RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PPFA RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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