PLANNED PARENTHOOD SOUTH ATLANTIC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN
| Measure | Date | Value |
|---|
| 2023 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $2,891 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $2,776 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,433,642 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $877,060 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $842,367 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,123,239 |
| Value of total assets at end of year | 2023-12-31 | $8,727,566 |
| Value of total assets at beginning of year | 2023-12-31 | $7,170,869 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $34,693 |
| Total interest from all sources | 2023-12-31 | $7,576 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $762,818 |
| Participant contributions at end of year | 2023-12-31 | $119,141 |
| Participant contributions at beginning of year | 2023-12-31 | $136,520 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $6,284 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $2,891 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $2,776 |
| Other income not declared elsewhere | 2023-12-31 | $5,757 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,556,582 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $8,724,675 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $7,168,093 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $8,340,263 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $6,822,203 |
| Interest on participant loans | 2023-12-31 | $7,576 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $268,162 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $212,146 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,297,070 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $354,137 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $842,367 |
| Contract administrator fees | 2023-12-31 | $34,693 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | TAIT, WELLER & BAKER LLP |
| Accountancy firm EIN | 2023-12-31 | 231144520 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $2,891 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $2,776 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,433,642 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $877,060 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $842,367 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,123,239 |
| Value of total assets at end of year | 2023-01-01 | $8,727,566 |
| Value of total assets at beginning of year | 2023-01-01 | $7,170,869 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $34,693 |
| Total interest from all sources | 2023-01-01 | $7,576 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $762,818 |
| Participant contributions at end of year | 2023-01-01 | $119,141 |
| Participant contributions at beginning of year | 2023-01-01 | $136,520 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $6,284 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $2,891 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $2,776 |
| Other income not declared elsewhere | 2023-01-01 | $5,757 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,556,582 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $8,724,675 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $7,168,093 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $8,340,263 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $6,822,203 |
| Interest on participant loans | 2023-01-01 | $7,576 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $268,162 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $212,146 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,297,070 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $354,137 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $842,367 |
| Contract administrator fees | 2023-01-01 | $34,693 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | TAIT, WELLER & BAKER LLP |
| Accountancy firm EIN | 2023-01-01 | 231144520 |
| 2022 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $2,776 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,773 |
| Total income from all sources (including contributions) | 2022-12-31 | $-530,511 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $727,590 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $693,978 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $932,556 |
| Value of total assets at end of year | 2022-12-31 | $7,170,869 |
| Value of total assets at beginning of year | 2022-12-31 | $8,427,967 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $33,612 |
| Total interest from all sources | 2022-12-31 | $4,455 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| 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 | $589,279 |
| Participant contributions at end of year | 2022-12-31 | $136,520 |
| Participant contributions at beginning of year | 2022-12-31 | $107,738 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $54,897 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $2,776 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $1,773 |
| Other income not declared elsewhere | 2022-12-31 | $1,114 |
| 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 | $-1,258,101 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,168,093 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,426,194 |
| 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 | $6,822,203 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,116,649 |
| Interest on participant loans | 2022-12-31 | $4,455 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $212,146 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $203,580 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,468,636 |
| 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 | $288,380 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $693,978 |
| Contract administrator fees | 2022-12-31 | $33,612 |
| 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 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $2,776 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $1,773 |
| Total income from all sources (including contributions) | 2022-01-01 | $-530,511 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $727,590 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $693,978 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $932,556 |
| Value of total assets at end of year | 2022-01-01 | $7,170,869 |
| Value of total assets at beginning of year | 2022-01-01 | $8,427,967 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $33,612 |
| Total interest from all sources | 2022-01-01 | $4,455 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $589,279 |
| Participant contributions at end of year | 2022-01-01 | $136,520 |
| Participant contributions at beginning of year | 2022-01-01 | $107,738 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $54,897 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $2,776 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $1,773 |
| Other income not declared elsewhere | 2022-01-01 | $1,114 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,258,101 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $7,168,093 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $8,426,194 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $6,822,203 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $8,116,649 |
| Interest on participant loans | 2022-01-01 | $4,455 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $212,146 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $203,580 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,468,636 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $288,380 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $693,978 |
| Contract administrator fees | 2022-01-01 | $33,612 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | TAIT, WELLER & BAKER LLP |
| Accountancy firm EIN | 2022-01-01 | 231144520 |
| 2021 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,773 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,773 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,968,012 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $667,195 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $629,917 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $829,141 |
| Value of total assets at end of year | 2021-12-31 | $8,427,967 |
| Value of total assets at beginning of year | 2021-12-31 | $7,127,150 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $37,278 |
| Total interest from all sources | 2021-12-31 | $4,849 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $531,238 |
| Participant contributions at end of year | 2021-12-31 | $107,738 |
| Participant contributions at beginning of year | 2021-12-31 | $78,691 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $34,977 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $1,773 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $1,773 |
| Other income not declared elsewhere | 2021-12-31 | $2,449 |
| 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 | $1,300,817 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,426,194 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,125,377 |
| 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 | $8,116,649 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,877,477 |
| Interest on participant loans | 2021-12-31 | $4,849 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $203,580 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $170,982 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,131,573 |
| 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 | $262,926 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $629,917 |
| Contract administrator fees | 2021-12-31 | $37,278 |
| 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 SOUTH ATLANTIC 403(B) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,773 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $3,644 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,713,261 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $936,866 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $907,461 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $729,594 |
| Value of total assets at end of year | 2020-12-31 | $7,127,150 |
| Value of total assets at beginning of year | 2020-12-31 | $6,352,626 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $29,405 |
| Total interest from all sources | 2020-12-31 | $4,855 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| 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 | $472,874 |
| Participant contributions at end of year | 2020-12-31 | $78,691 |
| Participant contributions at beginning of year | 2020-12-31 | $112,597 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $23,155 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $1,773 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $3,644 |
| Other income not declared elsewhere | 2020-12-31 | $2,474 |
| 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 | $776,395 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,125,377 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,348,982 |
| 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 | $6,877,477 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,107,437 |
| Interest on participant loans | 2020-12-31 | $4,855 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $170,982 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $132,592 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $976,338 |
| 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 | $233,565 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $907,461 |
| Contract administrator fees | 2020-12-31 | $29,405 |
| 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 |
| 2019 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $3,644 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $3,644 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,946,997 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,946,997 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $548,767 |
| Total of all expenses incurred | 2019-12-31 | $548,767 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $520,701 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $520,701 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $784,455 |
| Value of total assets at end of year | 2019-12-31 | $6,352,626 |
| Value of total assets at end of year | 2019-12-31 | $6,352,626 |
| Value of total assets at beginning of year | 2019-12-31 | $4,950,752 |
| Value of total assets at beginning of year | 2019-12-31 | $4,950,752 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $28,066 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $28,066 |
| Total interest from all sources | 2019-12-31 | $4,668 |
| Total interest from all sources | 2019-12-31 | $4,668 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $400,729 |
| Contributions received from participants | 2019-12-31 | $400,729 |
| Participant contributions at end of year | 2019-12-31 | $112,597 |
| Participant contributions at end of year | 2019-12-31 | $112,597 |
| Participant contributions at beginning of year | 2019-12-31 | $82,739 |
| Participant contributions at beginning of year | 2019-12-31 | $82,739 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $14,362 |
| Participant contributions at beginning of year | 2019-12-31 | $14,362 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $182,064 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $182,064 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $3,644 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $3,644 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
| Other income not declared elsewhere | 2019-12-31 | $2,550 |
| Other income not declared elsewhere | 2019-12-31 | $2,550 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,398,230 |
| Value of net income/loss | 2019-12-31 | $1,398,230 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,348,982 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,950,752 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,950,752 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,107,437 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,107,437 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,735,227 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,735,227 |
| Interest on participant loans | 2019-12-31 | $4,668 |
| Interest on participant loans | 2019-12-31 | $4,668 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $132,592 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $132,592 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $111,099 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $111,099 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,155,324 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,155,324 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $201,662 |
| Contributions received in cash from employer | 2019-12-31 | $201,662 |
| Employer contributions (assets) at end of year | 2019-12-31 | $0 |
| Employer contributions (assets) at end of year | 2019-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $7,325 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $7,325 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $520,701 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $520,701 |
| Contract administrator fees | 2019-12-31 | $28,066 |
| Contract administrator fees | 2019-12-31 | $28,066 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | TAIT, WELLER & BAKER LLP |
| Accountancy firm name | 2019-12-31 | TAIT, WELLER & BAKER LLP |
| Accountancy firm EIN | 2019-12-31 | 231144520 |
| Accountancy firm EIN | 2019-12-31 | 231144520 |
| 2018 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $363,987 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $549,099 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $510,733 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $701,088 |
| Value of total assets at end of year | 2018-12-31 | $4,950,752 |
| Value of total assets at beginning of year | 2018-12-31 | $5,135,864 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $38,366 |
| Total interest from all sources | 2018-12-31 | $4,256 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $424,274 |
| Participant contributions at end of year | 2018-12-31 | $82,739 |
| Participant contributions at beginning of year | 2018-12-31 | $78,262 |
| Participant contributions at end of year | 2018-12-31 | $14,362 |
| Participant contributions at beginning of year | 2018-12-31 | $14,400 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $63,890 |
| Other income not declared elsewhere | 2018-12-31 | $1,940 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-185,112 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,950,752 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,135,864 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,735,227 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,962,484 |
| Interest on participant loans | 2018-12-31 | $4,256 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $111,099 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $73,011 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-343,297 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $212,924 |
| Employer contributions (assets) at end of year | 2018-12-31 | $7,325 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $7,707 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $510,733 |
| Contract administrator fees | 2018-12-31 | $38,366 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | TAIT, WELLER & BAKER LLP |
| Accountancy firm EIN | 2018-12-31 | 231144520 |
| 2017 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,428,861 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $1,068,328 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,029,476 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $613,923 |
| Value of total assets at end of year | 2017-12-31 | $5,135,864 |
| Value of total assets at beginning of year | 2017-12-31 | $4,775,331 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $38,852 |
| Total interest from all sources | 2017-12-31 | $3,244 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| 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 | $374,840 |
| Participant contributions at end of year | 2017-12-31 | $78,262 |
| Participant contributions at beginning of year | 2017-12-31 | $37,092 |
| Participant contributions at end of year | 2017-12-31 | $14,400 |
| Participant contributions at beginning of year | 2017-12-31 | $24,553 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $39,538 |
| Other income not declared elsewhere | 2017-12-31 | $1,013 |
| 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 | $360,533 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,135,864 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,775,331 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,962,484 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,651,727 |
| Interest on participant loans | 2017-12-31 | $3,244 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $73,011 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $47,405 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $810,681 |
| 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 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $199,545 |
| Employer contributions (assets) at end of year | 2017-12-31 | $7,707 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $14,554 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,029,476 |
| Contract administrator fees | 2017-12-31 | $38,852 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| 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 & BAKER LLP |
| Accountancy firm EIN | 2017-12-31 | 231144520 |
| 2016 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $965,206 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $441,103 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $401,295 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $1,259 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $648,822 |
| Value of total assets at end of year | 2016-12-31 | $4,775,331 |
| Value of total assets at beginning of year | 2016-12-31 | $4,251,228 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $38,549 |
| Total interest from all sources | 2016-12-31 | $537 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
| 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 | $323,391 |
| Participant contributions at end of year | 2016-12-31 | $37,092 |
| Participant contributions at beginning of year | 2016-12-31 | $0 |
| Participant contributions at end of year | 2016-12-31 | $24,553 |
| Participant contributions at beginning of year | 2016-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $139,507 |
| Other income not declared elsewhere | 2016-12-31 | $734 |
| 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 | $524,103 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,775,331 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,251,228 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $4,651,727 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,186,371 |
| Interest on participant loans | 2016-12-31 | $537 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $47,405 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $64,857 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $315,113 |
| 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 | $185,924 |
| Employer contributions (assets) at end of year | 2016-12-31 | $14,554 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $401,295 |
| Contract administrator fees | 2016-12-31 | $38,549 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
| 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 & BAKER LLP |
| Accountancy firm EIN | 2016-12-31 | 231144520 |
| 2015 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total transfer of assets to this plan | 2015-12-31 | $1,293,444 |
| 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 | $648,685 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $504,628 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $404,138 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $54,602 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $568,804 |
| Value of total assets at end of year | 2015-12-31 | $4,251,228 |
| Value of total assets at beginning of year | 2015-12-31 | $2,813,727 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $45,888 |
| Total interest from all sources | 2015-12-31 | $2,946 |
| 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 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
| 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 | $212,197 |
| Participant contributions at end of year | 2015-12-31 | $0 |
| Participant contributions at beginning of year | 2015-12-31 | $89,384 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $145,744 |
| Other income not declared elsewhere | 2015-12-31 | $25,940 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $144,057 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,251,228 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,813,727 |
| 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 end of year | 2015-12-31 | $4,186,371 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,262,423 |
| Interest on participant loans | 2015-12-31 | $2,946 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $64,857 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $461,920 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $50,995 |
| 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 | No |
| 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 | $210,863 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $404,138 |
| Contract administrator fees | 2015-12-31 | $45,888 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
| 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 & BAKER LLP |
| Accountancy firm EIN | 2015-12-31 | 231144520 |
| 2014 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $554,949 |
| Total of all expenses incurred | 2014-12-31 | $202,814 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $202,814 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $387,333 |
| Value of total assets at end of year | 2014-12-31 | $2,813,727 |
| Value of total assets at beginning of year | 2014-12-31 | $2,461,592 |
| Total interest from all sources | 2014-12-31 | $3,329 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $130,135 |
| Participant contributions at end of year | 2014-12-31 | $89,384 |
| Participant contributions at beginning of year | 2014-12-31 | $92,272 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $48,770 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $352,135 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,813,727 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,461,592 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,262,423 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,198,819 |
| Interest on participant loans | 2014-12-31 | $3,329 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $170,501 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $170,501 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $461,920 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $164,287 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $208,428 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $202,814 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | TAIT, WELLER & BAKER LLP |
| Accountancy firm EIN | 2014-12-31 | 231144520 |
| 2013 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $641,404 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $70,586 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $70,586 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $282,387 |
| Value of total assets at end of year | 2013-12-31 | $2,461,592 |
| Value of total assets at beginning of year | 2013-12-31 | $1,890,774 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
| Total interest from all sources | 2013-12-31 | $10,491 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $100,795 |
| Participant contributions at end of year | 2013-12-31 | $92,272 |
| Participant contributions at beginning of year | 2013-12-31 | $47,569 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $426 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $570,818 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,461,592 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,890,774 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,198,819 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,673,918 |
| Interest on participant loans | 2013-12-31 | $2,537 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $170,501 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $169,287 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $169,287 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $7,954 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $348,526 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $181,166 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $70,586 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | BECHER, DELLA TORRE, GITTO & CO. |
| Accountancy firm EIN | 2013-12-31 | 222625944 |
| 2012 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $484,162 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $230,766 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $230,766 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $306,128 |
| Value of total assets at end of year | 2012-12-31 | $1,890,774 |
| Value of total assets at beginning of year | 2012-12-31 | $1,637,378 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
| Total interest from all sources | 2012-12-31 | $10,435 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $91,963 |
| Participant contributions at end of year | 2012-12-31 | $47,569 |
| Participant contributions at beginning of year | 2012-12-31 | $47,790 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $31,308 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $253,396 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,890,774 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,637,378 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,673,918 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,473,496 |
| Interest on participant loans | 2012-12-31 | $1,784 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $169,287 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $116,092 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $116,092 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $8,651 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $167,599 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $182,857 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $230,766 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | BECHER, DELLA TORRE, GITTO AND CO. |
| Accountancy firm EIN | 2012-12-31 | 222625944 |
| 2011 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $294,794 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $240,033 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $240,033 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $290,808 |
| Value of total assets at end of year | 2011-12-31 | $1,637,378 |
| Value of total assets at beginning of year | 2011-12-31 | $1,582,617 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
| Total interest from all sources | 2011-12-31 | $11,748 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $102,355 |
| Participant contributions at end of year | 2011-12-31 | $47,790 |
| Participant contributions at beginning of year | 2011-12-31 | $29,979 |
| Participant contributions at beginning of year | 2011-12-31 | $8,301 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $3,563 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $54,761 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,637,378 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,582,617 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,473,496 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,457,380 |
| Interest on participant loans | 2011-12-31 | $1,541 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $116,092 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $72,985 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $72,985 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $10,207 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-7,762 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $184,890 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $13,972 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $240,033 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | BECHER, DELLA TORRE, GITTO & CO. |
| Accountancy firm EIN | 2011-12-31 | 222625944 |
| 2010 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $471,660 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $77,254 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $77,254 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $327,760 |
| Value of total assets at end of year | 2010-12-31 | $1,582,617 |
| Value of total assets at beginning of year | 2010-12-31 | $1,188,211 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
| Total interest from all sources | 2010-12-31 | $11,758 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $112,732 |
| Participant contributions at end of year | 2010-12-31 | $29,979 |
| Participant contributions at beginning of year | 2010-12-31 | $14,821 |
| Participant contributions at end of year | 2010-12-31 | $8,301 |
| Participant contributions at beginning of year | 2010-12-31 | $17,460 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $50,636 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $394,406 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,582,617 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,188,211 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,457,380 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,084,899 |
| Interest on participant loans | 2010-12-31 | $1,112 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $72,985 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $47,451 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $47,451 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $10,646 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $132,142 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $164,392 |
| Employer contributions (assets) at end of year | 2010-12-31 | $13,972 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $23,580 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $77,254 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | BECHER, DELLA TORRE, GITTO & CO. |
| Accountancy firm EIN | 2010-12-31 | 222625944 |
| 2009 : PLANNED PARENTHOOD SOUTH ATLANTIC 403(B) PLAN 2009 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2009-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2009-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2009-12-31 | $0 |
| Total income from all sources (including contributions) | 2009-12-31 | $421,077 |
| Total loss/gain on sale of assets | 2009-12-31 | $0 |
| Total of all expenses incurred | 2009-12-31 | $20,487 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2009-12-31 | $20,487 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2009-12-31 | $263,409 |
| Value of total assets at end of year | 2009-12-31 | $1,188,211 |
| Value of total assets at beginning of year | 2009-12-31 | $787,621 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2009-12-31 | $0 |
| Total interest from all sources | 2009-12-31 | $9,565 |
| Total dividends received (eg from common stock, registered investment company shares) | 2009-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2009-12-31 | No |
| Was this plan covered by a fidelity bond | 2009-12-31 | Yes |
| Value of fidelity bond cover | 2009-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2009-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2009-12-31 | No |
| Contributions received from participants | 2009-12-31 | $120,004 |
| Participant contributions at end of year | 2009-12-31 | $14,821 |
| Participant contributions at beginning of year | 2009-12-31 | $12,729 |
| Participant contributions at end of year | 2009-12-31 | $17,460 |
| Participant contributions at beginning of year | 2009-12-31 | $18,766 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2009-12-31 | No |
| Value of net income/loss | 2009-12-31 | $400,590 |
| Value of net assets at end of year (total assets less liabilities) | 2009-12-31 | $1,188,211 |
| Value of net assets at beginning of year (total assets less liabilities) | 2009-12-31 | $787,621 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2009-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2009-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2009-12-31 | No |
| Interest on participant loans | 2009-12-31 | $742 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2009-12-31 | $47,451 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2009-12-31 | $39,304 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2009-12-31 | $39,304 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2009-12-31 | $8,823 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2009-12-31 | $1,084,899 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2009-12-31 | $697,794 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2009-12-31 | $148,103 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2009-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2009-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2009-12-31 | No |
| Contributions received in cash from employer | 2009-12-31 | $143,405 |
| Employer contributions (assets) at end of year | 2009-12-31 | $23,580 |
| Employer contributions (assets) at beginning of year | 2009-12-31 | $19,028 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2009-12-31 | $20,487 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2009-12-31 | No |
| Did the plan have assets held for investment | 2009-12-31 | 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 | 2009-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2009-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2009-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2009-12-31 | Disclaimer |
| Accountancy firm name | 2009-12-31 | BECHER, DELLA TORRE, GITTO & CO. |
| Accountancy firm EIN | 2009-12-31 | 222625944 |
