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PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NamePLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN
Plan identification number 003

PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. has sponsored the creation of one or more 401k plans.

Company Name:PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC.
Employer identification number (EIN):591274328
NAIC Classification:621410
NAIC Description:Family Planning Centers

Additional information about PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1966-05-24
Company Identification Number: 710922
Legal Registered Office Address: 1858 Ringling Boulevard

SARASOTA

34236

More information about PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01STEPHANIE FRAIM2023-03-03
0032020-07-01STEPHANIE FRAIM2022-04-12
0032019-07-01STEPHANIE FRAIM2020-12-16
0032018-07-01STEPHANIE FRAIM2020-07-08
0032017-07-01STEPHANIE KIGHT2019-04-11
0032016-07-01
0032015-07-01
0032014-07-01
0032013-07-01
0032012-07-01
0032011-07-01
0032010-07-01
0032009-07-01
0032008-07-01

Plan Statistics for PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN

Measure Date Value
2021: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01310
Total number of active participants reported on line 7a of the Form 55002021-07-01149
Number of retired or separated participants receiving benefits2021-07-0118
Number of other retired or separated participants entitled to future benefits2021-07-01146
Total of all active and inactive participants2021-07-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01313
Number of participants with account balances2021-07-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0115
2020: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01264
Total number of active participants reported on line 7a of the Form 55002020-07-01143
Number of retired or separated participants receiving benefits2020-07-012
Number of other retired or separated participants entitled to future benefits2020-07-01156
Total of all active and inactive participants2020-07-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01301
Number of participants with account balances2020-07-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0122
2019: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01246
Total number of active participants reported on line 7a of the Form 55002019-07-01137
Number of retired or separated participants receiving benefits2019-07-016
Number of other retired or separated participants entitled to future benefits2019-07-01116
Total of all active and inactive participants2019-07-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01259
Number of participants with account balances2019-07-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0110
2018: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01213
Total number of active participants reported on line 7a of the Form 55002018-07-01116
Number of retired or separated participants receiving benefits2018-07-0114
Number of other retired or separated participants entitled to future benefits2018-07-0199
Total of all active and inactive participants2018-07-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01229
Number of participants with account balances2018-07-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0116
2017: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01248
Total number of active participants reported on line 7a of the Form 55002017-07-01109
Number of retired or separated participants receiving benefits2017-07-016
Number of other retired or separated participants entitled to future benefits2017-07-01141
Total of all active and inactive participants2017-07-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01256
Number of participants with account balances2017-07-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0127
2016: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01190
Total number of active participants reported on line 7a of the Form 55002016-07-01115
Number of retired or separated participants receiving benefits2016-07-012
Number of other retired or separated participants entitled to future benefits2016-07-0180
Total of all active and inactive participants2016-07-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01197
Number of participants with account balances2016-07-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0117
2015: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01143
Total number of active participants reported on line 7a of the Form 55002015-07-01110
Number of retired or separated participants receiving benefits2015-07-013
Number of other retired or separated participants entitled to future benefits2015-07-0173
Total of all active and inactive participants2015-07-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01186
Number of participants with account balances2015-07-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0125
2014: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01138
Total number of active participants reported on line 7a of the Form 55002014-07-0159
Number of retired or separated participants receiving benefits2014-07-012
Number of other retired or separated participants entitled to future benefits2014-07-0169
Total of all active and inactive participants2014-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01130
Number of participants with account balances2014-07-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0114
2013: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01131
Total number of active participants reported on line 7a of the Form 55002013-07-0166
Number of retired or separated participants receiving benefits2013-07-012
Number of other retired or separated participants entitled to future benefits2013-07-0170
Total of all active and inactive participants2013-07-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01138
Number of participants with account balances2013-07-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-017
2012: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01124
Total number of active participants reported on line 7a of the Form 55002012-07-0165
Number of retired or separated participants receiving benefits2012-07-011
Number of other retired or separated participants entitled to future benefits2012-07-0164
Total of all active and inactive participants2012-07-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01130
Number of participants with account balances2012-07-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-019
2008: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-07-0181
Total number of active participants reported on line 7a of the Form 55002008-07-0175
Number of retired or separated participants receiving benefits2008-07-010
Number of other retired or separated participants entitled to future benefits2008-07-0134
Total of all active and inactive participants2008-07-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-010
Total participants2008-07-01109
Number of participants with account balances2008-07-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-013

Financial Data on PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022 : PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-105,385
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$342,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$339,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$455,110
Value of total assets at end of year2022-06-30$3,780,899
Value of total assets at beginning of year2022-06-30$4,228,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$2,943
Total interest from all sources2022-06-30$115
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-447,851
Value of net assets at end of year (total assets less liabilities)2022-06-30$3,780,899
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$4,228,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$3,125,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$3,564,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$12,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$7,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$7,588
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$627,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$618,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-560,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$455,110
Employer contributions (assets) at end of year2022-06-30$14,604
Employer contributions (assets) at beginning of year2022-06-30$38,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$339,523
Contract administrator fees2022-06-30$2,943
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30KERKERING BARBERIO & CO PA
Accountancy firm EIN2022-06-30591753337
2021 : PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,291,457
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$181,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$178,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$437,280
Value of total assets at end of year2021-06-30$4,228,750
Value of total assets at beginning of year2021-06-30$3,118,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$2,814
Total interest from all sources2021-06-30$113
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,110,175
Value of net assets at end of year (total assets less liabilities)2021-06-30$4,228,750
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,118,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$3,564,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,529,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$7,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$9,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$9,471
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$618,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$559,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$854,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$437,280
Employer contributions (assets) at end of year2021-06-30$38,953
Employer contributions (assets) at beginning of year2021-06-30$19,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$178,468
Contract administrator fees2021-06-30$2,814
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30KERKERING BARBERIO & CO PA
Accountancy firm EIN2021-06-30591753337
2020 : PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$4,469
Total income from all sources (including contributions)2020-06-30$486,049
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$305,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$302,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$413,784
Value of total assets at end of year2020-06-30$3,118,575
Value of total assets at beginning of year2020-06-30$2,942,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$2,093
Total interest from all sources2020-06-30$175
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$4,469
Other income not declared elsewhere2020-06-30$12,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$180,994
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,118,575
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,937,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,529,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,351,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$9,471
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$9,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$9,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$559,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$563,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$59,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$413,784
Employer contributions (assets) at end of year2020-06-30$19,701
Employer contributions (assets) at beginning of year2020-06-30$17,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$302,962
Contract administrator fees2020-06-30$2,093
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30KERKERING BARBERIO & CO PA
Accountancy firm EIN2020-06-30591753337
2019 : PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$4,469
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$491,856
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$105,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$103,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$360,580
Value of total assets at end of year2019-06-30$2,942,050
Value of total assets at beginning of year2019-06-30$2,551,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,041
Total interest from all sources2019-06-30$12,776
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$2,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$4,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$385,862
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,937,581
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,551,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,351,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$2,059,503
Interest earned on other investments2019-06-30$12,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$9,376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$10,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$10,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$563,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$468,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$118,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$358,525
Employer contributions (assets) at end of year2019-06-30$17,668
Employer contributions (assets) at beginning of year2019-06-30$13,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$103,953
Contract administrator fees2019-06-30$2,041
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30KERKERING BARBERIO & CO PA
Accountancy firm EIN2019-06-30591753337
2018 : PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$488,910
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$491,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$491,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$296,800
Value of total assets at end of year2018-06-30$2,551,719
Value of total assets at beginning of year2018-06-30$2,553,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$0
Total interest from all sources2018-06-30$12,517
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-2,104
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,551,719
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,553,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$2,059,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,029,939
Interest earned on other investments2018-06-30$12,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$10,687
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$3,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$3,128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$468,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$507,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$179,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$296,800
Employer contributions (assets) at end of year2018-06-30$13,045
Employer contributions (assets) at beginning of year2018-06-30$13,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$491,014
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30KERKERING BARBERIO & CO PA
Accountancy firm EIN2018-06-30591753337
2017 : PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$525,761
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$337,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$337,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$261,296
Value of total assets at end of year2017-06-30$2,553,823
Value of total assets at beginning of year2017-06-30$2,365,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$12,647
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30No
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$188,049
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,553,823
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,365,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$2,029,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,847,521
Interest earned on other investments2017-06-30$12,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$3,128
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$12,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$12,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$507,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$505,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$251,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$261,296
Employer contributions (assets) at end of year2017-06-30$13,328
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$337,712
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30KERKERING BARBERIO & CO PA
Accountancy firm EIN2017-06-30591753337
2016 : PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$553,351
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$287,341
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$209,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$209,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$269,823
Value of total assets at end of year2016-06-30$2,365,774
Value of total assets at beginning of year2016-06-30$1,734,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$12,132
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30No
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$10,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$77,802
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,365,774
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,734,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,847,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,271,806
Interest earned on other investments2016-06-30$12,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$12,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$505,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$462,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$5,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$259,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$209,539
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30KERKERING BARBERIO & CO PA
Accountancy firm EIN2016-06-30591753337
2015 : PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$183,624
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$66,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$66,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$144,129
Value of total assets at end of year2015-06-30$1,734,621
Value of total assets at beginning of year2015-06-30$1,617,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$11,951
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30No
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$116,850
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,734,621
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,617,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,271,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,160,022
Interest earned on other investments2015-06-30$11,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$462,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$457,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$27,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$144,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$66,774
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30KERKERING BARBERIO & CO PA
Accountancy firm EIN2015-06-30591753337
2014 : PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$346,535
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$225,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$225,663
Value of total corrective distributions2014-06-30$225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$155,438
Value of total assets at end of year2014-06-30$1,617,771
Value of total assets at beginning of year2014-06-30$1,497,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$12,414
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30No
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$120,647
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,617,771
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,497,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,160,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$954,743
Interest earned on other investments2014-06-30$12,414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$457,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$542,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$178,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$155,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$225,663
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30KERKERING BARBERIO & CO PA
Accountancy firm EIN2014-06-30591753337
2013 : PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$277,439
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$98,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$98,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$143,277
Value of total assets at end of year2013-06-30$1,497,124
Value of total assets at beginning of year2013-06-30$1,318,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$14,201
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30No
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$179,023
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,497,124
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,318,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$954,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$809,628
Interest earned on other investments2013-06-30$14,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$542,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$508,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$119,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$143,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$98,416
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30KERKERING BARBERIO & CO PA
Accountancy firm EIN2013-06-30591753337
2009 : PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2009 401k financial data
Total income from all sources2009-06-30$-5,175
Expenses. Total of all expenses incurred2009-06-30$166,686
Benefits paid (including direct rollovers)2009-06-30$166,686
Total plan assets at end of year2009-06-30$873,340
Total plan assets at beginning of year2009-06-30$1,045,201
Other income received2009-06-30$-174,684
Net income (gross income less expenses)2009-06-30$-171,861
Net plan assets at end of year (total assets less liabilities)2009-06-30$873,340
Net plan assets at beginning of year (total assets less liabilities)2009-06-30$1,045,201
Total contributions received or receivable from employer(s)2009-06-30$169,509

Form 5500 Responses for PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN

2021: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2008: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement – InsuranceYes
2008-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54443
Policy instance 1
Insurance contract or identification number54443
Number of Individuals Covered322
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $6,853
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,866
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54443
Policy instance 1
Insurance contract or identification number54443
Number of Individuals Covered328
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $6,567
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,572
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54443
Policy instance 1
Insurance contract or identification number54443
Number of Individuals Covered310
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $6,805
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,269
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54443
Policy instance 1
Insurance contract or identification number54443
Number of Individuals Covered295
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $6,526
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,373
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54443
Policy instance 1
Insurance contract or identification number54443
Number of Individuals Covered262
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $5,361
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54443
Policy instance 1
Insurance contract or identification number54443
Number of Individuals Covered137
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $2,658
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,379
Insurance broker organization code?3
Insurance broker nameVINCE SORRENTINO
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number54443
Policy instance 1
Insurance contract or identification number54443
Number of Individuals Covered130
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $1,617
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,107
Insurance broker organization code?3
Insurance broker nameJONOTHAN VILA

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