401k Plan data: PPFA RETIREMENT PLAN plan

PPFA RETIREMENT PLAN 401k Plan overview

Plan Name	PPFA RETIREMENT PLAN
Plan identification number	003

PPFA RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CALIFORNIA PLANNED PARENTHOOD EDUCATION FUND has sponsored the creation of one or more 401k plans.

Company Name: CALIFORNIA PLANNED PARENTHOOD EDUCATION FUND

Employer identification number (EIN): 680358026

NAIC Classification: 621410
NAIC Description: Family Planning Centers

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 STEVE MANLEY ROSARIO OCONNOR 2019-07-13
003 2017-01-01 STEVE MANLEY ROSARIO OCONNOR 2018-10-11
003 2016-01-01 STEVE MANLEY ROSARIO OCONNOR 2017-10-06
003 2015-01-01 NICOLE ROCK ROSARIO OCONNOR 2016-10-13
003 2014-01-01 GEORGENE RICHARDS ROSARIO OCONNOR 2015-10-14
003 2013-01-01 GEORGENE RICHARDS ROSARIO OCONNOR 2014-10-13
003 2012-01-01 GEORGENE RICHARDS ROSARIO OCONNOR 2013-10-14
003 2011-01-01 GEORGENE RICHARDS MYEVA THIERRY 2012-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01	STEVE MANLEY	ROSARIO OCONNOR	2019-07-13
003	2017-01-01	STEVE MANLEY	ROSARIO OCONNOR	2018-10-11
003	2016-01-01	STEVE MANLEY	ROSARIO OCONNOR	2017-10-06
003	2015-01-01	NICOLE ROCK	ROSARIO OCONNOR	2016-10-13
003	2014-01-01	GEORGENE RICHARDS	ROSARIO OCONNOR	2015-10-14
003	2013-01-01	GEORGENE RICHARDS	ROSARIO OCONNOR	2014-10-13
003	2012-01-01	GEORGENE RICHARDS	ROSARIO OCONNOR	2013-10-14
003	2011-01-01	GEORGENE RICHARDS	MYEVA THIERRY	2012-10-15

Plan Statistics for PPFA RETIREMENT PLAN

401k plan membership statisitcs for PPFA RETIREMENT PLAN

Measure Date Value
2022: PPFA RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 17
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 14
Total of all active and inactive participants 2022-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 31
Number of participants with account balances 2022-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PPFA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 16
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 18
Total of all active and inactive participants 2021-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 34
Number of participants with account balances 2021-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PPFA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 16
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 21
Total of all active and inactive participants 2020-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 37
Number of participants with account balances 2020-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PPFA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 17
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 23
Total of all active and inactive participants 2019-01-01 40
Total participants 2019-01-01 40
Number of participants with account balances 2019-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: PPFA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 20
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 16
Total of all active and inactive participants 2018-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 36
Number of participants with account balances 2018-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: PPFA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 13
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 15
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PPFA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 13
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 23
Number of participants with account balances 2016-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: PPFA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 11
Total of all active and inactive participants 2015-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 28
Number of participants with account balances 2015-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PPFA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 16
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 26
Number of participants with account balances 2014-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PPFA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 24
Number of participants with account balances 2013-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: PPFA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 21
Number of participants with account balances 2012-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: PPFA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 13
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 20
Number of participants with account balances 2011-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: PPFA RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	17
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	14
Total of all active and inactive participants	2022-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	31
Number of participants with account balances	2022-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PPFA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	16
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	18
Total of all active and inactive participants	2021-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	34
Number of participants with account balances	2021-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PPFA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	16
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	21
Total of all active and inactive participants	2020-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	37
Number of participants with account balances	2020-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PPFA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	17
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	23
Total of all active and inactive participants	2019-01-01	40
Total participants	2019-01-01	40
Number of participants with account balances	2019-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: PPFA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	20
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	16
Total of all active and inactive participants	2018-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	36
Number of participants with account balances	2018-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: PPFA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	13
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	15
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PPFA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	13
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	23
Number of participants with account balances	2016-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: PPFA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	11
Total of all active and inactive participants	2015-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	28
Number of participants with account balances	2015-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PPFA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	16
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	26
Number of participants with account balances	2014-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PPFA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	24
Number of participants with account balances	2013-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: PPFA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	21
Number of participants with account balances	2012-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: PPFA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	13
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	20
Number of participants with account balances	2011-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on PPFA RETIREMENT PLAN

Measure	Date	Value
2022 : PPFA RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-310,677
Expenses. Total of all expenses incurred	2022-12-31	$56,477
Benefits paid (including direct rollovers)	2022-12-31	$45,364
Total plan assets at end of year	2022-12-31	$1,987,872
Total plan assets at beginning of year	2022-12-31	$2,355,026
Value of fidelity bond covering the plan	2022-12-31	$5,000,000
Total contributions received or receivable from participants	2022-12-31	$75,653
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-502,353
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-367,154
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,987,872
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,355,026
Total contributions received or receivable from employer(s)	2022-12-31	$116,023
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$11,013
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$100
2021 : PPFA RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$572,521
Expenses. Total of all expenses incurred	2021-12-31	$274,788
Benefits paid (including direct rollovers)	2021-12-31	$274,763
Total plan assets at end of year	2021-12-31	$2,355,026
Total plan assets at beginning of year	2021-12-31	$2,057,293
Value of fidelity bond covering the plan	2021-12-31	$5,000,000
Total contributions received or receivable from participants	2021-12-31	$36,620
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$46,725
Other income received	2021-12-31	$352,063
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$297,733
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,355,026
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,057,293
Total contributions received or receivable from employer(s)	2021-12-31	$137,113
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$25
2020 : PPFA RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$537,598
Expenses. Total of all expenses incurred	2020-12-31	$881,918
Benefits paid (including direct rollovers)	2020-12-31	$871,602
Total plan assets at end of year	2020-12-31	$2,057,293
Total plan assets at beginning of year	2020-12-31	$2,401,613
Value of fidelity bond covering the plan	2020-12-31	$5,000,000
Total contributions received or receivable from participants	2020-12-31	$8,908
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$162,079
Other income received	2020-12-31	$344,242
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-344,320
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,057,293
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,401,613
Total contributions received or receivable from employer(s)	2020-12-31	$22,369
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$10,316
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : PPFA RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$553,404
Expenses. Total of all expenses incurred	2019-12-31	$230,638
Benefits paid (including direct rollovers)	2019-12-31	$230,638
Total plan assets at end of year	2019-12-31	$2,401,613
Total plan assets at beginning of year	2019-12-31	$2,078,847
Value of fidelity bond covering the plan	2019-12-31	$5,000,000
Total contributions received or receivable from participants	2019-12-31	$41,466
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$447,074
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$322,766
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,401,613
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,078,847
Total contributions received or receivable from employer(s)	2019-12-31	$64,864
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : PPFA RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-5,775
Expenses. Total of all expenses incurred	2018-12-31	$220,412
Benefits paid (including direct rollovers)	2018-12-31	$220,101
Total plan assets at end of year	2018-12-31	$2,078,847
Total plan assets at beginning of year	2018-12-31	$2,305,034
Value of fidelity bond covering the plan	2018-12-31	$5,000,000
Total contributions received or receivable from participants	2018-12-31	$60,697
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-113,405
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-226,187
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,078,847
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,305,034
Total contributions received or receivable from employer(s)	2018-12-31	$46,933
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$307
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$4
2017 : PPFA RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$595,333
Expenses. Total of all expenses incurred	2017-12-31	$33,664
Benefits paid (including direct rollovers)	2017-12-31	$33,664
Total plan assets at end of year	2017-12-31	$2,305,034
Total plan assets at beginning of year	2017-12-31	$1,743,365
Value of fidelity bond covering the plan	2017-12-31	$5,000,000
Total contributions received or receivable from participants	2017-12-31	$65,322
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$2,193
Other income received	2017-12-31	$441,856
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$561,669
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,305,034
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,743,365
Total contributions received or receivable from employer(s)	2017-12-31	$85,962
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : PPFA RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$346,738
Expenses. Total of all expenses incurred	2016-12-31	$52,346
Benefits paid (including direct rollovers)	2016-12-31	$52,317
Total plan assets at end of year	2016-12-31	$1,743,365
Total plan assets at beginning of year	2016-12-31	$1,448,973
Value of fidelity bond covering the plan	2016-12-31	$5,000,000
Total contributions received or receivable from participants	2016-12-31	$88,825
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$113,359
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$294,392
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,743,365
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,448,973
Total contributions received or receivable from employer(s)	2016-12-31	$144,554
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$29
2015 : PPFA RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$215,581
Expenses. Total of all expenses incurred	2015-12-31	$61,206
Benefits paid (including direct rollovers)	2015-12-31	$61,191
Total plan assets at end of year	2015-12-31	$1,448,973
Total plan assets at beginning of year	2015-12-31	$1,294,598
Value of fidelity bond covering the plan	2015-12-31	$5,000,000
Total contributions received or receivable from participants	2015-12-31	$82,257
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$13,295
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$154,375
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,448,973
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,294,598
Assets. Value of participant loans	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$120,029
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$15
2014 : PPFA RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$226,508
Expenses. Total of all expenses incurred	2014-12-31	$77,150
Benefits paid (including direct rollovers)	2014-12-31	$77,135
Total plan assets at end of year	2014-12-31	$1,294,598
Total plan assets at beginning of year	2014-12-31	$1,145,240
Value of fidelity bond covering the plan	2014-12-31	$5,000,000
Total contributions received or receivable from participants	2014-12-31	$51,728
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$8,769
Other income received	2014-12-31	$63,290
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$149,358
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,294,598
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,145,240
Assets. Value of participant loans	2014-12-31	$2,173
Total contributions received or receivable from employer(s)	2014-12-31	$102,721
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$15
2013 : PPFA RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$295,756
Expenses. Total of all expenses incurred	2013-12-31	$256,790
Benefits paid (including direct rollovers)	2013-12-31	$256,633
Total plan assets at end of year	2013-12-31	$1,145,240
Total plan assets at beginning of year	2013-12-31	$1,106,274
Value of fidelity bond covering the plan	2013-12-31	$5,000,000
Total contributions received or receivable from participants	2013-12-31	$29,049
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$21,344
Other income received	2013-12-31	$166,037
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$38,966
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,145,240
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,106,274
Assets. Value of participant loans	2013-12-31	$4,256
Total contributions received or receivable from employer(s)	2013-12-31	$79,326
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$157
2012 : PPFA RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$225,306
Expenses. Total of all expenses incurred	2012-12-31	$160,104
Benefits paid (including direct rollovers)	2012-12-31	$159,747
Total plan assets at end of year	2012-12-31	$1,106,274
Total plan assets at beginning of year	2012-12-31	$1,041,072
Value of fidelity bond covering the plan	2012-12-31	$5,000,000
Total contributions received or receivable from participants	2012-12-31	$38,002
Expenses. Other expenses not covered elsewhere	2012-12-31	$357
Other income received	2012-12-31	$82,038
Net income (gross income less expenses)	2012-12-31	$65,202
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,106,274
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,041,072
Assets. Value of participant loans	2012-12-31	$6,252
Total contributions received or receivable from employer(s)	2012-12-31	$105,266
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PPFA RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$116,419
Expenses. Total of all expenses incurred	2011-12-31	$19,896
Benefits paid (including direct rollovers)	2011-12-31	$19,231
Total plan assets at end of year	2011-12-31	$1,041,072
Total plan assets at beginning of year	2011-12-31	$944,549
Value of fidelity bond covering the plan	2011-12-31	$2,000,000
Total contributions received or receivable from participants	2011-12-31	$18,912
Expenses. Other expenses not covered elsewhere	2011-12-31	$665
Other income received	2011-12-31	$6,550
Net income (gross income less expenses)	2011-12-31	$96,523
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,041,072
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$944,549
Assets. Value of participant loans	2011-12-31	$8,166
Total contributions received or receivable from employer(s)	2011-12-31	$90,957
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for PPFA RETIREMENT PLAN

2022: PPFA RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PPFA RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PPFA RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PPFA RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PPFA RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PPFA RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PPFA RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PPFA RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PPFA RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PPFA RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PPFA RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PPFA RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CALIFORNIA PLANNED PARENTHOOD EDUCATION FUND
Employer identification number (EIN):	680358026
NAIC Classification:	621410
NAIC Description:	Family Planning Centers