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

PLANNED PARENTHOOD OF ARKANSAS & EASTERN OKLAHOMA, INC. has sponsored the creation of one or more 401k plans.

Company Name: PLANNED PARENTHOOD OF ARKANSAS & EASTERN OKLAHOMA, INC.

Employer identification number (EIN): 730685955

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 2014-01-01 STEPHANIE PEARL STEPHANIE PEARL 2015-01-19
003 2013-01-01 STEPHANIE PEARL STEPHANIE PEARL 2014-08-05
003 2012-01-01 STEPHANIE ZAHNER STEPHANIE ZAHNER 2013-10-14
003 2011-01-01 STEPHANIE ZAHNER
003 2010-01-01 GEORGENE RICHARDS STEPHANIE ZAHNER 2011-10-10
003 2009-01-01 GEORGENE RICHARDS STEPHANIE ZAHNER 2010-09-29

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2014-01-01	STEPHANIE PEARL	STEPHANIE PEARL	2015-01-19
003	2013-01-01	STEPHANIE PEARL	STEPHANIE PEARL	2014-08-05
003	2012-01-01	STEPHANIE ZAHNER	STEPHANIE ZAHNER	2013-10-14
003	2011-01-01	STEPHANIE ZAHNER
003	2010-01-01	GEORGENE RICHARDS	STEPHANIE ZAHNER	2011-10-10
003	2009-01-01	GEORGENE RICHARDS	STEPHANIE ZAHNER	2010-09-29

Plan Statistics for PPFA RETIREMENT PLAN

401k plan membership statisitcs for PPFA RETIREMENT PLAN

Measure Date Value
2014: PPFA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
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 52
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 31
Total of all active and inactive participants 2013-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 44
Number of participants with account balances 2013-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PPFA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 28
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 24
Total of all active and inactive participants 2012-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 52
Number of participants with account balances 2012-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PPFA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 32
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 26
Total of all active and inactive participants 2011-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 58
Number of participants with account balances 2011-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: PPFA RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 37
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 27
Total of all active and inactive participants 2010-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 64
Number of participants with account balances 2010-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PPFA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 41
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 27
Total of all active and inactive participants 2009-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 68
Number of participants with account balances 2009-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2014: PPFA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
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	52
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	31
Total of all active and inactive participants	2013-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	44
Number of participants with account balances	2013-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PPFA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	28
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	24
Total of all active and inactive participants	2012-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	52
Number of participants with account balances	2012-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PPFA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	32
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	26
Total of all active and inactive participants	2011-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	58
Number of participants with account balances	2011-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: PPFA RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	37
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	27
Total of all active and inactive participants	2010-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	64
Number of participants with account balances	2010-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PPFA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	41
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	27
Total of all active and inactive participants	2009-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	68
Number of participants with account balances	2009-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on PPFA RETIREMENT PLAN

Measure	Date	Value
2014 : PPFA RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-06-16	$-926,444
Total plan liabilities at end of year	2014-06-16	$0
Total income from all sources	2014-06-16	$34,884
Expenses. Total of all expenses incurred	2014-06-16	$727,586
Benefits paid (including direct rollovers)	2014-06-16	$727,578
Total plan assets at end of year	2014-06-16	$0
Total plan assets at beginning of year	2014-06-16	$1,619,146
Value of fidelity bond covering the plan	2014-06-16	$5,000,000
Total contributions received or receivable from participants	2014-06-16	$0
Expenses. Other expenses not covered elsewhere	2014-06-16	$0
Contributions received from other sources (not participants or employers)	2014-06-16	$0
Other income received	2014-06-16	$34,884
Noncash contributions received	2014-06-16	$0
Net income (gross income less expenses)	2014-06-16	$-692,702
Net plan assets at end of year (total assets less liabilities)	2014-06-16	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-06-16	$1,619,146
Assets. Value of participant loans	2014-06-16	$0
Total contributions received or receivable from employer(s)	2014-06-16	$0
Value of certain deemed distributions of participant loans	2014-06-16	$0
Value of corrective distributions	2014-06-16	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-16	$8
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	$270,795
Expenses. Total of all expenses incurred	2013-12-31	$187,857
Benefits paid (including direct rollovers)	2013-12-31	$187,544
Total plan assets at end of year	2013-12-31	$1,619,146
Total plan assets at beginning of year	2013-12-31	$1,536,208
Value of fidelity bond covering the plan	2013-12-31	$5,000,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$5,646
Other income received	2013-12-31	$265,149
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$82,938
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,619,146
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,536,208
Assets. Value of participant loans	2013-12-31	$8,302
Total contributions received or receivable from employer(s)	2013-12-31	$0
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	$313
2012 : PPFA RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$196,742
Expenses. Total of all expenses incurred	2012-12-31	$188,485
Benefits paid (including direct rollovers)	2012-12-31	$187,386
Total plan assets at end of year	2012-12-31	$1,536,208
Total plan assets at beginning of year	2012-12-31	$1,527,951
Value of fidelity bond covering the plan	2012-12-31	$5,000,000
Total contributions received or receivable from participants	2012-12-31	$9,785
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,099
Other income received	2012-12-31	$184,317
Net income (gross income less expenses)	2012-12-31	$8,257
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,536,208
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,527,951
Assets. Value of participant loans	2012-12-31	$10,281
Total contributions received or receivable from employer(s)	2012-12-31	$2,640
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	$154,619
Expenses. Total of all expenses incurred	2011-12-31	$726,291
Benefits paid (including direct rollovers)	2011-12-31	$707,599
Total plan assets at end of year	2011-12-31	$1,527,951
Total plan assets at beginning of year	2011-12-31	$2,099,623
Value of fidelity bond covering the plan	2011-12-31	$2,000,000
Total contributions received or receivable from participants	2011-12-31	$129,234
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,486
Other income received	2011-12-31	$-14,895
Net income (gross income less expenses)	2011-12-31	$-571,672
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,527,951
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,099,623
Assets. Value of participant loans	2011-12-31	$1,439
Total contributions received or receivable from employer(s)	2011-12-31	$40,280
Value of corrective distributions	2011-12-31	$16,206
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PPFA RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$457,931
Expenses. Total of all expenses incurred	2010-12-31	$79,031
Benefits paid (including direct rollovers)	2010-12-31	$59,465
Total plan assets at end of year	2010-12-31	$2,099,623
Total plan assets at beginning of year	2010-12-31	$1,720,723
Value of fidelity bond covering the plan	2010-12-31	$2,000,000
Total contributions received or receivable from participants	2010-12-31	$171,708
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,646
Other income received	2010-12-31	$241,612
Net income (gross income less expenses)	2010-12-31	$378,900
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,099,623
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,720,723
Assets. Value of participant loans	2010-12-31	$12,110
Total contributions received or receivable from employer(s)	2010-12-31	$44,611
Value of certain deemed distributions of participant loans	2010-12-31	$1,537
Value of corrective distributions	2010-12-31	$15,383
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PPFA RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PPFA RETIREMENT PLAN

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	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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
2010: PPFA RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PPFA RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PLANNED PARENTHOOD OF ARKANSAS & EASTERN OKLAHOMA, INC.
Employer identification number (EIN):	730685955
NAIC Classification:	621410
NAIC Description:	Family Planning Centers