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 NEW MEXICO has sponsored the creation of one or more 401k plans.

Company Name: PLANNED PARENTHOOD OF NEW MEXICO

Employer identification number (EIN): 850197745

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 2019-01-01
003 2018-01-01
003 2017-01-01 STEVE MANLEY JAMES NEWSOME 2018-10-12
003 2016-01-01 STEVE MANLEY JAMES NEWSOME 2017-10-13
003 2015-01-01 NICOLE ROCK
003 2015-01-01 NICOLE ROCK JOHN DUFFY 2016-10-13
003 2014-01-01 GEORGENE RICHARDS JOHN DUFFY 2015-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2019-01-01
003	2018-01-01
003	2017-01-01	STEVE MANLEY	JAMES NEWSOME	2018-10-12
003	2016-01-01	STEVE MANLEY	JAMES NEWSOME	2017-10-13
003	2015-01-01	NICOLE ROCK
003	2015-01-01	NICOLE ROCK	JOHN DUFFY	2016-10-13
003	2014-01-01	GEORGENE RICHARDS	JOHN DUFFY	2015-10-13

Plan Statistics for PPFA RETIREMENT PLAN

401k plan membership statisitcs for PPFA RETIREMENT PLAN

Measure Date Value
2019: PPFA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
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 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PPFA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
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 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PPFA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
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 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PPFA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 10
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 18
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 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 12
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2019: PPFA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
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	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PPFA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
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	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PPFA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
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	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PPFA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	10
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	18
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	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	12
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on PPFA RETIREMENT PLAN

Measure	Date	Value
2019 : PPFA RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-10-15	$-1
Total plan liabilities at end of year	2019-10-15	$0
Total plan liabilities at beginning of year	2019-10-15	$0
Total income from all sources	2019-10-15	$0
Expenses. Total of all expenses incurred	2019-10-15	$0
Benefits paid (including direct rollovers)	2019-10-15	$0
Total plan assets at end of year	2019-10-15	$0
Total plan assets at beginning of year	2019-10-15	$1
Value of fidelity bond covering the plan	2019-10-15	$5,000,000
Total contributions received or receivable from participants	2019-10-15	$0
Expenses. Other expenses not covered elsewhere	2019-10-15	$0
Contributions received from other sources (not participants or employers)	2019-10-15	$0
Other income received	2019-10-15	$0
Noncash contributions received	2019-10-15	$0
Net income (gross income less expenses)	2019-10-15	$0
Net plan assets at end of year (total assets less liabilities)	2019-10-15	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-10-15	$1
Total contributions received or receivable from employer(s)	2019-10-15	$0
Value of certain deemed distributions of participant loans	2019-10-15	$0
Value of corrective distributions	2019-10-15	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-10-15	$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	$21,038
Expenses. Total of all expenses incurred	2018-12-31	$378,780
Benefits paid (including direct rollovers)	2018-12-31	$375,087
Total plan assets at end of year	2018-12-31	$1
Total plan assets at beginning of year	2018-12-31	$357,743
Value of fidelity bond covering the plan	2018-12-31	$5,000,000
Total contributions received or receivable from participants	2018-12-31	$0
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	$21,038
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-357,742
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$357,743
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,693
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	$65,790
Expenses. Total of all expenses incurred	2017-12-31	$4,048
Benefits paid (including direct rollovers)	2017-12-31	$4,048
Total plan assets at end of year	2017-12-31	$357,743
Total plan assets at beginning of year	2017-12-31	$296,001
Value of fidelity bond covering the plan	2017-12-31	$5,000,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$65,790
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$61,742
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$357,743
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$296,001
Total contributions received or receivable from employer(s)	2017-12-31	$0
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	$20,520
Expenses. Total of all expenses incurred	2016-12-31	$34,738
Benefits paid (including direct rollovers)	2016-12-31	$34,738
Total plan assets at end of year	2016-12-31	$296,001
Total plan assets at beginning of year	2016-12-31	$310,219
Value of fidelity bond covering the plan	2016-12-31	$5,000,000
Total contributions received or receivable from participants	2016-12-31	$0
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	$20,520
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-14,218
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$296,001
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$310,219
Total contributions received or receivable from employer(s)	2016-12-31	$0
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	$0
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	$7,069
Expenses. Total of all expenses incurred	2015-12-31	$101,050
Benefits paid (including direct rollovers)	2015-12-31	$101,050
Total plan assets at end of year	2015-12-31	$310,219
Total plan assets at beginning of year	2015-12-31	$404,200
Value of fidelity bond covering the plan	2015-12-31	$5,000,000
Total contributions received or receivable from participants	2015-12-31	$0
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	$7,069
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-93,981
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$310,219
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$404,200
Total contributions received or receivable from employer(s)	2015-12-31	$0
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	$0
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	$31,087
Expenses. Total of all expenses incurred	2014-12-31	$18,441
Benefits paid (including direct rollovers)	2014-12-31	$18,441
Total plan assets at end of year	2014-12-31	$404,200
Total plan assets at beginning of year	2014-12-31	$391,554
Value of fidelity bond covering the plan	2014-12-31	$5,000,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$31,087
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$12,646
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$404,200
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$391,554
Total contributions received or receivable from employer(s)	2014-12-31	$0
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	$0

Form 5500 Responses for PPFA RETIREMENT PLAN

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	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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

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Company Name:	PLANNED PARENTHOOD OF NEW MEXICO
Employer identification number (EIN):	850197745
NAIC Classification:	621410
NAIC Description:	Family Planning Centers