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PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 401k Plan overview

Plan NamePLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN
Plan identification number 003

PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN Benefits

401k Plan TypeDefined 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY has sponsored the creation of one or more 401k plans.

Company Name:PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY
Employer identification number (EIN):910686012
NAIC Classification:621410
NAIC Description:Family Planning Centers

Additional information about PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY

Jurisdiction of Incorporation: Idaho Secretary Of State
Incorporation Date:
Company Identification Number: C181314

More information about PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JANICE JACKSON-HALEY
0032016-01-01CAROLYN HARVEY
0032015-01-01CAROLYN HARVEY
0032014-01-01CAROLYN HARVEY
0032013-01-01CAROLYN HARVEY
0032011-01-01GEORGENE RICHARDS CAROLYN HARVEY2012-10-11
0032010-01-01CAROLYN HARVEY
0032009-01-01CAROLE WILLIAMS CAROLE WILLIAMS2010-10-07

Plan Statistics for PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN

401k plan membership statisitcs for PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN

Measure Date Value
2022: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01827
Total number of active participants reported on line 7a of the Form 55002022-01-01572
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01240
Total of all active and inactive participants2022-01-01812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01812
Number of participants with account balances2022-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01605
Total number of active participants reported on line 7a of the Form 55002021-01-01619
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01208
Total of all active and inactive participants2021-01-01827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01827
Number of participants with account balances2021-01-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01632
Total number of active participants reported on line 7a of the Form 55002020-01-01485
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01120
Total of all active and inactive participants2020-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01605
Number of participants with account balances2020-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01597
Total number of active participants reported on line 7a of the Form 55002019-01-01532
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01100
Total of all active and inactive participants2019-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01632
Number of participants with account balances2019-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01598
Total number of active participants reported on line 7a of the Form 55002018-01-01509
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0188
Total of all active and inactive participants2018-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01597
Number of participants with account balances2018-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01589
Total number of active participants reported on line 7a of the Form 55002017-01-01509
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0189
Total of all active and inactive participants2017-01-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01598
Number of participants with account balances2017-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01559
Total number of active participants reported on line 7a of the Form 55002016-01-01508
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0181
Total of all active and inactive participants2016-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01589
Number of participants with account balances2016-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01523
Total number of active participants reported on line 7a of the Form 55002015-01-01478
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0181
Total of all active and inactive participants2015-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01559
Number of participants with account balances2015-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01315
Total number of active participants reported on line 7a of the Form 55002014-01-01454
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0169
Total of all active and inactive participants2014-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01523
Number of participants with account balances2014-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01310
Total number of active participants reported on line 7a of the Form 55002013-01-01254
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0161
Total of all active and inactive participants2013-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01315
Number of participants with account balances2013-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2011: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-010
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01504
Total number of active participants reported on line 7a of the Form 55002010-01-01432
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0172
Total of all active and inactive participants2010-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01504
Number of participants with account balances2010-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01551
Total number of active participants reported on line 7a of the Form 55002009-01-01440
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0156
Total of all active and inactive participants2009-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01496
Number of participants with account balances2009-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN

Measure Date Value
2022 : PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,175
Total income from all sources (including contributions)2022-12-31$-2,517,618
Total of all expenses incurred2022-12-31$3,138,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,066,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,353,606
Value of total assets at end of year2022-12-31$24,656,654
Value of total assets at beginning of year2022-12-31$30,314,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$72,418
Total interest from all sources2022-12-31$13,356
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$667,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$667,062
Administrative expenses professional fees incurred2022-12-31$25,611
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,810,889
Participant contributions at end of year2022-12-31$264,634
Participant contributions at beginning of year2022-12-31$278,945
Participant contributions at end of year2022-12-31$63,360
Participant contributions at beginning of year2022-12-31$59,909
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$39,145
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,000
Administrative expenses (other) incurred2022-12-31$1,807
Liabilities. Value of operating payables at end of year2022-12-31$227
Liabilities. Value of operating payables at beginning of year2022-12-31$175
Total non interest bearing cash at beginning of year2022-12-31$11,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,656,534
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,656,427
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,312,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,264,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$29,026,013
Interest on participant loans2022-12-31$13,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,047,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$937,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$937,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,551,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$503,572
Employer contributions (assets) at end of year2022-12-31$17,230
Employer contributions (assets) at beginning of year2022-12-31$367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,066,498
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS, LLP
Accountancy firm EIN2022-12-31910189318
2021 : PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$2,566,413
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,175
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$18,490
Total income from all sources (including contributions)2021-12-31$6,049,342
Total of all expenses incurred2021-12-31$1,994,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,928,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,966,589
Value of total assets at end of year2021-12-31$30,314,136
Value of total assets at beginning of year2021-12-31$23,710,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$65,707
Total interest from all sources2021-12-31$13,898
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,449,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,449,981
Administrative expenses professional fees incurred2021-12-31$19,249
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,779,190
Participant contributions at end of year2021-12-31$278,945
Participant contributions at beginning of year2021-12-31$299,035
Participant contributions at end of year2021-12-31$59,909
Participant contributions at beginning of year2021-12-31$56,355
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$106,455
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$101
Administrative expenses (other) incurred2021-12-31$1,458
Liabilities. Value of operating payables at end of year2021-12-31$175
Liabilities. Value of operating payables at beginning of year2021-12-31$75
Total non interest bearing cash at end of year2021-12-31$11,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$44,100
Value of net income/loss2021-12-31$4,054,818
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,312,961
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,691,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$29,026,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,374,929
Interest on participant loans2021-12-31$13,894
Interest earned on other investments2021-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$937,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$963,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$963,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,618,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$36,844
Employer contributions (assets) at end of year2021-12-31$367
Employer contributions (assets) at beginning of year2021-12-31$16,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,928,817
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$18,314
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS, LLP
Accountancy firm EIN2021-12-31910189318
2020 : PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,490
Total income from all sources (including contributions)2020-12-31$5,186,301
Total of all expenses incurred2020-12-31$1,513,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,447,461
Value of total corrective distributions2020-12-31$2,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,157,514
Value of total assets at end of year2020-12-31$23,710,220
Value of total assets at beginning of year2020-12-31$20,018,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$63,385
Total interest from all sources2020-12-31$15,970
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$553,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$553,113
Administrative expenses professional fees incurred2020-12-31$17,937
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,653,947
Participant contributions at end of year2020-12-31$299,035
Participant contributions at beginning of year2020-12-31$321,081
Participant contributions at end of year2020-12-31$56,355
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$101
Administrative expenses (other) incurred2020-12-31$448
Liabilities. Value of operating payables at end of year2020-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,673,041
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,691,730
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,018,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,374,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,877,654
Interest on participant loans2020-12-31$15,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$963,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$819,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$819,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,459,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$497,579
Employer contributions (assets) at end of year2020-12-31$16,873
Employer contributions (assets) at beginning of year2020-12-31$554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,447,461
Liabilities. Value of benefit claims payable at end of year2020-12-31$18,314
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS, LLP
Accountancy firm EIN2020-12-31910189318
2019 : PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$5,623,391
Total of all expenses incurred2019-12-31$1,338,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,274,042
Value of total corrective distributions2019-12-31$341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,005,403
Value of total assets at end of year2019-12-31$20,018,689
Value of total assets at beginning of year2019-12-31$15,733,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64,254
Total interest from all sources2019-12-31$17,494
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$668,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$668,268
Administrative expenses professional fees incurred2019-12-31$18,242
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,498,779
Participant contributions at end of year2019-12-31$321,081
Participant contributions at beginning of year2019-12-31$332,943
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$39,664
Administrative expenses (other) incurred2019-12-31$1,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,284,754
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,018,689
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,733,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,877,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,667,641
Interest on participant loans2019-12-31$17,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$819,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$733,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$733,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,932,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$466,960
Employer contributions (assets) at end of year2019-12-31$554
Employer contributions (assets) at beginning of year2019-12-31$26
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,274,042
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS
Accountancy firm EIN2019-12-31910189318
2018 : PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$100
Total income from all sources (including contributions)2018-12-31$878,704
Total of all expenses incurred2018-12-31$2,110,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,046,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,116,924
Value of total assets at end of year2018-12-31$15,733,935
Value of total assets at beginning of year2018-12-31$16,966,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$64,131
Total interest from all sources2018-12-31$15,985
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$633,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$633,038
Administrative expenses professional fees incurred2018-12-31$18,490
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,486,680
Participant contributions at end of year2018-12-31$332,943
Participant contributions at beginning of year2018-12-31$258,353
Participant contributions at beginning of year2018-12-31$49,894
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$191,268
Administrative expenses (other) incurred2018-12-31$641
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,232,173
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,733,935
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,966,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,667,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,721,493
Interest on participant loans2018-12-31$15,985
Interest earned on other investments2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$733,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$921,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$921,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,887,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$438,976
Employer contributions (assets) at end of year2018-12-31$26
Employer contributions (assets) at beginning of year2018-12-31$14,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,046,746
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS
Accountancy firm EIN2018-12-31910189318
2017 : PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$375
Total income from all sources (including contributions)2017-12-31$4,168,172
Total of all expenses incurred2017-12-31$717,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$656,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,786,213
Value of total assets at end of year2017-12-31$16,966,208
Value of total assets at beginning of year2017-12-31$13,515,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$61,091
Total interest from all sources2017-12-31$16,595
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$560,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$560,011
Administrative expenses professional fees incurred2017-12-31$295
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,351,462
Participant contributions at end of year2017-12-31$258,353
Participant contributions at beginning of year2017-12-31$195,819
Participant contributions at end of year2017-12-31$49,894
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$33,885
Liabilities. Value of operating payables at end of year2017-12-31$100
Liabilities. Value of operating payables at beginning of year2017-12-31$375
Total non interest bearing cash at beginning of year2017-12-31$136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,450,979
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,966,108
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,515,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$43,684
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,721,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,479,565
Interest on participant loans2017-12-31$12,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$921,777
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$839,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$839,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,805,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$400,866
Employer contributions (assets) at end of year2017-12-31$14,691
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$656,102
Contract administrator fees2017-12-31$17,112
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS
Accountancy firm EIN2017-12-31910189318
2016 : PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$361
Total income from all sources (including contributions)2016-12-31$2,883,927
Total of all expenses incurred2016-12-31$1,337,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,281,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,729,424
Value of total assets at end of year2016-12-31$13,515,504
Value of total assets at beginning of year2016-12-31$11,968,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$55,891
Total interest from all sources2016-12-31$12,560
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$382,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$382,565
Administrative expenses professional fees incurred2016-12-31$344
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,212,669
Participant contributions at end of year2016-12-31$195,819
Participant contributions at beginning of year2016-12-31$261,255
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$43,277
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$174,619
Liabilities. Value of operating payables at end of year2016-12-31$375
Liabilities. Value of operating payables at beginning of year2016-12-31$361
Total non interest bearing cash at end of year2016-12-31$136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,546,813
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,515,129
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,968,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$39,009
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,479,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,851,164
Interest on participant loans2016-12-31$10,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$839,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$801,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$801,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$759,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$342,136
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$11,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,281,223
Contract administrator fees2016-12-31$16,538
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS
Accountancy firm EIN2016-12-31910189318
2015 : PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$361
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$375
Total income from all sources (including contributions)2015-12-31$1,744,740
Total of all expenses incurred2015-12-31$1,499,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,447,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,939,003
Value of total assets at end of year2015-12-31$11,968,677
Value of total assets at beginning of year2015-12-31$11,723,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$52,451
Total interest from all sources2015-12-31$10,643
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$423,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$423,257
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,106,632
Participant contributions at end of year2015-12-31$261,255
Participant contributions at beginning of year2015-12-31$189,046
Participant contributions at end of year2015-12-31$43,277
Participant contributions at beginning of year2015-12-31$41,461
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$497,702
Liabilities. Value of operating payables at end of year2015-12-31$361
Liabilities. Value of operating payables at beginning of year2015-12-31$375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$245,052
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,968,316
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,723,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$37,956
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,851,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,717,529
Interest on participant loans2015-12-31$10,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$801,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$764,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$764,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$86
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-628,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$334,669
Employer contributions (assets) at end of year2015-12-31$11,918
Employer contributions (assets) at beginning of year2015-12-31$11,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,447,237
Contract administrator fees2015-12-31$14,495
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS
Accountancy firm EIN2015-12-31910189318
2014 : PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,025
Total income from all sources (including contributions)2014-12-31$2,005,210
Total of all expenses incurred2014-12-31$1,442,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,392,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,316,491
Value of total assets at end of year2014-12-31$11,723,639
Value of total assets at beginning of year2014-12-31$11,166,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$49,932
Total interest from all sources2014-12-31$7,759
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$358,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$358,039
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,015,596
Participant contributions at end of year2014-12-31$189,046
Participant contributions at beginning of year2014-12-31$181,932
Participant contributions at end of year2014-12-31$41,461
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,500
Liabilities. Value of operating payables at end of year2014-12-31$375
Liabilities. Value of operating payables at beginning of year2014-12-31$525
Total non interest bearing cash at beginning of year2014-12-31$44,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$562,986
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,723,264
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,160,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$37,555
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,717,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,163,944
Interest on participant loans2014-12-31$7,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$764,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$776,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$776,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$322,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$295,033
Employer contributions (assets) at end of year2014-12-31$11,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,392,292
Contract administrator fees2014-12-31$12,377
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS
Accountancy firm EIN2014-12-31910189318
2013 : PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,025
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$450
Total income from all sources (including contributions)2013-12-31$3,172,790
Total of all expenses incurred2013-12-31$1,275,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,219,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,304,897
Value of total assets at end of year2013-12-31$11,166,303
Value of total assets at beginning of year2013-12-31$9,263,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$56,587
Total interest from all sources2013-12-31$8,532
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$322,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$322,936
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$848,968
Participant contributions at end of year2013-12-31$181,932
Participant contributions at beginning of year2013-12-31$185,798
Participant contributions at beginning of year2013-12-31$36,369
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$209,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,500
Administrative expenses (other) incurred2013-12-31$977
Liabilities. Value of operating payables at end of year2013-12-31$525
Liabilities. Value of operating payables at beginning of year2013-12-31$450
Total non interest bearing cash at end of year2013-12-31$44,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,896,982
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,160,278
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,263,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$37,799
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,163,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,331,578
Interest on participant loans2013-12-31$8,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$776,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$701,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$701,333
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$77
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,536,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$246,662
Employer contributions (assets) at beginning of year2013-12-31$8,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,219,221
Contract administrator fees2013-12-31$17,811
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS
Accountancy firm EIN2013-12-31910189318
2011 : PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$150
Total income from all sources (including contributions)2011-12-31$737,112
Total of all expenses incurred2011-12-31$1,012,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$964,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,210,934
Value of total assets at end of year2011-12-31$8,949,866
Value of total assets at beginning of year2011-12-31$9,225,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$48,065
Total interest from all sources2011-12-31$6,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$902,564
Participant contributions at end of year2011-12-31$143,836
Participant contributions at beginning of year2011-12-31$144,710
Participant contributions at end of year2011-12-31$30,178
Participant contributions at beginning of year2011-12-31$34,114
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$47,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$198
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-275,872
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,949,668
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,225,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$35,444
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,876,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,322,773
Interest on participant loans2011-12-31$6,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$889,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$714,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$714,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-480,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$261,110
Employer contributions (assets) at end of year2011-12-31$9,266
Employer contributions (assets) at beginning of year2011-12-31$9,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$964,919
Contract administrator fees2011-12-31$12,621
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS
Accountancy firm EIN2011-12-31910189318
Total income from all sources2011-12-09$239
Expenses. Total of all expenses incurred2011-12-09$13,421
Benefits paid (including direct rollovers)2011-12-09$13,367
Total plan assets at end of year2011-12-09$0
Total plan assets at beginning of year2011-12-09$13,182
Value of fidelity bond covering the plan2011-12-09$2,000,000
Expenses. Other expenses not covered elsewhere2011-12-09$54
Other income received2011-12-09$239
Net income (gross income less expenses)2011-12-09$-13,182
Net plan assets at end of year (total assets less liabilities)2011-12-09$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-09$13,182
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-09$0
2010 : PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$361
Total income from all sources (including contributions)2010-12-31$2,481,386
Total of all expenses incurred2010-12-31$765,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$723,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,243,564
Value of total assets at end of year2010-12-31$9,225,690
Value of total assets at beginning of year2010-12-31$7,510,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$42,540
Total interest from all sources2010-12-31$7,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$901,217
Participant contributions at end of year2010-12-31$144,710
Participant contributions at beginning of year2010-12-31$128,384
Participant contributions at end of year2010-12-31$34,114
Participant contributions at beginning of year2010-12-31$25,434
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$88,269
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$361
Administrative expenses (other) incurred2010-12-31$11,885
Total non interest bearing cash at beginning of year2010-12-31$31,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,715,534
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,225,540
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,510,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$30,655
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,322,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,647,006
Interest on participant loans2010-12-31$7,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$714,613
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$677,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$677,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,230,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$254,078
Employer contributions (assets) at end of year2010-12-31$9,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$723,312
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS
Accountancy firm EIN2010-12-31910189318
2009 : PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN

2022: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2011: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingYes
2011-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY 403B THRIFT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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