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PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 401k Plan overview

Plan NamePLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN
Plan identification number 001

PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT 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.
  • 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/ORANGE AND SAN BERNARDINO COUNTIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC.
Employer identification number (EIN):956152773
NAIC Classification:621410
NAIC Description:Family Planning Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01JON DUNN
0012015-07-01JON DUNN
0012014-07-01JON DUNN
0012013-07-01JON DUNN
0012012-07-01JON DUNN
0012011-07-01JON DUNN
0012009-07-01JON DUNN
0012008-07-01

Plan Statistics for PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN

401k plan membership statisitcs for PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN

Measure Date Value
2022: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01640
Total number of active participants reported on line 7a of the Form 55002022-01-01508
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01179
Total of all active and inactive participants2022-01-01688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01688
Number of participants with account balances2022-01-01574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0138
2021: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01609
Total number of active participants reported on line 7a of the Form 55002021-07-01451
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01189
Total of all active and inactive participants2021-07-01640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01640
Number of participants with account balances2021-07-01566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0128
2020: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01617
Total number of active participants reported on line 7a of the Form 55002020-07-01456
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01153
Total of all active and inactive participants2020-07-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01609
Number of participants with account balances2020-07-01552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0117
2019: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01599
Total number of active participants reported on line 7a of the Form 55002019-07-01424
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01193
Total of all active and inactive participants2019-07-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01617
Number of participants with account balances2019-07-01576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0121
2018: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01564
Total number of active participants reported on line 7a of the Form 55002018-07-01416
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01183
Total of all active and inactive participants2018-07-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01599
Number of participants with account balances2018-07-01544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0124
2017: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01521
Total number of active participants reported on line 7a of the Form 55002017-07-01396
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01168
Total of all active and inactive participants2017-07-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01564
Number of participants with account balances2017-07-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0121
2016: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01485
Total number of active participants reported on line 7a of the Form 55002016-07-01363
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01158
Total of all active and inactive participants2016-07-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01521
Number of participants with account balances2016-07-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0122
2015: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01449
Total number of active participants reported on line 7a of the Form 55002015-07-01351
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01134
Total of all active and inactive participants2015-07-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01485
Number of participants with account balances2015-07-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0147
2014: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01442
Total number of active participants reported on line 7a of the Form 55002014-07-01339
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01110
Total of all active and inactive participants2014-07-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01449
Number of participants with account balances2014-07-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0118
2013: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01397
Total number of active participants reported on line 7a of the Form 55002013-07-01348
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0194
Total of all active and inactive participants2013-07-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01442
Number of participants with account balances2013-07-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-019
2012: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01363
Total number of active participants reported on line 7a of the Form 55002012-07-01316
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0181
Total of all active and inactive participants2012-07-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01397
Number of participants with account balances2012-07-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0112
2011: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01388
Total number of active participants reported on line 7a of the Form 55002011-07-01301
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0162
Total of all active and inactive participants2011-07-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01363
Number of participants with account balances2011-07-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0113
2009: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01388
Total number of active participants reported on line 7a of the Form 55002009-07-01277
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0194
Total of all active and inactive participants2009-07-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01371
Number of participants with account balances2009-07-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-016

Financial Data on PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN

Measure Date Value
2022 : PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,875,319
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,078,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,076,586
Expenses. Certain deemed distributions of participant loans2022-12-31$409
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,785,677
Value of total assets at end of year2022-12-31$33,487,226
Value of total assets at beginning of year2022-12-31$38,441,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,619
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$20,607
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$183,052
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$183,052
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,172,873
Participant contributions at end of year2022-12-31$444,658
Participant contributions at beginning of year2022-12-31$427,337
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$161,113
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-242,719
Administrative expenses (other) incurred2022-12-31$1,487
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-4,953,933
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,487,226
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,441,159
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$132
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,460,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,570,091
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$20,604
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$23,581,514
Value of interest in common/collective trusts at beginning of year2022-12-31$7,189,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,355,362
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-4,266,574
Net gain/loss from 103.12 investment entities2022-12-31$0
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$1,451,691
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$253,759
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,076,586
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ARMANINO LLP
Accountancy firm EIN2022-12-31946214841
2021 : PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$160
Total income from all sources (including contributions)2021-12-31$3,308,532
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$779,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$745,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,929,948
Value of total assets at end of year2021-12-31$38,197,316
Value of total assets at beginning of year2021-12-31$35,668,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$34,002
Total interest from all sources2021-12-31$10,165
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$668,686
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$668,686
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$892,634
Participant contributions at end of year2021-12-31$427,337
Participant contributions at beginning of year2021-12-31$427,632
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$69,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$160
Other income not declared elsewhere2021-12-31$34,544
Administrative expenses (other) incurred2021-12-31$9,466
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$160
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
Value of net income/loss2021-12-31$2,529,111
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,197,316
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,668,205
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$30,911,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$28,647,979
Interest on participant loans2021-12-31$10,165
Value of interest in common/collective trusts at end of year2021-12-31$6,605,408
Value of interest in common/collective trusts at beginning of year2021-12-31$6,050,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$281,779
Net investment gain or loss from common/collective trusts2021-12-31$383,410
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$967,529
Employer contributions (assets) at end of year2021-12-31$253,337
Employer contributions (assets) at beginning of year2021-12-31$542,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$745,419
Contract administrator fees2021-12-31$24,536
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ARMANINO LLP
Accountancy firm EIN2021-12-31944557617
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$42,738
Total income from all sources (including contributions)2021-06-30$12,224,689
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$4,759,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$4,662,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$3,866,307
Value of total assets at end of year2021-06-30$35,668,365
Value of total assets at beginning of year2021-06-30$28,245,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$96,176
Total interest from all sources2021-06-30$23,359
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$514,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$514,386
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,697,581
Participant contributions at end of year2021-06-30$427,632
Participant contributions at beginning of year2021-06-30$451,599
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$278,182
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$110
Other income not declared elsewhere2021-06-30$8,755
Administrative expenses (other) incurred2021-06-30$9,400
Total non interest bearing cash at end of year2021-06-30$160
Total non interest bearing cash at beginning of year2021-06-30$42,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$7,465,636
Value of net assets at end of year (total assets less liabilities)2021-06-30$35,668,205
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$28,202,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$28,647,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$21,421,123
Interest on participant loans2021-06-30$23,359
Value of interest in common/collective trusts at end of year2021-06-30$6,050,085
Value of interest in common/collective trusts at beginning of year2021-06-30$5,829,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$6,495,138
Net investment gain or loss from common/collective trusts2021-06-30$1,316,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,890,544
Employer contributions (assets) at end of year2021-06-30$542,509
Employer contributions (assets) at beginning of year2021-06-30$499,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$4,662,877
Contract administrator fees2021-06-30$56,776
Liabilities. Value of benefit claims payable at end of year2021-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$42,628
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30ARMANINO LLP
Accountancy firm EIN2021-06-30944557617
2020 : PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$42,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$150
Total income from all sources (including contributions)2020-06-30$4,225,450
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,604,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,515,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$3,376,521
Value of total assets at end of year2020-06-30$28,245,307
Value of total assets at beginning of year2020-06-30$25,581,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$88,640
Total interest from all sources2020-06-30$29,262
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$635,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$635,417
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,589,794
Participant contributions at end of year2020-06-30$451,599
Participant contributions at beginning of year2020-06-30$513,405
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$59,078
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$26,910
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$1,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$150
Administrative expenses (other) incurred2020-06-30$8,390
Total non interest bearing cash at end of year2020-06-30$42,738
Total non interest bearing cash at beginning of year2020-06-30$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$2,620,977
Value of net assets at end of year (total assets less liabilities)2020-06-30$28,202,569
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$25,581,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$21,421,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$23,159,686
Income. Interest from loans (other than to participants)2020-06-30$29,262
Value of interest in common/collective trusts at end of year2020-06-30$5,829,861
Value of interest in common/collective trusts at beginning of year2020-06-30$1,342,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-93,334
Net investment gain or loss from common/collective trusts2020-06-30$277,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,759,817
Employer contributions (assets) at end of year2020-06-30$499,986
Employer contributions (assets) at beginning of year2020-06-30$505,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,515,833
Contract administrator fees2020-06-30$50,250
Liabilities. Value of benefit claims payable at end of year2020-06-30$42,628
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$0
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30ARMANINO LLP
Accountancy firm EIN2020-06-30944557617
2019 : PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$1,100
Total income from all sources (including contributions)2019-06-30$4,730,312
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,137,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,055,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$3,219,904
Value of total assets at end of year2019-06-30$25,581,742
Value of total assets at beginning of year2019-06-30$21,989,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$82,362
Total interest from all sources2019-06-30$24,678
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$1,470,799
Participant contributions at end of year2019-06-30$513,405
Participant contributions at beginning of year2019-06-30$445,123
Participant contributions at end of year2019-06-30$59,078
Participant contributions at beginning of year2019-06-30$55,622
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$83,831
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$1,059
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$1,100
Administrative expenses (other) incurred2019-06-30$82,362
Total non interest bearing cash at end of year2019-06-30$150
Total non interest bearing cash at beginning of year2019-06-30$1,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$3,592,694
Value of net assets at end of year (total assets less liabilities)2019-06-30$25,581,592
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$21,988,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$23,159,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$19,791,914
Interest on participant loans2019-06-30$24,678
Value of interest in common/collective trusts at end of year2019-06-30$1,342,703
Value of interest in common/collective trusts at beginning of year2019-06-30$1,247,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$1,459,015
Net investment gain or loss from common/collective trusts2019-06-30$26,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$1,665,274
Employer contributions (assets) at end of year2019-06-30$505,661
Employer contributions (assets) at beginning of year2019-06-30$447,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,055,256
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30HARRINGTON GROUP
Accountancy firm EIN2019-06-30954557617
2018 : PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$1,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$4,815,354
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,226,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,146,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,845,493
Value of total assets at end of year2018-06-30$21,989,998
Value of total assets at beginning of year2018-06-30$18,400,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$79,919
Total interest from all sources2018-06-30$18,306
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,298,903
Participant contributions at end of year2018-06-30$445,123
Participant contributions at beginning of year2018-06-30$432,622
Participant contributions at end of year2018-06-30$55,622
Participant contributions at beginning of year2018-06-30$42,452
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$94,955
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$880
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$1,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$0
Administrative expenses (other) incurred2018-06-30$79,919
Total non interest bearing cash at end of year2018-06-30$1,100
Total non interest bearing cash at beginning of year2018-06-30$105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$3,588,673
Value of net assets at end of year (total assets less liabilities)2018-06-30$21,988,898
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$18,400,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$19,791,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$16,637,575
Interest on participant loans2018-06-30$18,306
Value of interest in common/collective trusts at end of year2018-06-30$1,247,429
Value of interest in common/collective trusts at beginning of year2018-06-30$1,238,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,930,107
Net investment gain or loss from common/collective trusts2018-06-30$21,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,451,635
Employer contributions (assets) at end of year2018-06-30$447,930
Employer contributions (assets) at beginning of year2018-06-30$47,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,146,762
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30HARRINGTON GROUP
Accountancy firm EIN2018-06-30954557617
2017 : PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$4,639,145
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,171,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,099,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,586,945
Value of total assets at end of year2017-06-30$18,400,225
Value of total assets at beginning of year2017-06-30$14,932,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$71,746
Total interest from all sources2017-06-30$16,352
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,179,522
Participant contributions at end of year2017-06-30$432,622
Participant contributions at beginning of year2017-06-30$362,700
Participant contributions at end of year2017-06-30$42,452
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$89,694
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$623
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$-235
Administrative expenses (other) incurred2017-06-30$71,746
Total non interest bearing cash at end of year2017-06-30$105
Total non interest bearing cash at beginning of year2017-06-30$235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$3,467,780
Value of net assets at end of year (total assets less liabilities)2017-06-30$18,400,225
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$14,932,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$16,637,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$6,355,617
Interest on participant loans2017-06-30$16,352
Value of interest in common/collective trusts at end of year2017-06-30$1,238,850
Value of interest in common/collective trusts at beginning of year2017-06-30$8,215,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,013,385
Net investment gain or loss from common/collective trusts2017-06-30$22,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,317,729
Employer contributions (assets) at end of year2017-06-30$47,998
Employer contributions (assets) at beginning of year2017-06-30$-1,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,099,619
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30HARRINGTON GROUP
Accountancy firm EIN2017-06-30954557617
2016 : PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$2,247,703
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,759,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,688,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,390,019
Value of total assets at end of year2016-06-30$14,932,445
Value of total assets at beginning of year2016-06-30$14,444,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$70,856
Total interest from all sources2016-06-30$12,623
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,046,280
Participant contributions at end of year2016-06-30$362,700
Participant contributions at beginning of year2016-06-30$309,558
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$229,307
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$-235
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$-335
Administrative expenses (other) incurred2016-06-30$70,856
Total non interest bearing cash at end of year2016-06-30$235
Total non interest bearing cash at beginning of year2016-06-30$335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$488,257
Value of net assets at end of year (total assets less liabilities)2016-06-30$14,932,445
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$14,444,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$6,355,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$6,554,158
Interest on participant loans2016-06-30$12,623
Value of interest in common/collective trusts at end of year2016-06-30$8,215,898
Value of interest in common/collective trusts at beginning of year2016-06-30$7,578,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-134,004
Net investment gain or loss from common/collective trusts2016-06-30$-20,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,114,432
Employer contributions (assets) at end of year2016-06-30$-1,770
Employer contributions (assets) at beginning of year2016-06-30$2,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,688,590
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30HARRINGTON GROUP
Accountancy firm EIN2016-06-30954557617
2015 : PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$2,417,090
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,481,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,413,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,029,943
Value of total assets at end of year2015-06-30$14,444,188
Value of total assets at beginning of year2015-06-30$13,509,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$68,736
Total interest from all sources2015-06-30$11,932
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$881,341
Participant contributions at end of year2015-06-30$309,558
Participant contributions at beginning of year2015-06-30$291,109
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$149,466
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$-335
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$-120
Administrative expenses (other) incurred2015-06-30$68,736
Total non interest bearing cash at end of year2015-06-30$335
Total non interest bearing cash at beginning of year2015-06-30$120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$935,150
Value of net assets at end of year (total assets less liabilities)2015-06-30$14,444,188
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$13,509,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$6,554,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$5,884,595
Interest on participant loans2015-06-30$11,932
Value of interest in common/collective trusts at end of year2015-06-30$7,578,227
Value of interest in common/collective trusts at beginning of year2015-06-30$7,325,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$454,511
Net investment gain or loss from common/collective trusts2015-06-30$-79,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$999,136
Employer contributions (assets) at end of year2015-06-30$2,245
Employer contributions (assets) at beginning of year2015-06-30$7,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,413,204
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30HARRINGTON GROUP
Accountancy firm EIN2015-06-30954557617
2014 : PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$4,061,900
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,709,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,644,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,927,823
Value of total assets at end of year2014-06-30$13,509,038
Value of total assets at beginning of year2014-06-30$11,157,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$65,457
Total interest from all sources2014-06-30$11,390
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$820,914
Participant contributions at end of year2014-06-30$291,109
Participant contributions at beginning of year2014-06-30$270,137
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$10
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$234,887
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$-120
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$-155
Administrative expenses (other) incurred2014-06-30$65,457
Total non interest bearing cash at end of year2014-06-30$120
Total non interest bearing cash at beginning of year2014-06-30$267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,351,903
Value of net assets at end of year (total assets less liabilities)2014-06-30$13,509,038
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$11,157,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$5,884,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$4,349,944
Interest on participant loans2014-06-30$11,390
Value of interest in common/collective trusts at end of year2014-06-30$7,325,563
Value of interest in common/collective trusts at beginning of year2014-06-30$6,537,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,087,807
Net investment gain or loss from common/collective trusts2014-06-30$1,034,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$872,022
Employer contributions (assets) at end of year2014-06-30$7,771
Employer contributions (assets) at beginning of year2014-06-30$-488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,644,540
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30HARRINGTON GROUP
Accountancy firm EIN2014-06-30954557617
2013 : PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$3,072,126
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,136,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,072,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,696,231
Value of total assets at end of year2013-06-30$11,157,135
Value of total assets at beginning of year2013-06-30$9,221,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$64,117
Total interest from all sources2013-06-30$9,472
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$812,935
Participant contributions at end of year2013-06-30$270,137
Participant contributions at beginning of year2013-06-30$232,858
Participant contributions at end of year2013-06-30$10
Participant contributions at beginning of year2013-06-30$345
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$11,387
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$-155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Administrative expenses (other) incurred2013-06-30$64,117
Total non interest bearing cash at end of year2013-06-30$267
Total non interest bearing cash at beginning of year2013-06-30$64
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,935,559
Value of net assets at end of year (total assets less liabilities)2013-06-30$11,157,135
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$9,221,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$4,349,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$7,828,161
Interest on participant loans2013-06-30$9,472
Value of interest in common/collective trusts at end of year2013-06-30$6,537,420
Value of interest in common/collective trusts at beginning of year2013-06-30$1,147,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$763,939
Net investment gain or loss from common/collective trusts2013-06-30$602,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$871,909
Employer contributions (assets) at end of year2013-06-30$-488
Employer contributions (assets) at beginning of year2013-06-30$12,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,072,450
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30HARRINGTON GROUP
Accountancy firm EIN2013-06-30954557617
2012 : PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,498,216
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$782,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$733,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,519,607
Value of total assets at end of year2012-06-30$9,221,576
Value of total assets at beginning of year2012-06-30$8,505,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$48,792
Total interest from all sources2012-06-30$9,284
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$771,288
Participant contributions at end of year2012-06-30$232,858
Participant contributions at beginning of year2012-06-30$232,114
Participant contributions at end of year2012-06-30$345
Participant contributions at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$10,911
Administrative expenses (other) incurred2012-06-30$48,792
Total non interest bearing cash at end of year2012-06-30$64
Total non interest bearing cash at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$715,951
Value of net assets at end of year (total assets less liabilities)2012-06-30$9,221,576
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$8,505,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$7,828,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$7,126,358
Interest on participant loans2012-06-30$9,284
Value of interest in common/collective trusts at end of year2012-06-30$1,147,412
Value of interest in common/collective trusts at beginning of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,147,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-49,921
Net investment gain or loss from common/collective trusts2012-06-30$19,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$737,408
Employer contributions (assets) at end of year2012-06-30$12,736
Employer contributions (assets) at beginning of year2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$733,473
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30Yes
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30HARRINGTON GROUP
Accountancy firm EIN2012-06-30954557617
2011 : PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$3,112,969
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$631,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$615,954
Expenses. Certain deemed distributions of participant loans2011-06-30$12,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,691,579
Value of total assets at end of year2011-06-30$8,505,625
Value of total assets at beginning of year2011-06-30$6,024,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$3,350
Total interest from all sources2011-06-30$47,150
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$584,327
Participant contributions at end of year2011-06-30$232,114
Participant contributions at beginning of year2011-06-30$243,655
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$412,360
Other income not declared elsewhere2011-06-30$2,946
Administrative expenses (other) incurred2011-06-30$3,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,481,223
Value of net assets at end of year (total assets less liabilities)2011-06-30$8,505,625
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$6,024,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$7,126,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$4,731,497
Interest on participant loans2011-06-30$10,974
Interest earned on other investments2011-06-30$36,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,147,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,049,250
Net investment gain/loss from pooled separate accounts2011-06-30$1,371,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$694,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$615,954
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30HARRINGTON GROUP
Accountancy firm EIN2011-06-30954557617

Form 5500 Responses for PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN

2022: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2008: PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. RETIREMENT PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo

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