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Plan Name | PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK INC |
Employer identification number (EIN): | 160746860 |
NAIC Classification: | 621410 |
NAIC Description: | Family Planning Centers |
Additional information about PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK INC
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1971-04-30 |
Company Identification Number: | 307019 |
Legal Registered Office Address: |
677 BROADWAY, 10TH FLOOR Monroe ALBANY United States of America (USA) 12207 |
More information about PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK INC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2022-01-01 | ||||
004 | 2021-01-01 | ||||
004 | 2020-01-01 | ||||
004 | 2019-01-01 | ||||
004 | 2018-01-01 | ||||
004 | 2017-01-01 | CHRISTIAN OLECK | |||
004 | 2016-01-01 | CHRISTIAN OLECK | |||
004 | 2015-01-01 | CHRISTIAN OLECK | |||
004 | 2014-01-01 | CHRISTIAN OLECK | |||
004 | 2013-01-01 | SHARON BARTELL |
Measure | Date | Value |
---|---|---|
2022: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 307 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 256 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 75 |
Total of all active and inactive participants | 2022-01-01 | 331 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 331 |
Number of participants with account balances | 2022-01-01 | 278 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 346 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 231 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 66 |
Total of all active and inactive participants | 2021-01-01 | 307 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 307 |
Number of participants with account balances | 2021-01-01 | 250 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 347 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 263 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 77 |
Total of all active and inactive participants | 2020-01-01 | 343 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 343 |
Number of participants with account balances | 2020-01-01 | 245 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 308 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 273 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 61 |
Total of all active and inactive participants | 2019-01-01 | 340 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 340 |
Number of participants with account balances | 2019-01-01 | 225 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 292 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 254 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 54 |
Total of all active and inactive participants | 2018-01-01 | 308 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 308 |
Number of participants with account balances | 2018-01-01 | 170 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 326 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 238 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 238 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 238 |
Number of participants with account balances | 2017-01-01 | 108 |
2016: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 315 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 270 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 54 |
Total of all active and inactive participants | 2016-01-01 | 324 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 324 |
Number of participants with account balances | 2016-01-01 | 157 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 248 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 228 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 51 |
Total of all active and inactive participants | 2015-01-01 | 279 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 279 |
Number of participants with account balances | 2015-01-01 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 210 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 157 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 55 |
Total of all active and inactive participants | 2014-01-01 | 212 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 212 |
Number of participants with account balances | 2014-01-01 | 126 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 213 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 150 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 51 |
Total of all active and inactive participants | 2013-01-01 | 201 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 201 |
Number of participants with account balances | 2013-01-01 | 147 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 |
Total income from all sources (including contributions) | 2022-12-31 | $-270,496 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,024,489 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,011,870 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,288,439 |
Value of total assets at end of year | 2022-12-31 | $8,052,571 |
Value of total assets at beginning of year | 2022-12-31 | $9,347,556 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $12,619 |
Total interest from all sources | 2022-12-31 | $4,100 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $359,519 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $359,519 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $872,876 |
Participant contributions at end of year | 2022-12-31 | $67,331 |
Participant contributions at beginning of year | 2022-12-31 | $63,965 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $33,387 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $6,614 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $2,158 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,294,985 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,052,571 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,347,556 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,244,951 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,514,451 |
Interest on participant loans | 2022-12-31 | $4,100 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $740,289 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $719,175 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,938,227 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $15,673 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $408,949 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $14,420 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,011,870 |
Contract administrator fees | 2022-12-31 | $12,619 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BONADIO & COMPANY, LLP |
Accountancy firm EIN | 2022-12-31 | 161131146 |
2021 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,383,006 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $555,415 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $545,089 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,214,828 |
Value of total assets at end of year | 2021-12-31 | $9,347,556 |
Value of total assets at beginning of year | 2021-12-31 | $7,519,965 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $10,326 |
Total interest from all sources | 2021-12-31 | $4,026 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $399,089 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $399,089 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $833,145 |
Participant contributions at end of year | 2021-12-31 | $63,965 |
Participant contributions at beginning of year | 2021-12-31 | $72,097 |
Participant contributions at end of year | 2021-12-31 | $33,387 |
Participant contributions at beginning of year | 2021-12-31 | $27,458 |
Total non interest bearing cash at end of year | 2021-12-31 | $2,158 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $426 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,827,591 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $9,347,556 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,519,965 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,514,451 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,718,705 |
Interest on participant loans | 2021-12-31 | $4,026 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $719,175 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $688,024 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $753,301 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $11,762 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $381,683 |
Employer contributions (assets) at end of year | 2021-12-31 | $14,420 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $13,255 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $545,089 |
Contract administrator fees | 2021-12-31 | $10,326 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BONADIO & COMPANY, LLP |
Accountancy firm EIN | 2021-12-31 | 161131146 |
2020 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,971,515 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $754,167 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $747,831 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,005,476 |
Value of total assets at end of year | 2020-12-31 | $7,519,965 |
Value of total assets at beginning of year | 2020-12-31 | $6,302,617 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $6,336 |
Total interest from all sources | 2020-12-31 | $4,774 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $220,497 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $220,497 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $685,102 |
Participant contributions at end of year | 2020-12-31 | $72,097 |
Participant contributions at beginning of year | 2020-12-31 | $78,429 |
Participant contributions at end of year | 2020-12-31 | $27,458 |
Participant contributions at beginning of year | 2020-12-31 | $26,744 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $5,261 |
Total non interest bearing cash at end of year | 2020-12-31 | $426 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $397 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,217,348 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,519,965 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,302,617 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,718,705 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,480,985 |
Interest on participant loans | 2020-12-31 | $4,774 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $688,024 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $704,280 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $727,533 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $13,235 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $315,113 |
Employer contributions (assets) at end of year | 2020-12-31 | $13,255 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $11,782 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $747,831 |
Contract administrator fees | 2020-12-31 | $6,336 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BONADIO & COMPANY, LLP |
Accountancy firm EIN | 2020-12-31 | 161131146 |
2019 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,896,254 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $299,828 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $293,424 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $899,218 |
Value of total assets at end of year | 2019-12-31 | $6,302,617 |
Value of total assets at beginning of year | 2019-12-31 | $4,706,191 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,404 |
Total interest from all sources | 2019-12-31 | $4,163 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $184,508 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $184,508 |
Administrative expenses professional fees incurred | 2019-12-31 | $6,404 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $592,419 |
Participant contributions at end of year | 2019-12-31 | $78,429 |
Participant contributions at beginning of year | 2019-12-31 | $59,204 |
Participant contributions at end of year | 2019-12-31 | $26,744 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $12,534 |
Total non interest bearing cash at end of year | 2019-12-31 | $397 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $397 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,596,426 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,302,617 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,706,191 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,480,985 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,946,052 |
Interest on participant loans | 2019-12-31 | $4,163 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $704,280 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $700,538 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $790,593 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $17,772 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $294,265 |
Employer contributions (assets) at end of year | 2019-12-31 | $11,782 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $293,424 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BONADIO & COMPANY, LLP |
Accountancy firm EIN | 2019-12-31 | 161131146 |
2018 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $514,678 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $560,657 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $554,938 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $731,702 |
Value of total assets at end of year | 2018-12-31 | $4,706,191 |
Value of total assets at beginning of year | 2018-12-31 | $4,752,170 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $5,719 |
Total interest from all sources | 2018-12-31 | $3,058 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $192,149 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $192,149 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $465,314 |
Participant contributions at end of year | 2018-12-31 | $59,204 |
Participant contributions at beginning of year | 2018-12-31 | $71,738 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $15,647 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $16,270 |
Total non interest bearing cash at end of year | 2018-12-31 | $397 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $1,120 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-45,979 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,706,191 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,752,170 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,946,052 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,817,935 |
Interest on participant loans | 2018-12-31 | $3,058 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $700,538 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $836,932 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-431,650 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $19,419 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $250,118 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $8,798 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $554,938 |
Contract administrator fees | 2018-12-31 | $5,719 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BONADIO & COMPANY, LLP |
Accountancy firm EIN | 2018-12-31 | 161131146 |
2017 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,326,375 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,363,399 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,359,097 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $665,263 |
Value of total assets at end of year | 2017-12-31 | $4,752,170 |
Value of total assets at beginning of year | 2017-12-31 | $4,789,194 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,302 |
Total interest from all sources | 2017-12-31 | $2,516 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $150,228 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $150,228 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $426,981 |
Participant contributions at end of year | 2017-12-31 | $71,738 |
Participant contributions at beginning of year | 2017-12-31 | $32,552 |
Participant contributions at end of year | 2017-12-31 | $15,647 |
Participant contributions at beginning of year | 2017-12-31 | $17,382 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $9,773 |
Total non interest bearing cash at end of year | 2017-12-31 | $1,120 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-37,024 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,752,170 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,789,194 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,817,935 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,773,786 |
Interest on participant loans | 2017-12-31 | $2,516 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $836,932 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $956,824 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $489,592 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $18,776 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $228,509 |
Employer contributions (assets) at end of year | 2017-12-31 | $8,798 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $8,650 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,359,097 |
Contract administrator fees | 2017-12-31 | $4,302 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BONADIO & COMPANY, LLP |
Accountancy firm EIN | 2017-12-31 | 161131146 |
2016 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,009,292 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $409,452 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $402,400 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $694,721 |
Value of total assets at end of year | 2016-12-31 | $4,789,194 |
Value of total assets at beginning of year | 2016-12-31 | $4,189,354 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $7,052 |
Total interest from all sources | 2016-12-31 | $1,526 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $98,846 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $98,846 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $208,684 |
Participant contributions at end of year | 2016-12-31 | $32,552 |
Participant contributions at beginning of year | 2016-12-31 | $45,258 |
Participant contributions at end of year | 2016-12-31 | $17,382 |
Participant contributions at beginning of year | 2016-12-31 | $15,493 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $80,739 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $842 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $599,840 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,789,194 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,189,354 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,773,786 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,150,127 |
Interest on participant loans | 2016-12-31 | $1,526 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $956,824 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $970,339 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $195,712 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $18,487 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $405,298 |
Employer contributions (assets) at end of year | 2016-12-31 | $8,650 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $7,295 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $402,400 |
Contract administrator fees | 2016-12-31 | $7,052 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BONADIO & COMPANY, LLP |
Accountancy firm EIN | 2016-12-31 | 161131146 |
2015 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $378,591 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $718,218 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $711,873 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $388,278 |
Value of total assets at end of year | 2015-12-31 | $4,189,354 |
Value of total assets at beginning of year | 2015-12-31 | $4,528,981 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $6,345 |
Total interest from all sources | 2015-12-31 | $1,920 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $114,644 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $114,644 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $258,748 |
Participant contributions at end of year | 2015-12-31 | $45,258 |
Participant contributions at beginning of year | 2015-12-31 | $44,551 |
Participant contributions at end of year | 2015-12-31 | $15,493 |
Participant contributions at beginning of year | 2015-12-31 | $10,185 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $4,588 |
Total non interest bearing cash at end of year | 2015-12-31 | $842 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $841 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-339,627 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,189,354 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,528,981 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,150,127 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,536,565 |
Interest on participant loans | 2015-12-31 | $1,920 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $970,339 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $931,929 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-148,008 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $21,757 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $124,942 |
Employer contributions (assets) at end of year | 2015-12-31 | $7,295 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $4,910 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $711,873 |
Contract administrator fees | 2015-12-31 | $6,345 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BONADIO & COMPANY, LLP |
Accountancy firm EIN | 2015-12-31 | 161131146 |
2014 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $788,247 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,403,544 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,395,638 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $479,238 |
Value of total assets at end of year | 2014-12-31 | $4,528,981 |
Value of total assets at beginning of year | 2014-12-31 | $5,144,278 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $7,906 |
Total interest from all sources | 2014-12-31 | $1,893 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $157,179 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $157,179 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $329,006 |
Participant contributions at end of year | 2014-12-31 | $44,551 |
Participant contributions at beginning of year | 2014-12-31 | $52,336 |
Participant contributions at end of year | 2014-12-31 | $10,185 |
Participant contributions at beginning of year | 2014-12-31 | $15,709 |
Total non interest bearing cash at end of year | 2014-12-31 | $841 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $2,387 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-615,297 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,528,981 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,144,278 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,536,565 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $4,057,160 |
Interest on participant loans | 2014-12-31 | $1,893 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $931,929 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,010,109 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $132,259 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $17,678 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $150,232 |
Employer contributions (assets) at end of year | 2014-12-31 | $4,910 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $6,577 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,395,638 |
Contract administrator fees | 2014-12-31 | $7,906 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BONADIO & COMPANY, LLP |
Accountancy firm EIN | 2014-12-31 | 161131146 |
2013 : PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,266,532 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $575,860 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $571,427 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $586,501 |
Value of total assets at end of year | 2013-12-31 | $5,144,278 |
Value of total assets at beginning of year | 2013-12-31 | $4,453,606 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $4,433 |
Total interest from all sources | 2013-12-31 | $2,114 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $114,890 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $114,890 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $393,025 |
Participant contributions at end of year | 2013-12-31 | $52,336 |
Participant contributions at beginning of year | 2013-12-31 | $40,417 |
Participant contributions at end of year | 2013-12-31 | $15,709 |
Participant contributions at beginning of year | 2013-12-31 | $14,785 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $18,531 |
Total non interest bearing cash at end of year | 2013-12-31 | $2,387 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $23,471 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $690,672 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,144,278 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,453,606 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $4,057,160 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,305,742 |
Interest on participant loans | 2013-12-31 | $2,114 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,010,109 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,055,829 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $552,009 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $11,018 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $174,945 |
Employer contributions (assets) at end of year | 2013-12-31 | $6,577 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $13,362 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $571,427 |
Contract administrator fees | 2013-12-31 | $4,433 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BONADIO & COMPANY, LLP |
Accountancy firm EIN | 2013-12-31 | 161131146 |
2022: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |