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TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD OF INDIANA, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD OF INDIANA, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD OF INDIANA, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

PLANNED PARENTHOOD OF INDIANA INC KENTUCKY INC has sponsored the creation of one or more 401k plans.

Company Name:PLANNED PARENTHOOD OF INDIANA INC KENTUCKY INC
Employer identification number (EIN):350874276
NAIC Classification:621410
NAIC Description:Family Planning Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD OF INDIANA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01RONNA DONALDSON2020-07-09 RONNA DONALDSON2020-07-09
0022018-01-01RONNA DONALDSON2019-07-25 RONNA DONALDSON2019-07-25
0022017-01-01RONNA DONALDSON2018-05-29 RONNA DONALDSON2018-05-29
0022016-01-01RONNA DONALDSON2017-07-27 RONNA DONALDSON2017-07-27
0022016-01-01RONNA DONALDSON2017-07-26 RONNA DONALDSON2017-07-26
0022015-01-01JUDI MORRISON2016-10-14 JUDI MORRISON2016-10-14
0022014-01-01MELINDA BURNS2015-07-21 MELINDA BURNS2015-07-21
0022013-01-01MELINDA BURNS2014-10-14 MELINDA BURNS2014-10-14
0022012-01-01SUZANNAH OVERHOLT2013-07-26 SUZANNAH OVERHOLT2013-07-26
0022011-01-01DEBRA RUNNING SUZANNAH OVERHOLT2012-07-25
0022009-01-01CHERYL CROOKSHANKS SUZANNAH OVERHOLT2010-10-15

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD OF INDIANA, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD OF INDIANA, INC.

Measure Date Value
2011: TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD OF INDIANA, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD OF INDIANA, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD OF INDIANA, INC.

2011: TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD OF INDIANA, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD OF INDIANA, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051618A
Policy instance 1
Insurance contract or identification number051618A
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051618-A
Policy instance 1
Insurance contract or identification number051618-A
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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