?>
Logo

403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 401k Plan overview

Plan Name403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI
Plan identification number 004

403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 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)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PLANNED PARENTHOOD OF MICHIGAN has sponsored the creation of one or more 401k plans.

Company Name:PLANNED PARENTHOOD OF MICHIGAN
Employer identification number (EIN):381707521
NAIC Classification:621410
NAIC Description:Family Planning Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01DENISE THAL
0042016-01-01DENISE THAL
0042015-01-01DENISE THAL
0042014-01-01DENISE THAL
0042013-01-01MATT BERTRAM
0042012-01-01MATT BERTRAM
0042011-01-01LILA ASANTE APPIAH
0042010-01-01LILA ASANTE-APPIAH
0042009-01-01LILA ASANTE-APPIAH LILA ASANTE-APPIAH2010-10-08

Plan Statistics for 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI

401k plan membership statisitcs for 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI

Measure Date Value
2022: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2022 401k membership
Total participants, beginning-of-year2022-01-01258
Total number of active participants reported on line 7a of the Form 55002022-01-01212
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0165
Total of all active and inactive participants2022-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01277
Number of participants with account balances2022-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0136
2021: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2021 401k membership
Total participants, beginning-of-year2021-01-01237
Total number of active participants reported on line 7a of the Form 55002021-01-01208
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0149
Total of all active and inactive participants2021-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01257
Number of participants with account balances2021-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0130
2020: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2020 401k membership
Total participants, beginning-of-year2020-01-01250
Total number of active participants reported on line 7a of the Form 55002020-01-01190
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01236
Number of participants with account balances2020-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2019 401k membership
Total participants, beginning-of-year2019-01-01255
Total number of active participants reported on line 7a of the Form 55002019-01-01220
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01255
Number of participants with account balances2019-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0129
2018: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2018 401k membership
Total participants, beginning-of-year2018-01-01243
Total number of active participants reported on line 7a of the Form 55002018-01-01219
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0135
Total of all active and inactive participants2018-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01255
Number of participants with account balances2018-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0121
2017: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2017 401k membership
Total participants, beginning-of-year2017-01-01250
Total number of active participants reported on line 7a of the Form 55002017-01-01209
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01242
Number of participants with account balances2017-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2016 401k membership
Total participants, beginning-of-year2016-01-01198
Total number of active participants reported on line 7a of the Form 55002016-01-01207
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01248
Number of participants with account balances2016-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2015 401k membership
Total participants, beginning-of-year2015-01-01198
Total number of active participants reported on line 7a of the Form 55002015-01-01152
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01192
Number of participants with account balances2015-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2014 401k membership
Total participants, beginning-of-year2014-01-01214
Total number of active participants reported on line 7a of the Form 55002014-01-01167
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01197
Number of participants with account balances2014-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2013 401k membership
Total participants, beginning-of-year2013-01-01222
Total number of active participants reported on line 7a of the Form 55002013-01-01263
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01279
Total participants2013-01-01279
Number of participants with account balances2013-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2012 401k membership
Total participants, beginning-of-year2012-01-01210
Total number of active participants reported on line 7a of the Form 55002012-01-01197
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01218
Total participants2012-01-01218
Number of participants with account balances2012-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2011 401k membership
Total participants, beginning-of-year2011-01-01162
Total number of active participants reported on line 7a of the Form 55002011-01-01160
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01182
Number of participants with account balances2011-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2010 401k membership
Total participants, beginning-of-year2010-01-01118
Total number of active participants reported on line 7a of the Form 55002010-01-0188
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01104
Number of participants with account balances2010-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2009 401k membership
Total participants, beginning-of-year2009-01-01149
Total number of active participants reported on line 7a of the Form 55002009-01-01123
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01138
Number of participants with account balances2009-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI

Measure Date Value
2022 : 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-611,583
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,373,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,331,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$796,930
Value of total assets at end of year2022-12-31$6,637,128
Value of total assets at beginning of year2022-12-31$8,622,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,256
Total interest from all sources2022-12-31$3,943
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$175,529
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$175,529
Administrative expenses professional fees incurred2022-12-31$23,912
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$620,772
Participant contributions at end of year2022-12-31$91,555
Participant contributions at beginning of year2022-12-31$100,472
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,549
Other income not declared elsewhere2022-12-31$118
Total non interest bearing cash at end of year2022-12-31$4
Total non interest bearing cash at beginning of year2022-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,985,049
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,637,128
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,622,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$18,344
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,505,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,483,995
Interest on participant loans2022-12-31$3,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$40,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$37,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$37,139
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,588,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$174,609
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,331,210
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 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$0
Total income from all sources (including contributions)2021-12-31$1,871,836
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$489,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$447,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$840,125
Value of total assets at end of year2021-12-31$8,622,177
Value of total assets at beginning of year2021-12-31$7,240,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,588
Total interest from all sources2021-12-31$4,338
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$987,785
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$987,785
Administrative expenses professional fees incurred2021-12-31$23,678
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$623,584
Participant contributions at end of year2021-12-31$100,472
Participant contributions at beginning of year2021-12-31$93,004
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$2,867
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$49,937
Other income not declared elsewhere2021-12-31$147
Total non interest bearing cash at end of year2021-12-31$6
Total non interest bearing cash at beginning of year2021-12-31$42
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$1,382,144
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,622,177
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,240,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$18,910
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,483,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,109,217
Interest on participant loans2021-12-31$4,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$37,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$33,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$33,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$39,441
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$166,604
Employer contributions (assets) at end of year2021-12-31$565
Employer contributions (assets) at beginning of year2021-12-31$1,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$447,104
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$1,675,025
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$660,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$621,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$763,186
Value of total assets at end of year2020-12-31$7,240,033
Value of total assets at beginning of year2020-12-31$6,225,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$39,381
Total interest from all sources2020-12-31$5,144
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$216,243
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$216,243
Administrative expenses professional fees incurred2020-12-31$22,624
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$587,879
Participant contributions at end of year2020-12-31$93,004
Participant contributions at beginning of year2020-12-31$89,930
Participant contributions at end of year2020-12-31$2,867
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$22,676
Other income not declared elsewhere2020-12-31$491
Total non interest bearing cash at end of year2020-12-31$42
Total non interest bearing cash at beginning of year2020-12-31$336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,014,241
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,240,033
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,225,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$16,757
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,109,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,923,544
Interest on participant loans2020-12-31$4,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$33,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$211,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$211,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$689,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$152,631
Employer contributions (assets) at end of year2020-12-31$1,132
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$621,403
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$1,869,730
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,065,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,026,165
Expenses. Certain deemed distributions of participant loans2019-12-31$1,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$733,886
Value of total assets at end of year2019-12-31$6,225,792
Value of total assets at beginning of year2019-12-31$5,421,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,193
Total interest from all sources2019-12-31$4,458
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$165,634
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$165,634
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$556,460
Participant contributions at end of year2019-12-31$89,930
Participant contributions at beginning of year2019-12-31$91,638
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$25,000
Total non interest bearing cash at end of year2019-12-31$336
Total non interest bearing cash at beginning of year2019-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$804,059
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,225,792
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,421,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$38,193
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,923,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,043,675
Interest on participant loans2019-12-31$4,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$211,982
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$286,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$286,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$965,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$152,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,026,165
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$407,106
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$296,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$249,094
Expenses. Certain deemed distributions of participant loans2018-12-31$11,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$735,106
Value of total assets at end of year2018-12-31$5,421,733
Value of total assets at beginning of year2018-12-31$5,311,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$36,643
Total interest from all sources2018-12-31$3,697
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$181,177
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$181,177
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$501,255
Participant contributions at end of year2018-12-31$91,638
Participant contributions at beginning of year2018-12-31$93,127
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$92,411
Total non interest bearing cash at end of year2018-12-31$6
Total non interest bearing cash at beginning of year2018-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$110,246
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,421,733
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,311,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$36,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,043,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,955,194
Interest on participant loans2018-12-31$3,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$286,414
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$263,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$263,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-512,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$141,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$249,094
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$1,397,271
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,522,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,488,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$638,756
Value of total assets at end of year2017-12-31$5,311,487
Value of total assets at beginning of year2017-12-31$5,436,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,146
Total interest from all sources2017-12-31$2,997
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$129,409
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$129,409
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$442,196
Participant contributions at end of year2017-12-31$93,127
Participant contributions at beginning of year2017-12-31$64,788
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$65,266
Total non interest bearing cash at end of year2017-12-31$6
Total non interest bearing cash at beginning of year2017-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-125,474
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,311,487
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,436,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$34,146
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,955,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,197,660
Interest on participant loans2017-12-31$2,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$263,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$174,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$174,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$626,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$131,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,488,599
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,689,140
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$865,841
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$284,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$253,993
Expenses. Certain deemed distributions of participant loans2016-12-31$3,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$573,233
Value of total assets at end of year2016-12-31$5,436,961
Value of total assets at beginning of year2016-12-31$3,166,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,391
Total interest from all sources2016-12-31$2,392
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$415,005
Participant contributions at end of year2016-12-31$64,788
Participant contributions at beginning of year2016-12-31$72,410
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$45,256
Total non interest bearing cash at end of year2016-12-31$6
Total non interest bearing cash at beginning of year2016-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$581,670
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,436,961
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,166,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$26,391
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,197,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,093,735
Interest on participant loans2016-12-31$2,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$174,507
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$290,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$112,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$253,993
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$404,445
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$647,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$625,277
Value of total corrective distributions2015-12-31$1,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$434,026
Value of total assets at end of year2015-12-31$3,166,151
Value of total assets at beginning of year2015-12-31$3,409,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,895
Total interest from all sources2015-12-31$2,777
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$342,339
Participant contributions at end of year2015-12-31$72,410
Participant contributions at beginning of year2015-12-31$88,482
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,872
Total non interest bearing cash at end of year2015-12-31$6
Total non interest bearing cash at beginning of year2015-12-31$162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-242,916
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,166,151
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,409,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$20,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,093,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,320,423
Interest on participant loans2015-12-31$2,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-32,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$88,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$625,277
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$538,510
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$61,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$45,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$384,883
Value of total assets at end of year2014-12-31$3,409,067
Value of total assets at beginning of year2014-12-31$2,932,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,617
Total interest from all sources2014-12-31$3,621
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$303,974
Participant contributions at end of year2014-12-31$88,482
Participant contributions at beginning of year2014-12-31$116,343
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$162
Total non interest bearing cash at beginning of year2014-12-31$6,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$476,674
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,409,067
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,932,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$16,617
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,320,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,809,559
Interest on participant loans2014-12-31$3,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$150,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$80,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$45,219
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$813,648
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$323,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$307,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$338,652
Value of total assets at end of year2013-12-31$2,932,393
Value of total assets at beginning of year2013-12-31$2,441,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,370
Total interest from all sources2013-12-31$4,283
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$263,942
Participant contributions at end of year2013-12-31$116,343
Participant contributions at beginning of year2013-12-31$143,462
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$6,491
Total non interest bearing cash at beginning of year2013-12-31$16
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$490,549
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,932,393
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,441,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$15,370
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,809,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,298,366
Interest on participant loans2013-12-31$4,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$470,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$74,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$307,729
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$622,586
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$519,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$505,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$333,960
Value of total assets at end of year2012-12-31$2,441,844
Value of total assets at beginning of year2012-12-31$2,339,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,390
Total interest from all sources2012-12-31$3,817
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$197,262
Participant contributions at end of year2012-12-31$143,462
Participant contributions at beginning of year2012-12-31$86,666
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$124,126
Total non interest bearing cash at end of year2012-12-31$16
Total non interest bearing cash at beginning of year2012-12-31$7,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$102,796
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,441,844
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,339,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$14,390
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,298,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,245,167
Interest on participant loans2012-12-31$3,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$284,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$12,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$505,400
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$-18,388
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$121,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$108,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$151,378
Value of total assets at end of year2011-12-31$2,339,048
Value of total assets at beginning of year2011-12-31$2,479,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,536
Total interest from all sources2011-12-31$3,654
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$149,777
Participant contributions at end of year2011-12-31$86,666
Participant contributions at beginning of year2011-12-31$84,392
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$4,379
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,601
Total non interest bearing cash at end of year2011-12-31$7,215
Total non interest bearing cash at beginning of year2011-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-140,005
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,339,048
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,479,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$13,536
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,245,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,390,277
Interest on participant loans2011-12-31$3,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-173,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$108,081
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$458,257
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$91,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$79,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$118,037
Value of total assets at end of year2010-12-31$2,479,053
Value of total assets at beginning of year2010-12-31$2,111,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,581
Total interest from all sources2010-12-31$3,430
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$118,037
Participant contributions at end of year2010-12-31$84,392
Participant contributions at beginning of year2010-12-31$87,451
Participant contributions at end of year2010-12-31$4,379
Participant contributions at beginning of year2010-12-31$4,466
Total non interest bearing cash at end of year2010-12-31$5
Total non interest bearing cash at beginning of year2010-12-31$341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$367,159
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,479,053
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,111,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$11,581
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,390,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,019,636
Interest on participant loans2010-12-31$3,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$336,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$79,517
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2010-12-31381357951
2009 : 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI

2022: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 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: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: 403B THRIFT PLAN OF PLANNED PARENTHOOD MID AND SOUTH MI 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3