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401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 401k Plan overview

Plan Name401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC.
Plan identification number 003

401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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 MAR MONTE has sponsored the creation of one or more 401k plans.

Company Name:PLANNED PARENTHOOD MAR MONTE
Employer identification number (EIN):941583439
NAIC Classification:621410
NAIC Description:Family Planning Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01TOM MOTSIFF TOM MOTSIFF2018-10-15
0032016-01-01ROCHELLE NOONE ROCHELLE NOONE2017-10-13
0032015-01-01ROCHELLE NOONE ROCHELLE NOONE2016-10-17
0032014-01-01ROCHELLE NOONE ROCHELLE NOONE2015-10-13
0032014-01-01ROCHELLE NOONE ROCHELLE NOONE2015-10-13
0032013-01-01ROCHELLE NOONE ROCHELLE NOONE2014-10-13
0032012-01-01SHARON STAATS SHARON STAATS2013-10-03
0032011-01-01SHARON STAATS SHARON STAATS2012-08-28
0032010-01-01SHARON STAATS SHARON STAATS2011-09-27
0032009-01-01SHARON STAATS SHARON STAATS2010-09-29

Plan Statistics for 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC.

401k plan membership statisitcs for 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC.

Measure Date Value
2022: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-011,443
Total number of active participants reported on line 7a of the Form 55002022-01-01835
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01481
Total of all active and inactive participants2022-01-011,321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-011,325
Number of participants with account balances2022-01-011,172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-011,400
Total number of active participants reported on line 7a of the Form 55002021-01-01680
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01761
Total of all active and inactive participants2021-01-011,441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,443
Number of participants with account balances2021-01-011,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0143
2020: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-011,373
Total number of active participants reported on line 7a of the Form 55002020-01-01721
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01679
Total of all active and inactive participants2020-01-011,400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,400
Number of participants with account balances2020-01-011,381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0125
2019: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-011,358
Total number of active participants reported on line 7a of the Form 55002019-01-01707
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01664
Total of all active and inactive participants2019-01-011,371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,373
Number of participants with account balances2019-01-011,351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-011,300
Total number of active participants reported on line 7a of the Form 55002018-01-01879
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01475
Total of all active and inactive participants2018-01-011,354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-011,358
Number of participants with account balances2018-01-011,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-011,301
Total number of active participants reported on line 7a of the Form 55002017-01-01744
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01421
Total of all active and inactive participants2017-01-011,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,167
Number of participants with account balances2017-01-011,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0120
2016: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-011,261
Total number of active participants reported on line 7a of the Form 55002016-01-01973
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01325
Total of all active and inactive participants2016-01-011,298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,301
Number of participants with account balances2016-01-011,233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0153
2015: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-011,420
Total number of active participants reported on line 7a of the Form 55002015-01-01851
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01291
Total of all active and inactive participants2015-01-011,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,144
Number of participants with account balances2015-01-011,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01260
2014: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-011,332
Total number of active participants reported on line 7a of the Form 55002014-01-011,005
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01413
Total of all active and inactive participants2014-01-011,418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,420
Number of participants with account balances2014-01-011,419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-011,328
Total number of active participants reported on line 7a of the Form 55002013-01-011,019
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01311
Total of all active and inactive participants2013-01-011,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,332
Number of participants with account balances2013-01-011,332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0127
2012: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-011,273
Total number of active participants reported on line 7a of the Form 55002012-01-011,042
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01282
Total of all active and inactive participants2012-01-011,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-011,328
Number of participants with account balances2012-01-011,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0135
2011: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-011,247
Total number of active participants reported on line 7a of the Form 55002011-01-011,033
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01236
Total of all active and inactive participants2011-01-011,269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-011,273
Number of participants with account balances2011-01-011,273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0128
2010: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-011,155
Total number of active participants reported on line 7a of the Form 55002010-01-011,049
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01193
Total of all active and inactive participants2010-01-011,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-015
Total participants2010-01-011,247
Number of participants with account balances2010-01-011,200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0118
2009: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-011,234
Total number of active participants reported on line 7a of the Form 55002009-01-01960
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01167
Total of all active and inactive participants2009-01-011,127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,129
Number of participants with account balances2009-01-011,155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC.

Measure Date Value
2022 : 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,089,939
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$15,935,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,740,420
Expenses. Certain deemed distributions of participant loans2022-12-31$156,878
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,911,408
Value of total assets at end of year2022-12-31$54,410,276
Value of total assets at beginning of year2022-12-31$76,435,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$37,794
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$190,117
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,741,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,741,746
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,021,321
Participant contributions at end of year2022-12-31$566,434
Participant contributions at beginning of year2022-12-31$1,068,269
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$248,774
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-22,025,031
Value of net assets at end of year (total assets less liabilities)2022-12-31$54,410,276
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$76,435,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$510
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$43,610,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$63,210,409
Interest on participant loans2022-12-31$98,278
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$91,839
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,233,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$12,156,629
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,933,210
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$2,641,313
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,740,420
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$37,284
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS, LLP
Accountancy firm EIN2022-12-31910189318
2021 : 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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$14,960,113
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,133,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,064,163
Expenses. Certain deemed distributions of participant loans2021-12-31$53,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,019,048
Value of total assets at end of year2021-12-31$76,435,307
Value of total assets at beginning of year2021-12-31$66,608,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,672
Total interest from all sources2021-12-31$159,010
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$2,062,328
Participant contributions at end of year2021-12-31$1,068,269
Participant contributions at beginning of year2021-12-31$1,163,603
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$590,649
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$15,672
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$9,826,700
Value of net assets at end of year (total assets less liabilities)2021-12-31$76,435,307
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$66,608,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$63,210,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$53,890,507
Interest on participant loans2021-12-31$33,640
Interest earned on other investments2021-12-31$125,370
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$12,156,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,554,497
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$9,782,055
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,366,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,064,163
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS, LLP
Accountancy firm EIN2021-12-31910189318
2020 : 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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$12,843,276
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,025,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,715,779
Expenses. Certain deemed distributions of participant loans2020-12-31$37,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,516,804
Value of total assets at end of year2020-12-31$66,571,070
Value of total assets at beginning of year2020-12-31$58,753,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$272,396
Total interest from all sources2020-12-31$173,414
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$2,069,792
Participant contributions at end of year2020-12-31$1,126,066
Participant contributions at beginning of year2020-12-31$1,215,778
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$343,399
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$272,396
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$7,817,565
Value of net assets at end of year (total assets less liabilities)2020-12-31$66,571,070
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$58,753,505
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$53,890,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$47,273,386
Interest on participant loans2020-12-31$32,321
Interest earned on other investments2020-12-31$141,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,554,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,264,341
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$8,153,058
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$2,103,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,715,779
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HARRINGTON GROUP CPAS LLP
Accountancy firm EIN2020-12-31954557617
2019 : 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$14,347,713
Total income from all sources (including contributions)2019-12-31$14,347,713
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,735,422
Total of all expenses incurred2019-12-31$6,735,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,321,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,321,390
Expenses. Certain deemed distributions of participant loans2019-12-31$83,569
Expenses. Certain deemed distributions of participant loans2019-12-31$83,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,707,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,707,332
Value of total assets at end of year2019-12-31$58,669,936
Value of total assets at end of year2019-12-31$58,669,936
Value of total assets at beginning of year2019-12-31$51,057,645
Value of total assets at beginning of year2019-12-31$51,057,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$330,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$330,463
Total interest from all sources2019-12-31$217,485
Total interest from all sources2019-12-31$217,485
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,240,733
Contributions received from participants2019-12-31$2,240,733
Participant contributions at end of year2019-12-31$1,132,209
Participant contributions at end of year2019-12-31$1,132,209
Participant contributions at beginning of year2019-12-31$1,459,779
Participant contributions at beginning of year2019-12-31$1,459,779
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$586,639
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$586,639
Other income not declared elsewhere2019-12-31$126
Other income not declared elsewhere2019-12-31$126
Administrative expenses (other) incurred2019-12-31$330,463
Administrative expenses (other) incurred2019-12-31$330,463
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
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$7,612,291
Value of net income/loss2019-12-31$7,612,291
Value of net assets at end of year (total assets less liabilities)2019-12-31$58,669,936
Value of net assets at end of year (total assets less liabilities)2019-12-31$58,669,936
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$51,057,645
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$51,057,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$47,273,386
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$47,273,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$39,699,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$39,699,248
Interest on participant loans2019-12-31$42,389
Interest on participant loans2019-12-31$42,389
Interest earned on other investments2019-12-31$175,096
Interest earned on other investments2019-12-31$175,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,264,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,264,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,898,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,898,618
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$9,422,770
Net investment gain/loss from pooled separate accounts2019-12-31$9,422,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,879,960
Contributions received in cash from employer2019-12-31$1,879,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,321,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,321,390
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HARRINGTON GROUP CPAS LLP
Accountancy firm name2019-12-31HARRINGTON GROUP CPAS LLP
Accountancy firm EIN2019-12-31954557617
Accountancy firm EIN2019-12-31954557617
2018 : 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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$974,870
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,731,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,481,916
Expenses. Certain deemed distributions of participant loans2018-12-31$67,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,969,155
Value of total assets at end of year2018-12-31$50,990,138
Value of total assets at beginning of year2018-12-31$55,746,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$181,989
Total interest from all sources2018-12-31$191,109
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$1,925,059
Participant contributions at end of year2018-12-31$1,392,272
Participant contributions at beginning of year2018-12-31$1,594,193
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$59,795
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$181,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,756,542
Value of net assets at end of year (total assets less liabilities)2018-12-31$50,990,138
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$55,746,680
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$39,699,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$44,625,270
Interest on participant loans2018-12-31$44,397
Interest earned on other investments2018-12-31$146,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,898,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,527,217
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-3,185,394
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$1,984,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,481,916
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 name2018-12-31DUNHAM ASSOCIATES CPAS
Accountancy firm EIN2018-12-31770445012
2017 : 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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$11,056,626
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,448,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,042,464
Expenses. Certain deemed distributions of participant loans2017-12-31$106,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,379,222
Value of total assets at end of year2017-12-31$55,640,474
Value of total assets at beginning of year2017-12-31$50,032,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$299,525
Total interest from all sources2017-12-31$190,373
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,883,169
Participant contributions at end of year2017-12-31$1,487,987
Participant contributions at beginning of year2017-12-31$1,675,822
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$533,226
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$299,525
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$5,608,330
Value of net assets at end of year (total assets less liabilities)2017-12-31$55,640,474
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$50,032,144
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$44,625,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$38,821,700
Interest on participant loans2017-12-31$47,436
Interest earned on other investments2017-12-31$142,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,527,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,534,622
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$6,487,031
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$1,962,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,042,464
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 name2017-12-31DUNHAM ASSOCIATES CPAS
Accountancy firm EIN2017-12-31770445012
2016 : 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$7,861,428
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,557,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,464,576
Expenses. Certain deemed distributions of participant loans2016-12-31$93,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,308,908
Value of total assets at end of year2016-12-31$49,735,455
Value of total assets at beginning of year2016-12-31$45,431,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$190,658
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,943,519
Participant contributions at end of year2016-12-31$1,379,132
Participant contributions at beginning of year2016-12-31$1,673,999
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$401,501
Other income not declared elsewhere2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,303,479
Value of net assets at end of year (total assets less liabilities)2016-12-31$49,735,455
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$45,431,976
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$38,821,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$34,818,288
Interest on participant loans2016-12-31$53,837
Interest earned on other investments2016-12-31$136,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,534,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,939,689
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$3,361,862
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$1,963,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,464,576
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 name2016-12-31DUNHAM & ASSOCIATES, CPAS
Accountancy firm EIN2016-12-31770445012
2015 : 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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$4,291,971
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,655,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,401,405
Expenses. Certain deemed distributions of participant loans2015-12-31$253,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,264,654
Value of total assets at end of year2015-12-31$45,431,976
Value of total assets at beginning of year2015-12-31$44,795,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$636
Total interest from all sources2015-12-31$204,255
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,036,278
Participant contributions at end of year2015-12-31$1,673,999
Participant contributions at beginning of year2015-12-31$1,991,235
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$284,925
Other income not declared elsewhere2015-12-31$88,540
Administrative expenses (other) incurred2015-12-31$636
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$636,332
Value of net assets at end of year (total assets less liabilities)2015-12-31$45,431,976
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$44,795,644
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$34,818,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$34,279,190
Interest on participant loans2015-12-31$73,075
Interest earned on other investments2015-12-31$131,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,939,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,525,219
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-265,478
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$1,943,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,401,405
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 name2015-12-31DUNHAM & ASSOCIATES CPAS
Accountancy firm EIN2015-12-31770445012
2014 : 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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$6,622,550
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,959,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,657,910
Expenses. Certain deemed distributions of participant loans2014-12-31$176,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,147,358
Value of total assets at end of year2014-12-31$44,795,644
Value of total assets at beginning of year2014-12-31$43,132,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$125,391
Total interest from all sources2014-12-31$215,474
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
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$1,993,472
Participant contributions at end of year2014-12-31$1,991,235
Participant contributions at beginning of year2014-12-31$2,211,251
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$158,141
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$125,391
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$1,663,115
Value of net assets at end of year (total assets less liabilities)2014-12-31$44,795,644
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$43,132,529
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$34,279,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$32,159,026
Interest on participant loans2014-12-31$81,097
Interest earned on other investments2014-12-31$134,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,525,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,762,252
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$2,259,718
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$1,995,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,657,910
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 name2014-12-31DUNHAM ASSOCIATES CPAS
Accountancy firm EIN2014-12-31770445012
2013 : 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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$11,630,689
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,480,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,181,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,440,421
Value of total assets at end of year2013-12-31$43,132,529
Value of total assets at beginning of year2013-12-31$34,982,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,298,852
Total interest from all sources2013-12-31$246,165
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
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$2,184,768
Participant contributions at end of year2013-12-31$2,211,251
Participant contributions at beginning of year2013-12-31$2,020,810
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$220,609
Other income not declared elsewhere2013-12-31$1,108,085
Administrative expenses (other) incurred2013-12-31$1,298,852
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$8,150,374
Value of net assets at end of year (total assets less liabilities)2013-12-31$43,132,529
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$34,982,155
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$32,159,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,477,644
Interest on participant loans2013-12-31$81,687
Interest earned on other investments2013-12-31$164,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,762,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,483,701
Net investment gain/loss from pooled separate accounts2013-12-31$5,836,018
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$2,035,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,181,463
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 name2013-12-31DUNHAM ASSOCIATES, CPAS
Accountancy firm EIN2013-12-31770445012
2012 : 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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$7,755,921
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,718,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,750,651
Expenses. Certain deemed distributions of participant loans2012-12-31$41,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,093,796
Value of total assets at end of year2012-12-31$34,982,155
Value of total assets at beginning of year2012-12-31$30,944,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$926,677
Total interest from all sources2012-12-31$249,295
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
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$2,017,603
Participant contributions at end of year2012-12-31$2,020,810
Participant contributions at beginning of year2012-12-31$1,795,381
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$59,010
Other income not declared elsewhere2012-12-31$763,788
Administrative expenses (other) incurred2012-12-31$926,677
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$4,037,410
Value of net assets at end of year (total assets less liabilities)2012-12-31$34,982,155
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$30,944,745
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$24,477,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,979,175
Interest on participant loans2012-12-31$69,308
Interest earned on other investments2012-12-31$179,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,483,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,170,189
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$2,649,042
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$2,017,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,750,651
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 name2012-12-31DUNHAM ASSOCIATES, CPAS
Accountancy firm EIN2012-12-31770445012
2011 : 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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$4,760,055
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,798,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,009,641
Expenses. Certain deemed distributions of participant loans2011-12-31$18,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,162,935
Value of total assets at end of year2011-12-31$30,944,745
Value of total assets at beginning of year2011-12-31$27,982,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$769,909
Total interest from all sources2011-12-31$244,211
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
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$1,844,327
Participant contributions at end of year2011-12-31$1,795,381
Participant contributions at beginning of year2011-12-31$1,557,254
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$396,182
Other income not declared elsewhere2011-12-31$622,260
Administrative expenses (other) incurred2011-12-31$769,909
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$2,962,019
Value of net assets at end of year (total assets less liabilities)2011-12-31$30,944,745
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$27,982,726
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,979,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,701,676
Interest on participant loans2011-12-31$62,695
Interest earned on other investments2011-12-31$181,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,170,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,723,796
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-269,351
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,922,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,009,641
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 name2011-12-31DUNHAM ASSOCIATES CPAS
Accountancy firm EIN2011-12-31770445012
2010 : 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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$7,207,596
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,545,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,258,334
Expenses. Certain deemed distributions of participant loans2010-12-31$9,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,912,090
Value of total assets at end of year2010-12-31$27,973,685
Value of total assets at beginning of year2010-12-31$22,311,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$278,225
Total interest from all sources2010-12-31$244,985
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
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$2,097,068
Participant contributions at end of year2010-12-31$1,548,213
Participant contributions at beginning of year2010-12-31$1,035,959
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$110,176
Other income not declared elsewhere2010-12-31$424,579
Administrative expenses (other) incurred2010-12-31$278,225
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$5,661,996
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,973,685
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,311,689
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,701,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,525,769
Interest on participant loans2010-12-31$53,304
Interest earned on other investments2010-12-31$191,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,723,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,749,961
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$2,625,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,704,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,258,334
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 name2010-12-31DUNHAM ASSOCIATES CPAS
Accountancy firm EIN2010-12-31770445012
2009 : 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC.

2022: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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 – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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 – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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 – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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 – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 401(K) PROFIT SHARING PLAN OF PLANNED PARENTHOOD MAR MONTE, 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055317G
Policy instance 2
Insurance contract or identification number055317G
Number of Individuals Covered1172
Insurance policy start date2022-01-01
Insurance policy end date2022-07-05
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number140058-01
Policy instance 1
Insurance contract or identification number140058-01
Number of Individuals Covered1172
Insurance policy start date2022-07-06
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055317G
Policy instance 2
Insurance contract or identification number055317G
Number of Individuals Covered1172
Insurance policy start date2022-01-01
Insurance policy end date2022-07-05
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number140058-01
Policy instance 1
Insurance contract or identification number140058-01
Number of Individuals Covered1172
Insurance policy start date2022-07-06
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055317G
Policy instance 1
Insurance contract or identification number055317G
Number of Individuals Covered1443
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,326
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7326
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055317G
Policy instance 1
Insurance contract or identification number055317G
Number of Individuals Covered1400
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,326
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7326
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055317G
Policy instance 1
Insurance contract or identification number055317G
Number of Individuals Covered1373
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,939
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees11939
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055317G
Policy instance 1
Insurance contract or identification number055317G
Number of Individuals Covered1358
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,681
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees9681
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055317G
Policy instance 1
Insurance contract or identification number055317G
Number of Individuals Covered1300
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,819
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees15819
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameSAN FRANCISCO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055317G
Policy instance 1
Insurance contract or identification number055317G
Number of Individuals Covered1261
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,427
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2427
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSAN FRANCISCO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055317G
Policy instance 1
Insurance contract or identification number055317G
Number of Individuals Covered1420
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,310
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4310
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSAN FRANCISCO REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055317G
Policy instance 1
Insurance contract or identification number055317G
Number of Individuals Covered1332
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055317G
Policy instance 1
Insurance contract or identification number055317G
Number of Individuals Covered1328
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,695
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1260
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameJAMIE DANFORD
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055317G
Policy instance 1
Insurance contract or identification number055317G
Number of Individuals Covered1273
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 $7,298
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055317G
Policy instance 1
Insurance contract or identification number055317G
Number of Individuals Covered1247
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 $12,927
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2816
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameMICHAEL PEARCE

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