Retirement plan

PLANNED PARENTHOOD OF CENTRAL AND WESTERN NY, INC. 401(K) PLAN

Name: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC. - PLANNED PARENTHOOD OF CENTRAL AND WESTERN NY, INC. 401(K) PLAN (2023) Form 5500
Creator: PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLANNED PARENTHOOD OF CENTRAL AND WESTERN NY, INC. 401(K) PLAN, PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC.

PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK, INC.EIN 16-0746860Plan #004PY 2023

114 UNIVERSITY AVE. - ROCHESTER, NY 146052929585-546-2595linktr.ee/ppcwnyLinkedIn201-500 employeeshospital & health care

Other plans on this EIN

2 filings

#002Retirement-$2.2M assets #003Retirement-$383K assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed October 19, 2023

Plan administrator

Plan administrator name— Sign in and upgrade to view

114 University Ave, attn:CFO

Rochester, NY 14601

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Plans declared (1)

Plan name not on file10 emp

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Total assets (EOY)

$10M

+24.1% from 2022

Total participants

324

-2.1% from 2022

Average account balance

$35,562

+22.8% from 2022

Annual return

18.99%

+35.73 pp from 2022

Benchmarks

See 5,708 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,708 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$11.86M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$39K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

304

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

84.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.52M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.17%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$65

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
USI CONSULTING GROUP9+ years Filed as: BURKE GROUP Service code 50 · EIN 80-0688755	Direct Payment	$17,302

Plan features & details

Pension benefit codes2E2J2K2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
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 contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$17K

$72 / participant

Contract admin$17K100.0%

% of EOY assets

0.173%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BONADIO & COMPANY, LLP
Auditor EIN: 161131146
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,562

$61,356-42.0%

$149,696-76.2%

$71,511-50.3%

Participation rate

82.1%

62.5%+19.6pp

78.8%+3.3pp

67.9%+14.2pp

Annual return

18.99%

35.86%-16.9pp

134.46%-115.5pp

28.86%-9.9pp

Employer contribution / active EE

$2,001

$2,382-16.0%

$4,821-58.5%

$2,589-22.7%

Participant deferral / active EE

$4,110

$2,920+40.8%

$5,682-27.7%

$4,291-4.2%

Admin fee / account holder

$62

$1,263-95.1%

$13,212-99.5%

$1,588-96.1%

Provider

Service type

Compensation

USI CONSULTING GROUP9+ years

Filed as: BURKE GROUP

Service code 50 · EIN 80-0688755

Direct Payment

$17,302

PLANNED PARENTHOOD OF CENTRAL AND WESTERN NY, INC. 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLANNED PARENTHOOD OF CENTRAL AND WESTERN NY, INC. 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion