Retirement plan

PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN

Name: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. - PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN (2025) Form 5500
Creator: PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN, PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC.

PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC.EIN 59-1274328Plan #003PY 2025

736 CENTRAL AVENUE - SARASOTA, FL 34236941-365-3913LinkedIn1-10 employeesgovernment administration

Other plans on this EIN

1 filing

#001Retirement-$5.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.2M

+15.0% from 2024

Total participants

351

-3.6% from 2024

Average account balance

$17,646

+19.0% from 2024

Annual return

13.09%

-1.71 pp from 2024

Benchmarks

See 740 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort740 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.19M

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

351

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$587K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.09%

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

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
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

$23K

$150 / participant

Contract admin$23K100.0%

% of EOY assets

0.369%

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: KERKERING BARBERIO & CO PA
Auditor EIN: 591753337
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,646

$46,688-62.2%

$189,758-90.7%

$69,733-74.7%

Participation rate

100.0%

61.7%+38.3pp

79.8%+20.2pp

62.5%+37.5pp

Annual return

13.09%

14.35%-1.3pp

52.62%-39.5pp

15.22%-2.1pp

Employer contribution / active EE

$3,860

$1,695+127.7%

$4,767-19.0%

$2,250+71.5%

Participant deferral / active EE

$2,143-100.0%

$5,856-100.0%

$3,054-100.0%

Admin fee / account holder

$65

$1,700-96.2%

$20,388-99.7%

$3,102-97.9%

PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA, INC. 401(A) EMPLOYEE RETIREMENT PLAN

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