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 (2024) 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 2024

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

Other plans on this EIN

1 filing

#001Retirement-$4.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.4M

+22.2% from 2023

Total participants

364

+2.0% from 2023

Average account balance

$14,833

+20.2% from 2023

Annual return

14.79%

+4.11 pp from 2023

Benchmarks

See 6,010 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,010 peers

Snapshot2024

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

Top 1 by compensation

Provider	Service type	Compensation
VALIC RETIREMENT SERVICES COMPANY9+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 2929 ALLEN PKWY · HOUSTON, TX 77019	Securities Custodian	$0

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

$16K

$91 / participant

Contract admin$16K100.0%

% of EOY assets

0.295%

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

$14,833

$55,423-73.2%

$155,602-90.5%

$74,400-80.1%

Participation rate

99.4%

61.9%+37.5pp

78.2%+21.2pp

67.2%+32.2pp

Annual return

14.79%

269.07%-254.3pp

64.81%-50.0pp

1367.51%-1352.7pp

Employer contribution / active EE

$3,662

$2,266+61.7%

$4,675-21.7%

$2,624+39.5%

Participant deferral / active EE

$2,835-100.0%

$5,629-100.0%

$4,348-100.0%

Admin fee / account holder

$44

$1,744-97.5%

$15,923-99.7%

$1,944-97.7%

Provider

Service type

Compensation

VALIC RETIREMENT SERVICES COMPANY9+ years

Filed as: VARIABLE ANNUITY LIFE INSURANCE COM

Service code 19 · EIN 74-1625348

2929 ALLEN PKWY · HOUSTON, TX 77019

Securities Custodian

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