Planned Parenthood of Southwest and Central Florida 403(b) match, vesting and fees
What Planned Parenthood of Southwest and Central Florida's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Kerkering Barberio & Co PA (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Planned Parenthood of Southwest and Central Florida: employer contribution per participant | — | |
| Peer median | $1,468 |
| Planned Parenthood of Southwest and Central Florida: average balance | $23,670 | |
| Peer median | $37,786 |
| Planned Parenthood of Southwest and Central Florida: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $4M at the end of plan year 2021 to $5.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 305 | $5.2M | — | — | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 319 | $4.8M | — | — | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 351 | $4.4M | — | — | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 320 | $4M | — | — | 0.06% | Not published | Form 5500 ↗ |
Other Planned Parenthood of Southwest and Central Florida plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Planned Parenthood of Southwest and Central Florida, Inc. 401(a) Employee Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Variable Annuity Life Insurance Com | 2023 Schedule C ↗ |
| Independent auditor | Kerkering Barberio & Co PA (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Common questions
Does Planned Parenthood of Southwest and Central Florida match 401(k) contributions?
The match terms for the Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan have not been published from its filing yet.
When is the Planned Parenthood of Southwest and Central Florida 401(k) match vested?
The vesting schedule for the Planned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Planned Parenthood of Southwest and Central Florida 401(k)?
The filing names Planned Parenthood of Southwest and Central Florida, Inc. as plan administrator; it does not list a recordkeeper.
I left Planned Parenthood of Southwest and Central Florida. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Planned Parenthood of Southwest and Central Florida, Inc., (941) 365-3913). The Planned Parenthood of Southwest and Central Florida old 401(k) page lists the contacts from every plan filing. Find an old Planned Parenthood of Southwest and Central Florida 401(k)
Data from the public Form 5500 annual reports Planned Parenthood of Southwest and Central Florida filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Planned Parenthood of Southwest and Central Florida. Not financial advice. Report a correction · Methodology