Ppfa Retirement Plan
Planned Parenthood of Greater Texas, Dallas TX. Employer ID 521243220, plan number 003. Annual reports on file for 2009 to 2024.
Where the money went
Plans that moved money into this one:
- 2011: money from Planned Parenthood of Greater Washington and North Idaho Retirement Plan moved in.
- 2014: money from Ppfa Retirement Plan moved in.
- 2016: money from Ppfa Retirement Plan moved in.
- 2019: money from Ppfa Retirement Plan moved in.
- 2019: money from Ppfa Retirement Plan moved in.
- 2021: money from Ppfa Retirement Plan moved in.
- 2022: money from Ppfa Retirement Plan moved in.
- Filed 2009-2024Ppfa Retirement Plan, Planned Parenthood of Greater Texas
- TodayPpfa Retirement Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, per the 2024 filing.
Left in 2020? You may be owed employer money
- In plan year 2020, active participants fell from 244 to 190 (22%), and 21 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. A 2021 law (Consolidated Appropriations Act, section 209) can excuse a drop between March 2020 and March 2021 if the plan had rehired enough people by March 31, 2021. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2016: The plan reported failing to pay benefits when due.
- 2017: The plan reported failing to pay benefits when due.
- 2018: The plan reported failing to pay benefits when due.
- 2019: The plan reported failing to pay benefits when due.
- 2020: The plan reported failing to pay benefits when due.
- 2021: The plan reported failing to pay benefits when due.
- 2022: The plan reported failing to pay benefits when due.
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2013 | 329 | 93 | Filing |
| 2014 | 344 | 80 | Filing |
| 2015 | 280 | 99 | Filing |
| 2016 | 324 | 104 | Filing |
| 2017 | 222 | 2 | Filing |
| 2018 | 358 | 119 | Filing |
| 2019 | 374 | 129 | Filing |
| 2020 | 345 | 154 | Filing |
| 2021 | 381 | 153 | Filing |
| 2022 | 373 | 163 | Filing |
| 2023 | 391 | 167 | Filing |
| 2024 | 364 | 165 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.