2023 Form 5500 filing — Animal Humane Society 401(K) Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729103310NAL0012415571001) for Animal Humane Society 401(K) Retirement Savings Plan, reported by Animal Humane Society under EIN 41-0693842 and plan number 002. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729103310NAL0012415571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Animal Humane Society
- EIN
- 41-0693842
- Plan number
- 002
- Location
- Woodbury, MN
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,794,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,794,814
- Employer contributions
- $346,063
- Participant contributions
- $716,722
- Total income / additions
- $2,606,195
- Benefits paid
- $2,035,208
- Administrative expenses
- $32,523
- Total expenses
- $2,068,467
- Net increase / (decrease)
- $537,728
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISOR | $14,218 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,118 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,372 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | OTHER | $815 | not reported in the loaded dataset |