2023 Form 5500 filing — Friends Of The Zoo 401k 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 20240814121241NAL0011672881001) for Friends Of The Zoo 401k Plan, reported by Friends Of The Zoo, Inc. Of Kansas under EIN 43-6048888 and plan number 001. It reports 287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814121241NAL0011672881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Friends Of The Zoo, Inc. Of Kansas
- EIN
- 43-6048888
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 287
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,844,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,844,029
- Employer contributions
- $360,835
- Participant contributions
- $701,254
- Total income / additions
- $2,510,982
- Benefits paid
- $1,962,921
- Administrative expenses
- $5,036
- Total expenses
- $1,972,225
- Net increase / (decrease)
- $538,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Retirement Advisors LLC | SERVICE PROVIDER | $0 | $22,802 |
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $4,450 | $0 |