2023 Form 5500 filing — Best Friends Animal Society 401(K) 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 20240830164204NAL0008492707001) for Best Friends Animal Society 401(K) Savings Plan, reported by Best Friends Animal Society under EIN 23-7147797 and plan number 001. It reports 1,007 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830164204NAL0008492707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Best Friends Animal Society
- EIN
- 23-7147797
- Plan number
- 001
- Location
- Kanab, UT
- Participants
- 1,007
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,415,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,415,258
- Employer contributions
- $2,608,886
- Participant contributions
- $4,511,911
- Total income / additions
- $18,402,483
- Benefits paid
- $4,870,898
- Administrative expenses
- $98,588
- Total expenses
- $4,971,207
- Net increase / (decrease)
- $13,431,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $62,740 | $0 |
| Global Retirement Partners LLC | ADVISOR | $35,848 | not reported in the loaded dataset |