2023 Form 5500 filing — Zoological Society Of Cincinnati 401(K) Retirement 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 20240910141247NAL0003554275001) for Zoological Society Of Cincinnati 401(K) Retirement Plan, reported by Zoological Society Of Cincinnati under EIN 31-0537171 and plan number 003. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910141247NAL0003554275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zoological Society Of Cincinnati
- EIN
- 31-0537171
- Plan number
- 003
- Location
- Cincinnati, OH
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,303,446
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,303,446
- Employer contributions
- $459,338
- Participant contributions
- $898,815
- Total income / additions
- $4,615,497
- Benefits paid
- $232,163
- Administrative expenses
- $56,220
- Total expenses
- $288,383
- Net increase / (decrease)
- $4,327,114
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $31,119 | $0 |
| Horan Securities Inc | ADVISOR | $18,196 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $6,905 | not reported in the loaded dataset |