2023 Form 5500 filing — Afscme Local 282 401(K) 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 20240910141834NAL0009884672001) for Afscme Local 282 401(K) Plan, reported by Zoological Society Of Cincinnati under EIN 31-0537171 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240910141834NAL0009884672001
Filing year
2023
Form type
2
Plan sponsor
Zoological Society Of Cincinnati
EIN
31-0537171
Plan number
001
Location
Cincinnati, OH
Participants
125
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,185,181
Total liabilities (EOY)
$0
Net assets (EOY)
$11,185,181
Employer contributions
$300,699
Participant contributions
$493,006
Total income / additions
$2,626,692
Benefits paid
$344,172
Administrative expenses
$51,207
Total expenses
$395,379
Net increase / (decrease)
$2,231,313
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$30,401not reported in the loaded dataset
Lincoln Financial Advisors CorpADVISOR$20,806not reported in the loaded dataset

Related Form 5500 pages