2023 Form 5500 filing — The Maryland Zoological Society Savings And 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 20241007133653NAL0031917474001) for The Maryland Zoological Society Savings And Retirement Plan, reported by The Maryland Zoological Society under EIN 52-0996352 and plan number 001. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007133653NAL0031917474001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Maryland Zoological Society
- EIN
- 52-0996352
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,713,428
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,713,428
- Employer contributions
- $236,403
- Participant contributions
- $460,881
- Total income / additions
- $2,423,825
- Benefits paid
- $787,736
- Administrative expenses
- $41,030
- Total expenses
- $828,766
- Net increase / (decrease)
- $1,595,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Wealth Mgmt., LLC | N/A | $24,361 | not reported in the loaded dataset |
| Nwps | N/A | $16,669 | not reported in the loaded dataset |