2023 Form 5500 filing — The Arizona Humane Society 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 20241008110219NAL0029610240001) for The Arizona Humane Society 401(K) Plan, reported by The Arizona Humane Society under EIN 86-0135567 and plan number 002. It reports 416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008110219NAL0029610240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Arizona Humane Society
- EIN
- 86-0135567
- Plan number
- 002
- Location
- Phoenix, AZ
- Participants
- 416
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,031,889
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,031,889
- Employer contributions
- $243,185
- Participant contributions
- $1,121,751
- Total income / additions
- $2,591,681
- Benefits paid
- $447,967
- Administrative expenses
- $60,176
- Total expenses
- $524,152
- Net increase / (decrease)
- $2,067,529
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hightower Securities, LLC | SERVICE PROVIDER | not reported in the loaded dataset | $17,518 |
| Pension Specialists | THIRD PARTY ADMINISTRATO | $0 | $5,919 |