Zoological Society Of Cincinnati 401(K) Retirement Plan — Form 5500 plan (Zoological Society Of Cincinnati)
Plain-English plan 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, Zoological Society Of Cincinnati 401(K) Retirement Plan is a benefit plan reported by Zoological Society Of Cincinnati under EIN 31-0537171 and plan number 003. The latest loaded filing year is 2023. The filing reports 207 participants and $18,303,446 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zoological Society Of Cincinnati
- EIN
- 31-0537171
- Plan number
- 003
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $18,303,446
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20240910141247NAL0003554275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,303,446
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,303,446
- Net assets (BOY)
- $13,976,332
Income & contributions
- Employer contributions
- $459,338
- Participant contributions
- $898,815
- Total contributions
- $1,385,393
- Total income / additions
- $4,615,497
Expenses & distributions
- Benefits paid
- $232,163
- Administrative expenses
- $56,220
- Total expenses
- $288,383
- Net increase / (decrease)
- $4,327,114
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $31,119 | $0 | 2023 |
| Horan Securities Inc | ADVISOR | $18,196 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,905 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zoological Society Of Cincinnati
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Fidelity Investments Institutional — Schedule C compensation
- Horan Securities Inc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation