Detroit Zoological Society Retirement Plan — Form 5500 plan (Detroit Zoological Society)
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, Detroit Zoological Society Retirement Plan is a benefit plan reported by Detroit Zoological Society under EIN 38-6027356 and plan number 001. The latest loaded filing year is 2023. The filing reports 383 participants and $19,625,369 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Detroit Zoological Society
- EIN
- 38-6027356
- Plan number
- 001
- Plan type
- 2
- Location
- Royal Oak, MI
- Latest filing year
- 2023
- Participants
- 383
- End-of-year plan assets
- $19,625,369
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 383 | H, C | 20240930222904NAL0006129937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,625,369
- Total liabilities (EOY)
- $2,796
- Net assets (EOY)
- $19,622,573
- Net assets (BOY)
- $17,068,827
Income & contributions
- Employer contributions
- $686,200
- Participant contributions
- $1,466,330
- Total contributions
- $2,452,024
- Total income / additions
- $5,580,120
Expenses & distributions
- Benefits paid
- $2,970,931
- Administrative expenses
- $55,443
- Total expenses
- $3,026,374
- Net increase / (decrease)
- $2,553,746
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $30,213 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $17,755 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $7,475 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Detroit Zoological Society
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Royal Oak, MI
- Capfinancial Partners, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation