Fresno'S Chaffee Zoo Corporation 401(K) Plan — Form 5500 plan (Fresno'S Chaffee Zoo Corporation)
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, Fresno'S Chaffee Zoo Corporation 401(K) Plan is a benefit plan reported by Fresno'S Chaffee Zoo Corporation under EIN 42-1661145 and plan number 001. The latest loaded filing year is 2023. The filing reports 369 participants and $4,942,641 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fresno'S Chaffee Zoo Corporation
- EIN
- 42-1661145
- Plan number
- 001
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 369
- End-of-year plan assets
- $4,942,641
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 369 | H, C | 20241011170058NAL0023291185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,942,641
- Total liabilities (EOY)
- $792
- Net assets (EOY)
- $4,941,849
- Net assets (BOY)
- $3,803,546
Income & contributions
- Employer contributions
- $227,558
- Participant contributions
- $435,647
- Total contributions
- $663,205
- Total income / additions
- $1,378,939
Expenses & distributions
- Benefits paid
- $209,430
- Administrative expenses
- $31,206
- Total expenses
- $240,636
- Net increase / (decrease)
- $1,138,303
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regency Investment Advisors | INVESTMENT ADVISOR | $21,095 | not reported in the loaded dataset | 2023 |
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $9,234 | $0 | 2023 |