Friends Of The Zoo 401k Plan — Form 5500 plan (Friends Of The Zoo, Inc. Of Kansas)

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, Friends Of The Zoo 401k Plan is a benefit plan reported by Friends Of The Zoo, Inc. Of Kansas under EIN 43-6048888 and plan number 001. The latest loaded filing year is 2023. The filing reports 287 participants and $8,844,029 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Friends Of The Zoo, Inc. Of Kansas
EIN
43-6048888
Plan number
001
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
Participants
287
End-of-year plan assets
$8,844,029

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023287H, C20240814121241NAL0011672881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,844,029
Total liabilities (EOY)
$0
Net assets (EOY)
$8,844,029
Net assets (BOY)
$8,305,272

Income & contributions

Employer contributions
$360,835
Participant contributions
$701,254
Total contributions
$1,075,141
Total income / additions
$2,510,982

Expenses & distributions

Benefits paid
$1,962,921
Administrative expenses
$5,036
Total expenses
$1,972,225
Net increase / (decrease)
$538,757

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mariner Retirement Advisors LLCSERVICE PROVIDER$0$22,8022023
Voya Retirement Insurance & AnnuityRECORDKEEPER$4,450$02023

Related Form 5500 pages