The Maryland Zoological Society Savings And Retirement Plan — Form 5500 plan (The Maryland 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, The Maryland Zoological Society Savings And Retirement Plan is a benefit plan reported by The Maryland Zoological Society under EIN 52-0996352 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $10,713,428 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Maryland Zoological Society
- EIN
- 52-0996352
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $10,713,428
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20241007133653NAL0031917474001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,713,428
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,713,428
- Net assets (BOY)
- $9,118,369
Income & contributions
- Employer contributions
- $236,403
- Participant contributions
- $460,881
- Total contributions
- $782,531
- Total income / additions
- $2,423,825
Expenses & distributions
- Benefits paid
- $787,736
- Administrative expenses
- $41,030
- Total expenses
- $828,766
- Net increase / (decrease)
- $1,595,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Wealth Mgmt., LLC | N/A | $24,361 | not reported in the loaded dataset | 2023 |
| Nwps | N/A | $16,669 | not reported in the loaded dataset | 2023 |