Plan5500

Nashville Zoo, Inc. 401(K) Plan — Form 5500 plan (Nashville Zoo, Inc.)

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, Nashville Zoo, Inc. 401(K) Plan is a benefit plan reported by Nashville Zoo, Inc. under EIN 62-1411210 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $5,549,746 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nashville Zoo, Inc.
EIN
62-1411210
Plan number
001
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
297
End-of-year plan assets
$5,549,746

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023297H, C20240930145054NAL0010388704001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,549,746
Total liabilities (EOY)
$0
Net assets (EOY)
$5,549,746
Net assets (BOY)
$4,212,232

Income & contributions

Employer contributions
$214,921
Participant contributions
$444,546
Total contributions
$684,339
Total income / additions
$1,486,331

Expenses & distributions

Benefits paid
$105,082
Administrative expenses
$43,735
Total expenses
$148,817
Net increase / (decrease)
$1,337,514

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$34,960$02023
Acuff & AssociatesCONTRACT ADMINISTRATOR$780$11,4782023
Ubs Financial Services IncINVESTMENT ADVISORY$7,992$62023

Related Form 5500 pages