2023 Form 5500 filing — Friends Of The Zoo 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240814121241NAL0011672881001) for Friends Of The Zoo 401k Plan, reported by Friends Of The Zoo, Inc. Of Kansas under EIN 43-6048888 and plan number 001. It reports 287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.8MReported net assets$8,844,029
Participants287
Provider compensation$27.3K2 Schedule C row(s)$27,252
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240814121241NAL0011672881001
- Plan sponsor
- Friends Of The Zoo, Inc. Of Kansas
- EIN
- 43-6048888
- Plan number
- 001
- Location
- Kansas City, MO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.8M total assets
Net assets$8.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,844,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,844,029
- Employer contributions
- $360,835
- Participant contributions
- $701,254
- Total income / additions
- $2,510,982
- Benefits paid
- $1,962,921
- Administrative expenses
- $5,036
- Total expenses
- $1,972,225
- Net increase / (decrease)
- $538,757
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Retirement Advisors LLC | SERVICE PROVIDER | $0 | $22,802 |
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $4,450 | $0 |