2023 Form 5500 filing — Detroit Zoological Society Retirement 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 20240930222904NAL0006129937001) for Detroit Zoological Society Retirement Plan, reported by Detroit Zoological Society under EIN 38-6027356 and plan number 001. It reports 383 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930222904NAL0006129937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Detroit Zoological Society
- EIN
- 38-6027356
- Plan number
- 001
- Location
- Royal Oak, MI
- Participants
- 383
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,625,369
- Total liabilities (EOY)
- $2,796
- Net assets (EOY)
- $19,622,573
- Employer contributions
- $686,200
- Participant contributions
- $1,466,330
- Total income / additions
- $5,580,120
- Benefits paid
- $2,970,931
- Administrative expenses
- $55,443
- Total expenses
- $3,026,374
- Net increase / (decrease)
- $2,553,746
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $30,213 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $17,755 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $7,475 | $0 |