Best Friends Animal Society 401(K) Savings Plan — Form 5500 plan (Best Friends Animal 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, Best Friends Animal Society 401(K) Savings Plan is a benefit plan reported by Best Friends Animal Society under EIN 23-7147797 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,007 participants and $59,415,258 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Best Friends Animal Society
EIN
23-7147797
Plan number
001
Plan type
2
Location
Kanab, UT
Latest filing year
2023
Participants
1,007
End-of-year plan assets
$59,415,258

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,007H, C20240830164204NAL0008492707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$59,415,258
Total liabilities (EOY)
$0
Net assets (EOY)
$59,415,258
Net assets (BOY)
$45,983,982

Income & contributions

Employer contributions
$2,608,886
Participant contributions
$4,511,911
Total contributions
$9,322,441
Total income / additions
$18,402,483

Expenses & distributions

Benefits paid
$4,870,898
Administrative expenses
$98,588
Total expenses
$4,971,207
Net increase / (decrease)
$13,431,276

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$62,740$02023
Global Retirement Partners LLCADVISOR$35,848not reported in the loaded dataset2023

Related Form 5500 pages