Dallas Zoo Management, Inc. 401(K) Plan — Form 5500 plan (Dallas Zoo Management, 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, Dallas Zoo Management, Inc. 401(K) Plan is a benefit plan reported by Dallas Zoo Management, Inc. under EIN 27-0777846 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $14,147,884 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dallas Zoo Management, Inc.
EIN
27-0777846
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
415
End-of-year plan assets
$14,147,884

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023415H, C20241011130253NAL0010938723001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,147,884
Total liabilities (EOY)
$0
Net assets (EOY)
$14,147,884
Net assets (BOY)
$11,659,581

Income & contributions

Employer contributions
$380,978
Participant contributions
$1,129,339
Total contributions
$1,613,537
Total income / additions
$3,694,557

Expenses & distributions

Benefits paid
$1,138,825
Administrative expenses
$67,429
Total expenses
$1,206,254
Net increase / (decrease)
$2,488,303

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$39,088$02023
Visionpoint Advisory GroupADVISOR$28,341not reported in the loaded dataset2023

Related Form 5500 pages